A clear path from first conversation to ongoing improvement.

1. 1
   Step 01

   Initial contact

   You reach out with a short description of your business and the challenges you want to solve. There is no need for a technical brief — a plain explanation of how your team currently works is enough to begin.

   What to prepare

   A short description of your business and the challenges you'd like to improve.

   What Delfiy does

   Reviews your enquiry and schedules a discovery conversation.

   Expected output

   A confirmed time for an initial discovery conversation.

2. 2
   Step 02

   Business and workflow discovery

   In one or more working sessions, we walk through how your team currently manages customers: who is involved, which tools and channels you rely on, what data matters and which rules or exceptions shape your process.

   What to prepare

   An overview of your current tools, user roles, example workflows and the outcomes you'd like.

   What Delfiy does

   Leads structured discovery conversations and documents the workflow and priorities.

   Expected output

   A shared summary of your workflow, priorities and open questions.

3. 3
   Step 03

   CRM setup and deployment planning

   Based on discovery, we configure the CRM foundation — customer information structure, user roles and access, and the initial workflow — and confirm how and where the solution will be deployed.

   What Delfiy does

   Configures the CRM foundation and confirms the deployment approach and integrations.

   Expected output

   A working CRM environment reflecting your agreed starting requirements.

   Start Your Onboarding Conversation
4. 4
   Step 04

   Team onboarding and validation

   We help your team get comfortable with the core workflow, provide practical guidance, and validate the configuration against representative scenarios before rolling it out more broadly.

   What Delfiy does

   Guides your team through the workflow and validates the setup against real scenarios.

   Expected output

   A validated CRM setup and a team ready to use it day to day.

5. 5
   Step 05

   Prioritized customization

   As real usage surfaces new requirements, we prioritize them together — custom fields, business modules, integrations, reports, automation or new applications — and define each piece of work before building it.

   What Delfiy does

   Scopes and prioritizes customization requests, then builds and validates each one.

   Expected output

   An agreed roadmap and delivered customizations against it.

6. 6
   Step 06

   Continuous improvement

   Your dedicated project team keeps product context over time, supports agreed maintenance, and continues development according to the roadmap and agreed capacity — a long-term engineering relationship rather than a one-off handover.

   What Delfiy does

   Maintains the application and continues development against the agreed roadmap.

   Expected output

   Ongoing improvements aligned with your evolving business needs.

Exact activities and sequence may vary depending on the customer's existing systems, data and requirements. Scope, migration and deployment details are confirmed collaboratively, not assumed in advance.