Salesforce Sales Cloud – An Implementation Handbook

A practical guide from design to deployment for driving success in sales

Publisher:Packt Publishing Limited

By: Kerry Townsend

Paid access

|Sep 2024

E-Book €26.99Institutions €123.95

Description

Design and build Sales Cloud solutions to solve business challenges with this easy-to-follow handbook

Key Features

Discover the full range of capabilities offered by Sales Cloud and how to map them to business processes
Learn how to plan and deliver all aspects of a successful Sales Cloud implementation
Explore advanced concepts to integrate and extend Sales Cloud
Purchase of the print or Kindle book includes a free PDF eBook

Book Description

Salesforce Sales Cloud is a system rich in functionality, addressing many sales business challenges such as sales productivity, forecast visibility, and sales enablement. However, unlocking the full value of the system and getting maximum returns pose a challenge, especially if you’re new to the technology.
This implementation handbook goes beyond mere configuration to ensure a successful implementation journey. From laying the groundwork for your project to engaging stakeholders with sales-specific business insights, this book equips you with the knowledge you need to plan and execute.
As you progress, you’ll learn how to design a robust data model to support the sales and lead generation process, followed by crafting an intuitive user experience to drive productivity. You’ll then explore crucial post-building aspects such as testing, training, and releasing functionality. Finally, you’ll discover how the solutions’ capability can be expanded by adding and integrating other tools to address typical sales use cases.
By the end of this book, you’ll have grasped how to leverage Sales Cloud to solve sales challenges and have gained the confidence to design and implement solutions successfully with the help of real-world use cases.

What you will learn

Find out how Sales Cloud capabilities solve common sales challenges
Determine the best development methodologies
Design and build core sales processes, including demand generation and sales productivity
Implement best practices for testing and training with accurate data
Build a release plan by understanding the types of post-go-live support
Explore territory management and model additional processes with Sales Cloud
Understand common system integration use cases
Harness the power of AppExchange solutions for sales

Who this book is for

This book is for administrators, consultants, and business analysts who want to understand and apply the capabilities of Salesforce Sales Cloud. Whether you’re completely new to Sales Cloud or enhancing existing functionalities within your organization, this handbook is your trusted companion. Business stakeholders responsible for or involved in Sales Cloud implementations will also benefit from this book.

Preparing For Success
Defining the Approach
The Core Sales Process
The Lead Generation Process
Design and Build: Sales User Productivity
Bringing Data into Sales Cloud
Getting Sign-Off
Executing Testing
Executing Training
Deployment Planning
Territory Management
Modeling Additional Processes with Sales Cloud
Common System Integrations
Extending with the AppExchange

Table of contents

Authors

Metrics

PDF ISBN: 978-1-80461-518-8

Publisher: Packt Publishing Limited

Publication date: 2024

Language: English

Pages: 368

Related subjects:

Computer sciences,

Computer sciences, other

Salesforce Sales Cloud – An Implementation Handbook

Key Features

Book Description

What you will learn

Who this book is for

Table of Contents

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