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shasha777shasha777 

Sales cloud and service cloud process cycle

hi all, to know the process cycle of sales cloud and servcice cloud..

 

 

i want

Best Answer chosen by Admin (Salesforce Developers) 
gautam_singhgautam_singh

Hi ,

For the entire Sales as well as Service Process I am putting an excerpt from a very excellent book. This will give the answer to you question .

"
At the start of the process, it is the responsibility of the Marketing team to develop
suitable campaigns in order to generate leads. Campaign management is carried
out using the Marketing Administration tools and has links to the lead and also any
opportunities that have been influenced by the campaign.
When validated, leads are converted to accounts, contacts, and opportunities.
This can be the responsibility of either the marketing or sales teams and requires a
suitable sales process to have been agreed upon. In Salesforce CRM, an account is the
company or organization and a contact is an individual associated with an account.
Opportunities can either be generated from lead conversion or may be entered
directly by the sales team. As described earlier in this book, the structure of
Salesforce requires account ownership to be established which sees inherited
ownership of the opportunity. Account ownership is usually the responsibility
of the sales team.
Opportunities are worked through a sales process using sales stages where the
stage is advanced to the point where they are set as won/closed and become sales.
Opportunity information should be logged in the organization’s financial system.
Upon financial completion and acceptance of the deal (and perhaps delivery of
the goods or service), the post-customer acquisition process is then enabled where
the account and contact can be recognized as a customer. Here the customer
relationships concerning incidents and requests are managed by escalating cases
within the customer services and support automation suite.
"

 

 

Important :

Hit Kudo's if you find useful information from this post and if is the solution to your answer please mark it as a solution .

All Answers

gautam_singhgautam_singh

Hi ,

For the entire Sales as well as Service Process I am putting an excerpt from a very excellent book. This will give the answer to you question .

"
At the start of the process, it is the responsibility of the Marketing team to develop
suitable campaigns in order to generate leads. Campaign management is carried
out using the Marketing Administration tools and has links to the lead and also any
opportunities that have been influenced by the campaign.
When validated, leads are converted to accounts, contacts, and opportunities.
This can be the responsibility of either the marketing or sales teams and requires a
suitable sales process to have been agreed upon. In Salesforce CRM, an account is the
company or organization and a contact is an individual associated with an account.
Opportunities can either be generated from lead conversion or may be entered
directly by the sales team. As described earlier in this book, the structure of
Salesforce requires account ownership to be established which sees inherited
ownership of the opportunity. Account ownership is usually the responsibility
of the sales team.
Opportunities are worked through a sales process using sales stages where the
stage is advanced to the point where they are set as won/closed and become sales.
Opportunity information should be logged in the organization’s financial system.
Upon financial completion and acceptance of the deal (and perhaps delivery of
the goods or service), the post-customer acquisition process is then enabled where
the account and contact can be recognized as a customer. Here the customer
relationships concerning incidents and requests are managed by escalating cases
within the customer services and support automation suite.
"

 

 

Important :

Hit Kudo's if you find useful information from this post and if is the solution to your answer please mark it as a solution .

This was selected as the best answer
Bhushan TadwalkarBhushan Tadwalkar
Thanks.. Please can you share the Book. Thanks again.
 
SFDC_biSFDC_bi
Please find this content from below link, its just copied text!!!

https://books.google.ae/books?id=sftzBgAAQBAJ&pg=PA305&lpg=PA305&dq=At+the+start+of+the+process,+it+is+the+responsibility+of+the+Marketing+team+to+develop+suitable+campaigns+in+order+to+generate+leads.+Campaign+management+is+carried+out+using+the+Marketing+Administration&source=bl&ots=nmCCnKwlr9&sig=sVVqd0SiINfBZp2ozhhsBvtzV7A&hl=en&sa=X&ved=0ahUKEwjVuv_EsuvYAhVBsxQKHSjYAKoQ6AEIJzAA#v=onepage&q=At%20the%20start%20of%20the%20process%2C%20it%20is%20the%20responsibility%20of%20the%20Marketing%20team%20to%20develop%20suitable%20campaigns%20in%20order%20to%20generate%20leads.%20Campaign%20management%20is%20carried%20out%20using%20the%20Marketing%20Administration&f=false