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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
Concepts
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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

Summary

In this chapter, you learned how to extend and enhance your Sales Cloud implementation through various integrations with different solutions, both on and off the platform.

We began by covering the benefits of integrating Sales Cloud with other systems before looking at some common integrations with Sales Cloud that can enhance and extend its functionality to deliver greater value and return on investment to the business. Implementing Sales Cloud as a CRM for your organization is a key and important first step, but connecting different business processes and functions into a single solution is where the greatest benefits can be obtained. With the examples we have seen, you can easily have leads captured and generated from external systems, at which point they’re managed and worked through the sales cycles in Sales Cloud, with documentation generated from Sales Cloud data and a contract sent to be signed when the deal is won. This can seamlessly create invoices and...

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