Suport Pack

Transform your Salesforce investment into a strategic business advantage through our proven 5-step methodology

• Step 1: Audit & Assessment
  • Audit existing system, understand business model, user KPIs, processes, vision, challenges and current priorities.
• Step 2: Quick Wins & Simplification
  • 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.
• Step 3: Pre-built Assets Enablement
  • Enable our pre-built assets and functionalities to help users see quick value and create positivity.
• Step 4: Automation & Enhancement
  • Enable more automation, integration, customized UI enhancement to share more productive gains.
• Step 5: Continuous Improvement
  • Create a backlog of ideas and continuous improvement releases, plus planned enhancement and support ticket resolution.
• Step 6: AI & AgentForce Integration
  • Propose AI (AgentForce) and other advanced features and applications from Salesforce to leverage the power of the entire ecosystem to grow business.

Download Complete AES Guide

Transform your Salesforce investment into a strategic business advantage through our proven 5-step methodology

• Top-Down Strategy
  • 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.
• ROI Focus
  • We create dashboards with key initiative KPIs to track how Salesforce is contributing to the business and improve overall ROI from the Salesforce initiative..
• Continuous Growth
  • Long-term view focused on user adoption improvement and sustainable growth through systematic enhancements and ongoing support.

• Dedicated Resources
  • We propose a pack of effort hours with dedicated Salesforce consultant and developer. Communication is direct and quick.
    • Dedicated Salesforce Consultant
    • Dedicated Developer
    • Direct Communication Channel
• Transparency & Engagement
  • We enable systems for transparency and improve engagement. We define SLA and priority levels to ensure discipline and continuous improvements.
    • Clear SLA Definitions
    • Priority Level Framework
    • Transparent Reporting

15,000+
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

View Customer Stories

• Retail & Fashion (6 months)
  • 150+ users
  • Leading Fashion Retailer: Salesforce Transformation
  • Increased user adoption by 85% and improved sales productivity by 60% through our AES methodology
  • CHALLENGE
    • 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.
  • SOLUTION
    • 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.
  • RESULTS
    • 85% increase in user adoption
    • 60% sales productivity improvement
    • 40% reduction in manual processes
    • 200% improvement in data quality
    • 50% faster report generation
• Engineering Services (8 months)
  • 500+ users
  • CHALLENGE
    • 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.
  • SOLUTION
    • 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.
  • RESULTS
    • 500+ users trained
    • 70% faster project reporting
    • 30% improvement in resource utilization
    • 25% reduction in project delays
    • 35% increase in client satisfaction
• Financial Services (10 months)
  • 200+ users
  • Small Finance Bank: Digital Banking Transformation
  • Revolutionized customer relationship management and loan processing through Salesforce optimization
  • CHALLENGE
    • The bank faced challenges with manual loan processing, poor customer case management, and lack of visibility into the customer journey. Processing times were lengthy and customer satisfaction was declining.
  • SOLUTION
    • Implemented end-to-end loan origination system with automated workflows, customer portal, and omnichannel reporting. Created mobile-friendly interfaces for field officers and integrated with core banking systems.
  • RESULTS
    • 50% faster loan processing
    • 40% improvement in customer onboarding time
    • 65% better data accuracy
    • 300% increase in digital transactions
    • 40% improvement in customer satisfaction

• Maximizing Salesforce ROI: Strategies for Enhanced Adoption
  • Companies typically use only 30% of Salesforce capabilities, leading to $500K+ annual waste in enterprise deployments.
• The Power of AES: A Framework for Salesforce Success
  • Organizations with active C-Level sponsorship see 3x higher Salesforce adoption rates and 2x faster ROI realization.
• From Sparse Usage to Full Potential: Unlocking Salesforce Value
  • Implementing 30-60-90 day quick wins increases user confidence by 75% and accelerates full platform adoption.
• Future-Proofing Your Salesforce: Continuous Improvement and Innovation
  • Essential metrics and dashboard frameworks to track business impact and justify continued Salesforce investment.

Get Complete AES Framework Guide