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

Additional process requirements

During the requirement gathering carried out for the core sales process that we learned about in Chapter 3 – The Core Sales Process, it is highly likely that you captured requirements that went beyond that single process and the capability we reviewed in that chapter. It is very common to identify requirements or at least requests for functionality that enables everything a salesperson might have to do – for example, providing a potential customer with different prices based on a time-bound discount or for different product mixes.

These might have been excluded from the scope of an initial implementation but if they are in scope, it is as important to understand and capture the requirements on these as it is for the core process. Common things that you will want to listen out for and ask for more detail about are whether they need to send a quote document to the customer, whether they typically provide multiple prices, whether they need...