Salesforce Sales Cloud
Close deals faster and increase your sales team's efficiency with a unified sales tool — from lead management to opportunity pipeline and quotes.
Scope and Key Functionalities
Initial CRM Setup
- Data model configured for sales activity, with custom fields
- Security model based on user roles and profiles
- Customised app with all developed functionality
- Seamless Outlook or Gmail email and calendar integration
Sales Process
- Lead management process, including web-to-lead
- 360º view of accounts and related information
- Opportunity pipeline with a tailored sales process
- Quote management with quote templates
- Product catalogue with related pricing
Analytics & KPIs
- Sales reporting with customised reports and a dashboard
- Reports to analyse sales processes and efficiency
- Control dashboard to measure team performance
- Export to third-party BI tools in multiple formats
Analysis and design phase · Weekly project governance · Testing · Data migration · User training · Go-live and user activation
Delivery Plan and Scope Assumptions
Initial Analysis & Consulting
Up to 3 sessions (6 h) with business stakeholders.
Customisation & Project Management
Dailies, weeklies and end-of-sprint meetings.
Testing & Trainings
Up to 3 training sessions of 2 h each before go-live.
Deployment & Go-Live
Readiness evaluation, data migration of up to 4 objects, go-live.
Implementation scope covers
- Up to 2 custom objects and 50 custom fields
- 2 custom profiles / permission sets
- 1 lead process and 1 web-to-lead
- 2 queues for lead workload and assignment
- 1 automation of manual sales-process tasks
- 1 pricebook and 1 standard quote template
- Up to 5 reports and 1 dashboard
Data extraction for migration is the client's responsibility; Eksido provides CSV migration templates.
Other Accelerator Packs
See the full catalogueSales Cloud, answered.
The questions buyers ask before committing to this pack.
How much does a Salesforce Sales Cloud implementation cost?
The Eksido Sales Cloud Accelerator Pack costs a fixed 4,200 € against the published scope. Taxes and Salesforce licences are not included.
How long does a Sales Cloud implementation take?
The Eksido Sales Cloud Accelerator Pack takes 2 to 3 weeks, from the first analysis session to go-live.
What is included in the Sales Cloud Accelerator Pack?
A lead process with web-to-lead, an opportunity pipeline, one pricebook and a standard quote template, a product catalogue, up to 5 reports and 1 dashboard, plus training for users and admins before go-live.
What happens if something breaks after go-live?
Every Eksido implementation project carries a 3 month guarantee from go-live, so anything that breaks within that window is fixed as part of the project.
Talk to us about Sales Cloud.
Tell us where you are today and we will tell you whether the Sales Cloud pack fits. Before any project starts, you get:
- A written scope against the published pack
- A fixed price (4,200 €) and a delivery plan
- A 3 month guarantee from go-live
Not sure this is the right first move? The free Salesforce Assessment answers that in two to three weeks, at no cost.