Discover our Sales Cloud services pack.

Lead and Opportunity Management

Rebuild the lead-to-opportunity flow with a clean data model, governed stages, and intelligent agent based routing that scores and assigns leads automatically based on fit and engagement.

Account and Territory Management

Design the account hierarchy and territory model, with predictive signals surfacing the whitespace, propensity, and renewal opportunities sellers would otherwise miss.

Forecasting and Pipeline Analytics

Configure forecast categories and roll-ups that reflect how leadership calls the number, with machine driven predictive forecasts and deal-health scoring built in.

Seller Enablement

Deploy the tools that keep sellers in Salesforce, including email integration, automatic activity capture, generative call summaries, and mobile, so the system captures the data without depending on individual discipline.

Partner and Channel Management

Stand up partner portals, deal registration, and channel enablement for businesses selling through resellers or distributors, with intelligent agents prioritizing the partner-sourced deals worth investing in.

Sales-to-Revenue Integration

Connect Sales Cloud to the quote-to-cash motion so opportunities flow cleanly into quoting, contracting, and billing, with automated handoffs replacing the manual rekeying between sales and finance.

Real world results.

Meet a few
of our experts.

Bryce Baker
Bryce Baker
Managing Director, Salesforce Team Lead

Bryce is a Managing Director and Head of Accordion’s Salesforce team with over a decade of experience in not only Salesforce, but all business systems and operations surrounding sales, service, finance, and accounting. He specializes in the lead-to-cash process and revenue recognition.

Dan Farrugia
Dan Farrugia
Managing Director

Dan Farrugia is a Managing Director with over two decades of experience driving operational excellence, growth strategy, and technology-enabled transformation across professional services and private equity–backed organizations. His expertise spans operating model design, revenue and delivery optimization, M&A integration, and the execution of large-scale digital and CRM transformations, with a particular focus on Salesforce-driven...

Seamus Egan
Seamus Egan
Managing Director

Seamus is a Managing Director on Accordion’s CFO Technology team, leading Business Development and Alliances with a focus on Salesforce and Salesforce Ecosystem partnerships. He brings more than a decade of experience building and scaling go-to-market operations, alliance programs, and revenue ecosystems across the Salesforce landscape.

Tarun Sharma
Tarun Sharma
Managing Director

Tarun is a Managing Director on Accordion’s CFO Technology team, with more than two decades of experience leading large‑scale digital transformation, customer success, account expansions, operations, and multi‑cloud delivery programs for global enterprises.

Miguel Boland
Miguel Boland
Senior Director

Miguel Boland is a Senior Director with more than two decades of experience in strategic sales leadership and go-to-market execution across IT professional & consulting services teams, successfully partnering with clients ranging from growth to enterprise organizations. Over the past six years, Miguel has focused on the Salesforce ecosystem, where he has been responsible for collaborating with clients to design and implement...

Ready to make Sales Cloud work the way your team sells?

Whether you are standing Sales Cloud up for the first time, cleaning up years of customization, we want to hear about it.