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            Company About AppsXpert

              Salesforce Sales Cloud

              Sell more with a Sales Cloud that works the way you do

              We set up and optimise Salesforce Sales Cloud around your sales process — pipeline, opportunities, forecasting and productivity tools — so reps spend more time selling and managers always see an accurate, current pipeline.

              Request a Demo Talk to an Expert
              Pipeline built to fit Certified Sales Cloud consultants Forecasts you can trust Less admin, more selling
              PipelineClear and current
              OpportunitiesGuided selling
              ForecastNumbers you trust
              ProductivityLess admin
              25+Years in CRM & ERP
              CertifiedSalesforce Consultants
              End-to-EndSales, Service & Marketing
              GlobalRemote & On-Site Delivery
              See it in action

              The Sales Cloud your reps sell on every day

              A clear pipeline, guided opportunities and forecasts leaders trust — all in one place. This is the kind of day-to-day Sales Cloud experience we configure and optimise for your team, so reps spend more time selling and managers always see a current, accurate pipeline.

              Sales Cloud — Dashboard
              Sales Cloud dashboard illustration showing KPIs, pipeline chart and activity
              Leads
              Lead management list illustration

              Leads that reach the right rep

              We set up capture, scoring and routing so every new lead is qualified and assigned to the right owner automatically.

              Opportunities
              Sales pipeline kanban illustration

              A pipeline built to fit

              Stages, page layouts and guided selling modelled on how your team actually closes deals — not a generic template.

              Forecast
              Revenue forecast chart illustration

              Forecasts leaders trust

              Forecasting, reports and dashboards configured so managers track revenue and quota against a live, accurate pipeline.

              Activity
              Activity timeline illustration

              Every touch in one timeline

              Calls, emails and meetings logged on a single timeline, so reps and managers see exactly where each deal stands.

              What we do

              Get the most from Sales Cloud

              Setup and optimisation that turns Sales Cloud into a real selling engine.

              A Sales Engine, Not Just a Database

              We shape Sales Cloud around how your team actually sells — clean pipeline stages, guided opportunities, accurate forecasting and automation that removes admin — so it drives sales, not just records them.

              • Pipeline
              • Opportunities
              • Forecast
              • Automation
              • Clean pipeline stages & guided selling
              • Opportunities, products & quotes
              • Accurate, trusted forecasting
              • Automation that removes admin
              More sellingLess admin for reps
              Live pipelineAlways current
              Trusted forecastNumbers that hold

              Pipeline & Stages

              Clean sales stages and pipeline that reflect how you sell.

              Opportunity Management

              Guided selling, products and quotes that keep deals moving.

              Forecasting

              Accurate, trusted sales forecasting for managers.

              Sales Automation

              Automate follow-ups, tasks and approvals to free up reps.

              Mobile Selling

              Sell on the move with Salesforce mobile.

              Why AppsXpert

              A Sales Cloud partner your reps will thank you for

              We’ve set up and optimised CRM for a quarter of a century — so you get a Sales Cloud that drives selling, not just another system reps avoid.

              01

              Built around how you sell

              We model pipeline stages, opportunities and guided selling on your real process — not a generic template.

              02

              Certified consultants

              Certified Salesforce consultants configure forecasting, automation and dashboards that actually get used.

              03

              Forecasts you can trust

              Clean stages and disciplined data give managers a live pipeline and forecasts they can plan against.

              04

              Adopted by reps

              Automation and role-based training remove admin, so your team sells in Sales Cloud from day one.

              Coverage

              What Sales Cloud covers

              The capabilities that power a high-performing sales team.

              Leads & Contacts
              Pipeline
              Opportunities
              Products & Price Books
              Quotes
              Forecasting
              Automation
              Dashboards
              Mobile
              Integrations
              When it’s time

              Signs your team needs Sales Cloud

              If any of these sound familiar, setting up or optimising Sales Cloud will give your reps one place to sell and your managers a pipeline they can trust.

              Fix my sales process
              What to expect
              A pipeline built to fitStages and opportunities modelled on how you sell.
              Forecasts you can trustLive, data-driven numbers managers can plan against.
              Adoption built inAutomation and training so reps actually use it.
              Your pipeline is a mess

              Deals sit in the wrong stage and no one trusts what the pipeline really shows.

              You can’t forecast reliably

              Leadership guesses the number because there is no accurate, current forecast.

              Quotes take too long

              Reps rekey products and prices by hand, so quotes are slow and error-prone.

              Reps run sales on spreadsheets

              Deals, contacts and next steps live in scattered files that go out of date fast.

              No way to sell on the move

              Field reps can’t update deals or check accounts from their phone.

