Value-centric strategic and advisory services for Salesforce success at every stage
Value-centric strategic and advisory services for Salesforce success at every stage
Eliminate risk of a failed Salesforce implementation by adopting a Success Metrics driven strategy
Eliminate risk of a failed Salesforce implementation by adopting a Success Metrics driven strategy
Strategy and advisory

It is not just a matter of customising Salesforce and turning it “on.” Salesforce has evolved and become more powerful and complex, over the years. Today, leading organisations are using the software to drive transformation in sales, service, and marketing, with a special focus on employee and customer experiences.

Lister offers a comprehensive set of strategic and advisory services tailored to your business context, that will enable success at every stage of your CRM journey.

Readiness Assessment

Many factors affect Salesforce success: one of them is the level of readiness of your organisation. We review your readiness by understanding your goals against the current state, assessing employee readiness, evaluating process maturity, and assessing organisational capacity for change management. This Salesforce readiness assessment helps us tailor an implementation roadmap, specifically for your organisation.

Employee Readiness

We evaluate how ready your employees are to adopt innovative technology by looking at their current work methods and maturity levels. It is crucial to assess this before planning how you are going to drive change across the organisation.

Process Maturity

This assessment helps us understand how mature and standardised your business processes, metrics, and review mechanisms are. It also allows us to define the best approach while implementing marketing, sales, or service functionality.

Change Management

Organisational capabilities to drive change are dependent on many factors. We believe that implementing a CRM is not an IT Project, but a business process transformation program. If you do not drive the transformation of your marketing, sales, or service by deploying Salesforce, your ROI will be subnormal.

We assess the organisation’s ability to drive change and the level of commitment from the senior management to this program, helping guide you towards guaranteed success.

Roadmap Definition

The readiness assessment we do helps us to work with you to define a roadmap to go from current to the desired state. We use our considerable experience in working with countless Salesforce

customers, coupled with our in-depth knowledge of industry best practices, helping you create a detailed roadmap of Salesforce implementation and adoption.

We begin by evaluating outcomes and identifying what success means to your employees, customers, and the organisation’s leadership. We help establish short-term and long-term success metrics aligned with Salesforce project milestones for each phase of implementation. This ensures that technology and organisational change mingle and deliver success.

Success-Metrics and Driven Phased Approach

We recommend a phased approach where we look at the project’s scope and functionality as well as the goals and success metrics for each phase. We believe the adoption and effective use of CRM is critical to success.

We strongly recommend a metrics-driven approach to implementation instead of a requirement driven approach. Our experience has led us to believe the business objectives and success metrics should be the focal point around which scope, functional requirements and change management plans need to be made.

 

Governance Advisory

We will help you set up governance in line with the best practices recommended by Salesforce.

This is critical for you to obtain value from Salesforce in the medium to long term. We focus on the following essential aspects of governance.

Design Governance

Setting up clear guidelines and standards for design:

  • Guidelines to ensure that the data model aligns with Salesforce architecture, makes it scalable and brings flexibility to building reports and dashboards.
  • Establishing standards and guidelines for design, coding, naming conventions, security and sharing, among other things.
  • Establishing standards for documentation

Data Governance

  • Data Quality

We provide strategies and best practices to improve and manage data quality-- critical to adoption. Also, we ensure the reliability of reports and dashboards.

  • Data Storage Management

We strive to ensure that Salesforce storage limits are not breached, and the performance of queries and reports do not degrade due to the high volume of data. We help you address the following aspects of data handling. Some of the issues we handle include:

  • What data should be stored in Salesforce?
  • Introducing best practices of data federation and integration
  •  Automated archival and storage management
  • Master data management
Environment Management

To ensure that your Salesforce environments are well- maintained and to facilitate smooth development, testing and deployments, here are some key things we can help you with:

  • Set up guidelines for managing the development, testing and production environments, including how and when to refresh these environments to keep them coordinated.
  • Establish processes, standards, and tools for managing codebases and versions to enable a greater degree of automation of DevOps processes.
  • Approaches to monitoring batch programs, code coverage and limits
Change Management

We understand that in today’s world, change is the new constant, and the pace of change will continue to accelerate. Here are some things we can help with, that would make life easier for CRM Managers and Admins.

  • Recommend best practices in managing changes and enhancements while triaging change requests.
  • Optimise and rationalise administrator roles and levels of authorization for an organisation
  • Help set up Agile DevOps processes to plan and execute releases with well define metrics and measures to facilitate continuous improvement.
  • Define a set of Do’s and Don’ts for changes
  • Test automation and code coverage management best practices.
Benefits

Good governance will guarantee that your Salesforce org delivers greater value and will bring the following benefits:

Flexibility

It will ensure that you can make changes to your business processes and functionality without breaking existing functionality for time to come. It will bring down the cost of maintenance and minimise issues faced by users when you deploy changes to production.

Scalability

You will feel more confident that the Salesforce org will withstand the test of time as your business grows in terms of the number of users and volume of data.

Agility

Most importantly. It will bring agility to your response while changing business needs, enabling your business to respond quickly to market changes.

Testimonial
VP IT, of an online language learning company

Lister has been a trusted partner of ours for over a decade because they are as fast and dynamic as we are.  They have grown with our business, reacted to changing technology demands, and have provided everything from thought leadership to technical experience in augmenting the needs of our business.

VP IT, of an online language learning company
Project Manager Leading Auto Internet company

Lister team has been working with Edmunds for two and half years. Lister team specializes in salesforce. We work as a partnership with them where we discuss the current issues, and they provide guidance and suggestions whenever needed.

Project Manager Leading Auto Internet company
Head IT, APAC of a leading global vision care company

We had a very fruitful collaboration with Lister on our Org refactoring Project. Lister's knowledge and experience on the various Salesforce products and also the Business expertise helped us to make the refactoring activity a very successful project.

 

Head IT Equipment Manufacturing Company
CIO – Hospitality and Leisure business

Lister Technologies is having Salesforce experts for delivering solutions. The solutions are thought through completely before development and built with scope of scalability which is mandate for any future requirement to be developed to support business for on-time market. Lister is capable of taking any technical requirement and provide solutions in the agreed timeline.

CIO – Hospitality and Leisure business
CIO Leisure and Hospitality Business

Lister Technologies is having Salesforce experts for delivering solutions. The solutions are thought through completely before development and built with the scope of scalability, which is the mandate for any future requirement to be developed to support business for the on-time market. Lister is capable of taking any technical requirement and providing solutions in the agreed timeline.

CIO Leisure and Hospitality Business
Head IT APAC Global Eyecare company

We have not experienced such a rapid implementation of a solution – rollout to 3 global regions in 12 weeks is nothing short of fantastic.

Head IT APAC Global Eyecare company
Program Manager APAC Global Eye Care company

I must say it is phenomenal progress we have seen in just last 4-6 weeks – from concept to delivery in 6 weeks seems like a new benchmark. I must also highlight, it has not come as luck to us, a lot of very long days and long weekends have gone into this, so the credit goes to the teams that are behind this, especially the Lister team in India.

Program Manager APAC Global Eye Care company