Sweet Potato Tec

Sales Cloud

Accelerate Sales with Salesforce Sales Cloud

Drive your sales transformation with Salesforce Sales Cloud. From lead capture to closed deals, we design custom Sales Cloud setups that align with your unique business processes. Our team brings deep experience implementing advanced features that boost sales productivity, pipeline visibility, and win rates.

Sales Cloud for Your Industry

We specialise in Sales Cloud solutions for Non-profits, Media & Events, and SaaS, but our approach is fully transferable across industries. Here’s how we empower your sales teams

Non-profits

Manage donor engagement, grant cycles, and fundraising pipelines like a seasoned sales organisation. Sales Cloud helps non-profit agents track giving opportunities and optimise outreach strategies.

Events & Media

Organise sponsorship sales, ad inventory, and event packages in a structured pipeline. Give SDRs, sponsor agents, and event teams the tools to close deals before, during, and after events.

SaaS & Technology

Track onboarding progress, upsell paths, and customer lifecycle milestones. Sales Cloud enables your teams to manage complex B2B deals and drive predictable revenue growth.

What We Bring to the Table

Our approach includes complete Lead-to-Cash automation-connecting marketing, sales, quoting, contracting, and invoicing into one seamless journey. By unifying your systems and streamlining handoffs, we help you reduce manual effort, improve accuracy, and accelerate cash flow.

End-to-end Lead, Account and Opportunity management

Sales Path and Kanban view configuration

Territory and role-based visibility setup

Workflow automation and multi-level approvals

Sales Engagement tools and Einstein Activity Capture

Custom automations using Flows, Apex code, and LWC components

Seamless integrations with ERP, CPQ, and marketing systems

Our Sales Cloud Capabilities

Lead scoring and intelligent assignment rules. Custom page layouts for teams and user personas. Integrated quoting and product catalogues. Email templates and campaign tracking. Activity tracking and sales coaching insights.

Transferable Solutions. Tailored to You

While we focus on Non-profits, Media & Events, and SaaS, our Sales Cloud expertise spans a wide array of industries. From healthcare and education to energy and FMCG, we tailor your CRM experience to support your sales process, team structure, and growth ambitions. 

Ready to Transform Your Sales and Sales Operations?

Contact us to speak with a Sales Cloud expert

Email us at [email protected] to receive the Sales Cloud Setup Plan

Book a discovery session to explore tailored solutions

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