Salesforce Sales Cloud set up around how you sell: leads, opportunities, quotes and forecasts, with prices, stock and orders from SAP.
Sales Cloud
leads, deals, quotes and forecasts
Salesforce Partner
INK designs and delivers it
Connected
prices, stock and orders from SAP
Adopted
screens built with your sales team
One pipeline, one forecast, and no more retyping orders into SAP.
What we set up in Sales Cloud
Choose an area to see the problem we solve and what we deliver.
Leads and accounts
The problem
- Leads sit in inboxes and spreadsheets
- Duplicate accounts and contacts
- No clear owner for each customer
What we deliver
- Lead capture from web forms and campaigns
- Lead scoring and assignment rules
- Account and contact model with duplicate rules
- Territories and account ownership
- Sales Cloud
- Web-to-Lead
- Duplicate rules
The result: every lead reaches the right rep quickly, and every customer has one record.
Opportunities and pipeline
The problem
- Every rep tracks deals differently
- Stages that mean nothing to managers
- Deals stall with no follow-up
What we deliver
- Opportunity stages that match your sales process
- Required fields only where they matter
- Guided selling and next steps
- Alerts for stalled or slipping deals
- Opportunities
- Path
- Flow
The result: managers see the real pipeline and reps know the next step on every deal.
Quotes and prices
The problem
- Quotes built in spreadsheets
- Prices that do not match SAP
- Approvals by email
What we deliver
- Products and price books
- Quote templates with your branding
- Discount approval rules
- Customer-specific prices from SAP
- Quotes
- Price books
- Approval processes
The result: quotes go out faster, with the right price and the right approvals.
Forecasts and dashboards
The problem
- Forecast built by hand each month
- Different numbers in every meeting
- No view of win rates
What we deliver
- Forecast categories and roll-ups
- Manager and leadership dashboards
- Win-rate and pipeline reports
- Sales targets by team and territory
- Forecasts
- Reports and dashboards
The result: one forecast everyone trusts, updated as deals move.
From deal to SAP order
The problem
- Won deals retyped into SAP
- Reps cannot see stock or credit
- Sales asks finance for order status
What we deliver
- Won deal creates the SAP sales order
- Stock, credit and price checks from SAP
- Order, delivery and invoice status back in Salesforce
- Error handling and monitoring
- SAP S/4HANA
- SAP Integration Suite
The result: no retyping, fewer order errors, and sales can answer customers straight away.
How we deliver Sales Cloud
Discover
We map how you sell today: stages, roles, approvals and reports.
You get: a design based on your real sales process
Design
We design objects, screens, automation and the link to SAP with your sales leaders.
You get: a signed-off solution design
Build and migrate
We configure Sales Cloud, build automation and load your clean data.
You get: a working system with your own data
Test and train
Your team tests real scenarios; we train reps and managers.
You get: users who are ready on day one
Go live and improve
We support the go-live and tune dashboards and automation as you learn.
You get: steady adoption after go-live
Related SAP–Salesforce Integration · Marketing Cloud · Salesforce consultants
Plan your Sales Cloud project
Tell us how you sell today and we will show you what Sales Cloud and SAP can do together.
Frequently asked questions
What do you set up in Sales Cloud?
Lead and account management, opportunity stages, quotes, forecasts, territories and dashboards, designed around your sales process.
Can sales reps see SAP prices and stock?
Yes. We connect Sales Cloud to SAP so reps see customer-specific prices, stock and credit status, and won deals become SAP sales orders.
Can you move us from another CRM or from spreadsheets?
Yes. We clean, map and load your accounts, contacts and open deals, and test them with your team before go-live.
How do you make sure people use it?
We design screens with your sales team, keep data entry short, and train managers and reps with your own data.