For Salesforce projects large and small we use a vision based methodology.
- Why do you want a CRM?
- What can it do for your business?
- If you had the perfect CRM, how would that benefit your business?
Every organisation is different, but the commonly you will be looking to:
- Get more leads & better leads
- Make sales staff more productive
- Streamline post-sales processes
- Provide management with insight
Vision is really important. Any project will be disruptive, and having a clear vision of the benefits not only concentrates the effort in the most important areas, but also gives you the motivation to make it work.