Advisory

Strategic Advisory Services to Guide Your Salesforce Journey

Our advisory services are designed to ensure your Salesforce investment delivers real, measurable value. Beyond just technical implementation, we focus on the human and strategic elements that are critical to success.

Key Benefits

Executive & Board Alignment

We'll help align your executive leadership and board to ensure your Salesforce strategy directly supports your business objectives. The process of aligning leadership unlocks buy-in, budget, and the necessary resources needed to transform your Salesforce investment from a single departmental project into a company-wide priority.

Stakeholder Engagement

A successful Salesforce project requires more than just a few people; it needs buy-in from everyone involved. We facilitate workshops and communication strategies to engage key stakeholders across your organization. This fosters a sense of ownership and ensures that your entire team is aligned on the goals and benefits, leading to higher adoption and greater impact.

Long-Term Roadmap

Your organization's needs will evolve, and so should your Salesforce platform. We help you build a clear, long-term roadmap that anticipates future needs and new opportunities. This proactive approach ensures your Salesforce platform remains a scalable asset that can adapt and grow with you, protecting your initial investment.

Our Process

Discovery & Assessment

We begin by thoroughly understanding your organization. Through a comprehensive review of your current technology and business operations, we’ll dive deep into your unique challenges, opportunities, and long-term goals. This phase is all about listening and learning to build a strong foundation for success.

Strategy & Roadmap

Based on our assessment, we’ll develop a strategic roadmap. This isn’t a one-size-fits-all plan but rather a detailed, phased strategy specifically tailored to your organization. The roadmap will outline key initiatives, recommended solutions, and a clear timeline to ensure every step aligns with your business objectives.

Project Alignment

We help your project team, supported by leadership, develop and execute a project communication plan designed to inform and align stakeholders. This ensures your key audiences (internal & external) are not only aware of your goals but are actively engaged in supporting the project team in achieving them.

Executing The Plan

With the roadmap in place, leadership aligned, and your core team engaged, we provide hands-on support in leading your procurement process. Selecting the right vendor to execute on this project is as important as developing the plan. From start to finish, Belmar will help you identify and select the right vendors.

Sector Alignment

Nonprofit

Optimize donor management, fundraising, and mission delivery with tools that amplify impact.

Public Sector

Improve citizen services, data security, and compliance for transparent, efficient governance.

For Profit

Drive revenue, operational agility, and customer loyalty through integrated, competitive solutions.
Connect with us today to learn about our advisory services.

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