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Policies live in text files and get ignored.
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Salesforce Service
Cloud Services
Your Salesforce Partner in Service Innovation
Advayan’s Sales Cloud work brings in more revenue by putting all your customer details in one place, scoring leads automatically, moving deals along faster, and giving clear, data-based tips. Our experts team up with your sales leaders to set up the right steps, views, and AI suggestions so your team takes to the system quickly, sees real gains, and keeps getting better in every region and product line. From the first plan to ongoing help, we give your reps and managers the facts they need, on any device, so they win more deals and build stronger customer ties.
Our Trusted Partners
Our Salesforce Sales Cloud Services
Philosophical Underpinning
We treat selling as a cycle of data capture, routing, and analysis. By mapping each step and crafting simple screens, we cut manual work so reps can spend time with buyers.
Lead Management
We set up capture forms, custom score rules, and routing logic so leads enter Sales Cloud, get rated instantly, and land in the right queue. Follow-up emails or texts fire automatically based on lead attributes.
Opportunity Optimization
We design sales stages that match your win criteria, link CPQ for fast quotes, and build Kanban boards. Alerts flag stalled deals, and AI models assign close-probability scores for smarter prioritization.
Sales Forecasting
We use historical data and machine learning to project revenue. You get shared forecast views, variance reports, and “what-if” scenario tools right in each dashboard.
Email & Calendar Integration
We connect Outlook or Gmail so every sent message and scheduled meeting logs back to Sales Cloud. That keeps your CRM as the single source of truth without extra clicks.
Territory & Quota Management
We define, assign, and rebalance territories with drag-and-drop rules. Quota tracking dashboards show attainment in real time, letting managers reallocate resources as markets shift.
Mobile Sales Enablement
We configure the Sales Cloud mobile app with offline use, compact page layouts, and voice-to-text notes. Sales teams get the full CRM on any phone or tablet.
Custom Integration
We embed chat widgets into Sales Cloud so website inquiries create or update records. Routing logic sends each chat transcript to the right sales queue, and follow-up workflows start automatically.
What Our Sales Cloud Architecture Delivers ?
Faster Lead-to-Close Cycles:
Automated flows and assignment rules cut cycle time by up to 30%
Reliable Follow-Up Cadence:
Automated engagement sequences ensure no opportunity slips through
Accurate Forecasts:
Collaborative multi-currency forecasts and quota tracking without spreadsheets
Better Rep Productivity:
Custom Lightning pages, Quick Actions and mobile optimizations reduce clicks
Clear Territory Controls:
Role hierarchies and territory models balance coverage and security
Higher Win Rates:
Guided selling and Einstein scoring focus reps on deals most likely to close
Our Core Principles
How we build reliable and secure Salesforce solutions
1
Keep It Modular
We follow clear design patterns that make it easy to update and extend your Salesforce setup.
2
Use Real Environments
All development work is done in sandboxes or scratch orgs to protect your live data.
3
Test from Day One
We run unit tests, system tests, and user acceptance checks throughout the process.
4
Write for People
Our code is easy to read, well structured, and fully commented for future clarity.
5
Respect Limits
We build with Salesforce governor limits in mind to avoid errors and keep performance steady.
6
Reuse What Works
We create reusable components that save time and reduce repeated effort.
7
Track Everything
Version control is part of every build to make it easy to manage and review changes.
8
Keep Security Simple
We include security at every step, from data masking to role-based access.
9
Use What’s Built-In
We make use of low-code and no-code tools whenever possible to deliver faster.
10
Improve Every Time
With continuous integration and deployment, we release safe updates without delays.
Why Elect Advayan for Sales Cloud Needs ?
Certified Experts
Advanced Sales Cloud architects with hands-on project experience.
Industry Accelerators
Prebuilt process flows for tech, manufacturing, finance, and healthcare.
AI & Analytics
Einstein Opportunity Insights, pipeline scoring, and coaching alerts.
Seamless Integrations
MuleSoft or custom APIs for ERP, CPQ, MAP, and billing.
User Adoption
Onsite training, in-app guidance, and adoption metrics.
24×7 Support
Proactive health checks, monitoring, and quarterly optimization sprints.
Our Edge- Partner Ecosystem & Accelerators
Advayan’s partner network and accelerator library slash implementation time, reduce risk and maximize ROI. By combining certified AppExchange solutions, ready-to-use integration templates, pretrained AI models and developer toolkits, your Sales Cloud rollout moves from months to days, so your team starts realizing value immediately.
AppExchange Bundles
MuleSoft Connectors
Einstein Accelerators
Custom APIs & Webhooks
AppExchange Bundles
- Preconfigured Industry Packs: CPQ for guided quoting in manufacturing, MAP connectors for demand-gen in tech, billing engines for subscription services.
- Rapid Deployment Kits: Installation scripts, configuration workbooks and role-based permission sets get you live in under two weeks.
- Best-Practice Templates: Sample reports, dashboards and page layouts tailored to your use cases, so you don’t start from scratch.
MuleSoft Connectors
- ERP & Finance Integrations: Out-of-the-box flows for NetSuite, SAP and Oracle, complete with field mappings and error-handling logic.
- HR & Order Management: Prebuilt templates to sync employee, territory and order data bidirectionally, with no custom coding required.
- Real-Time & Batch Modes: Choose Streaming API for instant updates or Bulk API for nightly loads, all managed through a central MuleSoft control plane.
Einstein Accelerators
- Predictive Opportunity Scoring: Deploy pretrained models that learn from your win-loss history to auto-rank deals by close probability.
