Salesforce Sales Cloud

Streamline your sales process and accelerate growth while managing all your sales activities in one central place with Salesforce Sales Cloud
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Sell Faster, Sell Smarter

Sales Cloud, as the flagship Salesforce product, is designed to simplify your sales lifecycle through greater transparency and tracking of deals, intelligent automation and process management, and enabling an all-around better sales process.
This Salesforce platform provides your sales team with everything they need in one central place to manage their pipeline, efficiently manage customer relationships and drive more sales.

Sales Cloud Benefits:

  • Help your sales team close more deals, quicker and more effectively
  • Improve lead nurture and direct them to the correct team at the right time
  • Increase your productivity by streamlining complex sales processes and having all your activities and data on one platform
  • Access reliable reporting and dashboards to gain sales insight, and metrics on ROI
  • Manage your business better with customer tracking and team performance info in one central place
  • Save your reps valuable time with process and workflow automation
  • Give management a real-time view of business performance and marketing campaign effectiveness

What’s Included

Sales Cloud offers a comprehensive set of features to help your business boost productivity, improve customer relationships and achieve your business goals.
Process Automation

Built-in tools allow you to automate your unique sales processes with a simple point-and-click interface. With Sales Cloud’s Process Builder, you can design custom workflows that keep deals moving by recommending next steps or automating essential and everyday tasks, delivering a more accurate and streamlined experience. 

Account and Contact Management

Organize and get to know every contact in your client’s accounts, get critical information about your customers, and find out their challenges so that you can take proactive actions. With account hierarchies in Salesforce Sales Cloud, you can get a detailed tree-view of your accounts and all the connected relationships. 

Lead Management

Easily access and track essential lead details so you can assign it to the right people, ensure nothing critical falls through the cracks, and keep moving the lead easily through the pipeline.

Opportunity Management

Convert all of your lead details over to an opportunity, view a detailed activity timeline and plan what moves to make next while keeping up to date on all stages and communications.

Reports and Dashboards

Build real-time reports, check important business metrics, and track the team’s performance using Salesforce Sales Cloud dashboards. Reports and dashboards give you at a glance business tracking as well as in-depth analysis to enable better business decisions.

Pipeline and Forecast Management

Create real-time sales forecasts based on out-of-the-box KPIs, giving you a comprehensive view of your entire pipeline and business. Flexible forecasting allows you to ensure accuracy and consistency while also enabling you to make immediate adjustments whenever you need them.


Get your sales processes directly on your mobile device. Your sales team can provide a rapid response to clients and check accounts at any time and help ensure you don’t miss any deals and opportunities, no matter where you are.

Process Automation Account and Contact Management Lead Management Opportunity Management Reports and Dashboards Pipeline and Forecast Management Mobile

Want even better news? Salesforce upgrades new functionalities for Sales Cloud three times a year. This means that your application will always be getting the latest in technology enhancements, all without you lifting a finger.

Is Sales Cloud Right For Me?

Sales Cloud can help any business from 1-person shops to multinational corporations. If any of the following sound like you, this may be the CRM software you need:

You want to better monitor sales metrics to understand if your organization is achieving its sales goals

You need customized order management, tracking, customer engagement, and marketing, and improve your forecasting tools

You are looking to connect your marketing and sales teams, and keep all data under one roof

You need to update old legacy systems and develop a more mobile and scalable way of doing business

You want to improve your sales process with validation rules and automated workflows

You want to close deals faster, manage leads better and simplify internal and external communication

You are looking to improve management of the revenue generated from your book of business and keep sales quotas and commission calculations organized in Salesforce

You want to improve the management of customer interaction, contacts, leads and accounts to build stronger and more personalized relationships with your customers

Greg Catling
Greg Catling
Salesforce Business Analyst
Kellen Silveria
Kellen Silveira
Salesforce Business Analyst
Sarah Mitchell
Sarah Mitchell
Delivery Manager

The Cloudsquare Difference

Innovative, Lean, and Future-Proof

We are a certified Salesforce partner with 200+ successfully completed projects and comprehensive experience implementing Salesforce across various industries and sectors. We help big and small businesses succeed with their CRM strategies, offering consulting, implementation, business intelligence, managed services, and custom tailoring of solutions to fit your needs.

