Sales Cloud
Forecasts your board can actually rely on.
Most Sales Cloud implementations produce a pipeline number nobody trusts. We fix the data model underneath it first.
The usual failure
What usually goes wrong.
- Stage definitions mean different things to different teams, so the pipeline is not comparable across regions.
- Territory and hierarchy models are built for last year’s org chart and cannot be changed without a migration.
- Reps work around the CRM because entering data costs them more than it returns.
What we deliver
Specifically, this.
Opportunity and territory data model designed to survive reorganisation
Forecast categories with definitions the whole business agrees on
Automation that removes admin from the rep, not adds to it
Reporting built on the model, not on exported spreadsheets
How we work
Four phases, and you can leave after any of them.
Architecture review
A working session with the engineers who would deliver it. We map the current estate, the constraints, and where it will break at the next order of magnitude.
Design
Data model, integration surface, security model, and release strategy — written down, reviewed with your team, and agreed before anyone builds.
Build
Delivered in reviewable increments against automated tests, in environments that predict production.
Run
Handover to your team with the pipeline, the tests, and the documentation. Or we keep running it. Both are fine; being unable to leave is not.
Integration surface
Nothing on this platform lives alone.
Integration architecture is usually the hardest part of these programmes and where we spend the most design time. These are the systems this practice most often connects to.
- ERP order and invoice data
- CPQ and pricing
- Marketing attribution
- Finance and revenue recognition
Related practices
These usually travel together.
Service Cloud
Omnichannel case routing and support tooling that shortens resolution, not just first response.
Marketing Cloud
Multichannel journeys built on customer data you can actually trust.
Engineering & DevOps
CI/CD pipelines, infrastructure as code, and releases that do not need a maintenance window.
Bring us an architecture problem.
A working session with the people who would actually deliver it. No pitch deck.
Book an architecture review