Unleash Salesforce’s fullest potential with effective adoption and optimization
We start with the belief that for our customer’s go-live after implementation is not the end of the project, but the beginning of the CRM journey. We work with businesses to ensure effective adoption of Salesforce across all teams using EMBRACE — our customer success program which is baked into all of our implementation contracts.
For customers who are already using Salesforce, we help optimize your org. We help you eliminate data chaos created over the years, clean up unused functionality, and realign your org in line with best practices. Also, implement the salesforce user adoption dashboard for continuous monitoring.
Companies that trust us as their Salesforce partner
Salesforce Adoption and Optimization
Effective Adoption through EMBRACE
Adoption is not about how frequently and extensively users they use Salesforce and connected applications but about how effectively they use Salesforce and what benefits your company derives.
Our EMBRACE program is specially designed to solve this problem. It helps organizations realize greater value from Salesforce through a seamless integration of processes, data, and systems with and around the Salesforce ecosystem and effective use of Salesforce.
The program brings an efficient onboarding, training, and adoption process, which is customized for your organization and driven by well-defined success metrics.
Adoption Measurement and Improvement
How well is Salesforce adopted by your users? How do you measure it? We help you establish (dashboards), monitor, and measure effective user adoption metrics to identify user challenges and efficiency benchmarks. This gives you a clear understanding of how well Salesforce is adopted and what improvements are to be made to improve organizational productivity and customer experiences.
Salesforce Health Check
Salesforce Health Check is not just about a general review of your Salesforce org. We start with a quick review of your Salesforce org to identify areas of concern.
Our Salesforce experts then conduct a 360-degree deep dive audit of your Salesforce and create a comprehensive Salesforce Health report highlighting what is working well and concern areas and potential negative impact. We leverage our proprietary framework and tools to enable us to do this quickly and at a competitive price.
How healthy is your Salesforce?
Are you really getting the most out of your Salesforce investment? Is your Salesforce aligned with evolving business and the ability to quickly adapt to changes?
How healthy is your Salesforce?
Are you really getting the most out of your Salesforce investment? Is your Salesforce aligned with evolving business and the ability to quickly adapt to changes?
Salesforce Optimization
We will help you optimize your Salesforce org which will involve fixing all the concern areas identified during the health check. We help clean up messy data, unused and redundant functionality, review the design against best practices and optimal use of OOB features. Most importantly, we ensure that all of this is done without any disruption to your Salesforce users.
Our other Salesforce consulting services
Client Speak
Client Speak
Why choose Lister for optimizing your Salesforce org and driving effective usage?
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Embrace
program for highest
adoption and eco- system alignment
02
Business first
technology second
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KUDOS
our value-centric service delivery approach
04
Right the 1st time =
quick to deliver, faster to value and savings on cost
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