From lead to deal: take control of complex sales cycles with Salesforce Sales Cloud
Sales is a matter of process. Especially when you deal with longer decision-making cycles, multiple stakeholders or complex pricing structures. Many organisations lose momentum because data is scattered across Excel sheets, mailboxes and disconnected systems. The result: no view of the pipeline, and sales managers who spend more time on admin than on closing deals.
Complex deals with dealers, custom quotes and multiple stakeholders call for a rock-solid process, and a standalone tool won’t give you that. Welisa builds that process. We also connect Sales Cloud directly to your ERP and logistics, so your sales team sees the status of every deal in one overview.
From individual success to a scalable process
We specialise in complex processes. A standard CRM setup often falls short when you have specific requirements around quotes, contract management or ERP integrations. As a Salesforce implementation partner, we look beyond the software. We turn your sales strategy into a working system.
- From knowledge in people’s heads to knowledge in the system: Key customer information stays with the company, even when people move on.
- No data silos: We connect Sales Cloud to your ERP, such as Exact, AFAS or Microsoft Business Central. Everyone works from the same figures.
- 360-degree customer view: Every interaction, quote and order is instantly visible to the whole team.
- Protect your margins: Stop sales from giving too much away. Our setup enforces correct pricing agreements and approval flows.
More deals, less admin
We set up Sales Cloud to support your process.
Opportunity management & forecasting
Stop steering on gut feeling. See at a glance which deals will close this month and which ones need attention. We align the stages in Salesforce with your sales process.
Configure Price Quote: accurate quotes in minutes
Quoting a complex machine or a configured product often takes a lot of calculation. With our setup, your sales reps (or dealers) configure products themselves through guided menus, with prices, discounts and technical dependencies adding up automatically. That way your sales partner produces an accurate quote for the customer in no time.
Automation that saves time
Let your sales reps sell. We automate admin tasks such as logging emails, scheduling tasks and updating statuses as much as possible, using AI and workflows.
Proven expertise in complex markets
We have extensive experience in manufacturing: sectors where sales cycles are long, products are complex and margins have to be calculated precisely. We help companies where precision matters. A few examples from our work:
- Automotive (MAN Truck & Bus): Trucks are complex configurations of chassis, cabs and engines. We implemented Salesforce CPQ so sales can generate accurate quotes straight away, with exact margin calculation on every individual component.
- Machine building (Voortman Steel Machinery): For this steel processing giant, we built integrations between Salesforce, SAP (ERP) and RobEx (production planning). Sales, cost prices and production planning now connect directly, with no manual handoffs.
- Luxury yacht building (Heesen Yachts): In the superyacht industry, sales cycles run for years and the stakes are high. We migrated their sales environment to a platform that keeps control of complex stakeholder networks and long-running decision-making processes.
Jaäl Pekelder
Sales Consultant
From audit to adoption
Technology is only part of the solution. The real gain comes from adoption by the sales team.
Advice & architecture
We analyse your current process and define the ideal setup.
Implementation & integration
We build the environment and connect it to your existing systems (such as Outlook or your ERP).
Training & adoption
We make sure your team understands the system and actually uses it.
Frequently Asked Questions
What is the difference between Sales Cloud and a standard CRM?
Many basic CRM systems are too rigid for complex B2B sales processes. Sales Cloud strikes the right balance: it comes packed with proven standard functionality that we can put to work for your way of working straight away. That gives you a solid foundation, combined with full flexibility to tailor specific processes. The platform easily handles your requirements around quotes, contract management and ERP integrations. We keep the setup standard wherever possible and add smart customisation exactly where your process needs it.
Is Salesforce Sales Cloud suitable for complex B2B sales?
Absolutely. The platform excels in the B2B market, especially with long decision-making processes and multiple stakeholders (as in manufacturing or yacht building). Processes like these normally demand a great deal of oversight, and Sales Cloud gives you one central platform to manage the entire stakeholder network and long-running deals clearly and successfully.
How does CPQ work within Sales Cloud?
CPQ (Configure, Price, Quote) lets your sales reps or dealers quote complex or configured products very quickly. They configure the product through easy-to-use menus, and the system automatically makes sure all prices, discounts, margins and technical dependencies are right. You create a fully accurate quote in a matter of minutes.
Can you connect Sales Cloud to ERP systems?
Certainly. We build smart integrations between Sales Cloud and systems such as SAP, Exact, Ridder, BC, Microsoft Business Central and many more. Sales, cost prices and production planning then line up completely, without any manual handoffs.
How do you improve forecasting with Salesforce?
With Sales Cloud, you base your sales expectations on hard, real-time data. You get a crystal-clear view of your pipeline, so you see straight away which deals will close this month and where the biggest opportunities are. The result is an accurate, up-to-date and predictable sales forecast.
How do you get sales reps to use the system?
Success stands or falls on a system that works for the sales rep. That’s why we set it up so admin tasks, such as logging emails or updating statuses, run automatically through AI and workflows as much as possible. We also support the team with targeted training, so they feel the time savings right away and enjoy working in the system with confidence.
Ready to connect?
Your current way of working has taken you a long way. Taking the next step often calls for more insight.
