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Clarify success, pain points, daily inefficiencies, and which current processes should be replicated in Salesforce.","Answer",{"name":112,"@type":107,"acceptedAnswer":113},"What questions help decide between self-implementation and using a Salesforce partner?",{"text":114,"@type":110},"Assess in-house knowledge and available time, compare budget versus hiring an admin full-time, and evaluate whether tight timescales need an experienced consultant. Also consider long-term business change and ask partners about industry and cloud experience, methodology, CSAT, and project collaboration.",{"name":116,"@type":107,"acceptedAnswer":117},"How do you define, prioritize, and validate Salesforce requirements?",{"text":118,"@type":110},"Have each department list responsibilities, tasks, sales processes, and workflows, then assess pain points and where automation could help. 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A key decision in the process of implementation is deciding whether to use a Salesforce implementation partner or go it a lone. Ask yourself the following questions to help make this vital decision:  \nKnowledge  \nDo we have the skills in house to self implement and does that person have the time to devote to the project?  \nBudget  \nWould the cost be lower if we use a partner for the project versus employing an admin full time?  \nTimescales  \nDo we have tight timescales which would be easier to meet if an experienced consultant was driving the project?  \nLong-Term Plan  \nIs our business likely to change and adapt over time and can we create a system that supports that change in house?  \nQuestions to ask your Salesforce Partner  \n Do you have experience in our industry and with companies of a similar size?  \n Do you have experience of the Salesforce clouds we are looking to implement?  \n What is your implementation methodology?  \n What is your Salesforce CSAT score and can I see some reviews or speak to a customer?  \n Who will be working on my project and how do we work together?  \n 08456 525 625  \n [www.xenogenix.co. uk](www.xenogenix.co. uk)  \n [smart@xenogenix.co. uk](smart@xenogenix.co. uk)  \nSALESFORCE IMPLEMENTATION CHECKLIST  \nDefine and Priorit ise Requirements  \nWhat specific functions does Salesforce need to perform to meet your company objectives?  \nWe've defined our goals, timescales and who is going to be involved in our Salesforce implementation. The nextstep to is gather our requirements. If you are working with a partner they will take you systematically through a discovery workshop to assess the current situation and document the requirements. What kind of things do you need to think about?  \nStart by asking each department to compile a list of their responsibilities, recurring tasks, sales processes and workflows. You can do this through interviews, surveys, workshops and other techniques.  \nUnderstand the pain points for each department, which processes cause the most issues and where are costly mistakes made? Can any of these mistakes be avoided through automating tasks?  \nNext you need to priorit is","cbCaimK7OvJA6miF","https://ap.wps.com/l/cbCaimK7OvJA6miF","pdf",297524,9,"English","# CRM Objectives\n## Setting Objectives and Success Criteria\n## Timeframes and Training\n# Who Is Going to Implement?\n## Self Implement vs Partner\n# Define and Prioritise Requirements\n## Gathering and Documenting Requirements\n## Validating with Stakeholders\n# Identify Needed External Integrations\n## Integration Systems and Data Flow Questions","[{\"question\":\"How should you set CRM objectives before starting a Salesforce implementation?\",\"answer\":\"Define goals first to ensure the best ROI and alignment with business needs. Clarify success, pain points, daily inefficiencies, and which current processes should be replicated in Salesforce.\"},{\"question\":\"What questions help decide between self-implementation and using a Salesforce partner?\",\"answer\":\"Assess in-house knowledge and available time, compare budget versus hiring an admin full-time, and evaluate whether tight timescales need an experienced consultant. Also consider long-term business change and ask partners about industry and cloud experience, methodology, CSAT, and project collaboration.\"},{\"question\":\"How do you define, prioritize, and validate Salesforce requirements?\",\"answer\":\"Have each department list responsibilities, tasks, sales processes, and workflows, then assess pain points and where automation could help. Prioritize requirements using a framework like MoSCoW, document business, functional, and technical needs, and validate with stakeholders via reviews or mockups.\"}]","Salesforce Implementation Checklist - A guide to planning, partner selection and requirements | PDF",1789256717]