Universal Containers is merging with another company that uses a different CRM.

Proactively engaging the sales team is crucial for gathering a comprehensive set of requirements:

Ensuring Inclusivity: All functional teams must provide input for a successful CRM merger. Salesforce encourages proactive engagement with less responsive stakeholders to ensure all perspectives are considered.

Addressing Resistance: Direct follow-ups allow the BA to uncover reasons for disengagement and address them effectively.

Balanced Requirements Gathering: This approach prevents an imbalance in requirements that may lead to solutions favoring one team over another.