CRM system design is a balancing act, between requirements and solution:

• Requirements: Potential benefits vs. complexity and the time and costs involved with their realisation
• Solution: Complexity & whether to buy, build or wait for a new standard release

Our Design Surgeries help to define the high-level Salesforce.com solution design that will best realise your Salesforce.com strategy and requirements specification:

• Information architecture: Data entities, business terminology, data management strategy
• Systems architecture: Systems, master data, interfaces (batch, real-time or manual process triggers)
• Salesforce data schema: CRM, extensions, AppExchange modules, customisations...
• Initial solution blueprint: to be realised in the set-up phase
• Feature release road-map: the to do list for future phases

The Salesforce.com Design Surgery is the third step in rapid rapid Salesforce.com implementation for smaller, simpler project situations; addressing strategic requirements and defining how Salesforce.com will be configured during subsequent set-up activities.

Surgery sessions can be used stand-alone or combined, to form a full Salesforce.com project framework. They can also be used within larger, more complex project settings to kick-off or review project phases.
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