The Outcome

By the end of this engagement, you will have:

• A structured, leadership-ready pipeline
• Clean, organised customer data
• Clear opportunity stages aligned to real sales behaviour
• Executive dashboards showing meaningful metrics
• Embedded guidance to drive adoption
• A foundation ready to scale

Salesforce becomes a system you can lead from, not manage around.

What We Deliver

1. Commercial Discovery & Design

We start by understanding how you win revenue.

Through a focused workshop, we define:

• Lead qualification criteria
• Handoff between marketing and sales
• Opportunity stages aligned to real sales conversations
• Key commercial metrics (conversion rates, pipeline coverage, forecast accuracy)
• Security and reporting structure

You receive a documented Solution Design outlining:

• Revenue-focused data model
• Reporting blueprint
• Security structure
• Confirmed scope

Clarity before configuration.

2. Revenue-Aligned Configuration

We configure:

• Leads, Accounts, Contacts, Opportunities
• Up to 2 light custom objects
• Custom fields (within scope)
• Record types & business processes
• Lead routing & conversion logic
• Opportunity stages aligned to your real pipeline

Everything is built around your company's real processes and workflows, not generic defaults.

3. Clean Data From Day One

• Data mapping verification
• Test import
• Production import
• Duplicate management strategy

Clean data protects forecasting integrity.

4. Executive Reporting & Visibility

You receive:

• Up to 5 key operational reports
• One executive dashboard
• Training on adapting reports

You’ll know:

• What’s in pipeline
• What’s likely to close
• Where deals stall
• Where conversion improves

Leadership clarity is built in.

5. Purposeful Automation

Up to 3 essential automations, such as:

• Lead assignment
• Stage-based task creation
• Notification alerts

Automation supports discipline — it doesn’t create complexity.

6. Embedded Adoption (Supered.io Included)

Most implementations fail because adoption is assumed.

We embed guidance directly into Salesforce using Supered.io:

• Field-level clarity
• Contextual process explanations
• Workflow reinforcement
• Embedded best-practice prompts

Your team receives guidance inside Salesforce every day.

Adoption becomes structural, not optional.

7. Secure & Scalable Architecture

• User setup (typically up to 20 users)
• Role hierarchy aligned to reporting
• Profiles & permission sets
• Sharing rules
• Login & session policies

Built to scale as you grow.

Protected by Our Built Right Guarantee

Every Sales Cloud Accelerator engagement includes our:

12-Month Built Right Guarantee

For 12 months post go-live, we guarantee the functionality of everything delivered within scope.

If something we built doesn’t work as agreed, we fix it at no additional cost.

Your revenue foundation should be stable.

What Happens After Launch?

The Sales Cloud Accelerator builds your commercial foundation.

As your revenue grows, your system evolves.

Most clients move into:

• Managed Services
• Ongoing optimisation
• Governance-led support

Because Salesforce shouldn’t drift as you scale.

Timeline

4–6 weeks from discovery to go-live.

Structured. Controlled. Outcome-focused.

Investment

£7,000 Fixed Fee

50% upfront
50% 30 days from project commencement

Clear scope. Clear delivery. Clear commercial outcome.