Before You Build the House: Preparing to Implement Salesforce
Start with a budget! With Salesforce, a lot of functionality is available right “out of the box” for the base price. There are some things, like automation and integration, that potentially add line items (and thus, dollars) to the budget – you’ll need to decide whether you can afford those items up front, or whether you can continue some processes manually while you allocate budget to add those on later. Or, you might prioritize some apps, and decide you don’t really need the others at all.
