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“You must always examine what’s working, evolve your ideas, and change the way you do things.” ― Quote by Marc Benioff, Behind the Cloud: The Untold Story of How Salesforce.com Went from Idea to Billion-Dollar Company-and Revolutionized an Industry.
As we all know, the first step in any Salesforce deployment/execution is conversations between the business analysts, Salesforce administrators, architects, and consultants from the Salesforce implementation services partner company and the client team. This lays the foundation of the project to begin in the smoothest of manners, with no surprises springing during the process. Otherwise, the team from Salesforce implementation services can be thrown off gear, and the integrity of the organization can be in doubt. As easy as gathering the requirements of the client company sounds, doing it well is a different thing altogether. We have compiled some helpful tips for the Salesforce implementation services personnel when they open dialogues with a client. Let's read on.
1. Question and strengthen the company's requirements. Posing vital questions to the client is a good way to test their assumptions as well as firm up their end business goals. The more you ask or cross-check, the better for you. This to and fro will help the client team to think, reflect, and articulate in a better manner. Articulation and clarity of thought/vision are what you should be looking for. If they aren't able to, well, they need to further gain clarity.
2. Be clear on the time & other important aspects that will entail the requirements or changes requested by the client team. It's always better to be upfront and transparent than to "grin and bear" it. Even if you don't have answers to their requirements immediately, get back to them, preferably with alternatives. By respecting your clients and having open conversations as adults, they will understand the Salesforce journey better and be helpful to you as Salesforce implementation services personnel and themselves.
3. Beware of doubting Thomas's questions. During your conversations, if words like "sometimes," "maybe," and "occasionally" surface from their end, it's time to be alert. These exceptions can impact process automation or development projects and lead to the escalation of problems. Resolving these exceptions is vital for many reasons, including saving energy, finances, and time. Resolving this exception ambiguity will lead to refined processes confirming Salesforce implementation services firms.
4. The client should put together a project team that includes decision-makers from all concerned departments. This way, all discussions are holistic, and everyone is on board with the decisions taken. No one is neglected or suffers, say experts in Salesforce implementation services.
Always keep in mind that for Salesforce administrators or in any other role, you don't have to always be a "yes" person and please the clients all the time. Using the word "no' or suggesting alternatives will be your way of doing the client and your company a big favor. As in life, learn to say "no" professionally and come out as a winner as a Salesforce implementation services expert.
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