Transform your selling processes with expert Salesforce Sales Cloud consultants at CloudMasonry. Partnering with CloudMasonry’s Salesforce Sales Cloud consultants guarantees a tailored, scalable solution that addresses your current requirements and anticipates the demands of the future. Our comprehensive Salesforce Sales Cloud consulting services include:

  • Sales Cloud Implementation: Ensure a smooth and effective Salesforce Sales Cloud implementation, customized to your organization’s unique requirements, with our expert guidance and support.
  • Sales Cloud Configuration and Customization: Maximize the potential of your Sales Cloud platform by leveraging our consultants’ expertise in configuring and customizing Salesforce to align with your specific needs and goals.
  • Sales Cloud Integration: Seamlessly integrate Salesforce Sales Cloud with your existing systems, processes, and workflows to create a unified and efficient sales ecosystem across your organization.
  • Sales Cloud Optimization: Benefit from our Salesforce consultants’ insights to identify areas of improvement, implement best practices, and optimize your Sales Cloud solution for peak performance and scalability.
  • Sales Cloud Training and Adoption: Accelerate user adoption and productivity with customized training programs and support materials designed to enhance your team’s Salesforce Sales Cloud proficiency.

Our hands-on approach ensures that our client’s sales and marketing teams work closely with our consultants to develop a bespoke, scalable solution that accommodates both present needs and future aspirations. Elevate your organization’s sales performance with the support of CloudMasonry’s industry-leading Salesforce consultants. Reach out today to discover how our Salesforce Sales Cloud consulting services can transform your sales process and drive lasting growth.

CloudMasonry By The Numbers

46 +
148 +
4.9 /5
427 +
Successfully Completed
Salesforce Projects
128,644 +
Hours of Consulting
Services Provided
89 %
Of Our Customers Use Us
For More Than One Project

Salesforce Sales Cloud

CloudMasonry assists organizations in their implementation of Salesforce Sales Cloud. Our approach to system design is to balance the need for an easy and efficient user experience with the robust data and reporting requirements demanded by modern enterprise organizations.

Salesforce Sales Cloud engagements bring our resources into partnership with our client’s Sales and Marketing teams to collaboratively design and build a bespoke scalable solution the meets the needs of users today, with an eye on accommodating the requirements of tomorrow.

Customer / Prospect Information

Organize your data and provide your users a 360 degree view of their prospects and customers. See the complete history of every account and an up to the moment single source of truth about what is planned and by whom.

  • Account and Contact Management
  • Lead to Cash Process
  • Territory Management

Sales GPT

Apply Data and Generative AI to Sales Process through Sales GPT 

  • Dynamic Task Generation
  • Automated Email Personalization
  • Next Best Action Suggestions
  • Generative / Dynamic Scheduling

Productivity Tracking

Increase the productivity of your sales professionals by allowing the effortless tracking of their tasks and calendar events, providing a path for success and a point of collaboration with their peers.

  • Tasks and Events | Activity Tracking
  • Outlook Integration | Gmail Integration
  • Salesforce Mobile

Marketing Activity

Increase the return on all of your marketing investment. See which campaigns are driving new opportunities and which are helping to close them. Direct investment to those activities with the greatest impact and generate the hard metrics needed to plan for future investment.

  • Campaign Management
  • Marketing Automation Tool Integration

Selling / Sales Process

Increase the win rate of your sales professionals by enabling flexible collaboration with their peers while guiding them through a sales process tailored to meet the specific needs of your organization.

  • Opportunity Management | Guiding Selling
  • Quote Generation | Contract Management & Approvals
  • Sales Collaboration | Collaborative Selling
  • Salesforce Quote to Cash | Product Management
  • Document Generation Integration

Order Management

Increase the efficiency of your employees and the accuracy of your sales data by allowing Salesforce to work with your order management systems.

  • Order Management
  • ERP / Accounting System Integration

Account Management / Renewals

Reduce client attrition by enabling Salesforce to track existing customer contract details and provide a path for the ongoing health of the account.

  • Contract Management | Approval Management 
  • Asset Management | Product Support
  • Opportunity Renewals | Yearly Price Increases
  • Subscription Management

Sales Reporting

Evaluate Sales process and team efficacy leveraging Salesforce’s powerful out of the box reporting functionality.

  • Reporting and Dashboards
  • Sales Forecasting
  • Business Intelligence Tool Integration

Client Success Stories