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

Change management and training

In this section, we’ll explore what’s meant by organizational change management. This fits within the adoption phase of the Salesforce ALM. First, we will learn about what is meant by change management. We will explain the role that training has within change management, how it prepares your stakeholders, and its role in adoption. Let’s start with change management.

What is change management?

Organizational change management is the discipline of taking people and organizations through change. People, and consequently organizations, can find it difficult to embrace change, which can impact the organization’s ability to survive and thrive. Due to its importance to business success, there is a lot of academic research on this, and strategies have been developed to increase change management success rates. The types of organizational change have been categorized, the challenges have been understood, and an established set...