We help companies implement innovative solutions and invest in smart technologies that save time and money on the Salesforce platform. Transform your business with the best Salesforce consultants in NYC from Ergonized.
To improve customer relationship management, any enterprise or business manager needs a better CRM. The market offers many standard solutions, but only Salesforce can proffer more.
Today, Salesforce’s CRM is the most valuable tool for any company, which not only accumulates important information about customers but it also provides goal recommendations for the future. It acts as an aggregator to optimize business workflows by offering rich engagement with potential customers. It’s no coincidence that Gartner has ranked Salesforce as a leader in this category for 10 years in a row.
Sales Cloud, Service Cloud, Pardot, Marketing Cloud, and CPQ are crucial business solutions that provide real-time cloud access to data, connecting customers, partners, and employees to deliver superior results.
Digital transformation has redefined customer needs. They require a quick response, an individual approach, and high qualifications in every detail. As such, choosing a skillful Salesforce consultant is vital to customizing and optimizing your CRM to suit your firm’s needs. If you want to get the most out of Salesforce, choose us from the top consulting firms in NYC.
Why our clients trust us
Our Salesforce consultants in NYC can help you improve your ROI by providing informed advice on industry trends and best practices. Aside from that, customers can greatly benefit from SFDC capabilities beyond basic CRM functionality. Our experienced developers extend the functionality of Salesforce to automate and mobilize any business process by developing apps on this platform.
We don’t just provide Salesforce consulting services in New York, we aim to make our customers as satisfied as possible and work hard to make them our regular customers. If you’re already using Salesforce CRM and are looking for a competent Salesforce consultant in New York to shape the goals and direction of your business’s digital transformation, Ergonized is your prime strategic partner.
Case of Salesforce Consulting in New York
Our certified, experienced Salesforce developers in New York will be an essential resource for any organization, as they add value to a business by increasing profit and customer loyalty. They are well known on all platforms, develop unique solutions, and can analyze how these steps will affect the business.
Consultation and conceptualization
Salesforce consultants in New York will analyze your business processes, organizational structure, and user categories to plan a task, develop a concept, and create an implementation roadmap.
Assessment and optimization
One of the best ways to understand improvement opportunities is through a decentralized assessment of your niche market. You need this in order to profit from Salesforce’s capabilities. Technical customization should be tailored to your business processes, and optimization of use will add value to your organization’s solution.
Clearance and PoC
The next step is to design the architecture of the chosen solution so it fully meets your requirements. We thoroughly test each deployment to ensure your implementation functions as intended.
Implementation and customization
Integration and customized solutions
We are strong at integrating Salesforce solutions and third-party tools, such as Salesforce connectors, APIs, and third-party software. We also offer our clients a personalized approach to address critical requests that cannot be met with the available solutions.
Training and monitoring
We bring customers and employees together to achieve a common goal of improving the business experience. After creating a reliable environment for the organization, end-users, managers, and administrators undergo Salesforce training in New York to learn everything they need to know about the operation and functionality of the solution. Through regular monitoring of sales performance, we track whether the system is being used effectively.
Outsourcing support and administration
Our administrators can remotely manage your circumstance and make new requirements and adjustments as needed. Administrators handle data analysis and security auditing, reporting, cleaning, and application management. It is possible to complement your team with our qualified Salesforce developer in New York.
We can help
with next Salesforce Clouds
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.
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.
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 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 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.
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.
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.
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.
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
Our team of developers, business analysts, quality engineers, and certified Salesforce consultants in NYC will bring you a complete service and successful implementation with coherent planning, quality execution, uptime, and a strong support base.
A responsible team, repeatable processes, and transparent communication are the three pillars that determine our success.
The ultimate goal is to increase traffic and improve customer service and organizational efficiency while reducing operating costs and time-to-market. Together we will achieve more than you can imagine!
Ergonized is a company of professionals who deliver progressive, world-class solutions for companies of all sizes and industries. We know how to listen to the needs of our customers, determine the best methods to achieve their goals, and solve any difficulties that may arise with Salesforce in New York.
Increase in the flexibility of marketing campaigns
In the right hands, Marketing Cloud capabilities and analytics are becoming a very powerful tool. We design and optimize the process to maximize cross-sell and up-sell and offer your customers an effective, personalized, data-driven experience. Determining end-to-end marketing ROI across all digital channels and different customer interaction scenarios will ensure that customers increase marketing efficiency, generate hot leads, and speed up return on investment.
Improving interaction with customers and partners
Our Salesforce consultants in NYC are ready to share Community Cloud use cases so that the interaction with customers and partners is efficient and beneficial for all parties. Hints and tips from Salesforce Integration Partners in the community forums, as well as direct customer feedback, are critical to the growth of any business. Keep in mind that 85% of consumers rely on online reviews as much as they trust personal recommendations.
Increased sales productivity
We skillfully formalize processes in the Sales Cloud to synchronize your data and keep existing leads. Salesforce’s default features or code-based settings let you plan, automate, and fine-tune your sales process. A smart approach will increase forecast accuracy and sales productivity by 38%, which will therefore increase revenue by 28% and the percentage of sales gain by 26%.
Better customer service
We will take care of the default customer experience and custom Service Cloud case management tools. We’ll customize our automated case scheduling, prioritization, and escalation tools so you can shorten processing times and improve customer service productivity. Keep in mind that even an average improvement percentage reduces support costs by 22%, increases customer retention by 26%, speeds up call resolution by 31%, and increases customer satisfaction by 35%.
Our CasesAll cases
Custom CRM Development for Healthcare Company
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
Staffing Software Development: Custom Web Portal
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 ...
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 ...
Salesforce App Development For GDPR and CCPA Compliance
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 ...
Service Cloud and Pardot Implementation For Educational Company
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 ...
Salesforce IoT Integration Case Study
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 ...
Service Cloud Implementation for Publishing Company
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 ...
Sales Cloud Implementation for Air Cargo Company
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 ...
Salesforce Nonprofit Implementation For Education Company
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 ...
Sales Cloud Implementation For Technology Company
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
Sales Cloud Implementation For Mortgage Company
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 ...
Sales Cloud Implementation For Marketing Company
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
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
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 ...
CRM And Inventory Solution For Automotive Industry
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 ...