Areas of expertise

At Yuga Shift, we specialize in transforming your CRM into a powerful, efficient tool that aligns perfectly with your business objectives. Our expert team brings clarity and performance back to your customer relationship management.

Purpose-aligned Salesforce Assessment

We delve deep into your Salesforce environment to align its functionality with your strategic goals, ensuring every feature and process supports your business’s purpose.

Reduce Technical Debt and Customizations

By streamlining and optimizing your Salesforce setup, we minimize technical debt and unnecessary customizations, enhancing system performance and user experience. 


Drive User Adoption

We focus on maximizing user adoption through customized training programs and intuitive system designs that meet the specific needs of your team, ensuring everyone can leverage the full power of Salesforce. 


Data Quality and Governance

Our approach to data governance ensures your CRM’s data is accurate, consistent, and secure, enabling you to make decisions with confidence and maintain regulatory compliance.

Three-Step Engagement Approach

Our strategic engagement methodology is designed to optimize your Salesforce investment, ensuring you get the most out of your CRM from start to finish.

• Assess
• Align
• Accelerate

Assess

We start by understanding your current landscape, identifying how your CRM meets your business goals, and pinpointing roadblocks, including customizations that no longer serve you and outdated platform features.

Current Landscape

Evaluate the existing Salesforce setup to understand the architecture, integrations, and how it is being used within the organization. This helps identify gaps and opportunities for optimization.

Customer Goals

Define what the client aims to achieve with their Salesforce implementation, aligning the system’s capabilities with their strategic objectives.

Roadblocks

Identify any barriers that are preventing the customer from fully utilizing Salesforce, such as usability issues, lack of specific functionalities, or integration problems.

Competition

Analyze how competitors are using similar technologies and identify areas where the client can gain a competitive advantage through better utilization of Salesforce.

Customizations

Review all customizations made to the platform to determine if they are still relevant, optimally designed, and if they add value to the business processes.

Platform Deprecations

Identify outdated features or technologies within the Salesforce platform that need to be updated or replaced, ensuring compatibility with new releases and avoiding disruptions.

People-Process-Platform

Ensure that there is harmony between the team (people), operational procedures (process), and the Salesforce platform (platforms) to maximize efficiency and effectiveness.

Business Goals to Project Priorities

Prioritize project tasks and initiatives based on their impact on achieving business goals, ensuring that resources are allocated to areas that offer the highest return on investment.

End-Customer Patterns

Analyze data regarding customer interactions and behaviors to better align the Salesforce system with end-user needs and preferences, enhancing customer satisfaction and engagement.

Align

Next, we align your people, processes, and technology with your business objectives. We adjust your CRM strategies to better meet the needs of your end customers and streamline your operations.

Accelerate

Finally, we implement solutions that enhance technology performance, reduce technical debt, and ensure your team is fully trained and onboard with new capabilities. This phase is about accelerating your path to CRM success.

Technology Performance

Implement improvements and updates that enhance the performance of the Salesforce system, reducing lag and downtime, thereby improving user experience.

Debt Reduction

Focus on reducing technical and operational debt by streamlining processes, removing unnecessary customizations, and upgrading outdated elements that hinder system performance.

End-Customer Value

Enhance features and functionalities that directly benefit the end customer, such as improving customer service tools, personalizing marketing efforts, and streamlining sales processes.

Team Onboarding

Develop and execute training programs to quickly bring all users up to speed on the new features and functionalities of the Salesforce system, ensuring that the team can fully leverage its capabilities.