Our Clients

CASE STUDIES

At YPP Consulting, we don’t just implement technology - we transform businesses. Our approach starts with strategy, ensuring that every digital solution is aligned with business goals, data integrity, and operational efficiency. From CRM overhauls to business process design, automation, AI strategy, and AI agent design & deployment, our work helps businesses streamline processes, enhance engagement, and scale with confidence.

Explore our case studies to see how we’ve helped companies achieve measurable success.

How YPP Consulting Transformed Keystream’s Digital Infrastructure

Keystream, a leading recruitment agency for the NHS & UK Government, faced low CRM adoption, fragmented data, and inefficient processes. YPP Consulting stepped in to redesign their digital ecosystem, implementing Salesforce CRM, marketing automation, telephony integration, and AI-powered process optimisationss, leading to 100% CRM adoption, 75% efficiency improvement and £30,000 cost savings in under 6 months.

Unifying Sumsub’s CRM & Revenue Operations with Salesforce

With three disconnected CRMs, 15+ software tools, and heavy reliance on manual processes, Sumsub’s teams struggled with inefficiencies, siloed data, and limited revenue visibility. YPP Consulting conducted a full business analysis, mapping the end-to-end customer journey and identifying inefficiencies across sales, marketing, finance, and customer success. The solution? A Salesforce-first strategy to streamline operations while keeping marketing integrated with HubSpot.

Optimising Zalando’s Salesforce & HubSpot Ecosystem for Scalability

As one of Europe’s largest online fashion platforms, Zalando faced CRM fragmentation across multiple Salesforce and HubSpot instances, leading to siloed data, inefficiencies, and limited visibility. YPP Consulting conducted a full analysis of the multi-org and Hubspot infrastructure, mapping existing processes, identifying gaps, and designing a scalable, standardised Salesforce & Hubspot architecture.

Trusted Partnerships

At YPP Consulting, we collaborate with a range of industry-leading partners to enhance the Salesforce experience for our clients. These partnerships enable us to provide innovative solutions that integrate seamlessly with Salesforce, delivering optimal value across various business functions.

We work with Salesforce-certified independent software vendors (ISVs) to bring you best-in-class applications that complement and extend the power of Salesforce, tailored to meet your unique business needs.

From marketing automation tools to analytics platforms, we leverage top-tier AppExchange solutions to enhance your Salesforce ecosystem, streamlining workflows and boosting business performance.

Through partnerships with AI and automation solution providers, we empower your teams to work smarter, using Salesforce’s AI capabilities like Einstein, along with cutting-edge automation tools, to optimise every aspect of your operations.

We team up with expert integration and development firms to ensure your Salesforce platform integrates effortlessly with third-party applications, legacy systems, and other business-critical technologies.

We help build your Business Operations Utopia - Sustainable & Scalable Growth

Ready to unlock the full potential of your business? Contact us today to learn how we can help you create a unified, data-driven strategy that delivers results.

From Silos to Scalable Systems

The Challenge

Keystream’s digital infrastructure was outdated, leading to:
🚨 Low CRM adoption (20%) – Data scattered in spreadsheets, causing inefficiencies.
🚨 No marketing strategy – Email campaigns lacked structure and impact.
🚨 Disjointed communication – Teams relied on manual processes and unused tools.
🚨 Lack of real-time insights – Decision-making suffered due to fragmented data.

The Solution

🚀Salesforce CRM Implementation – Fully adopted company-wide with training & automation.
🚀Marketing Automation Streamlined outreach & data-driven campaigns through Marketing Cloud
🚀Telephony & Compliance – Devyce for call logging; a candidate portal for onboarding.
🚀Process Optimisation – Automated CV formatting (Hireara), reducing recruiter admin time.
🚀Brand & Website Overhaul – Unified sub-businesses under a single, cohesive strategy.

The IMPACT

100% CRM adoption – Full integration across sales, marketing, and compliance.
75% efficiency improvement – Automated workflows reduced admin time.
£30,000 saved – Eliminated inefficiencies & redundant tools.
Real-time business intelligence – Data-driven decision-making enabled.

