CRM Evaluation

Trying to understand the differences between 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 Need help understanding how your employees will work with Salesforce CRM before you buy?

Our CRM Evaluation will help you:

  • Map your existing business processes to’s feature set to determine which product license – Professional, Enterprise or Unlimited, is best suited for your business
  • Discover what processes are native in’s CRM suite and which business processes will require custom application development
  • Understand how your marketing, lead management, sales, and support functions would work in the cloud
  • Learn how your employees will interact internally in Salesforce, as well as with your external customers, vendors and partners
  • Discuss whether features like a “portal” or “Chatter” are a good fit for your organization
  • Learn what is involved to sync a Legacy system to through an integration
  • Discover what is required to prepare your data to be imported into Salesforce
  • Set realistic expectations on implementing – milestones, resources, 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
  • Assist in selecting the right implementation partner (even if it is not us!)

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