Pipeline & Stages
Clean sales stages and pipeline that reflect how you sell.
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.
Pipeline built to fit
Certified Sales Cloud consultants
Forecasts you can trust
Less admin, more selling
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
Sales Cloud dashboard illustration showing KPIs, pipeline chart and activity
Leads
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
A pipeline built to fit
Stages, page layouts and guided selling modelled on how your team actually closes deals — not a generic template.
Forecast
Forecasts leaders trust
Forecasting, reports and dashboards configured so managers track revenue and quota against a live, accurate pipeline.
Activity
Every touch in one timeline
Calls, emails and meetings logged on a single timeline, so reps and managers see exactly where each deal stands.
Illustrative interface previews
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.
Salesforce Sales Cloud Services
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.
- 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
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 moreImplementation
A full Salesforce setup, delivered on time and on budget.
Learn moreCustomization
Tailor Salesforce with flows, objects and Lightning components.
Learn moreIntegration
Connect Salesforce to your ERP, marketing and support tools.
Learn moreService Cloud
Case management, service desk and customer support.
Learn moreMarketing Cloud
Campaigns, automation and customer journeys that feed your pipeline.
Learn moreReports & Dashboards
See your pipeline and performance clearly, at a glance.
Learn moreAll Salesforce Services
Browse the full range of Salesforce consulting and delivery.
Explore allWant 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.