Salesforce Sales Cloud Implementation
Fast and affordable. Configured for your teams specific sales processes, stages and reporting requirements
A Quick Start Salesforce Sales Cloud Implementation
Customized by Experts In As Little as Two Weeks to Support How Your Team Actually Sells
A Gabriel Sales Salesforce Sales Cloud implementation customizes Salesforce around your team’s specific sales process, pipeline stages, custom fields, reports, dashboards, email and user permissions, then imports your data and trains your team for fast adoption.
The Challenge
“How do we set up Sales Cloud to maximize our investment so our team actually uses it to drive more revenue?”
You bought Salesforce to help your reps sell faster & smarter and to help your management team increase their visibility, coach more effectively and forecast with confidence. But a CRM only pays off if it’s customized for your specific sales process so your reps actually use it. Implementations are successful when Sales leaders are supported by Certified Technologists that also have proven frontline sales and marketing experience. Implementations risk failure when they are designed by technologists with no practical end user experience.
Even more frustrating is what happens 6 months down the road if your sales data and workflows were not set up to provide the reporting, dashboards and insights your leadership team needs. This requires starting with the “end in mind” so your CRM is also a powerful tactical and strategic management tool.
And now with marketing and a sales alignment critical for success most Salesforce users also need to configure Sales Cloud so it ready for marketing automation and marketing data. Because that data is critical for scored leads, attribution and the advanced AI enhancements that are the future of sales and marketing. If you don’t consider marketing data as part of your implementation your system becomes a tool where data goes to die.
The Solution
Sales Cloud launched to support Sales Reps, Sales Leadership and Sales and Marketing Alignment
The Gabriel Sales Sales Cloud Quick Start package is a fixed-scope implementation based on three principles:
- Your CRM should mirror how your team already sells to increase productivity
- Your data needs to make it easier for your leaders to lead
- Your CRM needs to leverage marketing data for faster funnels and enhanced AI
We know how to support all three with is a system that’s live in weeks, not months, delivered fixed-scope so you always know exactly what you’re getting. Your reps get a CRM built for how they sell. And your leaders get the visibility they bought Salesforce for in the first place.
Experience Matters – Get it Right, Faster with Sales and Marketing Experts
Gabriel Sales is a Certified Salesforce Partner. We have been working with Account Engagement (Pardot) and Salesforce since 2012 to help sales and marketing team align their goals and accelerate their sales funnels with proven and tested best practices.
Built to Support to Sales Enablement, Marketing Alignment & AI
One build serves sales and supports marketing. Sales gets a CRM they’ll actually use and marketing gets connected so you can eventually see their contributions to funnel. And clean + integrated data means everyone gets better AI.
Sale Reps
Less time in administration and more time selling
- Quick access for data entry
- Lead prioritization & alerts
- Task tracking for self management
- Custom lead views and opportunity views
- Sales process workflows & automations
Sales Leaders
Pipeline visibility and insights to increase production
- Activity tracking by rep & team
- Next step by rep & team
- Accurate forecasts
- Adoption & coaching tools
Marketing Alignment
Sales Cloud connected to Account Engagement (Optional)
- Lead source mapping
- Content mapping
- Visible attribution
- Third party data integrations
Once implemented we train all stakeholders in your new best practice tools.
What’s Included
A systematic fixed-scope engagement with training and documented hand-off so your investment in Salesforce increases productivity, revenue and results faster.
Core Build
- Pipeline & process. Configure your Lead and Opportunity stages, sales paths, and probabilities to match your real process.
- Fields & Data Model. Customized proven best practice recommendations for and custom fields for data collection and prioritization
- Layouts. Customized page layouts built for speed.
- Users & Permissions. Users created, profiles and permissions set
Forecasts, Reports & Dashboards
- Forecasts. Close dates, age, stage, stalled deals, by rep, product and team
- Sales Coaching Reports. Use, adoption, activity, task and lead conversion tracking by rep and team
- Sales Enablement Tracking. Home dashboard with each rep’s tasks for the day, next steps, and progress to goal
Initial Sales Enablement Integrations
- Email. Connect Outlook or Gmail, set up call logging and dispositions, and minimize manual entry.
- Clean Data In. Import your lists correctly and coach the team on import best practices.
- Prioritized Lead Views. Leads customized based on your priorities.
- Additional Integrations Available. Apollo, LinkedIn, Clay, Salesloft etc. are available as part of our Salesforce Optimization Services. Learn more →
Connect marketing
- Campaigns & attribution. Set up Salesforce Campaigns and campaign influence so marketing’s contribution to pipeline is tracked from first touch to closed deal.
- Advanced Connections. Real time alerts, scoring and additional grading are available as additional engagement when Marketing Cloud Account Engagement is fully connected. Learn more →
Training & Hand-Off
- Train Team. Live end-user training covering the sales process and day-to-day upkeep.
- Train Sales leadership. Review sales process, rep and team activity and pipeline tracking. Teach how to customize reports and dashboard on your own.
- Documented for Adoption. Videos, cheat sheets, standard operating procedures, and governance documentation for your team.
