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. Whether you’re looking to implement Salesforce, optimise processes, or harness the power of AI, our tailored services are designed to guide you every step of the way. Let’s build the foundations for your success, together.
We help you design and implement the right Salesforce clouds after a comprehensive mapping of both your business and your customer engagement needs. From automations to dashboards, we think of every process in the customer journey.
Future proof your business with a Customer 360 – Data Strategy. By unifying customer data from all touchpoints, we create comprehensive insights to personalise experiences, boost customer satisfaction, and drive actionable business decisions. This service is the foundation for successfully introducing AI to your business.
Conduct workshops to identify inefficiencies in current processes. Design and implement streamlined workflows using Salesforce capabilities.
Salesforce Einstein features for predictive analytics. Identifying workflows for automation and designing the right agentforce.
Comprehensive change management frameworks to facilitate smooth transitions during system adoption. Training sessions for staff on new processes and technologies to enhance user adoption.
At YPP Consulting, we know that true transformation goes beyond technology. Our S.M.A.R.T Journey integrates your people, processes, and technology, keeping the voice of the customer at the core. This five-stage framework helps your organisation achieve
Operational efficiency . Better data management . Comprehensive technology adoption . Improved collaboration and trust
We begin with understanding your current operations, pain points, and business goals. By developing a growth strategy that integrates your people, processes, and technology, we establish a strong foundation for success.
Key Actions: Comprehensive Audit, Benchmarking, Strategic Roadmap
With a clear strategy in place, we map your processes and requirements across sales, marketing, and customer operations. This stage focuses on improving productivity, accountability, and revenue growth through a detailed process framework.
We dive into your data, aligning it with mapped processes to ensure it meets business requirements. This includes improving data quality, setting up governance structures, and making your data more accessible for decision-making.
Here, we refine your Salesforce ecosystem with automations, AI models, and dashboards to supercharge efficiency and decision-making. This stage brings clarity, with real-time insights into your revenue pipelines and customer interactions.
This is where everything comes together. Through ongoing training, feedback, and performance tracking, we build trust within your teams and with your customers. At this stage, your organisation is equipped to make confident, data-driven decisions, fostering long-term growth.