Search icon
Arrow left icon
All Products
Best Sellers
New Releases
Books
Videos
Audiobooks
Learning Hub
Newsletters
Free Learning
Arrow right icon
Salesforce Sales Cloud – An Implementation Handbook

You're reading from  Salesforce Sales Cloud – An Implementation Handbook

Product type Book
Published in Apr 2024
Publisher Packt
ISBN-13 9781804619643
Pages 368 pages
Edition 1st Edition
Languages
Concepts
Author (1):
Kerry Townsend Kerry Townsend
Profile icon Kerry Townsend

Table of Contents (20) Chapters

Preface 1. Part 1:Building the Fundamentals
2. Chapter 1: Preparing for Success 3. Chapter 2: Defining the Approach 4. Chapter 3: The Core Sales Process 5. Chapter 4: The Lead Generation Process 6. Chapter 5: Design and Build: Sales User Productivity 7. Part 2: Preparing to Release
8. Chapter 6: Bringing Data into Sales Cloud 9. Chapter 7: Getting Sign-Off 10. Chapter 8: Executing Testing 11. Chapter 9: Executing Training 12. Part 3: Beyond the Fundamentals
13. Chapter 10: Deployment Planning 14. Chapter 11: Territory Management 15. Chapter 12: Modeling Additional Processes with Sales Cloud 16. Chapter 13: Common System Integrations 17. Chapter 14: Extending with the AppExchange 18. Index 19. Other Books You May Enjoy

Why do we integrate systems with Sales Cloud?

One of the common challenges for organizations is to move from siloed ways of working, where a team only has awareness of what happens in their team, to a connected, collaborative way of working where they focus on the customer and what they need. Sales Cloud offers this shared visibility and central source of information for the commercial team but without connected processes and systems, it is still possible that the commercial team can operate in their silo.

Connecting processes and systems across functional boundaries breaks down these siloed ways of working, improving both the employee and customer experience. No salesperson wants to call or meet with a customer to talk about repeat business only to find out there is an outstanding support or finance issue that they could have known about or even resolved in advance. If this information was available to the salesperson on-demand in the single system they work in, they would be able...

lock icon The rest of the chapter is locked
Register for a free Packt account to unlock a world of extra content!
A free Packt account unlocks extra newsletters, articles, discounted offers, and much more. Start advancing your knowledge today.
Unlock this book and the full library FREE for 7 days
Get unlimited access to 7000+ expert-authored eBooks and videos courses covering every tech area you can think of
Renews at €14.99/month. Cancel anytime}