Townsend Salesforce Sales Cloud – An Implementation Handbook

A practical guide from design to deployment for driving success in sales
1. Auflage 2024
ISBN: 978-1-80461-518-8
Verlag: De Gruyter
Format: PDF
Kopierschutz: 1 - PDF Watermark

E-Book, Englisch, 368 Seiten

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.

Autoren/Hrsg.

Townsend, Kerry

Fachgebiete

• Mathematik | Informatik EDV | Informatik Programmierung | Softwareentwicklung Software Engineering
• Mathematik | Informatik EDV | Informatik Business Application Unternehmenssoftware

Inhaltsverzeichnis

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

Über Autor(innen)

Townsend Kerry :

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.