SALESFORCE SALES CLOUD™ CRM CONSULTING & CUSTOMIZATION

Sales Cloud Implementation

Configuration

Customization

Integration

Salesforce Sales Cloud CRM is a customer relationship management (CRM) platform designed to support sales, marketing and customer support in both business-to-business and business-to-customer contexts. 

Sales Cloud CRM is a fully customizable product that brings all the customer information together in an integrated platform that incorporates marketing, lead generation, sales, customer service and business analytics and provides access to thousands of applications through the AppExchange. The platform is provided as Software as a Service (SaaS) for browser-based access; a mobile app is also available. A real-time social feed for collaboration allows users to share information or ask questions of the user community.

Salesforce.com offers five versions of Sales Cloud CRM on a per-user, per month basis, from lowest to highest: Group, Professional, Enterprise, Unlimited and Performance.

Summit Technologies is proficient at implementing all aspects of the Salesforce Sales Cloud​ CRM. Our consulting team has relevant certifications in:

  • Sales Cloud Consultant

  • Advanced Salesforce Administration

  • Platform App Builder

  • Platform Developer

Some of the services we offer:

  • Salesforce Steelbrick CPQ (Configure, Price, Quote) Implementation

  • Salesforce Lightning Migration

  • Salesforce CRM Sales Forecasting Configuration

  • Sales Pipeline Configuration and Management (including custom sales processes)

  • Create Custom Reports and Dashboards in Salesforce CRM

  • Capture Leads from Your Web Site (Web-to-Lead)

  • Set up Salesforce Einstein to Use Artificial Intelligence to identify accounts and leads that need attention

  • Salesforce Email Integration with MicroSoft Outlook or GMail

  • Set up Custom Email Templates

  • Configure Salesforce1 Mobile App

  • Create Workflows and Approvals

  • Configure data access and security

  • Set up user role hierarchy (org chart)

  • Import Leads, Accounts and Contacts

  • Create Products and Price Lists for Quotes

  • Set up Sales Territories

  • Customize Salesforce CRM interface to capture custom data

  • User Training for Sales Teams

  • Administrator Training

  • Integrate Salesforce CRM with Outlook or other email clients

  • Install and configure apps from the AppExchange

QuickStart Logo
Salesforce Sales Cloud CRM Quickstarts get you up and running fast!

Summit Technologies QuickStarts give you:

  • Set up and customization of Salesforce

  • Up and running in 2-3 weeks!

  • Training included

  • Follow-up support

Get a free Salesforce Sales Cloud CRM Consultation