Overview

iBirds Sales Cloud services provide consulting, implementation, customization and ongoing support for Salesforce Sales Cloud. Their offering focuses on tailoring Sales Cloud to each client’s sales processes — from lead capture and opportunity management to forecasting, reporting and automation — with integration capabilities to third-party tools and attention to user adoption through training and support. Implementation aims to increase sales productivity, provide real-time pipeline visibility and automate repetitive tasks so sales teams can close deals faster.

Features and Capabilities

• Consultation & Roadmapping: iBirds conducts discovery workshops, documents pain points and produces an implementation roadmap aligned with business KPIs.
• Implementation & Customization: Full Sales Cloud setup including lead & opportunity models, page layouts, record types, process automation (Flows/Workflows) and custom objects where needed.
• Integrations: API and middleware integrations to connect Sales Cloud with ERP, marketing platforms, collaboration tools (e.g., MS Teams) and other back-office systems.
• Data Migration & Quality: Data import/migration from legacy systems, deduplication, mapping and validation to ensure clean CRM data on go-live.
• Automation & Productivity: Automation of repetitive tasks (lead routing, task creation, alerts), sales cadence automation, and templates to reduce manual effort and improve cycle time.
• Reporting & Forecasting: Setup of dashboards, pipeline reports, quota tracking and forecasting to give managers real-time insights into sales health.
• Training & Change Management: User training programs, admin enablement and post-go-live support to drive adoption and maintain system health.
• Ongoing Support & Enhancement: Managed support offerings for bug fixes, enhancements, seasonal campaigns and evolving business rules.