Ready to Streamline Your Business Operations?

From Silos to Scalable Systems

The Challenge

As a fast-growing global company, Sumsub struggled with disconnected systems, inefficient workflows, and a fragmented customer journey. The organization relied on:

🚨 Three separate CRMs – Sales, marketing, and customer success teams operated in silos.
🚨 15+ unconnected tools – Additional software was layered to compensate for CRM inefficiencies.
🚨 Heavy reliance on manual processes – Teams resorted to manual verifications and conversations due to a lack of trust in data.
🚨 Inconsistent revenue visibility – Leadership lacked a clear, data-driven view of customer lifecycle value.

The Solution

YPP Consulting conducted a comprehensive business analysis to map Sumsub’s end-to-end customer journey from lead to cash and beyond. The engagement focused on:

🔍 Full Business Process & Revenue Analysis

  • Mapped the entire customer journey across sales, marketing, finance, and customer success.
  • Identified inefficiencies in deal progression, revenue tracking, and post-sale engagement.
  • Assessed how marketing systems (HubSpot) could remain integrated without disrupting sales workflows.

⚙️ Technology Consolidation & Salesforce System Design

      • Sales Cloud → For streamlined lead management and opportunity tracking.
      • Revenue Cloud → For unified quoting, invoicing, and revenue forecasting.
    • Service Cloud → For customer support and proactive account management.
    • HubSpot Integration → Allowing marketing to continue leveraging their existing platform.
    • Created a CRM consolidation strategy, removing redundancies and ensuring data integrity.

📊 Readiness Assessment & Roadmap for Implementation

  • Defined prerequisites before the Salesforce transformation could begin (data cleansing, change management planning, governance setup).
  • Provided a step-by-step implementation roadmap, ensuring a smooth transition with minimal disruption.

The Impact

One unified CRM strategy – Eliminating disconnected tools and improving team alignment.
Increased operational efficiency – Reduction in manual tasks and duplicate work.
Data-driven decision-making – Improved revenue tracking and forecasting.
Seamless marketing integration – Marketing retained HubSpot while syncing seamlessly with sales and customer success.

Ready to Streamline Your Business Operations?

Unifying Multi-Org CRM for Efficiency

The Challenge

As one of Europe’s largest online fashion platforms, Zalando faced significant CRM complexity across multiple business units. Their Salesforce and HubSpot ecosystems were highly fragmented, leading to:
🚨 Siloed CRM instances – Multiple Salesforce orgs with inconsistent configurations.
🚨 Lack of standardisation – Varying data models, workflows, and automation.
🚨 Inefficient cross-team collaboration – Disconnected sales, marketing, and service processes.
🚨 Limited visibility – Leadership lacked real-time insights due to data inconsistencies.

The Solution

YPP Consulting was engaged as a Salesforce analyst and strategy expert to assess Zalando’s Salesforce & Hubspot design. Our structured approach included:

🔍 Multi-Org Analysis & Standardisation Plan 

  • Conducted in-depth documentation reviews & discovery workshops across multiple business units.
  • Mapped AS-IS and TO-BE processes to identify gaps in sales, marketing, and service operations.
  • Evaluated data governance, automation, and integration inconsistencies across Salesforce and HubSpot.

📊 Optimal CRM Design & Consolidation Strategy 

  • Defined the Salesforce and Hubspot expectations, balancing centralisation vs. business unit autonomy.
  • Proposed cross-functional workflows
  • Developed a scalable data model to ensure data integrity across all orgs.

🚀 Implementation Roadmap & Adoption Strategy

  • Created epics and user stories for Salesforce engineers, detailing design suggestions.
  • Developed a train-the-trainer program and functional documentation to drive system adoption.

The Impact

Optimized CRM architecture – A unified framework enabling scalability & efficiency.
Streamlined cross-team collaboration – Standardised processes for sales and marketing alignment.
Improved data integrity – Consistent data across Salesforce and HubSpot 
Faster decision-making – Leadership gained clear visibility into performance metrics.

Ready to Streamline Your Business Operations?