Pipeline nobody trusts
Forecasts built on stale opportunities and inconsistent stages.
Salesforce Sales Cloud
Turn Salesforce into a sales platform your team actually uses
Sales Cloud earns its place when it reflects how your team sells and when the data in it is trusted. BD-S implements, redesigns and integrates Sales Cloud around real sales processes, and supports it afterwards.
The business problem
What this solves
Most Sales Cloud problems are adoption and data problems dressed up as technology problems.
CRM outside the workflow
Sellers work in email and calendars; a CRM that lives elsewhere does not get updated.
Over-customised, under-used
Years of fields, layouts and automations that no longer match the process.
Disconnected from the rest
Quotes, orders, marketing and service data held in other systems.
What we deliver
What we deliver on Sales Cloud
Lead, opportunity and pipeline management
Stages, qualification and conversion designed with the sales team.
Account and relationship management
Account hierarchies, contacts and activity capture that hold the relationship history.
Forecasting and reporting
Forecast categories, dashboards and reporting that leadership uses in the meeting.
Sales automation
Assignment, approvals, tasks and notifications that remove admin from the day.
Integration and migration
Marketing, quoting, ERP and finance connected; data migrated from legacy CRM.
Adoption and managed support
Training, champions, reporting and ongoing enhancement under the managed service.
Implementation
Implementation and redesign
Implementation
New Sales Cloud environments configured to an agreed sales process with clean data from day one.
CRM redesign and optimisation
Simplifying over-customised environments, retiring unused fields and rebuilding automation.
Migration
Moving from legacy or unsupported CRM platforms with data cleansing and mapping.
AI-assisted selling
Agentforce for account summaries, email drafting and next steps once the data supports it.
Integration
Sales Cloud connects to marketing, quoting, ERP and service systems through MuleSoft and APIs, and to Microsoft 365 for email and calendar capture, so sellers work in one place with complete customer visibility.
Governance and security
Governance and data quality
- Data model, validation and duplicate rules that keep records clean
- Role hierarchy and sharing aligned to territories and teams
- Release governance across sandboxes
- Usage and data quality reporting owned by sales operations
Ongoing support
Ongoing support
Sales processes change with the business. The managed service keeps Sales Cloud aligned with new products, territories and reporting needs.
Salesforce Managed ServicesUse cases
Use cases
- Commercial pipeline and forecasting
- Stakeholder and partner relationship management
- Membership, sponsorship and grant pipelines
- Replacing an unsupported CRM
- Sales and service on one platform
Talk to us about Sales Cloud
Tell us where your pipeline breaks down and we will show what a redesign or implementation would change.