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Prototype · Salesforce Implementation
Salesforce Sales Cloud: from Lead to Closed Deal.
A working concept of how we set up Sales Cloud for your team. Click a stage to see what happens there. Salesforce Partner — APAC region.
Illustrative example — sample data
Pipeline stages
Select a stage above to see its sample view.
Lead scoring (sample)
Sample lead score
50
Warm
Rules are set with you during discovery. Weights shown here are examples only.
How implementation runs
STEP 1
Discovery
Map your sales process, stages, roles and reports.
STEP 2
Configuration
Objects, fields, page layouts, validation and automation (Flow).
STEP 3
Data migration
Clean, de-duplicate and import leads, accounts and contacts.
STEP 4
Integrations
Website forms, email, accounting or other systems as required.
STEP 5
Training
Role-based sessions for users and admins.
STEP 6
Go-live support
Hypercare after launch, fixes and adoption review.
