QuestionQ52

Implementation Strategies

Universal Containers is transitioning from a legacy customer relationship management (CRM) system to Salesforce Sales Cloud. What should a consultant recommend to help ensure a successful implementation?

  • A Review the current system with all levels of users to understand their requirements.
  • B Review the current system with executive management to understand their requirements.
  • C Review the current system with IT management to understand their requirements.
  • D Review the current system and configure Sales Cloud to work in the same way.
Explanation

Implementation discovery should involve users at every organizational level so the solution captures frontline workflow needs as well as management, executive, and technical requirements. A Salesforce implementation should be designed around validated requirements rather than simply reproducing legacy-system behavior.

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