Organizations cannot afford to fail with CRM initiatives. They are vital to supporting the front-office business and technology capabilities needed to succeed in the age of the customer. However, CRM technology deployments can be challenging if a proper strategy and deployment checklist are not in place.

Whether your organization is implementing Sales Cloud, Service Cloud, or a custom app built on the Salesforce platform, this guide is designed to provide a general framework for developing a Salesforce deployment plan of your own that addresses the four critical success factors – process, people, strategy and technology – to help keep your CRM project on track.