BizSugar.com › Technology › Salesforce Customer Success Platform and Its Features

Salesforce Customer Success administrators need to go through a thorough analysis to determine the goals, set timelines, identify the inefficiencies, establish budgets, and ultimately build creative business solutions. During this process, all the business systems, people involved, and processes must be analyzed. It is also important to properly document all the systems which are phased out of or integrated to Salesforce. Such an analysis needed to be used as a starting point to devise a long-term strategy as a “Salesforce Roadmap.”