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.

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Spis treści

Salesforce Sales Cloud - An Implementation Handbook. A practical guide from design to deployment for driving success in sales eBook -- spis treści

• 1. Preparing For Success
• 2. Defining the Approach
• 3. The Core Sales Process
• 4. The Lead Generation Process
• 5. Design and Build: Sales User Productivity
• 6. Bringing Data into Sales Cloud
• 7. Getting Sign-Off
• 8. Executing Testing
• 9. Executing Training
• 10. Deployment Planning
• 11. Territory Management
• 12. Modeling Additional Processes with Sales Cloud
• 13. Common System Integrations
• 14. Extending with the AppExchange