Sales Cloud implementation for B2B sales teams
We set up Salesforce Sales Cloud so leads reach the right rep, opportunities move through stages your team actually uses, and forecasts and ARR come from the same data. Reewamp is a Certified Salesforce Partner in Berlin. A typical implementation takes two to eight weeks and ends with a working system, documented and handed over.
- 01Auditrunning
- 02Designqueued
- 03Build and migratequeued
- 04Go livequeued
What you get
Leads that land with the right rep
Assignment by territory, segment or round robin, with duplicates caught before they reach a queue.A pipeline you can read
Stages with clear exit criteria and required fields, so stage and probability mean the same thing for every rep.Forecasts leadership trusts
Forecast categories, quotas and rollups built on clean opportunity data instead of spreadsheets.ARR and TCV on every deal
Products, price books and line items that calculate contract values correctly and hand off to billing.
What's included
Leads and routing
- Lead sources, statuses and disqualification reasons
- Assignment rules, queues and round robin
- Duplicate and matching rules
- Lead conversion into accounts, contacts and opportunities
Accounts and pipeline
- Account, contact and opportunity data model
- Opportunity types for new business, expansion and renewal
- Pipeline stages with stage gates and validation rules
- Path, guidance for success and page layouts per role
Products and forecasting
- Products, price books and opportunity line items
- ARR, ACV and TCV fields with contract terms
- Collaborative Forecasts, forecast categories and quotas
- Activity capture from email and calendar
Reporting and integrations
- Pipeline, conversion and win-rate reports and dashboards
- Closed-won handoff to Stripe or other billing
- Marketing automation and form integrations
- Slack alerts for new leads and closed deals
How a project runs
- Step 01
Audit
AI-assisted review of your current CRM or org, sales process and reports, delivered in under a week.
- Step 02
Design
Stages, routing rules, fields and forecast setup agreed with sales leadership and RevOps.
- Step 03
Build and migrate
Configuration, Flows, integrations and data migration, shipped in short releases.
- Step 04
Go live
Rep training, adoption checks in the first weeks and ongoing admin if you want it.
Guides and case studies
FAQ
Next step
Planning a Sales Cloud project?
Tell us how your team sells today and where the pipeline breaks. We reply within one business day.
