Qualify enquiries
Keep leads and the relevant customer information together, with ownership and follow-up that fit your sales process.
Salesforce Sales Cloud
Give every opportunity a clear owner and next step.
Bring customer information, sales activity and the pipeline into a shared way of working. We configure Sales Cloud around how your team qualifies an enquiry, progresses a deal and prepares the handover.
Useful starting points for your team
Manage opportunities
Define meaningful stages, required information and activities so sellers can see what needs attention.
Review the pipeline
Build useful views of open opportunities, expected close dates and follow-up activity for team and manager reviews.
Illustrative workflow
How the work could connect
An enquiry is captured and assigned to a seller.
The seller qualifies the need and prepares an opportunity.
The agreed scope and next action move to the relevant team.
We agree the actual data flow, responsibilities and approval rules during discovery.
Know what is in the plan
What we configure
- Lead qualification, sales stages and record ownership.
- Account, contact and opportunity data and permissions.
- Required automation, reporting and system connections.
What you receive
- A configured sales process with agreed access.
- Validated migration and business-scenario test results.
- User guidance, handover responsibilities and support options.
Before we start
Bring your current sales stages, a sample record and the systems that support your team. We review data quality, editions, permissions and integration requirements. Quoting, billing and advanced capabilities are scoped separately where needed.
See our implementation approachWhere do opportunities lose momentum?
Bring one challenge. We’ll help define a practical next step.