Sales Cloud

Redefine your sales operations with LevelShift's Salesforce Sales Cloud implementation

35%

Increase in Conversion Rate

3X

Faster Implementation

25%

Increase in Sales Revenue

Rescue Missed Opportunities, Streamline Processes, and Elevate Customer Experiences

Inadequate implementation or absence of Sales Cloud can result in missed opportunities, inefficient processes, and inconsistent customer experiences. LevelShift tackles these issues head-on. We optimize lead management, enhance sales visibility, and increase automation. Our services help you with accurate forecasting, seamless collaboration, and identification of cross-selling opportunities.

Deliver exceptional customer experiences and actionable sales metrics and streamline your cycles with LevelShift. Our integration services maximize your efficiency, while our On Demand Scalable Services ensure growth alignment. LevelShift empowers your company to surmount challenges and optimize sales operations, paving the path for unparalleled growth.

LevelShift Sales Cloud Services

Sales Cloud Implementation

Tailored Sales Cloud setup for seamless alignment.

Sales Cloud Optimization

Enhance Sales Cloud performance for maximum ROI.

Lead Management

Track, nurture, and convert leads effectively.

Sales Visibility Enhancement

Real-time insights for informed decisions.

Data Quality Improvement

Eliminate errors and ensure a clean database.

Forecasting and Reporting

Accurate insights for strategic choices.

Cross-Selling and Upselling

Uncover revenue-boosting potential.

Customer Experience Optimization

Centralized data for personalized interactions.

Sales Metrics and KPIs

Measure strategy impact and rep performance.

Integration Services

Streamline operations through system integration.

Scalability Solutions

Ensure Sales Cloud grows with your business.

Our four-step Sales Cloud implementation program

Strategic Roadmap

Craft a tailored roadmap aligned with your ROI goals to overcome challenges and achieve success in your Sales Cloud implementation journey.

Efficient Data Management

Streamline sales with organized data by segmenting and prioritizing your customer database, eliminating silos and duplication.

Seamless App Integration

Stabilize workflows, integrate organizational apps, eliminate duplicates, and keep CRM data updated with two-way synchronization.

Interactive Training

Equip your sales team with interactive webinars on Sales Cloud's interface and features, boosting real-time productivity and readiness.

Leverage Sales Cloud features with LevelShift

Effective Performance Tracking

Elevate productivity through detailed performance reports and guide your sales team toward higher efficiency and success.

Tasks and Events Management

Empower sales managers to oversee team activities such as emails, calls, and meetings, which will enhance campaign management and unify data access.

Lead Management

Seamlessly track and optimize leads across channels to prevent duplication and ensure accurate lead information for effective campaign targeting.

Account and Contact Management

Strategize your sales calls with a comprehensive view of customer interactions, activity history, and internal comments to enable better segmentation and access.

Sales Forecasting

Harness Einstein AI to analyze data for precise sales forecasts; boost pipeline management and provide valuable insights for informed decisions.

Sales Process Automation

Streamline secondary activities via Visual Workflow to automate tasks such as approvals and call logging to empower your sales reps and protect profit margins.

Tailored Sales Cloud Implementation

Elevate revenue goals through advanced Salesforce Sales Cloud implementation. Leverage Salesforce platform to build apps, automate processes, and drive smarter sales operations.

Enhanced Monitoring

Gain a 360-degree view of your organization and sales process and optimize Sales Cloud performance through innovative development and fine-tuning based on comprehensive insights.

Seamless Lightning Transition

Sales efficiency can be transformed with Salesforce Lightning, which offers consolidated overviews and exclusive features. Our transition journey ensures enhanced user experience and leverages Einstein analytics for accelerated sales.

Why LevelShift

Affordable

Affordable

A Pay-As-You-Use model lets customers subscribe for a period and pay only for the services they use.

Flexible

Flexible

Unlike any traditional service model like fixed-bid or time & material, our model is red tape-free and easy to assess.

Scalable

Scalable

On-demand services provide flexibility in scaling resources up or down depending on business dynamics.

Agile

Agile

On-demand services save time by eliminating the need to create SOWs, ensuring quick kickoff and early product delivery.

Available

Available

No lengthy contracts or cumbersome paperwork—our 24/7 on-demand services include knowledge transfer for smooth customer support.

Customer Testimonial

LevelShift has been able to handle them while staying on time with deliverables.

LevelShift has been an excellent partner for us during our Org consolidation, providing us with excellent service at an affordable/economical rate. From our discovery phase into the build phase and throughout the validation phase, LevelShift has demonstrated tremendous attention to detail. In addition, their knowledge & expertise in the platform have been visible throughout the process. Lastly, I have greatly appreciated LevelShift's flexibility. At times throughout our project, we have had to make changes, and LevelShift has been able to handle them while staying on time with deliverables.
Nicholas Labrada
Manager, Sales Systems, TissueTech

Our Perspectives

Get in Touch

Maximize your sales productivity with our Sales Cloud Implementation Services