Struggling with fragmented customer data, a disjointed Salesforce ecosystem, or siloed business operations? Unsure how to harness Automation, AI, and Agents for real impact?
At YPP, we don’t just fix systems — we navigate you to a seamless Customer 360. By placing your CRM at the heart of your strategy and connecting every part of your business, we refine processes, define your data strategy, and unlock insights that drive unstoppable growth.
"YPP Consulting played a pivotal role in transforming our business. They delivered a fully integrated Salesforce CRM, redefined our marketing strategy, and streamlined our operations, ensuring full adoption across the company. Their strategic and hands-on approach made a tangible impact, improving efficiency, driving engagement, and setting us up for long-term success."
Your business deserves a single source of truth - your Salesforce Org. But if disconnected tools, inefficiencies, and poor customer experiences are holding you back, it's time to chart a new course.
Imagine your Operations Utopia!
Simplified Operations: Streamlined processes, seamless collaboration, and unified systems.
Actionable Insights: Real-time Customer 360 data driving every decision.
Smarter Decision: AI-powered tools like Einstein uncover hidden opportunities.
Better Customer Experiences: Anticipate needs and exceed expectations at every touchpoint.
At YPP, we help businesses unlock the full potential of your technology, aligning sales, marketing, and service to deliver smarter operations and sustainable growth—all on a central, consolidated tech stack.
Lighthouses – illuminating the Ways to Your Customer 360 Journey
Each service represents a step towards Business Operations Utopia – a future where your Salesforce CRM is fully optimised, your data is unified, and your processes are streamlined. These destinations align Sales, Marketing, and Customer Service through Customer 360, unlocking smarter decisions and driving growth.
| Overview | CRM Review, Tech Stack Mapping, Process Audit, User Interviews |
| Outcome | Actionable Blueprint: Key gaps, inefficiencies, and optimization opportunities. |
| Who it’s for | Businesses unsure where their problems lie or considering transformation. |
| Overview | Future-state CRM strategy, Process Redesign, Tech selection, Roadmap. |
| Outcome | Clear operational and systems blueprint — designed for scale. |
| Who it’s for | Businesses who know they need a plan but aren’t ready to implement yet. |
| Overview | Salesforce implementation, Workflow automation, Reporting setup, Adoption support. |
| Outcome | A working, clean, user-friendly system that empowers your teams and delivers growth. |
| Who it’s for | Businesses ready to implement a new CRM or overhaul an existing one. |
| Overview | Post-launch system support, new automations, reporting tweaks, adoption coaching. |
| Outcome | Ensure continued success: evolving and refining systems as your business grows. |
| Good For | Businesses who want peace of mind and strategic growth support. |
| Overview | Assess operational readiness for AI integrations, identify quick wins, map responsible AI use cases. |
| Outcome | Customised AI Readiness Roadmap. |
| Good For | Businesses curious about AI, overwhelmed by the noise, but serious about preparing smartly. |
| Delivery | Half-day or Full-day workshop (virtual or in-person). |
Data Maturity | Defined Processes | Improved User Adoption | Measurable Outcomes
Hi! I’m Khyati Pal, a.k.a. Your Productive Pal (YPP), and I’m passionate about driving business transformation through technology, data, and a customer-centric approach.
I specialise in helping businesses reach Business Operations Utopia by leveraging Salesforce CRM and Customer 360 to break down silos, streamline operations, and foster growth.
With extensive experience across Sales, Marketing, and Business Operations, I’ve seen first-hand how fragmented systems and misaligned teams hinder progress. That’s why I’m obsessed with simplifying workflows, aligning departments, and creating seamless, data-driven experiences that empower businesses to deliver exceptional customer service.
Why Salesforce?
Salesforce is the key to unlocking operational excellence. By utilising the Customer 360 approach, businesses can break free from fragmented operations, access real-time data, automate tasks, and gain deep insights into their customers – allowing them to make smarter decisions and drive sustainable growth.
My mission is simple: to help businesses overcome their unique challenges, embrace change, and leverage technology to scale. I partner with clients to identify their core value proposition and equip them with the tools and strategies needed for long-term success.
Here’s what I believe:
I’m here to guide your business through the complexities of transformation, moving from transactional practices to impactful, transformational outcomes through Salesforce.
Let’s work together to create your legacy of growth and achieve Business Operations Utopia.
We will start with a discovery call and diagnose your CRM.
