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

Salesforce Sales Cloud Territory Management is a powerful tool designed to optimize the allocation of Accounts to sales territories, ensuring efficient resource distribution and enhanced sales performance. By organizing sales efforts according to specific territories and assigning them to the appropriate teams or individuals, companies can improve their sales strategies and customer relationships. Territory Management provides the tools that simplify the maintenance of territories for organizations that have complex requirements.

In this chapter, we learned how to identify your organization’s territory requirements, the capability of Sales Cloud Enterprise Territory Management, and when to use it. We went on to look at how you can translate your organization’s requirements into a design and then stepped through how you can set up this functionality.

In the next chapter, we will explore how you can model processes other than the Sales and lead generation...