The Importance of the Discovery Process in a Successful Salesforce Implementation | QR Solutions Pvt Ltd

1
THE IMPORTANCE OF THE DISCOVERY PROCESS IN A
SUCCESSFUL SALESFORCE IMPLEMENTATION
W W W . Q R S O L U T I O N S . I N
2
The Discovery Process of a Salesforce
Implementation is the first and pivotal phase
that contributes to its successful execution. It
is in this phase that the groundwork for the
Salesforce Implementation takes place. It is in
this phase that all the vital information needed
for the Implementation is assembled, reviewed,
and studied. Right from the minuscule difficulty
faced by the sales team, the stock of your systems
until the interims in the business process, the
Discovery Process is where all such information
comes together. The Discovery Process lays out
the roadmap for your CRM Implementation. 1.
Discovery (or) Requirements Gathering? The
simple answer is proper Discovery results in
efficient Requirements Gathering. Difference
between Discovery and Requirements Gathering The
objective of the Discovery Process is to identify
and determine potential gaps and risks to devise
a suitable Implementation strategy. It frames
the fundamental CRM design of the Salesforce
Implementation, covering all the challenges of
the existing system. Requirements Gathering is an
ongoing process where the Requirements
(functional, technical, and system) are obtained
based on the conclusions of the Discovery
Process. Therefore, only a thoroughly performed
Discovery Process can offer the right direction
to the Requirements Gathering phase.
3
2. Why Discovery is essential in a CRM
Implementation?

• The Discovery Process plays a critical role in
  Implementation that it stands at the very
  beginning of the entire CRM Project. This phase
  is all about understanding the basic needs of
  your business and working out a CRM plan
  accordingly. The right set of resources and
  dedicated time and efforts are more than
  necessary in the Discovery Process of the CRM
  Implementation.
• Following are some of the main factors of
  examination during the Discovery Phase, The
  objective of the Business as well as the goals of
  the involved Projects.
• Pain points, Risks, Gaps, and Critical
  Requirements.
• Systems Inventory Existing Systems that require
  CRM Integration. A comprehensive view of the
  Scope of Deployment.
• The transition design from the current
  infrastructure to the planned. Unearthing
  possible data sources for the new CRM
  Implementation.
• An advantageous outcome of the Discovery Process
  is Staff Interaction. Staff Interviews offer
  reliable information about problems that remain
  overlooked or even neglected. With these staff
  interviews, you would be able to reorganize your
  legacy resources the Implementation.
• Also, the direct insights from the corresponding
  workforce will provide you with potent
  opportunities to enhance the functionalities of
  the novel CRM system.

4
3. How long does it take to complete Discovery?
The duration of a Discovery Process varies for
each type of requirement, the range of
development, the availability of resources. The
proficiency of the Development team also affects
the period of the Discovery Proces. Even if the
Implementation is quite expansive, with a
seasoned Development team, you can complete the
Discovery Process at an optimal duration. Hiring
a highly competent, experienced Salesforce
Consulting Partner will help you achieve an
efficient Discovery Process with innovative and
cost-effective solutions. 4. What do you get at
the end of a Discovery process? The Discovery
Process provides the team and the employees with
insightful guidance on their priorities and their
responsibilities in the CRM Implementation. Follo
wing are the specifics gained at the end of the
Discovery Process, The CRM Design with directed
Infrastructure and its associative
Functionalities. A road map describing the
consecutive phases and their subsequent
priorities. Identified pain-points, gaps, and
corresponding risks. The deployment of resources
and their timelines. Estimated costs to assess
the financial feasibility.
5
5. Why does a successful CRM Implementation need
a Discovery process?
The Discovery Phase forms the backbone of the CRM
design, and therefore, it becomes an intrinsic
phase of the Implementation. A minuscule flaw in
the application requirements process can fail the
entire CRM system. And it is during the Discovery
Process, that you gather the complete set of
requirements. Without a commitment to a complete
Discovery Process, the solution will bound to
stall the revenue growth and productivity of the
business. A blundered Implementation will only
imperil the investment and prolong the ROI. Hence
it can be said that an Implementation without a
Discovery Process is like embarking on a
strenuous voyage without a map. And without a
compass. 6. Balancing Urgency .. How to? There
will be instances that demand immediate CRM
Implementation at a limited period, in some
cases, there will be a requirement for Post
Implementation Support. In such occurrences,
hiring a seasoned Salesforce Consulting Partner
will prove to be useful and economical. With
proven expertise in Salesforce CRM, the
Consulting Partner can bring in reliable
solutions at realistic timelines. Productive
integration of the internal workforce and the
external Salesforce Consultant will drive your
business to build a fully optimized working
solution without further ado. To know more about
the stages of a Saleforce implementation, reach
out to our team at https//www.qrsolutions.com.au/
.
6
THANK YOU
W W W . Q R S O L U T I O N S . I N