Make Prudent Decisions When Increasing Your Salesforce Footprint – Phase 1: Establish Software Requirements

Author(s): Aadil Nanji, Scott Bickley, Melody Peng

This phase is focused on helping you determine whether Salesforce is the right CRM solution for your organization. This phase will take you through the following activities:

  • Scope out the ideal CRM solution and decide if Salesforce is the right one.
  • Review Salesforce product options for your CRM solution.

Use this phase as part of the full blueprint, Make Prudent Decisions When Increasing Your Salesforce Footprint.