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

Summary

At the beginning of this chapter, we started by exploring how the expectations of sales have changed, some of the common challenges sales leaders and teams face, and how Sales Cloud can help solve these. We moved on to learn about the importance of aligning your Salesforce strategy, goals, and values with your company’s and how failure to do this can prevent you from being able to demonstrate overall implementation success.

We went on to define what is meant by adoption when it comes to business applications and how Users’ willingness to use the system determines if they succeed or fail. We also explored some of the common barriers to adoption and how to address them.

Finally, we learned about scope and the importance of clearly defining this at the beginning of an implementation and then managing it throughout to ensure your implementation doesn’t deviate too far from the original expectation. We learned that scope creep can be a reason why implementations run over time and budget expectations and result in you not delivering the original benefits promised.

In the next chapter, we will learn about the decisions you need to make and define how you approach your implementation. This includes your implementation delivery methodology, what environments you use, how you test what you’ve built, and how you prepare your Users to adopt the system.