Lead & opportunity management
Capture leads, qualify prospects, manage opportunities, and give sales teams a clear view of every deal from first contact to close.
Where every deal starts
Salesforce Products
Turn your sales process into a connected, predictable growth engine
Sales teams lose time when customer information is scattered across spreadsheets, emails, disconnected apps, and manual processes. We bring your leads, accounts, opportunities, activities, and sales operations into one connected Salesforce platform — built around how your team actually sells.
Full-lifecycle Salesforce delivery, not just setupImplementation, integration & custom development in-houseBuilt around your process, not a standard templateOngoing support after go-live
Overview
Every deal, contact, and follow-up belongs in one place — not five
At AD Infosystem, we help businesses design, implement, customize, integrate, and optimize Sales Cloud around the way their teams actually sell, not around a standard template.
That means starting with your real pipeline, your real reporting needs, and your real systems — and building from there.
What we help you build
One source of truth, from first contact to close
Every piece below connects back to the same source of truth, so a change in one part of the sales process shows up everywhere else it matters.
Sales process automation
Automate repetitive sales activities, approvals, follow-ups, task assignments, notifications, and workflows so teams can spend more time selling.
Account & contact management
Create a complete view of customers, contacts, interactions, activities, opportunities, and relationship history in one place.
Sales forecasting & pipeline visibility
Give sales leaders better visibility into pipeline health, deal progression, revenue forecasts, and sales performance.
Salesforce integrations
Connect Sales Cloud with ERP, e-commerce, marketing, finance, EDI, customer service, and other business systems to keep data moving across the organization.
Custom Salesforce development
Extend Sales Cloud with custom objects, Apex, Lightning Web Components, Flows, APIs, and tailored business processes when standard functionality isn't enough.
Data migration & Salesforce optimization
Move data from legacy CRM systems and spreadsheets into Salesforce while improving data quality, structure, security, and usability.
How we work
A full-lifecycle engagement, start to finish
The same team that maps your process is the one that builds, integrates, and supports it — nothing gets lost in a handoff.
One team, start to finish
Discover
We map your current sales process, systems, and reporting needs before touching any configuration.
Design
We design the Sales Cloud data model, automation, and integrations around your actual pipeline.
Build
We implement, customize, and integrate — from standard configuration to custom Apex and LWC.
Migrate & launch
We move your data over cleanly, train your team, and roll out with minimal disruption to selling.
Support
We stay on as your org evolves — new features, new integrations, ongoing managed services.
Why AD Infosystem
We stay long after configuration
Many implementations stop at configuration. We stay through integration, custom development, and the years of change that follow go-live.
A template rollout
- Out-of-the-box setup mapped loosely onto your process
- Sales Cloud lives on its own, disconnected from ERP and finance
- Reporting built once, rarely revisited as the business changes
- Support ends when the project does
The AD Infosystem approach
- Sales Cloud configured around your actual pipeline and reporting needs
- Connected to ERP, e-commerce, marketing, and service systems
- Custom objects, Apex, and LWC when standard functionality isn't enough
- Ongoing optimization and managed support after launch
Case studyConsumer packaging & industrial products
One connected platform for a global packaging leader
The customer is a global leader in consumer packaging, industrial products, protective packaging, and packaging supply chain services, with operations that depend on advanced technology to run efficiently across a worldwide footprint. Their ERP, CRM, EDI, and e-commerce systems needed to work as one connected platform instead of five separate sources of truth.
- Centralized control of supply chain, manufacturing, and financial processes
- Stronger supply chain visibility, enabling proactive decisions instead of reactive ones
- Real-time order status, shipment tracking, and self-service for customers
- Faster, more accurate transactions through automated EDI communication
25%
ROI within the first 18 months, from lower operating costs, faster order fulfillment, and higher customer satisfaction.
- ERP
- Tecsys Elite 24
- CRM
- Salesforce
- EDI
- Dell Boomi
- E-commerce
- Salesforce Commerce Cloud
- Integration
- Dell Boomi
The stack
Capabilities
Our Sales Cloud capabilities
- Sales Cloud implementation
- Salesforce consulting
- CRM assessment & optimization
- Lead & opportunity management
- Sales process automation
- Workflow & Flow automation
- Custom objects & applications
- Apex & Lightning Web Components
- Salesforce data migration
- API & third-party integrations
- ERP & e-commerce integration
- Sales forecasting & dashboards
- User & security configuration
- Salesforce support & managed services
FAQs
Common questions before getting started
We're new to Salesforce — where do you start?
We start with discovery: mapping your current sales process, the systems it touches today, and the reports your leadership actually needs. The Sales Cloud design follows from that, not the other way around.
We already have Salesforce. Can you improve what's there instead of rebuilding it?
Yes. A large part of our work is optimization — cleaning up data, fixing automation that's grown unreliable, and extending an existing org rather than starting over.
Can Sales Cloud connect to our ERP or e-commerce platform?
Yes. We regularly integrate Sales Cloud with ERP, e-commerce, marketing, finance, and EDI systems so data moves automatically instead of being re-entered by hand.
What if standard Salesforce features aren't enough for our process?
We extend Sales Cloud with custom objects, Apex, Lightning Web Components, Flows, and APIs to support processes that standard configuration can't handle on its own.
Do you support us after go-live?
Yes. We offer ongoing support and managed services so your org keeps working well as your team, data, and processes evolve.
Keep reading
All 8 Salesforce products →Serve
Service Cloud
Case management, omni-channel routing, knowledge and field service — so every agent sees the whole customer, on every channel.
Read moreEngageMarketing Cloud
Audiences, journeys, campaigns and analytics brought into one connected Salesforce platform — built around how your team actually reaches customers.
Read moreTransactCommerce Cloud
Catalog, storefront, orders and fulfillment brought into one connected Salesforce platform — built around how your team actually sells online.
Read moreBuild a Salesforce CRM that works the way your sales team works
Whether your goal is better pipeline visibility, automated sales operations, a connected tech stack, or more value from the Salesforce you already have — tell us where you're starting from.
- Response within one business day
- No obligation — just a conversation about your process
- Works whether you're new to Salesforce or optimizing an existing org