How Tackle for Salesforce helps your entire revenue organization win with Cloud GTM
Every team has felt it: the extra clicks that slow partner leaders down, the reports sales leaders ask for but can’t quite be pulled, the reconciliation work that leaves finance piecing together numbers long after the quarter wraps. RevOps ends up stuck in the middle, trying to keep processes running smoothly while fielding requests from every direction.
Salesforce is meant to simplify, but without the right workflows for Cloud GTM, it often creates more drag than lift. We heard this from customers over and over—so solving these challenges became the blueprint for how we built Tackle for Salesforce. Because when Cloud GTM is a strategic priority, your Salesforce needs to enable the right behaviors across your entire revenue organization.
Challenge #1: Learning each cloud provider’s language and requirements
Solution: Work your way, we handle the rest
Every cloud provider has their own unique requirements for co-sell programs and marketplace transactions. Different field structures, different data formats, different ways of organizing information. Each one makes sense within its own ecosystem, but for teams managing multi-cloud GTM, it means constantly switching modes from opportunity to opportunity.
Learning three different systems doesn’t scale. Manually translating opportunity data between platforms introduces error and delays. Limiting your co-build strategy to just one cloud provider leaves revenue on the table.
Tackle for Salesforce solves this with intelligent mapping that automatically translates your Salesforce opportunity data into what each cloud provider needs. Sellers and PartnerOps work in Salesforce the way they always have. Behind the scenes, we handle the translation—respecting each provider’s unique workflows while ensuring information flows correctly to all three.
Deal desk teams can create private offers directly at the opportunity level across all three cloud marketplaces, no need to jump into separate consoles or manually map fields. Those offers are then tracked through close/won, visible for RevOps to book the deal and for finance to reconcile, all without leaving Salesforce.
Challenge #2: Too many opportunities, not enough signal on where to focus
Solution: Intelligence that tells you where to sell, automation that does the rest
The challenge isn’t just the manual work—it’s knowing which opportunities deserve your team’s attention in the first place. With hundreds of potential co-sell opportunities, sellers need to understand where to prioritize and what questions to lead with in discovery. Tackle Prospect delivers AI-powered buyer signals that surface the opportunities most likely to close and provides context for how to approach the conversation. This intelligence layer ensures your team isn’t just moving faster, they’re focusing on the right deals.
Once priorities are clear, automation takes over the full lifecycle. Auto-create builds and submits co-sell opportunities once the deal hits a designated stage, auto-accept handles inbound invitations. Auto-sync keeps opportunity data accurate in the cloud seller’s pipeline. Auto-close and auto-launch closes and registers wins.
These capabilities cut clicks, trim swivel-chair tasks, and keep the co-sell pipeline moving without constant manual touch.
When sellers know exactly where to focus and their opportunity data becomes one less thing PartnerOps teams need to worry about, partner-influenced revenue velocity improves. Partnership teams can deepen cloud seller relationships while sellers concentrate on conversations that move the needle.
Challenge #3: Cloud GTM data trapped outside Salesforce
Solution: Custom objects that unlock the full cloud GTM picture
Each cloud provider keeps data locked in their own systems, which means you’re constantly exporting to spreadsheets or logging into multiple platforms to report on the impact of Cloud GTM. Instead of spending hours pulling data out and into separate reports, Tackle for Salesforce surfaces existing partner data in views that help you take action.
We include pre-built list views to help you get started with the most common needs: Co-sells with Cloud Errors helps you troubleshoot discrepancies, Draft Offers tracks what still needs completion, and Co-sell Invitations show incoming partner requests to co-sell. These are quick wins that surface your pending action items immediately.
For deeper analysis, we provide custom report types that let you cross-filter across objects. Want to see which opportunities don’t have co-sells yet? Which accounts show high Prospect scores but no offers? Which deals are running through which cloud provider’s marketplace? The report types are built in, and you can customize them further using Salesforce’s native reporting tools.
PartnerOps stops being the bottleneck for every report request. Revenue leaders can pinpoint which partner relationships are productive, identify new marketplace opportunities, and spot trends. The visibility drives decisions, and it’s only possible because the data lives where you can actually use it.
Challenge #4: One-size-fits-all integrations that break under complexity
Solution: Built for enterprise scale, flexible for any team
Tackle for Salesforce was shaped by work with very large selling organizations—billion-dollar companies where Salesforce complexity and scale are the rule, not the exception. We learned early that trying to force everyone into the same rigid template doesn’t work.
So we built differently. We bring well-documented custom objects and structured data into your org, then respect how you’ve set things up. Your field names stay your field names. Your validation rules stay in place. Your existing workflows keep running. When you need to tailor the process, you have options. Simple triggers? Use built-in platform automation. Complex logic with multiple criteria? Build custom Salesforce flows with confidence.
And when we ship new versions, your customizations stay yours. You’re not stuck reworking integrations that break with every update. You adopt new capabilities when they make sense for your team, not because an upgrade forced your hand.
This architecture handles real-world Salesforce complexity while staying approachable for smaller teams. It’s what allows both enterprise organizations and growing companies to adopt without compromising on the processes that define how they work.
When Cloud GTM finally works the way it should
When Salesforce works with your Cloud GTM flows instead of against them, the difference shows up everywhere: revenue teams move faster, reports make sense, and finance doesn’t need a scavenger hunt to reconcile partner-influenced revenue.
Tackle for Salesforce eliminates the friction that slows teams down. Instead of context-switching between systems or spending hours on manual updates, your team can focus on what actually drives revenue—building pipeline, closing deals, and strengthening cloud partner relationships. And because teams work where they already live, adoption happens quickly without months of implementation overhead.
But here’s the bottom line: the right technology is only part of the equation. Success with Cloud GTM requires the right strategy, people, and processes working together. Tackle helps in all of those areas, not just with the integration, but with the expertise and guidance to help you build a Cloud GTM motion that drives real revenue.
Ready to see how it works? Reach out to our team for a demo and we’ll show you how Cloud GTM comes to life in Salesforce.
