Discovery Meeting

A discovery meeting is crucial in understanding a business’s unique needs and requirements before implementing Salesforce. Here’s a list of 30 questions to guide your discussions during a Salesforce discovery meeting:

1. Business Goals and Objectives:

   • What are the primary goals and objectives of your organization?
   • How do you measure success, and what key performance indicators (KPIs) are essential to you?

2. Current Pain Points:

   • What challenges or pain points are you currently facing in your business processes?
   • Are there specific issues with your current CRM or business systems?

3. User Requirements:

   • Who are the primary users of the Salesforce system within your organization?
   • What specific functionalities do different user roles require?

4. Data Management:

   • How is your data managed, and what sources do you use?
   • Are there any specific data migration or integration requirements?

5. Workflow Processes:

   • Can you describe your critical business processes and workflows?
   • Are there any specific automation needs or bottlenecks in your processes?

6. Reporting and Analytics:

   • What kind of reports and analytics are crucial for your business decision-making?
   • Are there specific dashboards or metrics that you want to track in Salesforce?

7. Integration Requirements:

   • Are there any existing systems that need to be integrated with Salesforce?
   • What third-party applications or tools does your organization use?

8. Customization Needs:

   • Are there specific customizations or features you need in Salesforce?
   • What level of customization do you foresee in terms of fields, objects, and workflows?

9. Security and Access Control:

   • What are your security and data access requirements?
   • How do you currently manage user permissions and access control?

10. Mobile Access:

    • Do you require mobile access to Salesforce for your users?
    • What specific mobile functionalities are essential for your team?

11. User Adoption Strategy:

    • What is your strategy for ensuring successful user adoption of Salesforce?
    • Are there any training or change management requirements?

12. Future Growth and Scalability:

    • How do you foresee your business evolving in the next few years?
    • What scalability requirements do you have for Salesforce?

13. Budget and Timeline:

    • What is your budget range for the Salesforce implementation?
    • Do you have a specific timeline or deadline for the project?

14. Previous CRM Experience:

    • Have you used CRM systems before, and if so, what were the strengths and weaknesses?
    • Are there specific features from your previous CRM that you want to retain or improve upon?

15. Regulatory Compliance:

    • Are there any industry-specific regulations or compliance standards you must adhere to?
    • How does your organization currently address data privacy and compliance?

16. Customer Lifecycle:

    • Can you outline the stages of your customer lifecycle?
    • Are there specific touchpoints or interactions that need to be tracked in Salesforce?

17. Customer Support and Service:

    • How do you currently handle customer support and service?
    • Are there specific service-level agreements (SLAs) or response time requirements?

18. Marketing Integration:

    • How is your marketing currently managed, and what integration points are needed with Salesforce?
    • What marketing automation tools do you use?

19. Communication Preferences:

    • What are your preferred communication channels and frequency for project updates?
    • Who will be the main point of contact on your team?

20. Data Backup and Recovery:

    • What are your data backup and recovery requirements?
    • How frequently do you need data backups?

21. Legacy System Considerations:

    • Are there any legacy systems that need to be phased out or considered during the Salesforce implementation?
    • How will historical data be handled?

22. User Feedback Mechanisms:

    • How do you currently gather feedback from users regarding system improvements?
    • Are there specific channels for reporting issues or making enhancement requests?

23. Training and Documentation:

    • What training resources and documentation do you provide for users?
    • Is there a preference for in-person, virtual, or self-paced training?

24. User Roles and Responsibilities:

    • Can you outline the roles and responsibilities of different users within your organization?
    • How do these roles intersect with Salesforce usage?

25. Data Ownership and Governance:

    • Who owns and manages the data within your organization?
    • Are there specific data governance policies that need to be considered?

26. Customer Feedback Analysis:

    • How do you currently analyze and act upon customer feedback?
    • Are there specific features or reports you need for customer feedback analysis?

27. Industry-Specific Requirements:

    • Are there any industry-specific regulations or requirements that need to be addressed in Salesforce?
    • How does your industry impact your CRM needs?

28. User Experience Preferences:

    • Are there specific user interface preferences or design elements that your team prefers?
    • How do you envision the user experience within Salesforce?

29. Preferred Deployment Model:

    • Are you considering a cloud-based or on-premises deployment of Salesforce?
    • What considerations or preferences do you have regarding deployment?

30. Post-Implementation Support:

    • What level of support and maintenance do you anticipate post-implementation?
    • Are there specific service-level expectations for ongoing support?

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