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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 how your organization generates business

In this section, we will explore how organizations generate business and the industry terminology that’s used. We start by looking at common ways organizations approach generating interest for their products and services. We compare and contrast the differences between demand generation and lead generation so you can understand the characteristics of these industry concepts. We also review commonly used strategies and channels. This will help you get an understanding of the foundational concepts and the terminology, which you can use as a basis for your specific organization knowledge. It will help you talk to business stakeholders about what they need.

In this area of capability, more so than any other, terms can be used interchangeably, but have different meanings to different people with different roles or goals. I highlight this as differences in understanding can take up time and cause frustration. For example, marketing...

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