Our typical Salesforce Analytics Cloud process starts with a Discovery phase where we gather requirements from the customer, and based on those requirements, an implementation plan is created. An implementation includes, among others:
- User and Organization setup.
- Pipeline Management (Leads, Accounts, Opportunities, Contracts, Orders etc.)
- Campaign Management.
- CPQ (Configure, Price, Quote) Configuration.
- Price books & Catalogs.
- Data Import & Migration.
- Reports & Dashboards.
- Training & Adoption.