When you work with us you can expect:

  • Cost-Effective Solutions
  • Reliability
  • A ‘Process First’ Approach
  • Rapid Response Times
  • Open and Transparent Communication
  • Quick Deployment and Flexible Project Management
  • Ongoing Support and Documentation
  • West Coast, East Coast and Everywhere in Between

Our in-depth knowledge of the platform lets us push it to its limits and take advantage of the full power of Salesforce, often far beyond what the competition can offer.   We listen to your unique business needs, and architect a roadmap that focuses on your essential needs and leaves out the unnecessary features. By starting small, we validate what your team cares most about and can easily enhance over time.  Our unique approach helps clients create a better business, helping them to grow and achieve both their short and long-term goals.

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Customer Success Stories

An intelligent Salesforce Sales process designed in a small window of time, results in better tracking and follow-up across the Sales pipeline.

After procuring some Salesforce licenses, ThoughtWorld needed to quickly implement Sales Cloud for their brand-new sales team, with only a 3 week deadline. They lacked in-house Salesforce experts and were seeking a Salesforce minimal viable product (MVP) set up so their sales team could start tracking pipeline activity.

Read the complete Case Study…

Startup broker uses Salesforce to originate working capital loans.

The company had difficulties competing with similar businesses in their industry due to a lack of CRM, limited visibility into the sales pipeline, inability to capture lead source attribution, and a slow submission process.

Read the complete Case Study…

A seasoned alternative business lending broker uses Salesforce to originate working capital loans.

The company didn’t have a CRM in place, which limited the visibility into sales lifecycle, data tracking, and reporting on crucial key performance indicators (KPIs).

Read the complete Case Study…

How a mid-sized home improvement company earned 45% more leads and boosted sales by 24%.

The company continued to use the same system of generating leads and sales for eighteen years. Leads were being taken down on paper, searched for through thousands of documents, and eventually lost.

Read the complete Case Study…

Moving Underwriting Team Leads to Efficiency and Communication Gains.

How a leading lender in financial services modernized its underwriting processes and streamlined its Salesforce implementation, improving 100% user adoption and increasing closed/won deals a 15%.

Read the complete Case Study…


Who uses Salesforce Sales Cloud?
Who uses Salesforce Sales Cloud? Sales Cloud is used by companies engaged in B2B (business to business) and B2C (business to customer) looking to improve their sales team and increase revenues by streamlining their sales processes and centralizing their customers’ information. This Salesforce solution is mainly used by the majority of Salesforce’s top clients like Spotify and U.S. Bank.
What is Salesforce Sales Cloud pricing like?
Sales Cloud pricing starts at $25/user/month for up to five users. You can try different plans and editions according to your business needs.
What is the Salesforce Sales Cloud Lightning Experience?
Sales Cloud Lightning Experience provides a new user experience to help your sales team close deals faster and smarter by surfacing information as needed, providing a new home page with an Account Insights feature, and helping you keep things moving forward.
How can I get started with Sales Cloud?
Salesforce provides a handful of guides at to get you started quickly. If you have a Salesforce admin, Salesforce’s guides can help set you up and customize it according to your sales business needs.
Can I use Sales Cloud if I have a small business?
Sales Cloud can be implemented for any business, regardless of size. Sales Cloud can be easily scaled up or down to accommodate your business needs and can be customized to add new features as you grow.
Why do I need a Salesforce partner to implement Sales Cloud?
Depending on the use case, you can use a Salesforce partner to help configure the platform to your individual needs. The right Salesforce partner has experience across a wide range of industries and the expertise to design the best solution with Sales Cloud that will help you achieve your long-term goals and get you started in no time. Additionally, by hiring a third-party Salesforce implementation company like Cloudsquare, you can save yourself the issue of having to hire a full-time Salesforce admin, and you will have ongoing support during and after the implementation. Finally, you will feel at ease knowing you have an experienced team collaborating with you to create the most suitable platform for your business.

Interested in seeing how Sales Cloud can improve your sales process?

Schedule your complimentary Salesforce consultation today.