              Follow-ups slip through

              Without automated tasks and reminders, warm opportunities go cold and get lost.

              Decision support

              Spreadsheets vs Sales Cloud

              If you are still running sales on spreadsheets, here is what changes with Sales Cloud.

              Consideration
              SpreadsheetsScattered files
              Sales CloudOne live system
              Pipeline
              Out of date fast
              Always current
              Forecasting
              Guesswork
              Data-driven
              Collaboration
              Siloed files
              One shared system
              Automation
              None
              Follow-ups and tasks automated
              Visibility
              Limited
              Live dashboards for all

              Sales Cloud replaces scattered spreadsheets with one live, trusted view of your sales.

              How we work

              Built around your sales process

              We start with how you sell, then configure Sales Cloud to support and improve it.

              1

              Discover

              Map your sales process, stages and metrics.

              2

              Design

              Translate them into a clean Sales Cloud setup.

              3

              Build

              Configure pipeline, opportunities, forecasting and automation.

              4

              Test

              Validate with real scenarios and your team.

              5

              Adopt

              Train reps and embed Sales Cloud in daily selling.

              What you receive

              A Sales Cloud ready to sell

              A configured, adopted Sales Cloud and the material to keep it running.

              Sales Process DesignYour stages and process mapped in Sales Cloud.
              Configured PipelinePipeline and opportunities set up.
              Forecast SetupForecasting configured for your team.
              Automation PackFollow-ups and tasks automated.
              DashboardsSales dashboards for reps and managers.
              Quote & Product SetupProducts, price books and quotes.
              Training MaterialRole-based selling guides.
              Adoption SupportHelp embedding it day to day.
              The payoff

              What changes for sales

              More selling time, a trusted pipeline and forecasts managers can rely on.

              More selling

              Less Admin, More Selling

              Automation frees reps to focus on customers.

              Clear pipeline

              A Pipeline You Trust

              Always-current pipeline across the whole team.

              Better forecast

              Forecasts That Hold

              Data-driven forecasting managers can rely on.

              Visibility

              One Shared View

              Everyone works from the same live data.

              Ways to engage

              Choose your Sales Cloud project

              From a quick optimisation to a full setup.

              Quick start

              Sales Cloud Quick Start

              A fast, best-practice Sales Cloud launch.

              • Pipeline & opps
              • Key automation
              • Quick go-live
              Recommended

              Full Sales Cloud Setup

              A complete setup around your sales process.

              • Process design
              • Forecasting
              • Dashboards
              Optimise

              Sales Cloud Optimisation

              Tune an existing Sales Cloud for better results.

              • Health check
              • Improvements
              • Adoption lift
              Ongoing

              Sales Cloud Support

              Ongoing help to evolve Sales Cloud.

              • Flexible hours
              • Enhancements
              • Support
              In their words
              “They rebuilt Sales Cloud around how we actually sell — clean stages, guided opportunities and a forecast we finally trust. Our reps spend less time on admin and our pipeline is current for the first time.”
              VP of SalesB2B services company
              Go further

              Related Salesforce services

              Sales Cloud is one part of the picture. The same certified team can advise, implement, customise, connect and support your wider Salesforce org.

              Consulting & Advisory

              CRM strategy, health checks and a roadmap before you build.

              Learn more

              Implementation

              A full Salesforce setup, delivered on time and on budget.

              Learn more

              Customization

              Tailor Salesforce with flows, objects and Lightning components.

              Learn more

              Integration

              Connect Salesforce to your ERP, marketing and support tools.

              Learn more

              Service Cloud

              Case management, service desk and customer support.

              Learn more

              Marketing Cloud

              Campaigns, automation and customer journeys that feed your pipeline.

              Learn more

              Reports & Dashboards

              See your pipeline and performance clearly, at a glance.

              Learn more

              All Salesforce Services

              Browse the full range of Salesforce consulting and delivery.

              Explore all

              Want Sales Cloud to actually drive sales?

              Talk to our team about setting up or optimising Sales Cloud around how you sell.

              Optimise My Sales Cloud
              FAQ

              Salesforce Sales Cloud — common questions

              What is Salesforce Sales Cloud?

              Sales Cloud is Salesforce for sales teams — managing leads, pipeline, opportunities, forecasting and sales productivity.

              Can you set up forecasting?

              Yes. We configure accurate, trusted forecasting so managers can plan with confidence.

              Can you optimise our existing Sales Cloud?

              Yes. We review and tune an existing Sales Cloud to lift performance and adoption.

              Does it work on mobile?

              Yes. We set up Sales Cloud so reps can sell on the move using the Salesforce mobile app.

              Can you automate sales tasks?

              Yes. We automate follow-ups, tasks and approvals so reps spend more time selling.