Sales cloud

Grow your sales with trusted solutions

Sales Cloud is the bread and butter of the Salesforce platform and gives you access to the most powerful CRM capabilities that technology has to offer.

Lead-to-Sale tracking has never been smarter, and the adaptability of the platform allows us to customize every feature to your specific needs. Your CRM should be built so that Sales reps want to use the tool, giving the executive team the visibility and analytics to improve the company's operations.
Sale Cloud computer mock up
solving things with the power of Salesforce

Meet Our Team

As the Practice Director for Sales Cloud and Revenue Cloud (CPQ), Will is passionate about helping our clients find the best Sales Cloud solutions for their business.

One of Will's favorite things to automate is the sales process for sales reps. He loves making sure that we help our client not only attribute where their leads came from, but track them through the entire sales pipeline.

When he's not helping clients simplify and automate manual processes, Will loves to golf, cook (and eat) great food, and spend time with his wife and dog. A lifetime midwesterner, he enjoys summers in Chicago, the Buckeyes, and Cincinnati sports.

Sales Cloud Customer Stories

Learn How this Manufacturing Company Transforms their Business Operations by Transitioning from Gong to Salesforce

By consolidating their tech stack within Salesforce, our client in the Manufacturing Industry has experienced a significant improvement in efficiency and precision across their sales operations.
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A Technology Company Unlocks Valuable Customer Insights by Uniting Sales, Service, and Marketing with Salesforce Data Cloud

By harnessing the power of Data Cloud, our client in the Tech Industry can provide tailored customer experiences across sales, service, marketing, and more.
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Discover How a Tech Company Consolidated Four Different CRMs by Transitioning to Salesforce

With a consolidated sales process, our client in the Tech Industry has gained unprecedented visibility into the lead-to-cash lifecycle and can now access valuable insights for service cases, cross-selling opportunities, and renewal rates.
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Salesforce Revolutionizes Student Loan Servicing for a Company in the Financial Services Industry

With Salesforce our client in the Financial Services Industry has been able to streamline their operations in every area of their business from sales to service to marketing and more.
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New Product Implementation

Implementing Sales Cloud correctly is vital for your business. This starts with Architecture and ends with Training and Change Management. Every point along the way is critical, and we're here to guide the process. We provide implementation services ranging from out-of-the-box complexity to fully custom solutions for your business.

M&A Activity

If your organization has gone through a merger or acquisition, or is going through the process now, integrating your sales teams and sales processes can be challenging. We’ll work with you to develop a strategic roadmap for integrating Salesforce org(s) post-M&A, helping you create an efficient and unified sales team with streamlined processes and systems.

Product Enhancements

If you already have Sales Cloud, but need to make enhancements to the system, our team can spin up quickly on your current build out and help deliver the next phase to keep you growing.

Data Migration

Whether you are migrating from a previous system, merging/acquiring a new company, or have external data sources, we are experts in the data migration process and will ensure a smooth transition.

Managed Services

After implementation, you need to have the right resources to support your team and any needed changes/enhancements. We provide dedicated resources for set hours per week based on your needs.

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System Architecture

There are hundreds of ways to solve challenges with Salesforce, however, there is always a “best” way. Having the correct architecture for the current and future state of your company is pivotal to the success of any project.

ERP Integration

Whether you’re interested in automating your sales process, optimizing supply chain management, or improving financial reporting, integrating Salesforce with ERP systems such as NetSuite, Commercient, SAP, Oracle, and more, gives your business a complete view of your customers and your financial performance in one place.

Implementation Repair

Whether your business experienced a bad implementation in the past or your Salesforce org is several years old and full of technical debt, we’re here to help you get back on track.

Products & Features

Sales Cloud: Professional, Enterprise, Unlimited, Einstein 1 Sales
The Salesforce platform to manage Leads, Accounts, Contacts, Opportunities, Activities and any other needs in your Sales process.

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Partner Experience / Community
Grow loyalty and close more deals with Partner Relationship Management software. Keep partners engaged with updated, relevant content, from enablement to AI-driven deal insights and Next Best Actions with Experience Builder.

If you sell with Partners, this is the perfect product to ensure Salesforce stays in sync with external sales reps’ efforts.

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Slack for Sales
Make communication easy and insightful both internally and externally. The power of the Slack platform only continues to grow.

With Slack for Sales, you can bring real-time CRM data into Slack to automate work and accelerate sales pipeline progression.

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Sales AI
Sales AI tools help sellers transform how they work and sell faster, smarter, and more efficiently using generative AI that is backed by real-time data. With Einstein Copilot, your CRM AI assistant, sales reps can benefit from features such as auto-generated Sales Emails and Call Summaries, Sales Assistant, Personalized Close Plans, and more.

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Sales Cloud Einstein
Get Lead and Opportunity scoring and insights based on the powerful Einstein AI engine.

Out-of-the-box, high-powered dashboards will take your analytics to the next level.

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Einstein Conversation Insights
With Einstein Conversation Insights, you can automatically transcribe recorded voice and video calls and get next steps with auto-captured conversation insights. Sales reps can stay on top of tasks with automated alerts and improve performance by viewing feedback and playlists of successful calls.

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Sales Engagement
Provide your Sales team with detailed cadences so they can reach the right prospect in the right way.

Sales Engagement provides automation tools that help your sales teams shift their focus to selling including customer engagement tracking, chatbots, cadences, and automated actions.

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Sales Dialer
Integrate your phone system with Salesforce so that reps never have to leave the platform.

With Sales Dialer, your sales reps can make and receive calls, add call notes, and log call information all within the Salesforce platform.

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Salesforce Maps
Empower your sales reps with comprehensive territory management capabilities. Give your reps the ability to plan and optimize their routes.

Meeting canceled? Quickly see other accounts/leads nearby and make the most out of it.

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Einstein Activity Capture
Get the most out of Salesforce from right inside of Outlook or Gmail. Track when a customer opens your email and schedule meetings easier than ever before.

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Document Generation
Empower your sales and business teams with seamless document generation and eSignature capabilities using tools such as Conga Composer, Conga Sign, and Docusign.

Say goodbye to manual document creation and signing processes that consume valuable time and resources. With these products integrated directly into Salesforce, you can transform your document workflows and accelerate your business processes effortlessly.
Compensation Management
Provide sellers with real-time commission visibility and motivate peak performance With incentive compensation management software you can give your sellers the real-time commission visibility to succeed.

Easily automate commission calculations, reduce administrative overhead, and improve departmental alignment with compensation plans optimized for revenue growth.

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Form Builders
Formstack, an easy to use form builder that integrates with Salesforce, is worth its weight in gold.

With Formstack you can dynamically prefill forms, generate and update records, and connect to any standard or custom object without leaving your Salesforce account.

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Inbound Lead Generation
Use Chili Piper to instantly qualify, route, and book leads directly from a webform, cold calls, campaigns, G2 page, and more.

It’s what we use here at Kelley Austin and a tool we couldn’t live without. With Chili Piper you can route your leads to the right rep using routing rules in Salesforce.

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Communicate how your customers want to. For many of your customers, that means text messaging, and Twilio allows you to do it all right in Salesforce.

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Our Expertise


Our Clients Say

“Excellence of deliverables, communication, ingenuity, knowledge base, professionalism, experience, dependability both in accomplishing the work as well as the functionality of the work.”
— Financial Services Client