The first step is understanding the heartbeat of your business and laying the groundwork for a successful Salesforce implementation.
- Gain a deep understanding of your business goals, priorities, and vision.
- Analyze existing workflows, systems, and tools in place.
- Identify current pain points, inefficiencies, and bottlenecks.
- Pinpoint areas with potential for optimization and improved productivity.
- Align project goals with strategic business objectives.
