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

In this chapter, you learned how to extend and enhance your Sales Cloud implementation through various integrations with different solutions, both on and off the platform.

We began by covering the benefits of integrating Sales Cloud with other systems before looking at some common integrations with Sales Cloud that can enhance and extend its functionality to deliver greater value and return on investment to the business. Implementing Sales Cloud as a CRM for your organization is a key and important first step, but connecting different business processes and functions into a single solution is where the greatest benefits can be obtained. With the examples we have seen, you can easily have leads captured and generated from external systems, at which point they’re managed and worked through the sales cycles in Sales Cloud, with documentation generated from Sales Cloud data and a contract sent to be signed when the deal is won. This can seamlessly create invoices and...