Desired customizations and customer

botim3504

understand the objectives and challenges of the project. 2 – Contact with the customer Schedule the scope meeting and confirm the presence of all parties involved, providing good follow-up . Here, it is important to ensure that the client is aware of the importance of this step for the success of the project. 3 – Information collection During the meeting, ask specific questions to deepen your understanding of the project. Ask about technical requirements, expectations. Stay alert and make sure you capture all the relevant details. 4 – Generation of the commercial proposal Based on.


the information collected, create a detailed commercial proposal . This Phone Number List include all deliverables, deadlines and responsibilities of each party involved. Also list any known limitations that the customer should be aware of. 5 – Data and document analysis In addition to the questions, analyze where the data to be imported is and check the quality and formatting of this data to ensure a smooth integration. At Ploomes, we evaluate spreadsheets and databases, ensuring proper CRM implementation. We also consider rules for entering information, such as in contracts and proposals, to plan automations.




accurately. Likewise, understand the rules for how information is entered to properly plan design and automation. 6 – Complete documentation After the meeting, document all the information collected and the commercial proposal created. This ensures everyone has access to a clear reference of the project scope. Conclusion In complex SaaS projects, the importance of scope cannot be underestimated. It is the foundation that supports the success of the project, from planning to delivery. Therefore, a well-conducted scope meeting not only ensures a clear understanding of expectations, but also boosts customer confidence and avoids problems in the future.