Example deliverable
Sample data
Salesforce Training — working outline

Illustrative deliverable outline. The final contents are confirmed against your process and agreed scope.
The problem to solve
A clear objective before any work starts.
Reps record activity differently, so the pipeline can't be trusted.
The starting point is how your team works, not a list of features in Salesforce. We establish what needs to change, who relies on the result and how you will judge whether the work has solved the problem.
The scope below sets the boundary for salesforce training. Before work starts, we check the current process, available information and practical constraints with you. Gaps and assumptions are made visible so that the quote reflects the work actually required.
What the work needs to address
- Session on logging, stages and reports
- Agreed stage definitions
- Session recording