Salesforce Consulting Services

ABOUT Salesforce Consulting Services

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.

we provide for your automation excellence

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 PROCESS

HOW WE WORK

[ 01 ]

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.

[ 02 ]

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.

[ 03 ]

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.

[ 04 ]

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.

[ 05 ]

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.

[ 06 ]

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

WE'VE WORKED WITH BRANDS

how to overcome challenges with Salesforce

Problems We Solve

Customer and Partner Communication

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

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%.

Enhancing Case Resolution

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%.

SUB SERVICES

INTEGRATIONS

CarNow

True Dialog

RouteOne

CarFax

Trade Pending

ComplyAuto

DealerSocket

VAuto

VinAudit

AutoCheck

need a free consultation regarding salesforce?

Fill in your personal details

Over the past 8 years, we have worked with Ergonized on hundreds of different projects. Their team offers quick turnaround times, and high-quality work, and brings innovative ideas to the table. They have built programs that are now the backbone of our organization and continue to help us grow.

Larry Organ

CEO, ExactData

View video feedback

We had access to high-quality resources that know the ins-and-outs of the Salesforce platform. The product is live and has been functioning well. Ergonized, an agile team, has communicated consistently and responsively throughout the timeline.

Aaron Gramlich

Founder, Braveheart Data

Ergonized is responsive and delivers exceptional services. The team's comprehensive Salesforce expertise sets them apart from other vendors. Their knowledge and communication are impressive.

George D. Nakos

President, Qualified Mortgage Incorporated

The company is encouraged by the initial results of the partnership but don't have enough data to share any results. The company was most impressed by the Ergonized team's knowledge and subject matter expertise which allowed them to find the best possible outcomes for every situation.

Garth Haseldine

Operations & Account Management, Inbound Marketing Agency

They fully invested in our partnership and were motivated to see it succeed. Ergonized was responsive and trustworthy, doing great work during the entire engagement. They’re continually improving the product, adding new features and components. Although the lead developer changed a bit, the team was still reliable and effective.

Hub Technologies

Executive

The Ergonized team has been my "go-to" for site redevelopment, including front-end migration to WordPress and back-end Symphony integration, upgrades, and mods. I have absolute faith in Arthur and the team for development and support. An added bonus is that they are cost-effective as well. Would highly recommend it if you are considering "offshore."

Rick Coomer

I have hired Ergonized more than a dozen times over the past 6 years to work on small and large programming projects and have never been disappointed. Arthur and his team are skilled, reliable, and trustworthy, and they do excellent work. They are willing to see projects through from start to finish and complete even the small details.

Ben Peskoe

MORE ABOUT
ERGONIZED

We bring innovation through technology to create a new digital era for you business

200+

Projects delivered

16+

Years of success in custom software development

60+

Efficient remote employees

33+

Ongoing clients worldwide

WE VALUE YOUR SAFETY

Information security program

We appreciate your trust in further collaboration and take appropriate measures to keep your data safe. Our security program is aligned with industry standards, ISO 27001.

The NDA protects the process

We will sign a nondisclosure agreement to keep each other's confidential information and trade secrets safe.

Intellectual property ownership by the client

Your company will be the sole owner of the copyrights to the digital product if the collaboration takes place.

Complete control over the product development cycle

Your company will be in charge of the entire development process and manage it from start to finish as the product owner.

Essential data hosting

All the critical data that relates either to the project or to the cooperation details are stored on cloud servers hosted in the United States.

Salesforce Consulting Services

ABOUT Salesforce Consulting Services

Salesforce Implementation and Existing Salesforce CRM Improvement

Salesforce Professional Services

Salesforce Consulting

Salesforce Implementation

Salesforce Configuration and Customization

Salesforce Migration and Synchronization

Salesforce Integration

Salesforce App Development

Salesforce Lightning Migration

Salesforce Support

Salesforce Managed Services

HOW WE WORK

Discuss your business goals

Outlining business goals into features and choosing Salesforce Clouds

Calculating license price and choosing the best Salesforce edition

Designing an implementation plan

Implementation supervision

User adoption plan

WE'VE WORKED WITH BRANDS

Problems We Solve

Customer and Partner Communication

Marketing Campaign Flexibility

Sales Rates Decreasing

Enhancing Case Resolution

INTEGRATIONS

need a free consultation regarding salesforce?

Larry Organ

Aaron Gramlich

George D. Nakos

Garth Haseldine

Hub Technologies

Rick Coomer

Ben Peskoe

MORE ABOUT ERGONIZED

WE VALUE YOUR SAFETY

answer your questions

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?

What is the best way to use Salesforce?

Why is Salesforce so popular?

What are all the services that Salesforce supports?

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?

Let's Talk

MORE ABOUT
ERGONIZED