Sales Cloud
Contacts, opportunities, quotes and sales forecasts in one place — so the team knows the next step, and management knows how much will be sold.
EQS INT consultants have implemented Sales Cloud for large and small companies in more than 20 industries. We start from how your team actually sells and configure the system around your process, not the other way around.
What else you get with Sales Cloud
Territories and quotas in one place
Assign customers to territories, set quotas per sales rep and track attainment during the month, not just at the end of it.
The whole customer relationship in front of the rep
Before every meeting, the rep sees past opportunities and quotes, agreed activities and the last contact, so the conversation picks up where the last one left off.
A sales forecast you can trust
The forecast is calculated from the opportunities reps manage in the system, by stage and probability, so management sees expected revenue for the month and quarter without adding up spreadsheets by hand.
No inquiry goes unanswered
Inquiries from the website, trade shows and campaigns automatically reach the right sales rep, with a reminder if nobody responds, so no prospect gets lost between emails.
Pipeline risks flagged early
Opportunities stuck in the same stage, slipping past their close date or with no next step are flagged automatically, so managers can step in while the deal can still be saved.
Quote to cash with Revenue Cloud
Quotes are built from the price list, with rules for discounts and approvals, and once signed they turn into a contract and an invoice without re-entering data.
Marketing and sales work on the same data
Sales reps see which campaign the customer responded to and what interests them, and marketing sees which campaigns led to closed deals.
Partner sales under control
Distributors, brokers and resellers get a portal where they register deals and pick up leads, and you see what sells through which channel.
Frequently asked questions about Sales Cloud
What is Salesforce Sales Cloud?
Sales Cloud is Salesforce's CRM for sales. Contacts, companies, opportunities, quotes, activities and sales forecasts are in one place, available on both desktop and phone, so salespeople know the next step and management sees where sales stand without manual reports.
How long does a Sales Cloud implementation take?
It depends on the scope. With the EQS Start package, Sales Cloud is in production in 30 days, with scope, deadline and price locked in advance. We deliver larger implementations in phases, and you get an exact plan and timeline after the initial analysis.
Can Sales Cloud connect to our ERP system?
Yes. We connect Sales Cloud with your ERP and the other systems you already use via the Salesforce API, so customer, order and invoice data isn't retyped by hand.
Can we move data from our existing CRM or Excel?
Yes, through a planned migration to Salesforce. History moves together with the data, and the old system stays available read-only for an agreed period, so every record can be checked against its source.
Which Sales Cloud edition do we need?
Salesforce offers several editions of Sales Cloud, which differ in their customization, automation and AI capabilities. Before you decide, we help you choose the edition and work out how many licenses you really need.