Salesforce Sales Cloud: pipeline, forecast and CPQ quoting your team actually uses
We implement Sales Cloud to give your sales team a visible pipeline and a reliable forecast in one place — qualified leads, opportunities with stages that reflect your process, complex quoting with CPQ and approvals that speed up the close. Two-week sprints with live demos and a documented org that is 100% yours.
Sales Cloud is Salesforce’s sales-force-automation CRM platform: it brings leads, accounts, contacts and opportunities into one place to give your team a visible pipeline and leadership a reliable forecast.
We implement it around how your team really sells: opportunity stages that reflect your process, lead management with qualification and assignment, forecasting by team and territory, complex quoting with CPQ (product catalog, pricing rules and discounts) and approval flows that speed up the close without losing control. We automate the repetitive work with Flow and measure everything with reports and dashboards so decisions are made on data, not hunches. We have done it: we implemented Salesforce Sales Cloud for Grupo Vanguardia and today we maintain their operation with ongoing support and AMS. We are a software factory founded in 2018, with 50+ resources and 200+ projects delivered (Monterrey, Guadalajara + Texas, 5.0★ verified on Clutch) and a partner within the Salesforce ecosystem: the code and configuration we deliver are 100% yours, in a documented org, with two-week sprints and live demos. Salesforce provides the licensing; we implement. We do Salesforce only.
Six operational reasons, zero adjectives
The code is yours from day one
Repos in your name, documented CI/CD and zero vendor lock-in. If you leave tomorrow, you take it all, running.
WhatsApp API with an official provider
We are a Meta Tech Provider: your WhatsApp Business API line with no middlemen, and chatbots wired to your ERP.
Sprint delivery you can click
A working demo every two weeks and measurable progress. No "it’s 80% done" without something you can click.
AI applied to your operation
LLM agents, RAG over your data and process automation — the same practice we use to run iTech itself.
Real nearshore: Texas + Monterrey
Legal entity in the U.S. (iTech Corp, Texas), contracts under U.S. law, same CST time zone and USMCA.
ERP with CFDI 4.0 invoicing
We implement Odoo with integrated SAT stamping (PAC), client portal and reconciliation — a full operation, not just software.
When you need it
What it includes
Lead and account management
Lead capture, qualification and assignment, plus an account and contact model that reflects how your market is organized.
Opportunity pipeline
Opportunity stages aligned to your real sales process, with products, activities and clear criteria to advance each deal.
Forecasting
Forecasting by team and territory with forecast categories, so leadership sees with confidence what will close and when.
Quoting with CPQ
Product catalog, pricing rules and discounts, and consistent quote generation, to structure complex selling without Excel errors.
Approvals and automation
Approval processes for discounts and exceptions, with Flow automation that removes manual steps and leaves an audit trail of every decision.
Reports and dashboards
Reports and dashboards for the rep and for leadership, with Einstein as an option, so everyone sees the same number and acts on it.
How we work
1Discovery
We map your sales process —stages, criteria, roles, territories— and define the data model and the Sales Cloud scope in phases.
2Configuration
We build Sales Cloud with best practices —opportunities, leads, forecasting, profiles and permissions, Flow automation— favoring configuration over code.
3CPQ and approvals
When quoting calls for it, we structure the catalog, pricing rules, discounts and approval processes so complex selling flows without friction.
4Training and adoption
We train the reps on the process and the tool, because a CRM the team does not use is worthless; we document and support the change.
5Go-live and evolution
Launch with two-week sprints and live demos, post go-live support and, if you want, ongoing support and AMS to keep evolving the org —as we do with Grupo Vanguardia.
Tech stack
The tools and platforms we build it with — chosen for your problem, not for hype.
Frequently asked questions
Can't find your question? Talk to an engineer — no sales script.
Contact us →How long does it take to implement Sales Cloud?
It depends on scope. A focused start on pipeline and forecast is considerably faster than a project with CPQ, multiple territories and complex approvals. We work in phases and in two-week sprints with live demos, so you see real progress every two weeks and we release value in stages instead of waiting months for a single go-live.
Do we need to buy licenses before we start?
Not necessarily. As a partner within the Salesforce ecosystem we advise on which Sales Cloud edition and which add-ons (CPQ, Einstein) fit your process and your team, and we can support you through the acquisition. Salesforce provides the licensing; we focus on implementation, configuration and adoption.
Do you have real experience implementing Sales Cloud?
Yes. We implemented Salesforce Sales Cloud for Grupo Vanguardia and today we maintain their operation with ongoing support and AMS, evolving the org as their business grows. We are a software factory founded in 2018 with 50+ resources and 200+ projects delivered; we work Sales Cloud with that same discipline of sprints, demos and documentation.
What do you do to make the reps actually adopt it?
Adoption is designed. We start from your real sales process so the stages and fields reflect how your people sell, not a theoretical process. We add Flow automation that removes manual data entry, CPQ that speeds up quoting, reports that are useful to them, and close training. A CRM that mirrors real work and saves the rep steps is the one that gets used.
Do you provide support and evolution after go-live?
Yes. We offer ongoing support and AMS to maintain and grow your Sales Cloud org —new requirements, process tweaks, more automation— just as we do with Grupo Vanguardia. The code and configuration are 100% yours and documented, so you can take over whenever you want.
Request your Salesforce assessment
Three fields and we schedule a session. We tell you honestly what fits and what does not — no invented metrics or inflated partner tier.
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