Our Way of Working
CRM projects don’t have to be complicated! As Belia Soft, we ensure a smooth, transparent, and efficient process from the very first contact to project initiation. Here’s our proven methodology for successful collaboration:
1. Initial Communication and Needs Analysis
We conduct the first meeting to understand the needs of your business. We analyze your current systems, business processes and goals to determine the most suitable Salesforce CRM solution for you.
2. Solution Demonstration and Presentation
To streamline your decision-making, we deliver a tailored demo showcasing how Salesforce CRM can drive value for your business. This interactive session enables you to experience the proposed solutions firsthand within the system.
3. Recommended Solution and Implementation Roadmap
We analyze your business processes to recommend the most effective Salesforce CRM solutions and deliver a realistic project plan. Our customized proposal provides a clear roadmap, timeline, and detailed budget, ensuring complete transparency at every stage.
4. Proposal Approval and Contract Finalization
Following the approval of our proposal, we draft a comprehensive contract covering the project scope, technical specifications, workflow plan, roles and responsibilities, and agreed delivery schedule. The project officially commences upon the mutual signing of the contract.
5. Project Planning and Implementation
Based on the approved project plan, we follow an Agile methodology to progressively adapt processes to the system, develop custom code, integrate with external systems, and configure the platform. With Agile, each sprint delivers tangible outcomes, ensuring full visibility and control throughout the project lifecycle.
6. System Testing and End-User Training
We perform thorough system testing to guarantee smooth operation. To maximize user adoption and operational efficiency, we deliver customized training tailored to your teams' needs. We also provide comprehensive user manuals to facilitate a seamless transition and accelerate adaptation.
7. System Launch and Post-Go-Live Support
When your system is ready to go live, we oversee the entire launch process to guarantee a seamless transition. After go-live, we provide ongoing support and consultancy services as outlined in our agreement, ensuring you have expert assistance throughout the contracted period.