The most effective way in Discovery to uncover which Sales Cloud features you actually need is to observe your users in their day-to-day work (B).

By shadowing reps and watching how they capture leads, manage opportunities, and close deals, you’ll surface the real pain points and workflow gaps—and from there you can map the exact Sales Cloud capabilities (like lead assignment, opportunity stages, forecasting, etc.) that will address those needs.

A (Establish KPIs) helps measure success later, but doesn’t by itself reveal which features you must build today.

C (Demo Sales Cloud) can inspire ideas, but without seeing current processes, you risk shoehorning in features users don’t actually need.