Sales Cloud
Key Ingredients of a Successful Sales Cloud Implementation
Key ingredients for a successful Sales Cloud implementation include a clear understanding of sales processes and KPIs to align Salesforce with business goals. Prioritize data quality and migration to ensure reliable insights and reporting. Leverage standard Salesforce features like Leads, Opportunities, and Forecasting before customizing. Enable automation with workflows, validation rules, and flows to streamline sales operations. Finally, focus on user adoption through tailored training, change management, and ongoing support.
Standard vs Custom
At NSTRAT, we believe in a "standard-first" approach when designing Salesforce solutions. Leveraging Salesforce’s out-of-the-box features ensures scalability, faster deployment, lower maintenance, and alignment with platform upgrades. However, we recognize that every business has unique needs—where standard functionality falls short, we recommend targeted custom solutions that add strategic value without overcomplicating the system. Our philosophy is to strike the right balance between innovation and sustainability, ensuring that customizations are purposeful, future-proof, and aligned with long-term business goals.
Best Practices: Lead to Cash
At NSTRAT, our Lead to Cash best practice focuses on delivering an end-to-end integrated process that connects sales, service, finance, and operations seamlessly. We recommend leveraging Salesforce Sales Cloud, CPQ, Billing, and Service Cloud in tandem with ERP systems to ensure smooth handoffs from lead generation to revenue recognition. Our approach emphasizes process standardization, automation, and real-time visibility across all stages—lead management, opportunity conversion, quoting, contracting, order fulfillment, invoicing, and payment. Data consistency and system integration are key, ensuring 360-degree customer insights and faster, error-free sales cycles.
Complex ERP integration
We view Salesforce Sales Cloud and ERP integration as essential for creating a unified, real-time view of customers, sales, and financial operations. Sales Cloud excels at managing customer relationships, opportunities, and forecasting, while ERP systems handle order management, inventory, invoicing, and financials.
Our POV is to ensure clear system ownership—Salesforce as the system of engagement, ERP as the system of record for transactions—while enabling seamless data flow between them through APIs and middleware like MuleSoft. We prioritize real-time or near-real-time integration for key processes like quoting, order status, and inventory availability, ensuring sales teams have accurate insights to close deals faster.
Global rollout with multiple currency and language
At NSTRAT, our POV for a Salesforce global rollout across multiple countries and currencies focuses on balancing global consistency with local flexibility. We recommend starting with a global template for core processes (e.g., Lead to Cash, Service) that ensures standardization, compliance, and scalability across regions.
Our phased rollout approach, beginning with pilot countries, allows iterative refinement and user adoption before expanding globally. With robust governance, change management, and integration with ERP systems, we ensure a smooth transition that aligns global business goals with local market needs.
Data Migration for Sales cloud
The Sales Cloud data migration approach starts with thorough data assessment and mapping from legacy systems to Salesforce objects. We focus on data cleansing and standardization to ensure accuracy and eliminate duplicates. Using robust ETL tools like MuleSoft or Data Loader, we adopt a phased migration—starting with master data, followed by transactional records. Rigorous validation and user acceptance testing (UAT) ensure data integrity. A well-defined cutover plan with post-migration support guarantees a seamless transition and minimal disruption to sales operations.