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. As a Salesforce consulting partner, we have robust cross-industry knowledge and experience, and we can support the development of our business through UX instruments such as Salesforce Lightning and AI technologies like Salesforce Einstein.
Our
Services
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 for our client’s support with their customers and improve collaboration between sales, marketing, and service departments.
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 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
Our team helps to configure and customize Salesforce Clouds with minimum custom coding and maximum utilization of built-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 and Synchronization
Our team will arrange a data migration from any CRM or legacy system in Salesforce with minimal risk of work interruption while 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
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 third-party software to increase the productivity and performance of your team.
Salesforce App Development
We create apps using services built into the Customer 360 Platform (the former Lightning Platform). The Lightning Platform provides simple approaches to make and change business logic, customize UI, and integrate with third-party apps and systems.
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, while transitioning from one phase to the next one at a time.
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
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
Defining business objectives Salesforce will support
Whether you want to improve the accuracy of your reports, minimize long sales cycles, decrease case resolution time, develop effective email marketing campaigns, or automate your sales and customer service-related operation, Salesforce consulting will help you satisfy your needs effectively and in a timely manner.
Mapping business objectives into Salesforce features
This phase takes place after your business goals are explicit. After your needs are defined, it is time to choose the required Salesforce functionality (either default or custom) needed to satisfy them.
Recommending the most suitable Salesforce edition
Determining the best Salesforce edition implies you will get your business needs covered without paying for unneeded service. We examine your needs and recommend an edition that matches your business needs.
Planning implementation
We thoroughly plan the Salesforce implementation process to guarantee our clients that every step is done in due time, and the features developed to address your business needs are released within the project’s timeframe.
Designing sales, customer service and marketing processes in Salesforce Sales, Service and Marketing Clouds
We help our customers reach their business aims and address the problems with Salesforce. For that purpose, we automate the workflows related to sales and customer service, design personalized customer accounts, target advertising operations, and do a lot more to help you gain the maximum value for your business.
UX design
Our proficient UX designers and business analysts examine your users’ preferences or UI problems they faced in previous CRM. Then, the UX team analyzes user journeys, which demonstrate the solution’s real-life usage and generates a UI prototype of the solution to indicate its logic. If we define that there is no need for deep UI customization, we will recond you to use default Salesforce UI.
Planning customizations and integrations
We define the necessary customizations, which may vary from a configuration with point-and-click instruments to custom development according to the needs of your business. In case the custom integration expects synthesis of Salesforce solutions with external operations, including ERP, eCommerce platforms, and collaboration systems, we plan such integration as well.
Supervising implementation
Ergonized Salesforce implementation partners are ready to manage the implementation process to guarantee the requirements of our clients are entirely realized. For that purpose, we can guide safe data transfer and system evolution and support. We can also supervise Salesforce implementation to produce a reliable solution formed with a consideration of the customer’s needs and user comfort.
Designing a user adoption strategy
To help your users comprehend the features of a new system, we design a user adoption procedure. This includes iterative user instruction, user support from experienced Salesforce admin, release notes, training, and bonuses for advanced users of Salesforce.
Our Clients
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 campaign flexibility
Marketing Cloud capabilities and analytics exist to provide our clients with insight into the customers’ perceptions, and at the same time, the cloud becomes a tool for improving the efficiency of marketing campaigns. The 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, which consequently enlarges the sales revenue by 28% and the sales win rate by 26%.
Lingering case resolution and consequent insufficient customer service
We also 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 speaks for itself: Due to the average percentage of improvements reported by Salesforce customers, support costs were decreased by 22%, customer retention has grown to 26%, case resolution growth is 31%, and the development of customer satisfaction has risen to 35%.
Our Cases
All cases
Salesforce App Development For GDPR and CCPA Compliance
The enthusiastic team from Braveheartdata will ensure company compliance with GDPR, CCPA, and other data protection laws.
The enthusiastic team from Braveheartdata will ensure company compliance with GDPR, CCPA, and ot ...
USA
4
Service Cloud and Pardot Implementation For Educational Company
Moncel has been a leading provider of online training in the hospitality and food services industry since 2012.
Moncel has been a leading provider of online training in the hospitality and food services indus ...
Canada, Australia
2
Service Cloud Implementation for Publishing Company
Being obsessed with reading, Booknook helps authors disseminate their works by publishing their works online and crafting those books in formats that support all e-readers.
Being obsessed with reading, Booknook helps authors disseminate their works by publishing their ...
USA
5
Sales Cloud Implementation for Air Cargo Company
DeltaWorldCharter is providing cargo and private jet charter services all over the world helping clients to find peace of mind by taking care of travel planning and being available for 24/7 consulting.
DeltaWorldCharter is providing cargo and private jet charter services all over the world helping ...
UAE
3
Salesforce Nonprofit Implementation For Education Company
The Academy for Teachers connects educators to improve their professional skills, share knowledge and pass on experience.
The Academy for Teachers connects educators to improve their professional skills, share knowledg ...
New York
1
Sales Cloud Implementation For Technology Company
Founded by leaders connected by the same goal of helping businesses to grow, Transcend provides high-quality consulting services to open new opportunities.
Founded by leaders connected by the same goal of helping businesses to grow, Transcend provides ...
Riyadh, Saudi Arabia
2
Sales Cloud Implementation For Mortgage Company
As an expert in the mortgage field, QMI offers people who are new to loan procedures to facilitate this process by saving clients’ time and effort while closing real estate deals.
As an expert in the mortgage field, QMI offers people who are new to loan procedures to facilita ...
Florida, USA
1
Sales Cloud Implementation For Marketing Company
SYNC Sponsorship is a local agency that focuses on marketing services applicable solely for the sponsorship sphere, taking into account all of its peculiarities.
SYNC Sponsorship is a local agency that focuses on marketing services applicable solely for the ...
Riyadh, Saudi Arabia
1
CRM Implementation for Real Estate Company
The Workplace Company is a fast-growing occupier-focused real estate consultancy based in central London, acting for all types of occupiers seeking office space in London.
The Workplace Company is a fast-growing occupier-focused real estate consultancy based in centra ...
United Kingdom, London
1
CRM Implementation For Farming Startup
Infarm is an urban farming services company that develops farming tech for grocery stores, restaurants, and local distribution centers. The company provides urban communities with fresh, nutritious products.
Infarm is an urban farming services company that develops farming tech for grocery stores, resta ...
Germany, Berlin
2
CRM And Inventory Solution For Automotive Industry
Payne Auto Group is a Dodge, Jeep, Ram, Chrysler, Chevrolet, Buick, GMC, Ford, Volkswagen, FIAT & Alfa Romeo dealer with dealerships across the Rio Grande Valley.
Payne Auto Group is a Dodge, Jeep, Ram, Chrysler, Chevrolet, Buick, GMC, Ford, Volkswagen, FIAT ...
USA, Weslaco
5
our experts?
