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Salesforce Sales Cloud
Sales Cloud was supposed to give you one version of the truth. Instead you got a database your reps update the night before forecast calls. We implement and rebuild Sales Cloud around your actual revenue motion: pipeline your CRO trusts, forecasts your CFO can take to the board, and admin work your reps stop doing.
Fixed fee. A contractual floor of finished work every month, with a refund behind it. First production release in week one.
Sound familiar?
The number comes from spreadsheets and gut, then someone backfills Salesforce to match.
So they don't do it, and pipeline reviews start with "let me pull that up."
Stages mean different things to different people, so conversion metrics mean nothing.
Marketing hands off, routing misfires, and nobody can say how many inquiries died unworked last quarter.
Pricing in spreadsheets, approvals in email, and deals stall waiting on both.
The build
Lead capture from web, marketing automation, and list imports. Assignment rules, round-robin and territory-based routing, SLA timers on first touch, dedupe and matching rules so the same buyer doesn't exist five times. Conversion mapping that preserves attribution.
A stage model built from your actual sales process, with exit criteria that mean something. Path guidance, validation that enforces hygiene without punishing reps, contact roles, competitor tracking, and products/price books structured for reporting.
Collaborative Forecasts configured to your fiscal calendar and hierarchy: forecast categories, quota loading, manager adjustments and judgments, and cumulative rollups. The output is a forecast page your CRO uses instead of the spreadsheet, not next to it.
Enterprise Territory Management: territory models, assignment rules by geography, segment, or named accounts, and the account-sharing that follows. Modeled and tested before activation so carve-outs don't detonate mid-quarter.
Quote generation, approval matrices, discount guardrails, product bundling and pricing rules. From native Quotes for simple catalogs to full Revenue Cloud / CPQ for configured products, subscriptions, and amendments.
Einstein Activity Capture or capture alternatives for email/calendar sync, sales cadences, task queues, and to-do lists. Gmail and Outlook integration so reps work where they already live and Salesforce updates itself.
Account hierarchies, buying-group and contact-role modeling, account teams with the right sharing, and the data model decisions (person accounts vs contacts, hierarchy depth) that are cheap now and brutal to change later.
Pipeline coverage, stage conversion, velocity, win rate, rep activity, and forecast accuracy. Dashboards built per audience: rep, manager, CRO, board. Plus the weekly written delivery report every engagement includes.
Legacy CRM migration, deduplication, enrichment field mapping, and validation frameworks that keep the org clean after go-live instead of for the first month.
Flow-based automation for handoffs, renewals, and alerts. Integration to marketing automation, ERP, and billing so opportunity data flows downstream without swivel-chair re-entry.
Month one
DAISA maps your org: stage model, automation debt, routing gaps, data quality. Backlog prioritized with sales leadership. First fixes in production.
Broken assignment rules, redundant required fields, and the validation rules reps hate start disappearing. Adoption follows friction removal, not training decks.
Forecast configuration, territory modeling, or quoting, sequenced by your priorities. Your org documented end to end, often for the first time.
A written report of everything shipped, everything found, and a 90-day roadmap. Forward it to your board.
The guarantee
You tell us the results you need: forecast accuracy, lead response time, rep hours recovered, quote turnaround. We value each one together and write a monthly floor of finished results into the contract.
In the contract before we start.
Same percentage of fees back that we missed by. Cash, not credits.
New priority moves to the front. Nothing becomes an invoice.
FAQ
Almost always fix. DAISA's discovery separates the debt that's hurting you from the debt that's just ugly, and we sequence by business impact. A greenfield re-implementation is the exception, and we'll tell you honestly if you're the exception.
Adoption problems are usually design problems wearing a training costume. When updating Salesforce is faster than not updating it (activity capture, mobile-first layouts, fewer required fields, automation doing the re-entry), adoption stops being a campaign.
Yes. Migration, dedupe, and field mapping are standard scope, and the point floor applies to the migration milestones like everything else.
The mechanics (categories, hierarchy, quotas) ship in weeks. Trust follows one full forecast cycle where the page and reality agree. Most teams run their first spreadsheet-free call inside a quarter.
Launch Implementations are fixed-price scoped projects. Managed PODs run from $5k/month fractional coverage to enterprise scale. See the calculator →
Bring us your pipeline report and your real close rate. We'll show you what a Sales Cloud POD ships in month one and put a delivery floor on paper.
