📌 Purpose:

This template helps teams structure and capture business requirements, map them to Salesforce functionalities, and build a compelling value-driven CRM strategy.

📢 Who is this for?

✔️ Solution Engineers & Architects

✔️ Business Analysts & Consultants

✔️ Admins & CRM Teams

✔️ Sales & Marketing Leaders

✔️ IT & Operations Teams

💡 Why use this?

• Streamline CRM requirement gathering
• Align Salesforce solutions with business value
• Build a reusable library of industry-specific use cases
• Ensure high adoption & ROI from Salesforce implementation

1️⃣ Business Goals & Success Metrics

🎯 Define what success looks like!

• What are the primary objectives of this CRM initiative?
• What KPIs will determine a successful implementation?
• How does this align with the company’s growth strategy?

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2️⃣ Pain Points & Process Gaps

⚠️ Identify inefficiencies in the current workflow.

• What challenges do users face today?
• Which manual processes need automation?
• What’s the impact of these gaps on revenue, productivity, or customer experience?