Sales Cloud

Boost productivity by having efficient contact, lead, opportunity, and customer account management processes in place.
Key Features
  • Account & Contact Management

    Keep tabs on the individuals and businesses you transact with. Save data, work together on accounts, and get access to the necessary records.

  • Opportunity Management

    Utilize opportunities to track and manage your deals. Opportunity records keep track of information about transactions, such as the accounts they are for, key decision makers, and the potential sales volume.

  • Lead Management

    Capture, develop, and turn leads into devoted customer to increase customer satisfaction and your bottom line.

  • Reporting

    Salesforce provides an extensive range of reporting tools that assist you in utilizing your data.

  • Automation

    Automation offers the means to automate monotonous procedures and duties like generating a follow-up task, composing an email reminder, or updating your data.

Make insightful decisions

Sales teams can obtain important insights into their performance by utilizing Salesforce's reporting features. Ultimately, revenue growth can be achieved by using this information to enhance sales tactics and make well informed decisions.

With years of experience, our team can customize the platform to meet your unique requirements, automate processes, and optimize workflows to boost sales.

Cloud Services?
yes Please

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Increase in productivity

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More accurate sales forecasting

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Decrease in quote generation time

I was recommended to Cloudplease, and the immediate difference has been huge.

Having someone available in the UK who already understands our business and Salesforce set up and who can work with us on continual Improvement has already proven invaluable.

Looking forward to working with the team at CloudPlease for many years to come.

Claire Cleland, Sales Manager

Static Solutions

A brilliant partner who worked extremely hard for us in order to migrate from an existing system.

The pain and effort was worthwhile as Salesforce is clearly in another league to our previous solution.

To coin an old phrase, we couldn't have done it without them and would not hesitate to engage them going forward for any updates.

Ian Bolt, Managing Director

Custom Sight & Sound

CloudPlease have been paramount to our success on the Salesform platform.

Throughout the project the team were fantastic to work with and very understanding.

They streamlined our Lead and Opportunity process within Salesforce and have helped us to produce real tangible and quantifiable results.

Chris Poon, Head of Document Management

KBS Capital

I've found the whole team approachable, knowledgable, and results-driven.

They focus on delivering excellent value and have kept me on track to complete the project(s) with the most efficient solutions.

I feel more in control of my system than ever before.

Ailie Fan, Managing Director

Study Links

Very good collaborative process, we felt listened to at every turn.

For those of us that don't have budgets the size of planets, these guys are great. The team were very helpful in sourcing low cost options for us as we are a not for profit.

Overall, excellent value. 5 star parter!

Tania, Executive Director

The Flying Seagull Project

Overall we had a great experience with Cloud Please.

From start to finish the project was managed and delivered efficiently and to scope.

A few issues were identified towards the back end of the project and the Cloud Please team responded quickly and resolved the issue the same working day.

Joel Brittain, Sales Director

Ergro