Sales Cloud

SkyVenn can help you drive revenue growth by optimizing processes for new sales hires, lead management, sales forecasting, activity management, territory management, reporting and so much more...

Sales Cloud

Since 2010 SkyVenn has been delivering tailored Salesforce solutions to help meet each of our client’s unique requirements. Our experienced team leverages years of experience and industry best practices to ensure a successful implementation for your business. Our Customer Engagement & Deployment Methodology will help ensure a successful Sales Cloud deployment and end-user adoption across your organization.


The SkyVenn Value:

  • Delivered by senior sales and marketing professionals with 8+ years of experience
  • Expert guidance on transitioning your business requirements into the Salesforce platform
  • Certified Salesforce consultants with experience across various Salesforce products and services


SkyVenn can help you:

  • Optimize your lead management process across your Inside and Outside Sales teams
  • Track and measure the progression of leads from initial inquiry to Closed Won deals
  • Build cross-departmental efficiencies to help align and improve relationships between your Sales with Marketing teams
  • Incorporate your companies unique selling methodology into the Salesforce platform
  • Streamline activity management to make day-to-day activities easier to enter and manage
  • Improve sales rep adoption and drive Salesforce use across mobile devices
  • Define key reporting metrics and deploy across the organizations with customized reports and dashboards
  • and much more...


Specific Sales Cloud Features & Functions we can help you deploy:

  • Lead Management, Lead Registration, Lead Assignment and Routing Rules
  • Web-to-Lead Capture
  • Mass Email and Campaign Management
  • Rules-Based Lead Scoring
  • Campaign Influence
  • Account and Contact Activity Management
  • Opportunity Management
  • Customizable Sales Process
  • Partner Relationship Management (see Community Cloud for more details)
  • Sales Path
  • Person Accounts
  • Sales Console App
  • Sales Teams and Opportunity Teams
  • Salesforce Mobile App
  • Collaborative Forecasting
  • Opportunity Splits
  • Enterprise Territory Management
  • Contracts and Orders
  • Products, Price Books and Quotes
  • Customizable Reports and Dashboards
  • Chatter
  • Lightning Flow Automation (Flow + Process Builder), Workflows and Approvals
  • Lightning App Builder
  • Customizable Profiles and Page Layouts
  • Roles and Permissions
  • Record Types
  • Email Integration with Gmail and Outlook
  • Standard Case Management and Knowledge
  • and much more...


Contact Us for Next Steps:

  1. For large Sales Cloud projects, multi-cloud and multi-location roll-outs, complex integrations, data migrations, coding and advanced requirements
  2. For outsourced Sales Cloud support, please review our Managed Services offering to help manage your ongoing sales and reporting needs
  3. For small Sales Cloud projects, our Quick Start & Optimize packages are ideal to help get you up and running in a short period of time


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