Struggling with fragmented customer data, a disjointed Salesforce ecosystem, or siloed departments? Unsure how to leverage Automation, AI, and Agents to their fullest potential?
At YPP, we streamline your operations and place your CRM at the core of your strategy. By connecting the dots across your business, we create a unified Customer 360 view, refine processes, define your data strategy, and unlock actionable insights to drive growth.
We assess the gaps in your Salesforce CRM and identify opportunities to unify your data, refine processes, and align your strategy.
From Salesforce CRM optimisation to Customer 360 implementation, we refine workflows, define a data strategy, and unlock the power of Automation, AI, and Insights!
A seamless Salesforce ecosystem delivering a unified Customer 360 view. With smarter decisions, connected teams, real-time insights and limitless opportunities.
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 change the narrative.
Imagine your Salesforce Utopia!
Simplified Operations: Streamlined processes and seamless collaboration.
Actionable Insights: Real-time data at your fingertips with Customer 360.
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 Salesforce, aligning sales, marketing, and service to deliver smarter operations and sustainable growth—all on one powerful platform.
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.
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 Customer 360, 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.