Discovery is not paperwork, it’s partnership. Whether you’re an SMB or a global enterprise, skipping discovery is the most expensive shortcut you can take in a Salesforce project. This article explores why discovery matters at every scale, how it prevents hidden misalignments, and how structured alignment builds confidence, adoption, and long-term performance.

Selecting a Salesforce implementation partner? Ask these 7 critical questions before you sign a contract. Our guide helps you vet partners on industry experience, process alignment, change management, and pricing transparency. Avoid costly mistakes and ensure your Salesforce investment drives real business outcomes and user adoption.