Design and build Sales Cloud solutions to solve business challenges with this easy-to-follow handbook
Key Features
- Discover the full range of capabilities offered by Sales Cloud and how to map them to business processes
- Learn how to plan and deliver all aspects of a successful Sales Cloud implementation
- Explore advanced concepts to integrate and extend Sales Cloud
- Purchase of the print or Kindle book includes a free PDF eBook
Book Description
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.
What you will learn
- Find out how Sales Cloud capabilities solve common sales challenges
- Determine the best development methodologies
- Design and build core sales processes, including demand generation and sales productivity
- Implement best practices for testing and training with accurate data
- Build a release plan by understanding the types of post-go-live support
- Explore territory management and model additional processes with Sales Cloud
- Understand common system integration use cases
- Harness the power of AppExchange solutions for sales
Who this book is for
This book is for administrators, consultants, and business analysts who want to understand and apply the capabilities of Salesforce Sales Cloud. Whether you're completely new to Sales Cloud or enhancing existing functionalities within your organization, this handbook is your trusted companion. Business stakeholders responsible for or involved in Sales Cloud implementations will also benefit from this book.
Table of Contents
- Preparing For Success
- Defining the Approach
- The Core Sales Process
- The Lead Generation Process
- Design and Build: Sales User Productivity
- Bringing Data into Sales Cloud
- Getting Sign-Off
- Executing Testing
- Executing Training
- Deployment Planning
- Territory Management
- Modeling Additional Processes with Sales Cloud
- Common System Integrations
- Extending with the AppExchange
Kerry Townsend is a Salesforce specialist, working with the platform since 2005 -first as a user, then as a solo Admin. She moved over to consulting in 2010, initially at boutiques, as a global systems integrator, and more recently, returning to working for herself. She has refined her skills while delivering a broad range of Salesforce solutions using multiple clouds, predominantly Sales and Marketing Cloud, for small to enterprise-size businesses. She has 16 Salesforce certifications and has been recognized as a Salesforce MVP since 2018. She is passionate about enabling others and is a Salesforce community conference and Trailblazer community's group leader. She is also a regular speaker at Salesforce conferences across the globe, including Dreamforce.
