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

Understanding your organization’s territory strategy

You can pick up a basic understanding of how your organization approaches sales territories by understanding how the sales team is divided up and their geographical locations. For example, if there are salespeople who focus on specific product lines or businesses depending on their sizes, these could also be used as types of territory in addition to the geographical ones.

How organizations divide up sales territories is a strategic question and varies in complexity depending on the scale of the organization. The territory strategy is defined at a senior level of the organization by the Head of Sales, Sales Director, or Chief Revenue Office. It supports the organization’s overall objectives and will be based on a combination of insight from data and the sales leader’s judgment.

To gather detailed requirements, you would ideally speak to or gather information from the person who defines the strategy and the...