One challenge is wasting time treating each little sequential task (e.g. in Salesforce setting up validation rules, roles, field level security) as a separate story, requiring MORE time documenting things in a tool like Pivotal Tracker, then actually performing the tasks themselves. Because there are many sequential tasks with CRM. So many that documenting as individual stories takes an excessive amount of time, thus hindering rather than helping progress. What happens is when you apply true Agile, I’m finding, is that organizations STILL get hung up in too much PROCESS and DOCUMENTATION especially with new Agile teams, which almost all Salesforce CRM teams are. And what does the Manifesto say about a little concept about less documenting, more deliverables, less process, more collaboration, don’t get hung up on tools??? Right??? It’s important to stick to the principles we all live by, but with CRM, allow for flexibility in order to keep things moving effectively.
Read this excellent article by Tommy Ball for AgileScout:
Agile-and-CRM/
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