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

Quotes and Quote Line Items

In this section, we will look at the capabilities of Sales Cloud for creating, managing, and sending quotes to customers as well as highlight some practical considerations.

Sales Cloud capabilities

In the Customer 360 platform, potential and completed sales are captured as Opportunities. However, during the course of the sales process, multiple product and service solutions might be discussed or recommended as the overall need is understood or requirements change. The information captured on the Opportunity needs to represent the salesperson’s current understanding of what will be purchased for forecasting purposes. While it is possible for the person to change the Opportunity Products to get different price combinations, this approach means there is no record of the different combinations discussed, and there will be additional manual work if the product combination needs to be reverted.

The Quotes functionality allows multiple Quotes to...