Lister Technologies

We help customers unlock the potential of Salesforce using a No-Nonsense, Practical approach to implementing best practices

We primarily focus on customers who have already implemented Salesforce and engage with them to enhance real business benefits using a multi-dimensional yet practical approach that is contextual to each customer.

Not only do we understand the keys to successful customer relationship management and sales force automation, we can put them into practice by tying all aspects of a successful CRM life cycle from Getting Started to on-going support and governance.

Consulting Services – Partnering with clients for CRM success

Readiness Assessment & Getting Started

Our Readiness Assessment Framework helps measure and plan CRM implementations in a phased manner and ensures that investment and returns go hand in hand.

Road Map and Success Metrics

We believe that CRM is a journey and a Business Transformation initiative and NOT and IT Project. We will work with you to build the road map and be your partner during the journey. Read more at our blog on the various steps to a successful CRM journey

Learn how to implement your CRM system the right way


Best Practices Implementation

  • * Implementation best practices – We help keep implementations simple and focused on the business objectives that help drive benefits and improved user adoption
  • * Design Best Practices – We strive to enable flexibility, scalability and ease of maintenance and support over the long term through appropriate solution design.
  • * Maintenance Best Practices – Our goal is to establish processes that enable CRM admin and IT to respond quickly to business requests without compromising on robustness of Design, Development, Testing and Deployment
  • * Governance Best Practices – We help establish governance across the dimensions outlined in the diagram below. We believe these are key foundational pillars for CRM success.

Financial Software provider improves reporting capability and productivity by using Salesforce’s collaborative features – View case study

Power back up company manages customers more effectively with Salesforce Service Cloud Capabilities –View case study


CRM Governance

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