Many CRM and process improvement projects fail due to poor clarity of business and technical requirements. Our Requirements Surgeries help to clarify and prioritise business and information management requirements that will support your Salesforce.com strategy and drive design and set-up phases. It addresses:

• Customer-facing organisation and processes: including any 'hot-spots'
• Primary information flows: and interfaces to other process areas or systems
• Areas for improvement: of processes and automation
• Management Information requirements: for reporting and analytics

The Salesforce.com Requirements Surgery is the second step in rapid rapid Salesforce.com implementation for smaller, simpler project situations; providing the detail required for Salesforce.com design and 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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