Methodology
From Strategy To Success: Our Methodology
Implementing a cloud solution like Salesforce is a journey, and we’re committed to being your partner every step of the way. Our methodology is built on a simple principle: to ensure your technology doesn’t just work, but drives your mission forward.
We begin by listening and taking the time to understand what you want to achieve. Whether that’s a nonprofit amplifying its impact, a public agency serving its community, or a business accelerating its growth. With a blueprint designed for your specific needs, our team of certified consultants leverages over a decade of experience and 1,250+ projects to deliver a seamless, impactful transformation.
Your Journey Begins:
Discovery
and Collaboration
The path to working with Belmar starts with a simple conversation. Contact us for a complimentary consultation, where one of our knowledgeable team will listen to your story. We’ll assess your current systems, data management practices, and pain points, while exploring how Salesforce can streamline operations, enhance transparency, and drive growth. This initial phase is all about alignment: We craft a customized roadmap that fits your timeline, budget, and objectives, ensuring you’re empowered from day one.
No two organizations are alike, so we don’t offer one-size-fits-all solutions. Instead, we collaborate closely to define success metrics, identify quick wins, and outline a plan that minimizes disruption while maximizing value. Once aligned, we move forward as your one-stop partner, handling everything from data migration and system integration to custom development.
Our
Proven Implementation Process:
Crawl, Walk, Run
We believe in building momentum progressively, allowing your team to adapt, learn, and scale confidently. Our “Crawl, Walk, Run” approach—rooted in agile principles and refined through thousands of projects—ensures sustainable results. This phased methodology lets us start small, iterate on feedback, and accelerate toward full optimization, all while delivering early value and reducing risk.
Crawl: Foundation and Quick Wins
In this initial phase, we focus on establishing a solid base. We conduct thorough audits, migrate essential data securely, and implement core Salesforce features tailored to your immediate needs. Think of it as laying the groundwork—streamlining basic processes, training key users, and achieving early efficiencies. For a nonprofit, this might mean setting up donor tracking; for public sector, secure data management, or for a for profit, basic CRM integration. The goal? Deliver tangible results quickly to build buy-in and momentum.
Walk: Optimization and Integration
Run: Full Scale and Innovation
Now fully empowered, your organization sprints ahead. We unlock advanced features like AI-driven analytics, scalable automations, and ongoing support to sustain long-term impact. This phase emphasizes innovation—turning Salesforce into a strategic asset that evolves with you. Whether amplifying mission impact, serving communities more effectively, or gaining a market advantage, you’ll achieve measurable, enduring success. Our team remains your partner, providing maintenance, updates, and expansions as needed.
Why This Methodology Works For You
We believe in building momentum progressively, allowing your team to adapt, learn, and scale confidently. Our “Crawl, Walk, Run” approach—rooted in agile principles and refined through more than 1,250 projects—ensures sustainable results. This phased methodology lets us start small, iterate based on real feedback, and accelerate toward full optimization, all while delivering early value and reducing risk.