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Matching your customers’ requirements and lifestyle is essential to staying profitable and continuously creating new value.

Ergonized is a Salesforce technology partner, an end-to-end provider of Salesforce services, including consulting, development, implementation, enhancement, and support. Being a Salesforce consulting partner, we have robust cross-industry knowledge and experience and can support the development of our business through UX instruments such as Salesforce Lightning and AI technologies like Salesforce Einstein.

Our
Services

Salesforce Consulting

Salesforce Consulting

As a Salesforce certified partner, we provide a full range of consulting services for all types of Salesforce clouds: Sales Cloud, Service Cloud, Community Cloud, Marketing Cloud and Pardot, Field Service Cloud, Financial Services Cloud, and others. Our consultants help automate business processes, enhance communication client’s support with their customers and improve collaboration between sales, marketing, and service departments.

Salesforce Implementation

Salesforce Implementation

We use a consultancy approach in Salesforce implementation. Our team will perform the Salesforce implementation following your business needs, migrate data to Salesforce and help to go through the adoption period. We train your team to get the maximum value from Salesforce. After launch, we provide after-launch support services. It includes any consultation concerning Salesforce-related issues or release notes, etc.

Salesforce Configuration and Customization

Salesforce Configuration and Customization

Our team helps to configure and customize Salesforce Clouds with minimum custom coding and maximum utilization of build-in Salesforce tools. We start to modify objects, UI, dashboards, reports, and business logic with point-and-click tools. If you need a functionality that is impossible to get with configuration actions, we start customization and adjust your solution with custom coding.

Salesforce Migration & Synchronization

Salesforce Migration & Synchronization

Our team will arrange a data migration from any CRM or legacy system in Salesforce with minimal risk of work interruption and checking data consistency. Our QA engineers validate data and check whether all the information has been transferred properly. If you need to synchronize data between your application and Salesforce, we can do that through integration servers or custom integration applications.

Salesforce Integration

Salesforce Integration

We can combine your Salesforce solution with other data software to increase the productivity and performance of your team. We help our clients synchronize information between different systems and stimulate collaboration by developing complex integrations with other applications. We can integrate your Salesforce solution with other 3rd part software to increase the productivity and performance of your team. We help our clients synchronize information between different systems and stimulate collaboration by developing complex integrations with other applications.

Salesforce App Development

Salesforce App Development

We create apps using services built into the Customer 360 Platform (the former Lightning Platform). The Lightning Platform gives simple approaches to make and change business logic, customize UI, integrates with third-party apps and systems.

Salesforce Lightning Migration

Salesforce Lightning Migration

Upgrading to Salesforce Lightning is less stressful than it might look like at first, and Salesforce Classic to Lightning migration does not need to cause any trouble. With the right approach to the process, the transition is a smooth and seamless experience. It is a three-part series process of successfully migrating to Salesforce Lighting, with transitioning from one phase to the next one at a time.

Salesforce Support

Salesforce Support

We offer support of the Salesforce solution to all our clients after the implementation phase passing. Also, we help to support already existing Salesforce solutions. Our team of certified Salesforce developers and administrators, together with business analysts, is ready to keep your Salesforce solution stable and well-functioning.

Salesforce Managed Services

Salesforce Managed Services

A wide range of operations varying from development to deployment and support are called Salesforce Managed Services. We help to avoid system problems before they affect users and Salesforce-supported processes.

Our Certificates

How we work

Discuss your business goals

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Our Salesforce consultants are ready to help you address any issues and challenges in a timely and efficient manner. Salesforce consulting helps to identify business goals such as: reducing sales cycles, increasing the efficiency of your marketing campaigns, and increasing the productivity of your sales operations.

Outlining business goals into features and choosing Salesforce Clouds

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Once the objectives are set and clear, our Salesforce consultants start outlining the pathway to reaching those objectives and mapping goals into Salesforce Cloud features.

Calculating license price and choosing the best Salesforce edition

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Each edition of the Salesforce has its features that suit different business goals, so it is necessary to pick the right one. We calculate the monthly price for Salesforce licenses and provide detailed recommendations and estimation.

Designing an implementation plan

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We carefully plan each step of Salesforce implementation, document it, create a calendar of implementation, which will be split by stages. Additionally, we make sure that implemented features will be addressing the needs and increasing the efficiency of your business.

Implementation supervision

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Our Salesforce consultants will assist you throughout the implementation stage. We will guide you through the data transfer stage as well as help you with the launch of the new system. Additionally, we will provide you with a support team that will assist you with Salesforce implementation. That way, we will make sure you get the best results out of the Salesforce implementation.

User adoption plan

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Our consultants will stay with you throughout the adoption process and we make sure that all users are entirely comfortable with the new system. To make sure you are doing great mastering a new system, we create the adoption plan that includes training and full support for users.

Our Clients

hub
infarm
transcend
exact data
ida
rec
payne
rxmarketing
saas management
london work space
safari reviews

How We Can Help

As a registered Salesforce partner, we show our clients how to solve the challenges with Salesforce successfully. This includes such problems as:

Customer and partner communication problem solving.

Salesforce agency partners are always ready to share the most useful methods of using Salesforce Community Cloud to help you enhance interaction with customers and partners. You can benefit from getting Salesforce integration partners’ expert guidance on communication help forums as well as from receiving direct feedback from clients.

Marketing campaigns flexibility lack

Marketing Cloud capabilities and analytics exist to provide our clients with insights into the customers’ perceptions, and at the same time, the cloud becomes a tool for improving the efficiency of marketing campaigns. Possibility to measure end-to-end marketing profitability across all digital channels provides personalized, data-driven experiences. Marketing Cloud users can engage with a large number of clients, addressing their needs in a highly personalized way with individual Salesforce CRM partners covering various customer communication scenarios. It’s a chance to take marketing even further.

Sales rates decreasing caused by inconsequential sales processes.

With Sales Cloud, we may assist you in the sales process straightening. To avoid the lead loss and mismatched data we formalize the sales processes. To guarantee efficient process automation, we recommend using default Salesforce functionality or code-based customizations, which allows planning the sales process and guiding it accurately. It helps to improve the accuracy of the forecasts up to 38% as well as to increase sales productivity by the same level, what, consequently enlarges the sales revenue by 28% and the sales win rate by 26%.

Lingering case resolution and consequent insufficient customer service

We also can help you to enhance your customer service quality by default or custom case management instruments of Service Cloud. Both options have the tools of automated case assignment, prioritization, and escalation. With Service Cloud, you can decrease the case resolution time and promote the productivity of the customer support team. The data talk for themselves – due to the average percentage of improvements reported by Salesforce customers, support costs were decreased by 22%, customer retention has grown up to 26%, case resolution growth is observed to 31%, and the development of the customer satisfaction has risen up to 35%.

Our Cases

All cases

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