How we do

NavYaan 6N Execution Framework

PLANNING
IMPLEMENTATION
ROLLOUT INNOVATION
ONGOING INNOVATION
DISCOVERY
IDEATION

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Project Planning
System Architecture
Functional Specification
Governance Model
Roadmap and Execution Strategy

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PLANNING

Project Planning
System Architecture
Functional Specification
Governance Model
Roadmap and Execution Strategy

IMPLEMENTATION

Agile Development

ROLLOUT INNOVATION

Rollout and Adoption
Training Workshops

ONGOING INNOVATION

KPI Evaluation
Continuous Support
Ongoing Innovation

DISCOVERY

Health Check
Product Evaluation
Business Assessment

IDEATION

Design Thinking
Org Strategy

Our 9 Lever Methodology

Business Process Analysis

– Purpose
– Success Metrics/ROI
– Goals & Outcomes
– Visionary Statement
– Key Innovations

Salesforce Product Solution

– Sales Cloud
– Service Cloud
– CPQ
– Field Service Lightning
– Experience Cloud/CMS
– Marketing Cloud
– Manufacturing Cloud
– Commerce Cloud
– AppXchange Products

Org Rationalization

– Green Belt (New) vs Brown Belt (Old) Org
– Single Product vs Multiple Products
– Single Org vs Multi Orgs
– Single Language vs Multiple Language

Functional Analysis

– Standard vs Custom Object
– Out of Box Solution vs Custom Config
– Flows
– Automation
– Declarative vs Programmatic

Technical Analysis

– System Architecture
– Data Model
– Custom Dev
– Integrations
– Data Migration
– Middleware

Security Scope

– Application Security
– Data Level Security
– System Level Security
- – Auditing
- – Salesforce Shield
- – Security Health Checks
- – Monitoring
– Custom Security

Salesforce DevOps

– People
- – Org Chart/COE
- – Governance
– Processes
- – App Lifecycle Mgmt.
- – Release Mgmt.
– Tools
- – Azure DevOps
- – Atlassian Suite
- – COPADO
- – Salesforce Native

Change Management, Learning and Adoption

– Digital Change Strategy
– Stakeholder & Manager Engagement
– Change Impact Assessment
– Change Agent Network
– Communications Strategy
– Learning Experience

Project Management

– Roles & Responsibilities
– SDLC Methodology
– Resource Matrix
– Resource Utilization
– Skills Mapping
– Scope Definition
– Backlog Management
– Status Reports
– Execution Roadmap

John W Scaduto

Product Manager, NYC DoITT

Rahul Singla is the consummate technology professional. He is both intelligent and passionate, and extremely comfortable in a variety of settings - whether driving a showcase for executives or leading an architecture design session with SMEs. When we worked together, I was in awe of his ability to manage priorities and negotiate technical and business stakeholders. Rahul plainly knows how to get things done the right way!

Noel Davidson

Supply Chain Manager, Corning

I have worked with Rajesh Pilla on 2 projects with Corning. We successfully implemented a multi plant operation on time and ahead of budget. Rajesh was instrumental to our success. My experiences with Rajesh have been great. He is extremely professional, knowledgable, hard working and also always a pleasure to work with. I do not hesitate to recommend Rajesh for any project.

Shelley Smith Law

Senior Manager PMO – NAO GIS at Faurecia

I know that when Sagar is working on my project the results will be stellar. Sagar's approach is meticulous and he ensures that our clients are satisfied with the solutions he provides. He has a wonderful sense of TEAM and he is most definitely someone I would request for my projects every opportunity I have.

David Trinh

Global AWS Practice Lead

Rahul has the technical and business skills required to take on any challenge. He has many years of industry and platform experience within the Salesforce / SaaS ecosystem. This has allowed him to be greatly confident in the platform and quickly turn around work. Rahul continually seeks to expand relationships at all levels and is very collaborative and inclusive in his approach. He has great client engagement and gains trust and credibility with his stakeholders. He continuously looks for solutions and ideas that would innovate and transform the opportunity. Rahul is not afraid to propose innovative and disruptive ideas/solutions in his pursuits and conversations.

