Tips for Requirement Gathering Process in Salesforce Implementation

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Tips for Business Requirement
Gathering Process in Salesforce Implementation
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Salesforce CRM is one of the most powerful tools
used by top most enterprises. It allows them to
store, retrieve, sort, gathers, and prioritize
leads and customer data. However, Salesforce
contributes to Marketing, Sales, Service, IT and
Commerce teams work as one from
anywhere. Understanding Salesforce CRM is
simple, but enterprises have to implement it in
the right way. Improper Salesforce implementation
leads to unwanted leakages of leads and issues
in the storage of data.
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Requirement Gathering Process
Requirement gathering is a factor that determines
what Salesforce need to achieve and what needs
to be executed to make that happen. Before begin
implementing or improving Salesforce, its
difficult to define requirements. One of the
resourceful investments enterprises can make in
Salesforce is to have a plan and gather
requirements. No one can start with Salesforce
CRM without gathering requirements. They can
identify resources, do things in the right
order, and communicate with the team with the
help of plans.
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The Salesforce requirement gathering phase
depends upon three factors such as project type,
project size, and industry. Lets know the
different Salesforce requirements.

• Business Requirements User Requirements
  Functional Requirements
• Non-functional Requirements
• Business Requirements
• Gathering requirements for Salesforce
  implementation will help new Salesforce
  consultants to be masters in complete Salesforce
  implementation.

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When focusing on business requirements,
enterprises need to understand what the business
is trying to accomplish with the Salesforce
projects. Some project managers will often go
straight into making a solution. However,
learning is only a smart approach to start the
Salesforce implementation. Get a clear business
vision Understand key business issues faced
modern days Know the purpose of the business
area Collect updates regarding the current
process entails Understand the expectation of the
project team to implement Salesforce
services Find the goals of Salesforce
solution Gather objectives needed to reach the
goals Understand the benefits of currently doing
Salesforce project Utilize critical success
factors Know clearly who will gain benefits from
a product or system Must know who are experts in
the Salesforce process List out or plan what
internal and external factors are affected by the
particular Salesforce project
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Conclusion
Salesforce is such a flexible CRM solution, but
the development side of Salesforce is not going
to be easy anymore. While gathering business
requirements, every developer must be ready with
mentioned key points.
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