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

Getting Sign-Off

For a system to be considered successful, it has to provide a solution that stakeholders agree meets their needs. Keeping your stakeholders informed and aligned and managing their expectations throughout the implementation is essential for success.

In this chapter, you will learn how you can use sign-off checkpoints to keep stakeholder’s understanding and expectations aligned through the different phases of your implementation.

The value and mechanics of sign-off are generally not talked about. Those who are unfamiliar don’t appreciate the importance, meaning project milestones can come and go without formal (or only a passing) acknowledgment from those who are involved. They have a personal view of how the implementation is progressing, which is not challenged. This topic has a dedicated chapter to help you understand why sign-offs play an important part in ensuring the success of your Sales Cloud implementation.

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