Our support pack for customers who have invested in Salesforce but are using it sparingly and not seeing adequate value from their investment.
Transform your Salesforce investment into a strategic business advantage through our proven 5-step methodology
Audit existing system, understand business model, user KPIs, processes, vision, challenges and current priorities.
Understand key issues, simplify the system, bring flow, enable key reports, dashboards, notifications and deliver quick wins to earn user confidence through training and awareness.
Enable our pre-built assets and functionalities to help users see quick value and create positivity.
Enable more automation, integration, customized UI enhancement to share more productive gains.
Create a backlog of ideas and continuous improvement releases, plus planned enhancement and support ticket resolution.
Propose AI (AgentForce) and other advanced features and applications from Salesforce to leverage the power of the entire ecosystem to grow business.
We involve leadership teams with steering group meetings, building short-term improvements (quick wins) to earn confidence while maintaining a long-term view on overall user adoption.
We create dashboards with key initiative KPIs to track how Salesforce is contributing to the business and improve overall ROI from the Salesforce initiative.
Long-term view focused on user adoption improvement and sustainable growth through systematic enhancements and ongoing support.
We propose a pack of effort hours with dedicated Salesforce consultant and developer. Communication is direct and quick.
We enable systems for transparency and improve engagement. We define SLA and priority levels to ensure discipline and continuous improvements.
Users supported in adopting Salesforce
Titan
AirIndia
Aditya Birla Fashion and Retail
Increff Technologies
Quest Global
Century Builders
Embassy Developments
Aequs Aerospace
DFE Pharma
Sekhmath Pharma
Manipal Education
Jana Bank
Increased user adoption by 85% and improved sales productivity by 60% through our AES methodology
The organization was struggling with low user adoption (less than 20%) and complex processes that hindered sales team efficiency. The existing Salesforce setup had poor data quality and limited reporting capabilities.
Implemented our 6-step AES methodology focusing on process simplification, user training, and quick wins. Created custom dashboards, automated key workflows, and established proper data governance.
Streamlined project management and client delivery processes across global engineering teams
The organization needed to standardize project management across multiple geographies with complex client requirements. The existing system lacked visibility into project progress and resource allocation.
Designed and implemented a comprehensive project management solution with custom objects, approval workflows, and real-time dashboards. Integrated with existing engineering tools and created automated reporting.
Revolutionized customer relationship management and loan processing through Salesforce optimization
The bank faced challenges with manual loan processing, poor customer data management, and lack of visibility into the customer journey. Processing times were lengthy and customer satisfaction was declining.
Implemented end-to-end loan origination system with automated workflows, customer portal, and comprehensive reporting. Created mobile-friendly interfaces for field officers and integrated with core banking systems.
From a barely-used newsletter tool to a lifecycle engagement engine for a competitive retail energy supplier — 4x marketing-attributed revenue in 9 months.
A North American retail energy supplier serving residential and commercial customers across multiple US and Canadian markets had purchased Marketing Cloud, but a year later was using it only for generic monthly newsletters. Open rates were below 9%, deliverability was eroding, no lifecycle journeys were live, and Sales/Service Cloud were disconnected.
Applied the AES framework to Marketing Cloud — restored deliverability, cleaned 300+ data extensions, launched 18 lifecycle journeys (onboarding, billing engagement, renewal, win-back, plan upgrades), integrated with Sales & Service Cloud, and layered Einstein STO, Engagement Scoring and generative AI.
Start your Adoption & Enhancement journey with these two essential resources
Take our comprehensive Salesforce maturity assessment to uncover quick wins, governance gaps, and ROI opportunities across your existing org.
Discover how organisations with active C-level sponsorship achieve 3x higher Salesforce adoption — a complete framework for sustained Salesforce success.
Companies typically use only 30% of Salesforce capabilities, leading to $500K+ annual waste in enterprise deployments.
Organizations with active C-level sponsorship see 3x higher Salesforce adoption rates and 2x faster ROI realization.
Implementing 30-60-90 day quick wins increases user confidence by 75% and accelerates full platform adoption.
Essential metrics and dashboard frameworks to track business impact and justify continued Salesforce investment.