Sales & Opportunity Management
On Salesforce

Pump your pipeline with Sales Cloud.

Sales Cloud is the #1 sales CRM globally. Here’s why...

Prodigy has executed many successful Sales Cloud implementations around the world for companies large and small. For companies with ambitious growth plans, this CRM will help you close more, higher-value deals with new and existing customers, faster.

Why Sales Cloud?
  • Opportunities: Manage accounts, contacts and opportunities including activity history, key contacts, customer communications, and internal account discussions plus see stage, products, competition, quotes, and more. Stay connected to the people and information you need to close every sale.
  • Mobile: Salesforce turns your mobile device into a portable sales office. You can log calls, respond to hot leads, work opportunities, or check dashboards, no matter where you are. And with ‘mySalesforce’, the experience can be customized to match your brand.
  • Insights: Make insightful decisions with detailed reports plus easy and accurate sales forecasting.
  • Automation: Use Visual Workflow to rapidly design and automate any business process with drag-and-drop simplicity. And drive success with flexible approvals processes for deal discounts, expenses, and more.
Pipeline Management

Create and manage deals as they move through the pipeline and set clear exit criteria for each stage. Update deals with quotes, conversations, notes plus data like revenue and size to make sure that everyone on the team is on the pulse of every opportunity

Lead Management

Qualify leads and move them through the required stages to create an opportunity. Sort and filter by your favourite parameters, and automate associated tasks to eliminate unnecessary manual work and to ensure no lead goes cold through human error


View sales data through many different lenses, from deal size and type, by team member, to probability, expected closure date and more. All of this powerful data allows for easily-accessed, real-time and accurate sales forecasting

Sync Sales Files

Sync and store important sales files related to accounts, opportunties and more on Salesforce. No more outdated docs living on siloed databases. Streamline communications and provide a professional sales experience

Client Testimonial
McBreen Environmental

Catrina Keogh Hall of McBreen Environmental explains how Sales Cloud has transformed their operations. Hear their story.

Our Partners
Salesforce is a multi cloud extensible software company. Solutions include their CRM, Sales Cloud, Marketing, Service and Commerce
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Cloud based Aviation Management for efficiency & process improvements. AvSight was designed to meet the specific needs of the aviation aftermarket.
Enabling full financial and accounting integration on Salesforce, our close partnership is helping to transform finance departments.
Salesforce marching to your beat

We work with SMBs who are seeking to advance and deepen their use of Salesforce. We help them to radically simplify and improve how they work by challenging and shaping process and through a world-class ability to tailor Salesforce. We have a particular expertise in financial solutions.

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Let’s talk.

Get in touch with one of our senior consultants and let’s see how you can streamline, strengthen and scale your business.