Advisory
Strategic Advisory Services to Guide Your Salesforce Journey
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
Strategy & Roadmap
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.