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.

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Make Prudent Decisions When Increasing Your Salesforce Footprint

Salesforce’s previous purchasing transparency has diminished, making it critical to understand licensing methods, and foreshadows compliance audits.

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