Set Your Sales Cloud Implementation Up for Success
Make Sales Cloud a valued business tool that your sales reps will rely on by starting with these planning strategies and best practices for success. In this video, we’ll help you understand how to align the Salesforce configuration with your business goals and requirements. Let’s make sure your requirements steer the technology, not the other way around.
In this video, we’ll explore how these topics affect your implementation:
- Business requirements and processes
- Four important standard objects in Salesforce
- Executive involvement
- Too much customization
- Investing in resources and training
- User perceptions of value
- Data management plan
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