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

Why do we integrate systems with Sales Cloud?

One of the common challenges for organizations is to move from siloed ways of working, where a team only has awareness of what happens in their team, to a connected, collaborative way of working where they focus on the customer and what they need. Sales Cloud offers this shared visibility and central source of information for the commercial team but without connected processes and systems, it is still possible that the commercial team can operate in their silo.

Connecting processes and systems across functional boundaries breaks down these siloed ways of working, improving both the employee and customer experience. No salesperson wants to call or meet with a customer to talk about repeat business only to find out there is an outstanding support or finance issue that they could have known about or even resolved in advance. If this information was available to the salesperson on-demand in the single system they work in, they would be able...