Manufacturing
Health Care
Automobile
Technology
Hospitality

Case Studies

Industry: Manufacturing

The company offers a range of conduit solutions for telecommunications, power utility and other accessories. They were facingchallenges with their existing Salesforce Sales Cloud instance and SAP ERP system. They were facing too many data integration challenges, their product and pricing configurations in SAP were too complex which led to hinderance in Sales and operations. Our team did a thorough health-check of existing orgs, migrated existing Salesforce Classic Sales Org to Lightning and implemented CPQ to simplify and automate their contracting process

Marketing Cloud

View Case Study

Industry: Health Care

Our client is a B2B global life sciences company that provides products and services for lab equipment, lab supplies, clinical diagnostics and other product related to improving patient diagnostics. As they were expanding, they were facing challenges from their current ERP systems. We build a solution that integrates our customer data, pricing, and product configurations, and streamlines our supply chain processes to improve customer satisfaction and reduce operational costs.

Sales Cloud | Revenue Cloud

View Case Study

Industry: Automobile

Difficult to manage agents and service reps across 5 regions; forecasting was slow and often out of date by the time report was generated

Salesforce Sales CloudEinstein Experience Cloud

View Case Study

Industry: Technology

The brand was facing problems with integrating multiple platforms, systems, and processes that were affecting the efficiency of their sales team and their ability to transact with partners and cash collection.

Salesforce Sales | Cloud Service | Cloud CPQ | Marketing Cloud

View Case Study

Industry: Hospitality

The client already has many members, so they do not have the requirement of getting more members, but they needed a marketing platform to provide more effective communication, services of the club, and hosting automation. 

Marketing Cloud Sales Cloud

View Case Study

Our Strength lies in Our Team

120+

Totals salesforce certification
100 Yrs+

Combined Salesforce Experience
50+

Certified slesforce Individual
25+

Happy Customer

NavYaan 6N Execution Framework

Navigation

Nimble

Nurturing

Nirvana

Novelty

Niche

PLANNING

IMPLEMENTATION

ROLLOUT INNOVATION

ONGOING INNOVATION

DISCOVERY

IDEATION

Our 9 Lever Methodology

Business Process Analysis

Salesforce Product Solution

Org Rationalization

Functional Analysis

Technical Analysis

Security Scope

Salesforce DevOps

Change Management, Learning and Adoption

Project Management

John W Scaduto

Product Manager, NYC DoITT

Noel Davidson

Supply Chain Manager, Corning

Shelley Smith Law

Senior Manager PMO – NAO GIS at Faurecia

David Trinh

Global AWS Practice Lead

Case Studies

Industry: Manufacturing

Marketing Cloud

Industry: Health Care

Sales Cloud | Revenue Cloud

Industry: Automobile

Difficult to manage agents and service reps across 5 regions; forecasting was slow and often out of date by the time report was generated

Salesforce Sales CloudEinstein Experience Cloud

Industry: Technology

The brand was facing problems with integrating multiple platforms, systems, and processes that were affecting the efficiency of their sales team and their ability to transact with partners and cash collection.

Salesforce Sales | Cloud Service | Cloud CPQ | Marketing Cloud

Industry: Hospitality

The client already has many members, so they do not have the requirement of getting more members, but they needed a marketing platform to provide more effective communication, services of the club, and hosting automation.

Marketing Cloud Sales Cloud

Our Strategic Partners

Our Strength lies in Our Team

120+

100 Yrs+

50+

25+

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Marketing Cloud

Inventory Blues: Delivering Lucrative Customer Experience With Marketing Cloud

The client already has many members, so they do not have the requirement of getting more members, but they needed a marketing platform to provide more effective communication, services of the club, and hosting automation. 