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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

Our Certificates

How we work

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

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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