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Design and build Sales Cloud solutions to solve business challenges with this easy-to-follow handbook

Key Features

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

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.

Salesforce Sales Cloud – An Implementation Handbook

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A practical guide from design to deployment for driving success in sales

Design and build Sales Cloud solutions to solve business challenges with this easy-to-follow handbookKey FeaturesDiscover the full range of capabilities offered by Sales Cloud and how to map them to business processesLearn how to plan and deliver all aspects of a successful Sales Cloud implementatio

See all description...

Author(s): Townsend, Kerry

Publisher: Packt Publishing

Pub. Date: 2024

pages: 369

Language: lang_en

ISBN: 978-1-80461-964-3

eISBN: 978-1-80461-518-8

Design and build Sales Cloud solutions to solve business challenges with this easy-to-follow handbookKey FeaturesDiscover the full range of capabilities offered by Sales Cloud and how to map them to business processesLearn how to plan and deliver all aspects of a successful Sales Cloud implementatio

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.

See all description...