call button
Speak Now ?

The Importance of the Discovery Process in a Successful Salesforce Implementation

The Discovery Process of a Salesforce Implementation is the first and pivotal phase that contributes to its successful execution. It is in this phase that the groundwork for the Salesforce Implementation takes place.

It is in this phase that all the vital information needed for the Implementation is assembled, reviewed, and studied.

Right from the minuscule difficulty faced by the sales team, the stock of your systems until the interims in the business process, the Discovery Process is where all such information comes together.

The Discovery Process lays out the roadmap for your CRM Implementation.


1. Discovery (or) Requirements Gathering?

The simple answer is proper Discovery results in efficient Requirements Gathering.

Difference between Discovery and Requirements Gathering:

The objective of the Discovery Process is to identify and determine potential gaps and risks to devise a suitable Implementation strategy. It frames the fundamental CRM design of the Salesforce Implementation, covering all the challenges of the existing system.

Requirements Gathering is an ongoing process where the Requirements (functional, technical, and system) are obtained based on the conclusions of the Discovery Process.

Therefore, only a thoroughly performed Discovery Process can offer the right direction to the Requirements Gathering phase.

2. Why Discovery is essential in a CRM Implementation?

The Discovery Process plays a critical role in Implementation that it stands at the very beginning of the entire CRM Project. This phase is all about understanding the basic needs of your business and working out a CRM plan accordingly.

The right set of resources and dedicated time and efforts are more than necessary in the Discovery Process of the CRM Implementation.

Following are some of the main factors of examination during the Discovery Phase,

  • The objective of the Business as well as the goals of the involved Projects.
  • Pain points, Risks, Gaps, and Critical Requirements.
  • Systems Inventory: Existing Systems that require CRM Integration.
  • A comprehensive view of the Scope of Deployment.
  • The transition design from the current infrastructure to the planned.
  • Unearthing possible data sources for the new CRM Implementation.

An advantageous outcome of the Discovery Process is Staff Interaction. Staff Interviews offer reliable information about problems that remain overlooked or even neglected. With these staff interviews, you would be able to reorganize your legacy resources the Implementation.

Also, the direct insights from the corresponding workforce will provide you with potent opportunities to enhance the functionalities of the novel CRM system.

3. How long does it take to complete Discovery?

The duration of a Discovery Process varies for each type of requirement, the range of development, the availability of resources. The proficiency of the Development team also affects the period of the Discovery Proces.

Even if the Implementation is quite expansive, with a seasoned Development team, you can complete the Discovery Process at an optimal duration.

Hiring a highly competent, experienced Salesforce Consulting Partner will help you achieve an efficient Discovery Process with innovative and cost-effective solutions.

4. What do you get at the end of a Discovery process?

The Discovery Process provides the team and the employees with insightful guidance on their priorities and their responsibilities in the CRM Implementation.

Following are the specifics gained at the end of the Discovery Process,

  • The CRM Design with directed Infrastructure and its associative Functionalities.
  • A road map describing the consecutive phases and their subsequent priorities.
  • Identified pain-points, gaps, and corresponding risks.
  • The deployment of resources and their timelines. 
  • Estimated costs to assess the financial feasibility.

Another outcome of the Discovery Process is the increased span of communication with the active workforce on the utility and limits of the CRM design. Such communication also paves ways for higher levels of visibility on the various aspect of the existing CRM system. 

5. Why does a successful CRM Implementation need a Discovery process?

The Discovery Phase forms the backbone of the CRM design, and therefore, it becomes an intrinsic phase of the Implementation. A minuscule flaw in the application requirements process can fail the entire CRM system.

And it is during the Discovery Process, that you gather the complete set of requirements.

Without a commitment to a complete Discovery Process, the solution will bound to stall the revenue growth and productivity of the business. A blundered Implementation will only imperil the investment and prolong the ROI.

Hence it can be said that an Implementation without a Discovery Process is like embarking on a strenuous voyage without a map. And without a compass.

6. Balancing Urgency .. How to?

There will be instances that demand immediate CRM Implementation at a limited period, in some cases, there will be a requirement for Post Implementation Support.

In such occurrences, hiring a seasoned Salesforce Consulting Partner will prove to be useful and economical. With proven expertise in Salesforce CRM, the Consulting Partner can bring in reliable solutions at realistic timelines.

Productive integration of the internal workforce and the external Salesforce Consultant will drive your business to build a fully optimized working solution without further ado.

To know more about the stages of a Saleforce implementation, reach out to our team at


Determine your goals, establish your success criteria and make sure your salesforce implementation will deliver on these. Contact us today to know how we have delivered successful implementations to our customers.



Email Verification

Ready to Get in Touch? Fill Out the Form


Please register Your details

Get Started

Email Verification

Ready to Get in Touch? Fill Out the Form


Thanks for your interest..
Please provide your details...

Email Verification

Ready to Get in Touch? Fill Out the Form



No. 79, 2nd Floor,
Ramakrishna Nagar Main Road, Kallukuzhi, Trichy
620 020.


Suite 1.03,
No 9, George Street,
North Strathfield,
NSW – 2137.