Lead management
- Web-to-lead and form capture
- Lead scoring and assignment rules
- Automatic follow-up tasks
- Duplicate prevention
One-Click · Sales Cloud
A pre-packaged Sales Cloud implementation for teams starting on Salesforce or starting over. We deploy it into your org, your team makes it yours, and we measure the sales outcomes with you after go-live.
Built for these outcomes
Faster lead response
New leads captured, scored and routed to the right rep automatically.
A pipeline leadership trusts
Stage exit criteria and activity capture that make the forecast real.
Quotes out the same day
Guided quoting from your price books with approvals that don’t stall deals.
What’s in the package
Typical package scope. We confirm and tailor it on the fit call.
A good fit if
Probably not a fit if
In that case, outcome-focused consulting is the better route.
Enquire
Tell us your team size and the outcome you need. We’ll come back with fit, fee and timeline.
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Deployment of the package itself is fast. The overall timeline depends mostly on how quickly your team confirms stages, users and data — typically weeks rather than the months a traditional build takes. We give you a timeline on the fit call.
Yes. The package is deployed into your Salesforce org, so you need the relevant Sales Cloud licences. We can advise on which edition fits the outcome you need.
Yes. It is your configuration, documented, in your org. Your admins can change it, and we can help as part of outcome tuning.
Standard imports of accounts, contacts, leads and open opportunities can be included. Large or complex migrations are scoped separately.
We monitor the agreed outcomes — for example lead response time or forecast accuracy — with your team and tune the package until they are achieved.
Keep exploring
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