Many Salesforce teams begin solutioning by listing objects, fields, and relationships.While technically correct, this approach often misses how work actually flows across users and systems.The result is a build that looks structured but feels disconnected in daily use.

Sales teams often rush to create opportunities without validating key details.This leads to inaccurate forecasts and stalled deals later in the cycle.Qualification acts as the decision gate in the sales process.

Many teams still rely on spreadsheets or disconnected tools to track prospects and deals. This often leads to missed follow-ups, unclear ownership, and poor visibility into the pipeline.CRM users frequently hear about the Sales Module but don’t fully grasp ...

Support agents often deal with varying products, warranties, SLAs, and entitlements.Hard-coded logic quickly becomes unmanageable as combinations increase.This slows resolution and increases agent dependency on tribal knowledge.