Get More Productivity from Salesforce Sales Cloud 

Enable Your Sales Team to Sell Faster & Smarter with Increased Adoption of All the Sales Tech You Are Already Investing In

Gabriel Sales Salesforce Sales Cloud Optimization enable reps to sell faster, helps leaders get smarter and coach more effectively, all with data enabled for AI to sell more effectively. We streamline views, prioritize sales-ready leads, automate manual work, build dashboards, forecasting and reporting. With best practice data governance to ensure increased ROI and productivity now while simultaneously building for longer term foundational and AI success.  Most engagements start with a free health check, (followed by a risk free audit if you don’t know where to start). Then initial ROI and measurable results are typically realized after a focused 30 to 90-day project sprint.

The Challenge

I can’t track my reps activity so I can’t coach them”

“I can’t tell whos a prospect,and who’s a customer”

“I can’t trust my AI”

“I don’t know what I can automate”

The average sales rep spend 60% of their time on non-selling tasks. Source: Salesforce State of Sales Statistics 2026

Challenges have a way of compounding over time. Maybe Salesforce was set up ten years ago. Maybe admins came and went.  Maybe the person that set this up was never a sales rep. Maybe you just added an automation platform or are struggling integrating AI with the features you already pay for.

What you do know is reps find your tools clunky, they work around them and they still spend too much in administrative tasks or using AI they can’t trust. And your leaders don’t trust the forecasts enough to make strategic decisions.  Or most importantly your best leads aren’t prioritized and easy to so deals get missed.

Or maybe you know exactly what you want to improve and just need the increased capability and capacity to get the job done.

Or maybe you don’t even know where to start.

In all these cases what you do know is that you invested in Sales Cloud as a powerful CRM and what Salesforce promised you it could do isn’t happening. It’s not because of the software, it’s because it’s not optimized by sales professionals for sales professionals so you’re only using a fraction of what you’re actually paying for.

The good news is all of this is fixable without starting over.  And Gabriel Sales can help you get the job done.

What We We Do

Repair, Optimize and Enhance 

Optimization buyers typically come to Gabriel Sales to fix something specific. With our technical expertise across the Salesforce eco-system, our frontline quota carrying sales operations experience and our AI expertise we understand that the fastest path to revenue for our clients is the  “right fixes, in right order with visible revenue results with 30 to 90 days”  This sometime require moving beyond Sales Cloud to your Automation and AI platform. 

We know revenue matters so we always try to fix those road blocks fast (wherever the issues reside) and at the same we also practice a repair, optimize and enhance framework to help sales leaders build tools that sustain long term success, compounding sales enablement and accelerated growth. 

Some of the Most Common Problems We Solve

Some of the leaders that come to us for help already know where they need help. Here are some of the more common problems we solve and how we fix them. 

We build prioritized lead views with lead scoring (if using Account Engagement) and grading models that surface the leads worth a rep’s time and enhance with third party intent data integrations.

We fix with forecasting and dashboards tied to your real stages and sales cycle with rep data governance.

We build activity and performance reporting by team and by rep.

We create assignment rules, prioritized views, alerts and clean hand-off automations.

Clean full marketing imports with automation of repetitive tasks, third party data augmentation and third party AI integrations so reps spend time selling, not typing.

Streamlined, role-based views built around how your team actually sells with AI plug ins if possible.

We fix with automation and triggered campaigns that remove the busywork.

Implement balanced best practices created by proven end users to make the system simple to use supported with training and follow up video SOPs.

We fix with field Account Engagement field mapping,de-duplication, synch error resolution and data governance. Then enhance with a data audit,  third part integrations and in some cases AI integrations. 

Repair 

This is foundational work that immediately makes the system easier to use, processes easier to manage and the get all the baseline data connected and trustworthy: 

Bridging from Account Engagement

Data Cleanup

The Outcomes for Your Team

Your CRM is customized with best practices to mirror the way so sell. Reps spend more time selling and less time entering data and looking for information.   Reps know where to find clean and accurate leads list with next steps. They can find and manage opportunities and know what next steps to take.  Sales leaders have data and basic forecasts they can trust.   Marketing & sales data is connected. 

Optimize

Once the system is reliable, we tune and tighen the day-to-day engine for optimal performance.  

Bridges to/from Account Engagement & Sales Cloud

Data Governance & Data Augmentation 

The Outcomes for Your Team

Reps will get even more selling time back. Reps can quickly find, convert and qualify marketings’ best leads faster. Sales leaders will be able to coach with the facts. Sales leaders will have the data, forecasts and specific custom insights they need to  and have the insights they need to make more strategic decisions faster. Third party data integrations are connected. You will increase the ROI on your Salesforce investment.  Basic AI data readiness is achieved.

Enhance

The more advanced capabilities included in your Salesforce subscription that are sitting idle are activated. Native Salesforce and 3rd party AI integrations are turned on and can be trusted. 

Bridges to/from Account Engagement & Sales Cloud

Ongoing Data Governance & AI Enhancement

The Outcomes for Your Team

Marketing and sales alignment is now possible. Sales and marketing can now work together seamlessly to create powerful sales and customer experiences that close deals faster.  Reps have more things automated and more support from marketing.  Marketing has the feedback loops to support sales in real time and to make smarter top of the funnel spend decisions.  ROI is maximized across your tech stack, teams and marketing budgets. 

  Ready to Get Started or Want to Learn More? 

If you are ready to get started on a specific project, want to learn more or if you are not sure what’s holding your platform back fill out the form below.  We can jump right or start with a free Technology Health Check & Maturity Benchmark 

Learn More About our Free Health Check→

ssFAQs

Salesforce Sales Cloud Optimizations 

What does a Salesforce optimization sprint include?

A prioritized 90-day push against a known fix list. Typically streamlined views, automation, lead prioritization and assignment, dashboards and forecasting, governance, and feature enablement, plus sales-enablement improvements for reps.

How is optimization different from a re-implementation?

Optimization improves the Salesforce you already have rather than rebuilding it. Most underperforming orgs don’t need to start over. Sales teams need the right fixes in the right order, and better adoption.

Can you improve adoption so reps actually use Salesforce?

Yes. We streamline the views and workflows reps touch daily, remove busywork, and make the system easier to use. We do this because sales rep adoption of the tools you are providing is a core goal, not an afterthought. We also provide hands on training, SOPs and custom training videos after work is completed.

Will this fix our forecasting and reporting?

Yes. Forecasting tied to your real stages, plus activity and pipeline dashboards leaders can trust, are central to the work.

How long does it take?

Most optimization runs as a focused 30-day to 90-day sprint depending on your data readiness and current stage of maturity, scoped after the audit and roadmap.

What does it cost?

Start with the free Health Check; pricing is scoped to the work and shared in our proposal. Or ask your consultant during your first call. The sell sheet shows typical ranges and the factors that move them.