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 Consulting

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 Implementation

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 Configuration and Customization

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 Migration and Synchronization

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 Integration

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 Application Development

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 Classic to Lightning Migration

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 Support

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.

Salesforce Managed Services

Our Certificates

Salesforce Certified Community Cloud Consultant

Salesforce Certified Field Service Lightning Consultant

Salesforce Certified Marketing Cloud Consultant

Salesforce Certified Marketing Cloud Email Specialist

Salesforce Certified Nonprofit Cloud Consultant

Salesforce Certified Platform App Builder

Salesforce Certified Sales Cloud Consultant

Salesforce Certified Service Cloud Consultant

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

Discuss your business goals

Simplify digital transformation By leveraging Salesforce

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

TECHNOLOGIES

Custom CRM and inventory development

See the story

FAQ

What is Salesforce?

Salesforce is a powerful ecosystem that is configured and customized according to your business needs and helps your marketing, service, commerce, sales, and IT teams work with intelligence tools in a single view.

How can Salesforce help your business grow?

Salesforce not only offers CRM and cloud platforms for sales, service, and marketing but it also helps companies track customer activity and preferences with advanced analytics and a variety of applications.

Is my business too small to use Salesforce?

Businesses of all sizes can use Salesforce, and solutions for small businesses start at $25 per month.

What is the security level of Salesforce?

Salesforce CRM provides businesses with the highest data security standards and protects them from cyber risks. Salesforce.com uses the most advanced technology available today and provides three levels of security - at the system, application, and organizational level.

What is a Salesforce consultant?

The Salesforce consultant is a person with deep knowledge of business processes who helps bridge the gap between technical solutions and business problems and provides SFDS consulting services to ensure the success of Salesforce users.

Is Salesforce for professional services firms?

Salesforce is ideal for professional services firms because its core functions of automating sales, customer service, and customer acquisition offer exceptional opportunities to streamline operations and maximize the use of time and resources.

How much does a Salesforce consultant charge?

Hourly rates for Salesforce consultants are flexible and, depending on the project budget, you can hire a freelancer (~$25-150), or contact a Certified Consulting Partner (~$40-250) or Salesforce Architect (~$100-200).

What does a Salesforce consultant do?

A Salesforce consultant (or Salesforce consulting companies) works by examining customer company data, advising on design and implementation options, training employees, consulting for Salesforce solutions, and keeping in touch with the customer until the project is completed.

Is Salesforce a cloud service?

Salesforce defines the cloud as “the loose federation of functions that help you carry out certain activities, such as selling products or supporting customers.” So any Salesforce cloud (Marketing, Sales, Service Cloud) is a bundle of specific features and services from a cloud computing company.

What are the different types of clouds in Salesforce?

All Salesforce offerings are grouped into various clouds, each of which is designed to provide services related to a specific nature and serving a specific area of the business. These is the Sales Cloud for sales, the Financial Services Cloud for the financial sector, Service Cloud for services, Marketing Cloud for marketing initiatives, App Cloud for developing and customizing mobile applications, and so on.

Is Salesforce SaaS or PaaS?

SaaS is defined as “software as a service” because it includes the set of software offered in a model on demand. With Salesforce, you get SaaS, PaaS, and DaaS capabilities, but for the end-user, Salesforce consulting companies offer mainly SaaS and PaaS.

How much does Salesforce cost a month?

Despite Salesforce prices being broken down on a monthly basis, paying month-to-month is not an option. Each available plan is billed annually, so you must pay for the full year. The pricing plans for the most popular editions look like this:

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?

The best way to get the most out of Salesforce is by hiring a Salesforce Consultant partner to walk you through the features you pay for but don't use and help you plan for those features.

Why is Salesforce so popular?

The actual reason for the popularity of Salesforce CRM is that it not only helps you work anytime, anywhere, and from any device, but because Salesforce outperforms the average CRM solution in all major functions, including sales management and automation, lead management and contracts, analytics, reporting, and much more.

What are all the services that Salesforce supports?

The list can be long, but the main ones are:

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?

The major advantages of Salesforce are the flexibility, ease of management, a variety of compatible applications, and the largest partner ecosystem.

What are the disadvantages of Salesforce?

Disadvantages of Salesforce are pay add-ons, complex and time-consuming configuration, as well as its cluttered interface, data storage constraints, and hard-to-reach interactive support.

Why is Salesforce the best CRM?

The data organized and presented by Salesforce CRM and the use of innovative technologies to improve the efficiency of the companies allows us to better understand customers and provide them with the gold standard service.

What problems does Salesforce solve?

Salesforce IT consulting will help solve problems with complicated tracking, low customer retention rates, disjointed and disorganized information, reporting, and access to customer data.

What are the Salesforce products?

Salesforce offers a large assortment of services and products for the market, the main ones being: Sales Cloud, Commercial Cloud, Service Cloud, Heroku, Marketing Cloud, Lightning, and MuleSoft Anypoint Platforms, and Einstein Analytics.

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