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Salesforce Sales Cloud – An Implementation Handbook

You're reading from   Salesforce Sales Cloud – An Implementation Handbook A practical guide from design to deployment for driving success in sales

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Product type Paperback
Published in Apr 2024
Publisher Packt
ISBN-13 9781804619643
Length 368 pages
Edition 1st Edition
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Author (1):
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Kerry Townsend Kerry Townsend
Author Profile Icon Kerry Townsend
Kerry Townsend
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Table of Contents (20) Chapters Close

Preface 1. Part 1:Building the Fundamentals
2. Chapter 1: Preparing for Success FREE CHAPTER 3. Chapter 2: Defining the Approach 4. Chapter 3: Design and Build: The Core Sales Process 5. Chapter 4: Design and Build: 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. Chapter 10: Deployment Planning 13. Part 3: Beyond the Fundamentals
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

Understanding your organization’s territory strategy

You can pick up a basic understanding of how your organization approaches sales territories by understanding how the sales team is divided up and their geographical locations. For example, if there are salespeople who focus on specific product lines or businesses depending on their sizes, these could also be used as types of territory in addition to the geographical ones.

How organizations divide up sales territories is a strategic question and varies in complexity depending on the scale of the organization. The territory strategy is defined at a senior level of the organization by the Head of Sales, Sales Director, or Chief Revenue Office. It supports the organization’s overall objectives and will be based on a combination of insight from data and the sales leader’s judgment.

To gather detailed requirements, you would ideally speak to or gather information from the person who defines the strategy and the...

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