- Next Best Action Recommendations: Click-and-go workflows that suggest upsell, cross-sell or renewal steps directly in the sales console.
- Churn & Retention Insights: Instant alerts when high-value accounts show risk patterns, so you can intervene before contract expiration.
Custom APIs & Webhooks
- Developer-Friendly Endpoints: REST and SOAP interfaces with versioning, pagination and OAuth security ready to plug into any external app.
- Event-Driven Architecture: Platform Event templates and webhook listener stubs for real-time orchestration, ideal for payment gateways or partner portals.
- Full Control Over Data Flows: Customize retry logic, message queues and transformation rules to suit your unique processes without touching core code.
Leveraging this ecosystem ensures you avoid “build-it-from-scratch” pitfalls, accelerate time-to-value and keep your Sales Cloud foundation extensible and future-proof.
What Our Sales Cloud Architecture Delivers
Faster Lead-to-Close Cycles
We set up automated flows, assignment rules, and custom conversion paths so leads move through qualification and routing without delay, cutting your sales cycle by as much as 30%.
Higher Win Rates
By adding stage-specific checks, guided selling tips, and Einstein Opportunity Scoring, your reps focus on the deals most likely to close, boosting conversion rates.
Accurate Forecasts and Pipelines
With collaborative forecasts, multi-currency roll-ups, and quota tracking by role, managers get an up-to-the-minute view of pipeline health without manual spreadsheets.
Better Rep Productivity
Custom Lightning pages, Quick Actions, and dynamic components reduce clicks per task. Linking Outlook or Gmail and tuning the mobile app means reps stay efficient whether they’re at their desk or in the field.
Reliable Follow-Up Cadence
We use Sales Engagement tools or built-in flows to automate call and email sequences, log every touch, and nudge reps on next steps, so no opportunities slip through the cracks.
Clear Territory and Access Control
Using role hierarchies, territory models, and Enterprise Territory Management, reps see only what they need while managers retain full oversight, improving security and making it easy to manage coverage.
How Salesforce Sales Cloud Helps You Sell More ?
Solve with Salesforce
Solved!
Issue
Managers chase emails for approvals and miss urgent requests.
Fixed
Alerts fire only when manager action is needed, cutting follow-up time by 50%.
Solve with Salesforce
Solved!
Issue
Pricing, quotas, and commission data live in spreadsheets that break easily.
Fixed
Centralized price books, quota targets, and commission tables update in real time.
Solve with Salesforce
Solved!
Issue
Manual emails slow down deals and vanish in busy inboxes.
Fixed
Click-built workflows route approvals and send notifications automatically.
Solve with Salesforce
Solved!
Issue
Sales reps waste hours on data entry instead of selling.
Fixed
Automated forms and assignment cuts admin work by 38%, freeing reps to focus on customers.
Solve with Salesforce
Solved!
Issue
Mobile tools lack offline data, leaving teams blind in low-signal areas.
Fixed
Mobile app stores records offline and syncs instantly when signal returns.
Engagement Models
At Advayan, we understand that every business has unique needs. That’s why we offer flexible engagement models to suit your specific requirements:
Fixed Price
Cost Structure
Single fixed fee agreed upfront to cover the full project scope
Engagement Focus
Strict adherence to predefined deliverables and deadlines
Ideal For
Well-scoped projects with stable requirements and minimal change
Time and Material
Cost Structure
Billing by actual hours worked and resources consumed
Engagement Focus
Continuous adjustment of priorities and resource allocation
Ideal For
Initiatives where requirements may evolve or are initially unclear
Dedicated Resource
Cost Structure
Ongoing retainer or monthly rate for assigned Salesforce specialists
Engagement Focus
Deep team immersion, knowledge retention and seamless handoffs
Ideal For
Long-term programs requiring sustained expertise and consistent support
Hybrid Model
Cost Structure
Mix of fixed-fee deliverables & time-based billing for change requests.
Engagement Focus
Structured milestones with built-in flexibility to adapt scope
Ideal For
Complex engagements needing both cost predictability and responsive agility
Fixed Price
-
Single fixed fee agreed upfront
- Strict adherence to deliverables and deadlines
- Ideal for well-defined, stable projects
Time and Material
- Billed based on actual hours and usage
- Flexible adjustment of priorities and resources
- Ideal for evolving or unclear project scopes
Dedicated Resource
- Monthly rate for dedicated specialists
- Deep team involvement and smooth handoffs
- Ideal for long-term, expertise-driven programs
Hybrid Model
- Mix of fixed-fee and time-based billing
- Milestone-based with built-in flexibility
- Ideal for complex projects needing agility and control
Questions
Frequently asked questions
Everything you need to know about Salesforce. Can’t find the answer you’re
looking for? Feel free to contact us
We cover lead capture, scoring, opportunity stages, forecasting, mobile use, email/calendar links, AI insights, territory planning, CPQ, chat, and ongoing support.
We hold deep-dive workshops, customize objects and flows, link to existing systems, and apply industry-specific templates so the solution fits your revenue model.
We enable Einstein Opportunity Insights, Forecasting, Next-Best-Action, Email Insights, and embed Tableau CRM dashboards for real-time sales coaching and trend analysis.
Fixed-price for set scopes, time-and-material for flexible needs, dedicated resources for long-term work, and hybrid models mixing both.
Yes, we deliver role-based training, in-app guidance, video modules, leader dashboards, adoption reports, and change-management coaching to ensure sustained usage.
Helping fast-moving consulting scale with purpose. Helping fast-moving consulting scale with purpose.
Helping fast-moving consulting scale with purpose.
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