CRM Evaluation

Trying to understand the differences between the Salesforce Sales Cloud and the Service Cloud? Don’t know which Salesforce product is best for your company? Wondering if your business processes are a good fit for Salesforce? Need help understanding how your employees will work with Salesforce CRM before you buy?

CRM Evaluation ShellBlack

Our CRM Evaluation will help you:

  • Map your existing business processes to a Salesforce feature set to determine which product license – Professional, Enterprise or Unlimited, is best suited for your business
  • Discover what processes are native to Salesforce and which business processes will require custom development or a third-party AppExchange app
  • Understand how your marketing, lead management, sales, and support functions would work on the Salesforce platform
  • Learn how your employees will interact internally in Salesforce, as well as with your external customers, vendors and partners
  • Discuss whether features like a "Community" or "Knowledge" are a good fit for your organization
  • Learn what is involved to sync a legacy system to Salesforce through an integration
  • Understand what marketing capabilities come with Salesforce and when you need a marketing automation solution such as Pardot or the Marketing Cloud
  • Discover what is required to prepare your data to be imported into Salesforce
  • Set realistic expectations on implementing Salesforce – milestones, resources, testing, and training requirements
  • Assess whether you will need a full time Salesforce Administrator on staff, and how to identify and ramp possible candidates for that role
  • Jump-start your requirements gathering in preparation for an implementation

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