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Salesforce deal review from Delivery Team

Review the customer's business needs and objectives

Understand the scope of the proposed solution

Confirm the timeline and budget for the project

Evaluate the compatibility of the proposed solution with the customer's existing systems

Assess the scalability and customization requirements of the solution

Determine if any additional integrations or customizations are needed

Identify the key team members who will be involved in the project

Allocate resources based on the scope and complexity of the project

Ensure that team members have the necessary skills and expertise for the project

Define the project timeline and key milestones

Confirm that the timeline is realistic and achievable

Establish a communication plan to keep all stakeholders informed of progress

Identify potential risks and challenges that may impact the project

Develop a risk mitigation plan to address any potential issues

Ensure that contingency plans are in place to minimize disruptions

Establish regular communication channels with the client

Provide updates on project progress and address any concerns or issues

Set expectations for client involvement and feedback throughout the project

Conduct regular quality checks to ensure that the solution meets the customer's requirements

Test the solution for usability, functionality, and performance

Address any issues or bugs promptly to ensure a successful implementation

Evaluate the success of the project against the initial objectives and goals

Gather feedback from the customer on their experience with the delivery team

Identify any lessons learned or areas for improvement for future projects.

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