Think through the elements of CPQ across the dimensions of channel, customer segments, integrations when scoping Salesforce CPQ projects. In this extrA sample requirements template from our Salesforce CPQ projects.

When you implement CPQ systems, you need a conceptual reference model for scoping and requirements gathering. Using our project work on Salesforce CPQ systems for SaaS firms, we go over a reference model we use as a starting point. It starts as a conceptual model during scoping and requirements gathering stages and evolves into a technical system design.

We go over the curriculum and an overview of topics from a representative training session for Salesforce Nonprofit Success Pack (NPSP). Our training for NPSP covers topics spanning both functionality and administration of the application. Functionality may include use cases for Fundraising and Program Management while Administration topics typically include best practices, process automation, reports & dashboards and appexchange tools.

In this video, we discuss the simple questions of What, Who, How, When, Where, and Why from the field of Journalism to get an understanding of current state and needs for the future from a Salesforce Sales Cloud system.

We go over using Context Diagrams for defining the scope of a project. We cover the basic constructs of a Context Diagram - actors, use cases. Context Diagrams are a good first step for scoping a system and sets up the stage for estimating the project effort.

In this video, we will go over the Context Diagram that we have been using to explain to non profits, the functionality that can be built out using Salesforce; more specifically using the Non Profit Success Pack (NPSP) from Salesforce.

The users and choosers of the system are the first source of requirements for Salesforce CRM implementations. The article discusses 5 additional categories of sources.