Improve Sales Cloud utilization and make your sales force hyper productive 

Are you looking to maximize the efficiency of your Salesforce Sales Cloud? Do you want to gain more control over your customer data and increase your team’s productivity?

Every business is unique and one cannot have same implementation rules when it comes to a critical system, such as Salesforce Sales Cloud. This is why we offer customized services tailored to meet your business goals. Our team will work with you to ensure that your Salesforce Sales Cloud system is optimized to maximize your return on investment.

A single admin controlling the platform will not work. You should rely on specialists to assist you in driving sales while we ensure that the platform delivers on all of its promises.

Streamline your sales process with Salesforce Sales Cloud Managed Services

Top 10 Reasons to Choose Synthesis Managed Services for Sales Cloud

Access to automation experts and certified Salesforce professionals

Gain transparency and take control of your customer data

Maximize the efficiency of your Salesforce

Improve your sales efficiency and productivity

Enhance the usage based on your growth plans

Automate your business process through visual workflows

Increase adoption and utilization of the platform

Get custom dashboards and real-time insights across your sales cycle

Maximize the data quality, value of data and security

Take smarter business decisions with real-time intelligence

Our Salesforce Sales Cloud  Managed Services Offerings

Health Check & System Audit

If you are uncertain about maximizing the Salesforce Sales Cloud’s potential, we can assist you with an independent health check and system audit. We can help you identify places where efficiency and productivity may be improved. Continuous improvements help establish a stable environment for standardization, minimize incident rates, and enhance future readiness.

Strategic Planning

We will enable you create a roadmap for value realization from Salesforce Sales Cloud. These executive workshops will enable you to set goals, milestones, processes and templates for smooth execution.

Configuration Optimization

Unused rules, technical debt, complex configurations, suboptimal workflows, and redundant dashboards may slow down the system and reduce its effectiveness. We will investigate every aspect of the configuration and improve it to make the platform faster and more suitable for your business goals.


Our team handles everything from adding new dashboards, workflows, processes, templates, and even new functionalities, such as approvals, to making the platform ready for the future.

Upgrades and Integration

Sales Cloud works best when it is integrated with systems, such as Revenue Cloud, Marketing Cloud, payment gateways and other CRM functionalities. We are first the billing experts and understand a range of systems for smooth integration, troubleshooting and upgrades.  

Data Quality Management

Sales Cloud maximizes value by ensuring that there is a single source of truth. To achieve this, our team begins by defining the data flow and data quality parameters. We then clean the data, migrate from disparate systems, create integrators, and guarantee that you are working with accurate data.

Custom APIs and Connectors

No two systems are the same and you’d need several connections to get a 360-degree view of revenue cycle and beyond. Our team will analyze and build custom APIs with Salesforce systems or even external systems, such as CRM, Financial Systems, ERPs or even social media platforms.

Analytics and Dashboards

Beyond the pre-built dashboards, our business analyst team will work with you to understand your business, recommend custom dashboards, and configure them so that you can make the right decisions based on the right insights.

Automation and Workflows

Automation rules and workflows is critical to improve efficiency, productivity and to deliver a great customer experience. We will enable you to have the right amount of automation so that you focus on customer experience, free yourselves from the mundane activities and importantly reduce human errors.

Training and Workshops for Adoption

An excellent solution is 50 percent of the job completed. Our specialists educate your sales, marketing, and support personnel to ensure that the platform is adopted and used to the greatest extent possible. Users are motivated to rapidly adopt the program by its value-forward nature.

Data Migration

When companies acquire other businesses, they often inherit accumulated data in a variety of formats. We can help you construct a uniform framework and smoothly transfer all of the data without losing data during transmission or halting platform usage.

Ongoing Support

Our dedicated team addresses common problems and issues, data fixes, basic administration support, and post-release verification of backups, rollbacks, and post-release verification. We provide 24X7 critical infrastructure support, SLA tracking and real-time alerts when necessary.

Salesforce Revenue Cloud Integration

We are the billing experts with expertise in a range of billing systems. Salesforce customers find proven value by integrating with the Salesforce Revenue Cloud. Our certified experts will seamlessly integrate Sales Cloud with Revenue Cloud to help you maximize your returns throughout the Sales Cycle and Quote to Cash processes.

Success Stories

See how Synthesis took ownership and delivered the billing migration and data validation

See how Synthesis enabled the client to enhance their Quoting process and streamline Oppty-Quote clog for new subscriptions, amendments, and renewals

Unleash the ROI

Get a Sales Cloud Health Check

Get a free assessment of the Salesforce Sales Cloud implementation's maturity level by speaking to one of our certified experts.