Salesforce Sales Cloud & Service Cloud Implementation
From process mapping to a live, adoption-ready CRM and helpdesk — built so sellers and agents actually use it.
We design and implement Sales Cloud and Service Cloud — configuring the data model, automations, and workspaces — then connect your tools and train your team for day-to-day success.
Built for travel & hospitality
As a Kaptio partner, we unify pre-trip sales and post-trip services in Salesforce. Think bookings and itineraries tied to accounts and cases, proactive notifications for disruptions, and guest-experience workflows tailored to tour operators, cruise lines, and hotel groups — without starting from scratch.
Let's Break it Down
Sales Cloud implementation
We shape Sales Cloud around how your team actually sells — a clean data model, sensible stages, guided processes — so forecasts remain trustworthy, and reps spend less time on admin.
- Lead, account, contact, and opportunity model aligned with your funnel
- Stages, forecasting, quotas, and territory rules that reflect how you sell
- Playbooks and automations, including approvals and quote workflows
- Email and calendar sync, activity capture, templates, and guided selling
- Reports and dashboards for pipeline health, conversion, and velocity
Service Cloud implementation
Service Cloud brings every channel into one console: we’ll set up case types, routing, SLAs, and knowledge so agents resolve faster, with fewer clicks, and queues stay clear.
Case management across channels: email-to-case, web, chat, and messaging
Omnichannel routing, agent presence, and a streamlined Service Console
Knowledge base, macros, quick texts, and response templates
SLAs and entitlements, escalation rules, and post-case surveys
Integrations such as telephony (CTI), booking lookups, and order status
How do we do it?
Our approach is based on a simple, phased premise: capture reality, design the fit, build what moves the needle. Each phase requires clearly defined outputs and owners so adoption can start early.
Discover: ride-alongs, call sampling, and workflow mapping to capture how work really happens
Design: data model, record types, flows, routing, visibility, and security aligned to roles
Build & Migrate: configuration and code as needed, plus clean, deduplicated data migration
Test & Train: UAT with real scenarios, role-based enablement, and go-live support
Improve: monitor adoption and KPIs, tune automations, add features, and stay release-ready.
Our ongoing support
Admin-as-a-service and optimisation sprints, so the system keeps pace with your team.
