Discovery - Cloudfortyseven

Discover Your Salesforce Potential with Our Comprehensive Process

At cloudfortyseven, we understand that every Salesforce project is unique, requiring a tailored approach to ensure success. Our discovery process is the first step in unlocking the full potential of Salesforce for your business.

The Essential Phase

Let's take a closer look at how we guide you through this essential phase

Initial Consultation

Our journey begins with an in-depth consultation to understand your business objectives, challenges, and vision for Salesforce implementation. We’ll discuss your specific needs, pain points, and goals to ensure alignment throughout the project.

Needs Assessment

Next, our team conducts a thorough needs assessment to identify the key requirements and functionalities essential to your Salesforce solution. We’ll delve into your current processes, workflows, and systems to determine the optimal configuration for your organisation.

Stakeholder Interviews

We believe in the importance of involving all stakeholders in the discovery process. Through comprehensive interviews with key team members, we gather valuable insights and perspectives to inform our solution design.

Current System Evaluation

If you’re transitioning from an existing CRM or system, we’ll evaluate its strengths, weaknesses, and data migration requirements. This ensures a seamless transition to Salesforce while preserving valuable historical data.

Solution Design Workshop

In a collaborative workshop setting, we work closely with your team to design a customised Salesforce solution tailored to your unique business needs. Together, we’ll outline the system architecture, user interface, and key functionalities to align with your objectives.

Documentation and Proposal

Following the discovery phase, we provide comprehensive documentation outlining our findings, recommendations, and proposed solution. This serves as a roadmap for the project, ensuring clarity and alignment among all stakeholders.

Review and Feedback

We value your input throughout the discovery process. We encourage open communication and welcome your feedback on our findings and proposed solution design. Together, we’ll refine the plan to ensure it meets your expectations and objectives.

Project Kick-off

With a solid foundation established during the discovery phase, we’re ready to kick off the implementation phase with confidence. Our team will work diligently to bring your Salesforce vision to life, delivering a solution that drives tangible results for your business.