Engaging with Salesforce and implementation partners

Once a budget for your Salesforce project has been pre-approved, you can begin to engage with both Salesforce and implementation partners simultaneously. In this section, we’ll cover the basics of how you can do so effectively.

Engaging with Salesforce

To validate your business case assumptions for what your Salesforce license costs will be, you need to get a quote from Salesforce.

Let’s see who you will engage with to get your quote.

Parties involved from Salesforce

When you visit www.salesforce.com and request to watch a product demo or download a whitepaper and fill out your information, you will be contacted within 24 hours – or in most cases within the same business day. A business development representative will call you to find out whether you want to speak to an account executive.

You will, as you progress your dialogue with Salesforce, be introduced to a number of different roles:

...