Sales Cloud

Salesforce Sales Cloud centralises leads, opportunities,
accounts, forecasts, and customer activity in one CRM
platform. PROLIM implements, configures, and integrates
Sales Cloud to streamline sales processes & connect them
with the broader customer and product lifecycle.

Talk to an Expert

Signs Your Sales Process
Needs Sales Cloud

Identify bottlenecks and accelerate sales performance with connected workflows.

No Single View of the Pipeline

Deals tracked in spreadsheets or disconnected tools – no real-time visibility into pipeline health or forecast accuracy.

Sales and Engineering Disconnected

Sales commits delivery dates without visibility into engineering capacity – creating missed deadlines & unhappy customers.

Leads Falling Through the Cracks

No structured lead qualification or follow-up process – valuable opportunities lost to competitors through slow response.

Inaccurate Sales Forecasting

Revenue forecasts based on gut feel rather than pipeline data – making planning and resource allocation unreliable.

Manual Quoting and Approvals

Quotes built in Word or Excel, emailed for approval – slow, error-prone, and impossible to track or standardise.

No Visibility into Customer History

Account managers lack a complete view of customer interactions, past orders, and open issues – damaging relationships.

Our Sales Cloud Services

Implementation, customization, integration, and ongoing optimization services.

Sales Cloud Implementation

Configure and deploy Sales Cloud aligned to your sales process and workflows.

CRM Migration to Salesforce

Migrate from legacy CRM systems with secure data transfer and field mapping.

Sales Cloud–Teamcenter Integration

Connect Sales Cloud with Teamcenter for real-time product and engineering visibility.

CPQ Integration

Enable product configuration, automated pricing, and quote generation within Salesforce.

Custom Development

Build custom components, workflows, approvals, and automation tailored to your business.

Training & Adoption

Drive user adoption with role-based training and go-live support.

Managed Support & Enhancements

Provide ongoing administration, enhancements, and SLA-backed support.

Platform Capabilities

Powerful tools for lead management, sales automation, and forecasting.

Lead Management

Capture, qualify, and route leads automatically.

Opportunity tracking

Track deals, stages, and close probabilities.

Sales forecasting

Improve forecast accuracy with real-time pipeline insights.

Einstein AI

Use AI for lead scoring and next-best actions.

Account & Contact Management

Manage customer interactions and opportunities in one view.

Quote & Order Management

Create quotes, apply pricing rules, and automate approvals.

Mobile CRM

Access Sales Cloud anywhere, on any device.

Reports & Dashboards

Monitor performance with real-time reports and dashboards.

Why PROLIM for Sales Cloud

Proven Salesforce expertise focused on driving sales efficiency and growth.

PLM + CRM Integration
PROLIM connects Sales Cloud to Teamcenter - giving sales teams product data and delivery visibility without leaving Salesforce.
Engineering Industry Expertise
We implement Sales Cloud for companies selling complex engineered products - long cycles, custom configurations, and technical sales context.
Certified Salesforce Partner
Certified specialists delivering Sales Cloud from scoping and configuration through migration, training, and managed support.

Insights

Discover trends, best practices, & expert perspectives from the world of engineering.

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Ready to Give Your Sales Team
Complete Pipeline Visibility?

Let's Talk