E-Books →Salesforce Sales Cloud – An Implementation Handbook

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 learnFind out how Sales Cloud capabilities solve common sales challengesDetermine the best development methodologiesDesign and build core sales processes, including demand generation and sales productivityImplement best practices for testing and training with accurate dataBuild a release plan by understanding the types of post-go-live supportExplore territory management and model additional processes with Sales CloudUnderstand common system integration use casesHarness the power of AppExchange solutions for salesWho 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 ContentsPreparing For SuccessDefining the ApproachThe Core Sales ProcessThe Lead Generation ProcessDesign and Build: Sales User ProductivityBringing Data into Sales CloudGetting Sign-OffExecuting TestingExecuting TrainingDeployment PlanningTerritory ManagementModeling Additional Processes with Sales CloudCommon System IntegrationsExtending with the AppExchange