The Importance of the Discovery Process in a Successful Salesforce Implementation | QR Solutions

Salesforce Implementation is the first and pivotal phase that contributes to its successful execution. It is in this phase that the groundwork for the Salesforce Implementation takes place

1. Successful
Salesforce
Implementation
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2. INTRODUCTION
The Discovery phase of a Salesforce Implementation is the first and pivotal
phase that contributes to its successful execution. It is in this phase that all
the vital information needed for the Implementation is assembled,
reviewed, and studied. The Discovery Process in Salesforce lays out the
roadmap for your CRM Implementation.

3. What’s the Discovery
Process in Salesforce
The simple answer is proper salesforce discovery for a successful implementation. During
the discovery phase, organizations delve into their current business processes,
organizational structure, data architecture, and future goals.The objective of the discovery
Phase in Salesforce implementation is to identify and determine potential gaps and risks
to devise a suitable Implementation strategy.

4. Step 1. Identify the objective of the Business as well as the goals of the involved Projects.
What are the Steps in Salesforce Discovery
for a Successful Implementation
Step 2. Pain points, Risks, Gaps, and Critical Requirements.
Step 3. Get a comprehensive view of the Scope of Deployment.
Step 4. Make a transition design from the current infrastructure to the planned.
Step 5. Unearthing possible data sources for the new CRM Implementation.

5. In the changing landscape of modern business, where agility and
innovation reign supreme, the discovery phase isn’t just a box to tick;
it’s a strategic movement for the organization. By investing time and
resources in discovery, organizations lay a solid foundation for a
successful Salesforce implementation.
Closing Words

6. THANK
YOU
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