Salesforce Implementation and Existing Salesforce CRM Improvement
In case you want to migrate from another CRM to Salesforce, improve your existing Salesforce solution, or want to automate sales, marketing, or customer service departments, we will lead you through with certified Salesforce Consulting Services.
Our Salesforce consultants provide several variants of solutions to meet business needs, and when a client chooses one of them, we create a detailed plan of implementation.
Ergonized offers a complete range of Salesforce professional services to develop, customize and implement your tailored CRM solution.
Salesforce Professional 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
Discuss your business goals
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
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
Each edition of Salesforce has 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 estimations.
Designing an implementation plan
We carefully plan each step of Salesforce implementation, document it, and create a calendar of implementation, which will be split by stages. Additionally, we make sure the implemented features will be addressing the needs and increasing the efficiency of your business.
Implementation supervision
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
Our consultants will stay with you throughout the adoption process, and we will make sure 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
Over the past eight years, we have worked on hundreds of different projects.
Their team offers quick turnaround times and high quality work, as well as brings innovative ideas to the table. They have built programs which are now the backbone of our organization and continue to help us grow.
Larry Organ | Chief Executive Officer
Problems We Solve
As a registered Salesforce partner, we show our clients how to overcome challenges with Salesforce. 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 the 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 insights into the customers’ perceptions, while 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 on 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 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 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
FAQ
What is Salesforce?
How can Salesforce help your business grow?
Is my business too small to use Salesforce?
What is the security level of Salesforce?
What is a Salesforce consultant?
Is Salesforce for professional services firms?
How much does a Salesforce consultant charge?
What does a Salesforce consultant do?
Is Salesforce a cloud service?
What are the different types of clouds in Salesforce?
Is Salesforce SaaS or PaaS?
How much does Salesforce cost a month?
- Sales Essentials - $25/user/month;
- Professional - $75/user/month;
- Enterprise - $150/user/month;
- Unlimited - $300/user/month.
What is the best way to use Salesforce?
Why is Salesforce so popular?
What are all the services that Salesforce supports?
- Development of applications under the organization.
- Maintaining good customer relationships.
- Business process automation.
- Cloud service for storing and retrieving user data.
What are the benefits of Salesforce?
What are the disadvantages of Salesforce?
Why is Salesforce the best CRM?
What problems does Salesforce solve?
What are the Salesforce products?
our experts?
