Before advancing from the discovery phase, it's essential to have a clear understanding of how success will be evaluated. By formalizing key metrics with stakeholders, Cloud Kicks can ensure that all parties agree on what constitutes project success. This step aligns with Salesforce best practices, as it helps maintain focus on business goals throughout the project lifecycle and provides measurable benchmarks for tracking progress and outcomes.
The Salesforce project management guidelines emphasize that defining metrics at this stage is critical to guiding the implementation process, assessing the impact of Sales Cloud, and ensuring alignment between the solution and business objectives.