Salesforce Sales Cloud – An Implementation Handbook: A practical guide from design to deployment for driving success in sales - Couverture souple

Kerry Townsend

Couverture souple

ISBN 10 : 1804619647 ISBN 13 : 9781804619643

Editeur : Packt Publishing, 2024

Synopsis

Packed with industry-led practices, this book serves as an essential companion for Salesforce consultants who aspire to excel in delivering scalable Sales Cloud solutions that are tailor-made as per business needs.

Key Features

• Understand Sales Cloud capabilities and align them with your business processes
• Learn to design a suite of dashboards and reports to drive desired sales behavior
• Explore how to apply Sales Cloud functionality to solve real-world sales challenges

Book Description

This book provides comprehensive information to guide readers in defining and delivering a Sales Cloud solution. Each topic is presented within the context of delivering a Sales Cloud solution, offering relevant examples and detailed explanations to assist readers in making informed decisions for their specific use cases. Throughout the book, readers will learn the process of gathering information, making choices, and implementing actions to successfully navigate the process of delivering Sales Cloud.

This practical and hands-on guide helps readers understand their sales process and develop system requirements. It enables them to map these requirements to Sales Cloud capabilities, establishing a solid foundation. The book illustrates concepts through diverse business scenarios, exploring the necessary decisions and activities for delivering high-quality Sales Cloud solutions that meet user needs. Moreover, it demonstrates how to enhance solution capabilities by integrating complementary tools for common sales use cases.

By the end of the book, readers will feel confident in their ability to apply Sales Cloud to overcome sales challenges, design and build effective solutions, and make informed choices tailored to their specific use case.

What you will learn

• Understand the common sales challenges and learn how Sales Cloud can solve them
• Discover the types of post go-live support and release plans that benefit sales teams
• Explore common sales use cases for Data enrichment, ERP integration, marketing cloud etc
• Learn how to create a custom object to model a sales requirement
• Discover which environments to use for development and gain the ability to determine an appropriate testing approach for the functionality being developed
• Learn to create an appropriate training plan for sales stakeholders
• Understand the common Sales Cloud security considerations

Who This Book Is For

This book caters to administrators, consultants, and business analysts seeking to understand and leverage the capabilities of Salesforce Sales Cloud. Whether you're new to Sales Cloud or enhancing existing capabilities, this guide empowers you to succeed. Business stakeholders responsible for or involved in Sales Cloud implementations will also benefit from its insights.

Table of Contents

1. Preparing For Success
2. Defining the approach
3. Design & Build: The Core Sales Process
4. Design & Build: Demand Generation Process
5. Design & Build: Sales Productivity
6. Loading Data
7. Getting Sign Off
8. Executing Testing
9. Executing Training
10. Creating a Release Plan
11. Territory Management
12. Modeling Addition Processes with Sales Cloud
13. Common System Integrations
14. Extending with the AppExchange
15. Marketing Automation

A propos du livre

À propos de l'auteur

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.

À propos de la quatrième de couverture

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

Détails de l'édition

• Éditeur: Packt Publishing
• Date d'édition: 2024
• Langue: anglais
• ISBN 10: 1804619647
• ISBN 13: 9781804619643
• Reliure: Broché
• Nombre de pages: 406
• Coordonnées du fabricant: non disponible
• Personne responsable: GPSR Kontakt; gpsr@libri.de; ; Europaallee 1; Bad Hersfeld; 36244; Allemagne