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.
We can help
with next Salesforce Clouds
Sales Cloud
The Sales Cloud functionality allows tracking sales, creating a customer profile for efficient marketing activity, increasing sales team productivity, multichannel communicating with clients, as well as allowing management to simplify and automate reporting and administrative tasks.
Service Cloud
Salesforce Service Cloud aims to automate processes for service teams, optimize workflows, respond to customers across a variety of social platforms, create and manage a knowledge base with your company information. Service Cloud helps to enhance the customer’s experience and retention rate and to decrease case resolution time.
Community Cloud
Salesforce Community Cloud is a brand community space based on an online platform to connect and improve interaction among clients, partners, and employees of any company. The possibility to contribute updates about your products, services, or programs to your target audience directly with an opportunity to get relevant feedback, regardless of whether it's a small group or multiple communities, is priceless.
Pardot
Pardot is a Salesforce marketing automation solution, which meets the needs of B2B companies of all dimensions. Being a software as a service (SaaS), the platform was created for marketing automation activities and offers email automation and lead management tools for B2B sales.
Marketing Cloud
Marketing Cloud is specifically tailored to build multi-channel campaigns inside one cloud and helps to predict the potential outcomes of your marketing efforts, which provides the ability to choose the best marketing strategy.
Salesforce CPQ
CPQ or Configure, Price, Quote, is a tool created for improving the sales pipeline by Salesforce. It provides accurate data about pricing with multiple scenarios and configurations applied. Considering the capabilities range, the CPQ application takes into consideration different features, modifications, numbers, and discounts that allow sales representatives to quote prices without mistakes. Salesforce CPQ will be the best cloud-based solution for a team, as it offers simple usage and broad availability on any device. Also, it makes impactful sales decisions easy, as the software is hosted inside the Sales Cloud and is synchronized directly with your CRM.
Salesforce for Nonprofits (NPSP)
Nonprofit Cloud helps to manage volunteers, donations, supporters and connects to your constituents all in one cloud. Nonprofit Success Pack (NPSP) increases donor conversion rates, program engagement, mission impact and a 360-view of constituents.
Financial Services Cloud
Financial Services Cloud is a solution that can be tailored to any financial services company, such as insurance agencies or banks. Financial Cloud enables the delivery of personalized engagement with omnichannel integration across social platforms and the web, identifying new opportunities to engage prospects, convert more leads, and create customers for life.
MuleSoft Anypoint Platform
MuleSoft helps connect any application, data, and device with APIs, decreases maintaining API expenses, and automates business processes. The platform is easy to use and scales middleware solutions for synchronizing your apps together with enabled data exchange.
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
Custom CRM Development for Healthcare Company
CRM Case Studies Healthcare Integration
Case study on the development of a custom CRM for the healthcare industry with customized business process system configuration and flow management.
Case study on the development of a custom CRM for the healthcare industry with customized busine ...
USA, Los Angeles
6
Staffing Software Development: Custom Web Portal
Salesforce Salesforce Business Analysis Salesforce Consulting Salesforce Customization Salesforce Implementation Salesforce Integration Staffing & Recruiting
The recruiting agency needed centralized and customizable software for the staffing industry for tracking workflow processes with the user management system.
The recruiting agency needed centralized and customizable software for the staffing industry for ...
USA, Texas
3
Custom E-learning Development for Healthcare Company
Custom e-learning development, an internal Enterprise LMS platform, which enables online access for registered users to the knowledge library and training with easy-to-use CMS and users’ activity tracking.
Custom e-learning development, an internal Enterprise LMS platform, which enables online access ...
USA
6
Salesforce App Development For GDPR and CCPA Compliance
Integration Salesforce Salesforce Business Analysis Salesforce Cloud Migration Salesforce Consulting Salesforce Managed Services Technology
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
Education Salesforce Salesforce Business Analysis Salesforce Cloud Migration Salesforce Consulting Salesforce Implementation Salesforce Managed Services
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
Salesforce IoT Integration Case Study
ERP Integration Internet of Things Salesforce Salesforce Cloud Migration Salesforce Consulting Salesforce Customization Salesforce Implementation Salesforce Integration Technology
Establishment of a centralized system for managing, monitoring and servicing Wi-Fi locks for a hotel chain in the United States.
Establishment of a centralized system for managing, monitoring and servicing Wi-Fi locks for a h ...
USA
3
Service Cloud Implementation for Publishing Company
Publishing Salesforce Salesforce Cloud Migration Salesforce Consulting Salesforce Implementation
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
Salesforce Salesforce Cloud Migration Salesforce Consulting Salesforce Implementation Transportation
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
Education Non profit Salesforce Salesforce Cloud Migration Salesforce Consulting Salesforce Implementation
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
Salesforce Salesforce Cloud Migration Salesforce Consulting Salesforce Implementation Technology
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
CRM Case Studies Financial Services Mortgage Salesforce Salesforce Cloud Migration Salesforce Consulting Salesforce Implementation
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
CRM Case Studies Salesforce Salesforce Cloud Migration Salesforce Consulting Salesforce Implementation Technology
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
Automotive CRM Case Studies ERP
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
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