Sales Cloud

Sales Cloud

Close more deals with the world's #1 CRM

We implement and optimize Salesforce Sales Cloud to give your sales team a 360° view of every prospect, accelerate your pipeline, and help managers coach with data — not gut feel.

What We Do

  • Lead and opportunity management configuration tailored to your sales process
  • Sales process automation using Flows, approval workflows, and task queues
  • Forecasting setup with custom categories and manager override capability
  • Activity capture and email integration (Gmail, Outlook, Slack)
  • Sales performance dashboards and pipeline health reporting
  • Mobile-first configuration for field sales teams

Why It Matters

Sales Cloud is the heart of your revenue engine — but only when it's configured to reflect how your team actually sells. Out-of-the-box setups rarely stick. We configure Sales Cloud around your process, not the other way around, so reps adopt it willingly and managers get the visibility they need.

35%

Increase in pipeline visibility

Faster quota attainment

300+

Sales Cloud projects delivered

99%

Customer satisfaction score

Our Approach

1

Sales process workshop

Map your current lead-to-close process and identify friction points, gaps, and automation opportunities.

2

Data model design

Define objects, record types, and page layouts that reflect your actual sales motions.

3

Build & automate

Configure the full Sales Cloud — automation, workflows, email integration, and CPQ if needed.

4

Data migration

Move existing CRM data cleanly into Salesforce with deduplication and field mapping.

5

Training & launch

Run role-based training sessions and support your team through the first 30 days in the new system.

Summit

Salesforce Partner Tier

200+

Salesforce Certifications

300+

Projects Delivered

Frequently Asked Questions

How long does a Salesforce Sales Cloud implementation take?

A foundational implementation typically takes 8–12 weeks. Full implementations with CPQ, territory management, and integrations run 16–24 weeks.

What is the difference between Sales Cloud and HubSpot CRM?

Sales Cloud is highly configurable with deeper automation, complex security models, and native Salesforce platform connectivity. HubSpot is faster to deploy for smaller teams. WNC helps companies evaluate both.

Can Sales Cloud replace our spreadsheet-based pipeline?

Yes — this is one of the most common migrations we handle. We map your pipeline stages, custom fields, and reports into Sales Cloud so your team can adopt it from day one.

What is Salesforce CPQ and do we need it?

CPQ automates complex pricing, discount approvals, and proposal generation. If your sales team spends significant time on manual quoting or making pricing errors, CPQ pays for itself quickly.

Does WNC provide Sales Cloud training for our team?

Yes. All implementations include end-user training, manager training, and adoption support as part of our change enablement service.

Ready to implement Sales Cloud?

Let's scope your project and build a delivery plan together.