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Key benefits

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

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.

Who is this book 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.

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

What do you get with eBook?

Instant access to your Digital eBook purchase

Download this book in EPUB and PDF formats

Access this title in our online reader with advanced features

DRM FREE - Read whenever, wherever and however you want

AI Assistant (beta) to help accelerate your learning

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WillB May 30, 2024

Great book, great advice, accessible, informative, recommended reading for project and technical teams preparing for a Salesforce implementation. 'Salesforce Sales Cloud – An Implementation Handbook' contains not just good sense for Salesforce Sales Cloud projects, but wisdom and counsel that comes from prodigious experience. I haven’t done nearly as many Salesforce projects as Kerry, but have a few under my belt; small and large, and I wish this had been available a few years ago!Kerry does a great job of making the content and advice digestible. Whilst necessarily technical in places, a great deal would be understandable to a non-technical audience. She also goes out of her way to simplify some complex topics e.g. field availability on reports. The book contains lots of useful explanations, considerations, tips, and suggestions, and reminded me of things forgotten, such as not being able to create conditional logic in quote templates, or the availability of CDP data credits for Enterprise Edition.The opening chapter rightly puts great weight on the need for strategic alignment of the project with the company’s strategy and values. It also lists some of the key barriers to adoption, and emphasises the importance of collaboration and trust, and defining and managing scope. From experience, I would also have liked a little more on building the right team to support the implementation, but the advice provided is sound and well made. The following chapters cover Defining the Approach, the Sales and Lead processes, Productivity, Data migrations, the importance of sign-offs, testing, training and so on, covering all the key functionality of Sales Cloud and considerations for implementing and deploying it. As companies seek to join up more of their data and processes, integrations are more important than ever and there is an excellent and very readable chapter on integrations. Each chapter ends with a short summary and links to reference material and further reading.If you’re on a Salesforce project, or even thinking of embarking on one, buy this and read it. It can be read end-to-end, or dipped into for advice on particular topics. Great for Administrators, Consultants, Project Managers, Programme Managers and anyone who wants guidance, and to understand more about how to run a Salesforce implementation involving Sales Cloud, and the value it can bring. Although directed specifically at Salesforce implementations, a good deal of the advice and information is also transferable to other projects and implementations.

Amazon Verified review

AmyFinds Jun 10, 2024

Kerry Townsend's "Salesforce Sales Cloud – An Implementation Handbook" is a valuable resource for anyone involved in implementing Sales Cloud. With nearly a decade of experience as a Salesforce delivery consultant, I have witnessed firsthand the challenges and variations in implementation processes among different partners. Townsend's handbook offers a much-needed standardized approach to address these challenges.The author shares practical, real-world examples and tips that tackle common issues faced during Sales Cloud projects, such as managing the sales pipeline, ensuring forecasting accuracy, and aligning sales and marketing efforts. Townsend's solutions are both effective and pragmatic, emphasizing the use of standard functionality first, followed by low-code methods, and only turning to pro-code solutions when necessary. I strongly agree with this approach, as it minimizes the maintenance burden and maximizes the use of Salesforce's native capabilities.Given the complexities involved in implementations, this book would be an excellent resource for partners to provide to their team members and refer to consistently. By adopting the standardized processes outlined in this handbook, partners could streamline their Sales Cloud implementations and improve overall success rates.In summary, "Salesforce Sales Cloud – An Implementation Handbook" is a must-read for anyone in the field implementing Sales Cloud. Townsend's insights and guidance have the potential to greatly enhance the consistency and quality of Sales Cloud implementations across the industry.

Amazon Verified review

Fabrice Cathala Apr 30, 2024

The Sales Cloud is Salesforce's leading cloud. Still, many companies implement it the wrong way, too fast, forgetting the best practices, etc. This book will give you a good idea of what it takes to implement Salesforce Sales Cloud correctly. It includes non-technical considerations like "how to drive adoption," for instance, besides pure sales explanations like B2B vs. B2C vs. B2B2C.I found this book full of good advice, reminding me of past experiences and valuable information for new customers. At the end of each chapter, there is a list of pretty handy web resources! Overall, it's an excellent book for taking your Sales Cloud skills to the next level.

Amazon Verified review

Beachlife6433 Jun 03, 2024

Wow, this book is a beast! At over 300 pages, it dives deep into everything Sales Cloud, from the ground floor to the top. It's perfect if you're new to the platform or need a refresher on all things Salesforce.The thing I really appreciated was the way they break things down. The author shares some awesome "Tips" sections with actionable advice, and the "In Practice" parts were fantastic because they show you how it all works in the real world. Super helpful!My only minor gripe is with the diagrams. They can get a little overwhelming at times. It would be nice if they zoomed in and focused on the key stuff instead of trying to show the whole picture at once. But hey, that's a small bump in an otherwise excellent journey through Sales Cloud!

Amazon Verified review

Jade Jun 20, 2024

I have found this to be a great resource and will be using this as a point of reference from now on.Whether you are thinking about an implementation or have already implemented, you will find great value in this.I found it easy to read as a ‘non-technical’ person and have come out the other side, feeling I have more of a technical understanding.

Amazon Verified review

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

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