During the Discovery phase of a project, which three steps should a consultant complete to prepare for a successful engagement? Choose 3 answers

During the Discovery phase of a project, which three steps should a consultant complete to prepare for a successful engagement? Choose 3 answers
A . Create implementation plan.
B . Establish project goals.
C . Define sales processes.
D . Define success metrics.
E . Set project milestones.

View Answer

Answer: BCD

Explanation:

These are three steps that a consultant should complete to prepare for a successful engagement during the Discovery phase of a project. Establishing project goals can help align the expectations and priorities of the stakeholders and the project team, and provide a clear direction for the project. Defining sales processes can help understand the current and desired state of the customer’s business operations, and identify the gaps and opportunities for improvement. Defining success metrics can help measure the impact and value of the project, and evaluate the progress and outcomes of the project.

Verified Reference:

https://developer.salesforce.com/resources2/certification-site/files/SGCertifiedSalesCloudConsultant.pdf (page 18)

https://trailhead.salesforce.com/en/content/learn/modules/consulting_skills_for_salesforce_professionals/discover-the-customer-situation