If you elect to engage Professional Services to guide you through your implementation they conduct a thorough business process review, interviewing key stakeholders, and making recommendations for how salesforce.com can be mapped to your business. If you choose to go through a self-implementation it’s important that your project team go through a similar exercise. On the Successforce.com website you’ll find a Business Process Review Worksheet which should be completed and signed off on.

The goal of this exercise is to document all your system requirements. This list should be prioritized and grouped into phases. The initial phase should address your most urgent needs while taking into account the time line and budget constrains you've set for your project.

Downloads

• Business Process Review Worksheet (Word Document)