Book Image

Salesforce Sales Cloud – An Implementation Handbook

By : Kerry Townsend
Book Image

Salesforce Sales Cloud – An Implementation Handbook

By: Kerry Townsend

Overview of this book

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.
Table of Contents (20 chapters)
1
Part 1:Building the Fundamentals
7
Part 2: Preparing to Release
13
Part 3: Beyond the Fundamentals

Delivering training

There are a number of things to consider when delivering training. The considerations differ depending on the method of delivery. We will consider these in turn, starting with instructor-led training.

Instructor-led

When delivering instructor-led training, you need to consider the following:

  • Breaks: It is important to have regular breaks. It will help keep attendees focused if they know in advance when the breaks are as they will know when they can make calls and check emails.
  • Ground rules: Sharing ground rules for the training at the start lets everyone know what is expected of them. This might include attendees shutting down email or silencing devices.
  • No or silent devices: This will be influenced by your organizational culture, but you may consider asking attendees to hand over their phones at the beginning of the session. At a minimum, you will want to ask people to put their phones on silent.
  • Parking lot: Explain the concept of a parking...