Salesforce Sales Cloud – An Implementation Handbook
By :
Salesforce Sales Cloud – An Implementation Handbook
By:
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)
Preface
Part 1:Building the Fundamentals
Free Chapter
Chapter 1: Preparing for Success
Chapter 2: Defining the Approach
Chapter 3: Design and Build: The Core Sales Process
Chapter 4: Design and Build: The Lead Generation Process
Chapter 5: Design and Build: Sales User Productivity
Part 2: Preparing to Release
Chapter 6: Bringing Data into Sales Cloud
Chapter 7: Getting Sign-Off
Chapter 8: Executing Testing
Chapter 9: Executing Training
Chapter 10: Deployment Planning
Part 3: Beyond the Fundamentals
Chapter 11: Territory Management
Chapter 12: Modeling Additional Processes with Sales Cloud
Chapter 13: Common System Integrations
Chapter 14: Extending with the AppExchange
Index
Customer Reviews