Salesforce consulting in Melbourne.

Model each pursuit as an opportunity tied to the end customer, and add a related list of teaming partners showing their role, workshare and agreement status. Track proposal milestones such as drafts, color reviews and submission as stages or on a custom object, depending on how formal your process is. Keep controlled technical data out of Salesforce and link to your approved repository instead. Dashboards or Tableau can then show win rates by customer and partner.

Start with clean account and contact structures for each OEM site and buying group, then build quoting around your real part numbers and price agreements. Revenue Cloud handles configured quotes and approval rules, and an ERP integration keeps order and shipment status in front of reps. Add Service Cloud once sales is stable, so warranty questions, returns and technical requests become tracked cases instead of email threads. Phasing the work this way avoids rebuilding later.

Usually less than you expect at first. Sales Cloud with a simple pipeline, clean web lead capture and a few dashboards covers most early needs. Decide early how you will track investors, grants and pilot customers, because those relationships often begin before revenue does. Build on standard objects where you can so the org is easy to extend, and schedule a health check after your first year of growth to catch shortcuts before they harden.