Securing Funding and Engaging with Salesforce and Implementation Partners

In this chapter, we enter the financial and legal dimensions of Salesforce projects. First, we will cover how to create and present a business case to secure funding for your project. Next, we explore engaging with Salesforce to get a quote for your license costs, and we’ll go through the intricacies of communicating with implementation partners, and what to look for when selecting one.

You will be introduced to methods of financial forecasting, including how your Salesforce project will increase your company revenue and diving into what costs you need to consider – and forecast – as part of your Salesforce implementation. You will learn what roles you are likely to encounter when engaging with Salesforce and how to best request a quote from Salesforce. Finally, you will learn about the value of working with an implementation partner, what types are available, the selection process, and...