Salesforce Sales Cloud Implementation
A Sales Cloud your reps actually use — clean pipelines, accurate forecasts and automation that removes admin work, connected to the rest of your business.
Sales Cloud rollout
- Leads, accounts & opportunitiesIncluded
- Pipeline & forecastingIncluded
- Flow automationIncluded
- Quotes & CPQIncluded
- ERP & email integrationIncluded
Configured around your sales process, not Salesforce defaults.
What We Deliver
Sales Cloud Services
From a first Sales Cloud rollout to fixing an org your team has stopped trusting.
Implementation & Setup
Objects, fields, page layouts, record types, roles and sharing set up for your sales model.
- Data model & layouts
- Roles & sharing rules
- Sales process & stages
Pipeline & Forecasting
Opportunity stages, forecast categories and dashboards leaders rely on.
- Forecast setup
- Pipeline inspection
- Sales dashboards
Sales Automation
Flows for lead routing, approvals, reminders and follow-ups.
- Lead assignment
- Approval processes
- Salesforce Flow
Quotes & CPQ
Products, price books, quotes and configure-price-quote for complex deals.
- Products & price books
- Quote templates
- CPQ configuration
Integrations
Connect Sales Cloud to your ERP, email, calendar, ecommerce and marketing tools.
- ERP & accounting
- Outlook & Gmail
- Marketing automation
Migration & Clean-Up
Move from HubSpot, Zoho, Dynamics or spreadsheets, or clean up an existing org.
- Data migration
- Duplicate clean-up
- Org health check
What Is Sales Cloud
The CRM at the Centre of Your Sales Team
Salesforce Sales Cloud is Salesforce's CRM for sales teams. It manages leads, accounts, contacts and opportunities, forecasts revenue, and automates sales work, with AI from Agentforce available to help reps prioritise and act. Salesforce briefly renamed it Agentforce Sales in 2025 before restoring the Sales Cloud name. MageBytes implements, customises and integrates Sales Cloud, and migrates data from other CRMs.
Plan My Sales Cloud RolloutForecasts you can trust
Clean stages and required fields make pipeline and forecast numbers reliable.
Less admin for reps
Automation handles routing, reminders and data entry.
Connected to the business
Orders, invoices and marketing data visible alongside each deal.
How We Work
From Sales Process to Live CRM
Built with your sales leaders and reps, so adoption isn't an afterthought.
- 1
Discovery
We map your sales process, roles, data and integrations with your sales leaders.
- 2
Design & Configure
Data model, stages, automation and dashboards are configured in a sandbox.
- 3
Migrate & Integrate
Data is migrated and Sales Cloud is connected to your other systems.
- 4
Launch & Adopt
Reps are trained, and usage and data quality are reviewed after go-live.
More Salesforce Services
Everything Salesforce
Sales Cloud works best connected to service, marketing and commerce.
Salesforce Consulting
Salesforce strategy, implementation and custom development.
Salesforce consultingService Cloud
Case management, omni-channel support and self-service.
Service CloudMarketing Cloud
Journeys, email, segmentation and B2B marketing automation.
Marketing CloudAgentforce
Salesforce AI agents for sales, service and marketing.
AgentforceCommerce Cloud
B2C and B2B storefronts on Salesforce Commerce Cloud.
Commerce CloudHire Salesforce Developers
Dedicated Salesforce developers and admins.
Hire Salesforce developersPlanning a Sales Cloud project?
Tell us about your sales team and current tools, and we'll suggest the right approach.
Got Questions?
Sales Cloud FAQs
Implementation, naming, migration and AI — answered.
Sales Cloud is Salesforce's CRM for sales teams, covering leads, accounts, contacts, opportunities, forecasting and sales automation.
Yes. Salesforce renamed Sales Cloud to Agentforce Sales in 2025, then restored the Sales Cloud name in 2026. The product and its features are the same.
A standard implementation typically takes a few weeks to a few months, depending on your data, automation and integrations. We agree a timeline after discovery.
Yes. We migrate accounts, contacts, opportunities and activity history, and clean duplicates along the way.
Yes. We connect Sales Cloud to ERPs such as Dynamics 365, SAP and Odoo, so orders, invoices and stock are visible to your reps.
Yes. We provide ongoing admin, development and release support, as well as user training.