Overview
Sales Cloud consulting: a CRM your sales team keeps up to date
Sales Cloud is Salesforce's sales force automation product: accounts, contacts, leads, opportunities, activities and forecasts, and the reports built on them. Around it, Salesforce sells Sales Engagement for outreach, Revenue Lifecycle Management and CPQ for pricing, quoting and contracts, Sales Performance Management for quotas and territories, and AI sales agents for prospecting and pipeline work.
A note on the name. Salesforce renamed Sales Cloud to Agentforce Sales in late 2025, and its sales pages now present the product as Sales Cloud again, with Agentforce Sales as the AI capability inside it. You'll see both names in contracts and documentation; they refer to the same product.
Sales Cloud suits B2B and professional services businesses with a defined sales process, whether they're moving from spreadsheets or another CRM, or running a Sales Cloud org that reps no longer trust. Great Minds is a Sydney-based systems integrator, the integrator for the gaps between platforms, so we connect Sales Cloud to the marketing, quoting, ERP and service systems around it. For a 100-person law firm in Hong Kong, we centralised client data in Sales Cloud and automated document generation, approvals and task assignment. Our CRM page covers how we approach CRM beyond Salesforce.
Capabilities
What our Sales Cloud work covers
We start from your sales process, not from Salesforce's feature list. When stages, fields and reports reflect how deals are really won, reps keep the data current and forecasts become worth reading.
How we deliver
How we deliver Sales Cloud
New orgs follow our Salesforce implementation method; existing orgs usually start with a review of how the current setup is used.
Sessions with reps and managers to map how leads arrive, how deals progress, and what leadership needs to see each week.
Objects, stages, automation and page layouts configured in a sandbox, with integrations to your ERP, marketing and quoting tools built alongside.
Accounts, contacts and open opportunities migrated and reconciled, then role-based training for reps and managers on their own deals.
Adoption and data-quality reports in the first months, a backlog of improvements, and a review of each new Salesforce release against your org.
Australian considerations
Pricing, privacy and data residency for Sales Cloud in Australia
Salesforce publishes Sales Cloud prices in AUD per user per month. At the time of writing, its Australian list runs from Starter Suite at AU$35 and Pro Suite at AU$140 to the Core, Advanced and Max editions at AU$273, AU$553 and AU$770, with the larger editions billed annually. AI can be added to Core and above, and Max includes Agentforce for Sales. Salesforce notes that prices are subject to change, so we check the current list before recommending an edition.
B2B contacts are still personal information under the Privacy Act, so the same principles apply to a prospect list as to a customer database: collect what you need, keep it accurate and secure, and know where it goes. Sales emails and SMS sequences that offer your products are commercial electronic messages under the Spam Act, so they need consent, sender identification and a working unsubscribe.
Salesforce says customer data on Hyperforce is generally stored in the country where your org is located, provided the services you use are available there. Check sales add-ons such as data enrichment, call recording and email tracking apps, which may process data elsewhere. For banks, insurers and super funds, the CRM is an information asset within CPS 234's scope.
FAQ
Salesforce Sales Cloud questions
Is Sales Cloud now called Agentforce Sales?
Salesforce renamed it Agentforce Sales in late 2025, and its sales pages now call the product Sales Cloud again, with Agentforce Sales described as the AI capability within it. Existing contracts and documentation may use either name. The product is the same.
Which Sales Cloud edition do we need?
It depends on how many users you have, how much automation you need and whether you want AI agents. Starter Suite and Pro Suite suit smaller teams; AI can be added to Core and above; Max includes Agentforce for Sales. We map your requirements to an edition before you buy, so you don't pay for features you won't use.
Does Sales Cloud work for fund managers and professional services firms?
Yes, with the right design. Fund managers, for example, track fundraising, investors and portfolios rather than a classic sales pipeline, so the data model needs thought before anything is built. Our article on customising Salesforce for fund managers covers the options.
How do we get reps to actually use Sales Cloud?
Ask for less data and automate what you can, make it work on their phones, have managers run pipeline meetings from Salesforce dashboards, and train by role on real deals. Our article on Salesforce training best practices explains why the last point matters most.
Can Sales Cloud connect to our ERP and marketing tools?
Yes. Orders, invoices and payment status usually come from the ERP, and leads and engagement from your marketing platform. For Montgomery Investment Management, we connected Marketo and Salesforce into one marketing automation engine. Our Salesforce integration page explains the methods.
How long does a Sales Cloud rollout take?
It depends on team size, integrations and data. Our implementation for a 100-person Hong Kong law firm ran in phases over six months. A smaller team with few integrations can go live sooner, and we give you a scoped plan before work starts.
People
Sales Cloud consultants who start with the sales process
Our Sales Cloud work is led by senior consultants who have designed sales processes as well as configured Salesforce, so the system matches how your team sells.
They work with your sales leaders, reps and admins, and hand over an org your team can maintain.
Case studies
Sales Cloud and CRM work for professional and financial services
Our Salesforce work includes a phased Sales Cloud implementation for a 100-person Hong Kong law firm, and Marketo and Salesforce connected into one marketing automation engine for Montgomery Investment Management.
4x faster campaign execution, 1M+ contacts migratedSalesforce Marketing Cloud to Klaviyo migration with 1M+ email marketing recipientsUnlocking personalised growth at scale through Klaviyo implementation and data migration
Marketo and Salesforce connected for 2 fund launchesMarketo and Salesforce, connected for a global fund launchMarketo and Salesforce integrated into one marketing automation engine, so Montgomery could launch two global equity funds to the right investors at the right time.
A 100-person firm running on Salesforce Sales CloudSalesforce CRM implementation for Hong Kong law firmDigital transformative journey of a 100-person law firm in Hong Kong powered by Salesforce Sales Cloud.Insights
Reading on Salesforce and sales
Migrating from Salesforce Marketing Cloud to Klaviyo: lessons from 1M+ contactsHow to move from Salesforce Marketing Cloud to Klaviyo: what the integration moves, Spam Act consent, active-profile costs, warming and cutover.
What changed in October 2026: Atlassian, Salesforce, Microsoft, Google and AdobeOctober 2026 changes for Australian IT: Atlassian Cloud price rises, Salesforce SOAP login() deadlines, Copilot licensing, Gemini data residency, OAIC.
The connected enterprise: integrating Salesforce, Atlassian, Adobe and ERPHow to connect Salesforce, Atlassian, Adobe and your ERP: system-of-record map, architecture options, API limits, APP 8 and CPS 230, and where to start.