Revenue & Service Foundation

Sales Cloud + Service Cloud — Launched Properly in 6–8 Weeks

Fixed Investment: £12,000

Sales drive revenue.

Service protects it.

When Sales and Service operate in silos, visibility breaks down.

When they operate in one aligned Salesforce platform, you gain:

Clear pipeline visibility.
Structured customer lifecycle management.
Seamless handoff from closed deal to active customer.
Executive clarity across revenue and retention.

The Revenue & Service Foundation is a structured implementation of both Sales Cloud and Service Cloud built properly from day one.

Not two disconnected systems.

One aligned customer lifecycle.

The Outcome

By the end of this engagement, you will have:

A structured, leadership-ready sales pipeline
A clearly defined case management process
Clean, organised customer data
Seamless transition from Opportunity → Customer → Case
Executive dashboards covering revenue AND service health
Embedded adoption support across both teams

This is your commercial and operational backbone.

What We Deliver

1. Unified Discovery & Lifecycle Design

We start with your full customer journey:

Lead qualification
Sales pipeline
Handoff from sales to service
Case lifecycle & SLA model
Reporting requirements across revenue & service
Security & team structure

You receive a structured Solution Design covering:

Unified data model
Security blueprint
Sales + Service architecture
Confirmed scope

Alignment before configuration.

2. Sales Cloud Configuration

Leads, Accounts, Contacts, Opportunities
Up to 2 light custom objects
Opportunity stages aligned to your real sales process
Lead routing & conversion logic
Revenue-focused reporting
Lightweight automation (up to 3 flows)

Built for commercial clarity.

3. Service Cloud Configuration

Cases, Accounts, Contacts
Lightning Service Console
Case intake channel (Email-to-Case recommended)
Assignment & escalation rules
SLA & business hours setup
Service-focused reporting
Lightweight automation (up to 3 flows)

Built for operational consistency.

4. Clean Data & Migration

Data mapping review
Test import
Production import
Duplicate management strategy

Clean data protects forecasting AND service reporting.

5. Executive Dashboards

You receive:

Sales pipeline dashboards
Conversion and forecasting metrics
Case volume & SLA dashboards
Unified executive visibility

One platform. One view of the business.

6. Embedded Adoption Across Both Teams

Using structured enablement techniques (including Supered.io where applicable), we embed:

Field-level guidance
Sales workflow reinforcement
Service case handling clarity
Process consistency prompts

Sales and Service don’t just receive training.

They receive guidance inside Salesforce.

Adoption is structural.

7. Training & Go-Live Support

Admin handover
Sales team training
Service team “Day in the Life” walkthrough
1–2 weeks post-go-live stabilisation

You launch with clarity — not confusion.

Timeline

Estimated completion: 6–8 weeks

Week 1 – Unified discovery
Week 2–3 – Sales configuration
Week 4–5 – Service configuration
Week 6 – Data & reporting
Week 7 – Training
Week 8 – Go-live & stabilisation

Investment

£12,000 Fixed Fee

Payment Terms:

• 50% upfront
• 50% after 30 days

Clear scope. Clear delivery. Clear commercial impact.

Protected by Our Built Right Guarantee

This engagement includes our:

12-Month Built Right Guarantee

If anything delivered within scope fails to function as agreed, we fix it at no additional cost.

Your revenue and service foundation should be stable.

Why This Is Different

Many companies implement Sales and Service separately.

We design them together.

Aligned data.
Aligned reporting.
Aligned ownership.
Aligned lifecycle.

Because growth doesn’t stop at closed-won.