- Advanced Training. Additional custom and advanced training available as part of our Salesforce and Account Engagement training services. Learn more →
What Your Team Walks Away With
Reps get a streamlined workflows to sell. Your sales team get priortized leads with a step by step process to move them through the funnel
Sales Managers get the tools they need for success. Your sales executives get accurate forecasts, the reporting they need to coach team and reps more effecively and the line of sight and reports they need for faster and more accurate decisions
Marketer get feedback for alignment. Marketers get the basic feedback loops they needs understand whats working and attribution so they can suport sales higher quality leads
A documented hand-off and trained team. A summary of everything set up, SOP documentation and customized training videos for future reference.
Once completed you can also choose to leverage our managed services and/or optimization services for additional sales and marketing alignment for increased automation and sales enablement maturity. We are here to support your success, scale and growth.
How it Works
Discovery
We map your sales process and reporting needs and confirm the scope. Minimal prep required beyond access to your org and a couple of hours with your team.
Build & Configure
A Certified Salesforce Specialist configures your pipeline, fields, layouts, permissions, and users around how you actually sell.
Reports, Integrations & Data
An ex-Sales Executive & Marketing Executive builds your reports and dashboards, connect email, import your data, and advise on marketing campaigns and attribution.
Training for Adoption & Hand Off
Live training gets your team confident, and you receive documentation, SOPs, and a governance doc so the team adopts and the build stays clean.
Ongoing Optimization, Governance & Support Available
As you adopt we grow with you to ensure ongoing adoption, data governance and increased maturity is possible. Available through Salesforce Optimization Services, Account Engagement Optimization Services and Managed Services
Who Delivers It
Delivered by Gabriel Sales’ Certified Salesforce Specialists with over 20 years of sales-operations and technology experience. Our team has launched more than 80 Salesforce instances from scratch. And we have been a Salesforce partner since 2015. Meet the team →
Success Stories
The payoff of a CRM built around your process is measurable with less data entry, the next step always in front of the sales rep and forecasting always available 2X more accurate. Read our case studies and some industry highlights below.
Case Study: Post-Merger, a Healthcare Software Company Needed One Sales and Marketing Engine From Two Different Systems. Gabriel Sales Built It in 150 Days, Trained & Handed Off
Client Type: SMB Healthcare Software CompanySolution: Quick Start Account Engagment + Salesforce Implementation + Training and TransitionGabriel Sales Merges 2 CRMs, Launches Multiple Awareness and Lead Nurturing Campaigns and then Transitions in 150 DaysSituation...
Case Study: An Engineering Firm With 100 Employees and Clients Across Three Continents Needed Salesforce Running Fast. Done in 90 Days!
Client Type: SMB Engineering and Professional ServicesSolution: Quick Start Salesforce Implementation + Training and TransitionSituation The General Manager and Managing Partner of a fast-growing specialized Engineering firm selling complex consulting and engineering...
Why Expert Sales Cloud Implementation Matters
You stop struggling with technology and focus on selling
70% of sellers report being overwhelmed by the technologies required to do their work, and 72% are overwhelmed by the number of skills required for their roles. Gartner
You get it right the first time to maximize your investment for a faster competitive advantage
“CRM sales platforms are a costly investment; yet, poor design, implementation, and adoption undermine their purpose of acquiring and growing customers, harnessing data, and maximizing sales productivity and competitive advantage.” Gartner
CRMs customized for your team makes you a top sales organization
Top-performing sales organizations “align sellers to specific parts of the sales process, and use data-driven insights to clarify seller priorities.” Organizations with that action-centered insight and design are 2.5x more likely to be among the top sales organizations than their peers. Gartner
Expert Implementation means more time selling and less time in administrative tasks
The average sales rep spend 60% of their time on non-selling tasks Salesforce
Learn More
FAQs
Salesforce Sale Cloud Implementation
How long does a Salesforce (Sales Cloud) implementation take?
A fixed-scope Quick Start runs about one to two weeks. Larger or more customized builds are phased, so the timeline stays predictable and you see value early.
How much does a Salesforce implementation cost?
It’s a fixed-scope, transparent engagement with no time-and-materials surprises. We confirm the exact figure after your scoping call. Bigger builds scale from there. Ask your sales rep for a sell sheet with all the details.
We bought Salesforce but our reps won’t use it. Can you fix that?
Yes that’s the core of what we do. We rebuild the setup around how your team actually sells, cut the data entry, put each rep’s next step in front of them, and train the team so adoption sticks. If your CRM has been in use for years, you can also leverage our Salesforce Optimization services.
Do you connect Salesforce to our marketing?
Yes. We set up Salesforce Campaigns and campaign influence so marketing’s contribution to pipeline is visible and leads flow cleanly to sales. Running both sides of the funnel is what sets us apart from CRM-only partners. We specialize in both Sales Cloud and Marketing Cloud Account Engagement. You can learn more about that on our website.
What if our data is a mess?
Standard list import and clean-up are part of the build, and we coach your team on import best practices. Heavy database cleanup or migration from another CRM is scoped separately so it’s done right. We also offer additional Data Hygiene, Data Enhancement and AI Data Readiness services.
What’s not included?
Advanced custom development, automations that require a higher Salesforce edition, CPQ (configure-price-quote), and accounting integrations like QuickBooks are scoped separately. The Quick Start gets a clean, correct foundation live; deeper customization comes next.