OUR SERVICES
Bergmatic's expertise and experience come from extensive consulting, resulting in a refined and tailored approach that prioritizes quality and control over being a generic consultancy. Our strengths lie in our deep industry experience, focusing on New Business Intake, Client Relationship Management, Marketing, and Experience Management.
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We operate based on three key pillars: Needs Analysis, Implementations, and Managed Support.
01
Needs Analysis
Understanding your needs and timing is critical in any CRM journey. Often, organizations purchase CRM solutions expecting them to be a one-size-fits-all fix without proper analysis. Our approach involves a deep dive into your existing infrastructure and defining personas and project plans, resulting in shorter, more cost-effective projects and better vendor negotiations.
Core areas covered by our analysis include:
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Relationship Management
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New Business Intake/Onboarding
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Business Governance and Conflicts
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Pipeline Management
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E-marketing
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Experience/Credential Management
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Matter Management
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Integrations
02
Implementations
With over a decade of CRM experience, Bergmatic has developed a powerful methodology for delivering high-quality projects on time and within budget. We offer flexible pricing models, including Fixed Price, Time and Material, or Staff Augmentation. Unlike competitors focused on billable hours, we aim to grow through client success and referrals.
Our implementation expertise focuses on the Salesforce platform and ecosystem, specifically:
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Salesforce Platform and ISVs
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Sales Cloud
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Service Cloud
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Experience Cloud
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Marketing Cloud
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Integrations​
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"Just because CRM can do it, doesn’t mean it should" is a core principle at Bergmatic. We often identify better, more cost-effective, and structured out-of-the-box solutions that meet needs either on the platform or through easy integration. Our implementations are phased to accommodate change management and budget considerations.​
03
Managed Support
Post go-live support is often overlooked. We offer various solutions and packages to ensure that users have the best experience with the platform. Our skilled team is adept at identifying and resolving issues efficiently, with Senior Consultants and Developers available for quick escalation of critical maintenance issues.
We provide both out-of-the-box solutions and tailored packages to meet your specific needs.
Our Skills
1
Data Stewards
Enhance your business with expert data stewardship that guarantees data accuracy, security, and compliance—enabling smarter decisions, reducing risks, and maximizing your data's value.
2
Business Analyst
Unlock growth opportunities by partnering with our business analysts, who streamline processes and identify strategic improvements to propel your business toward its goals.
3
CRM Consultants
Transform your customer relationships with our CRM consultants. We deliver tailored solutions that optimize your CRM system, driving efficiency and boosting customer satisfaction.
4
Developer
Empower your business with custom CRM solutions designed by our developers. Seamlessly integrate systems to elevate customer management and streamline operations.
5
Testers
Deliver flawless products with our professional testing services. We ensure your software is reliable and high-performing, enhancing customer trust and satisfaction.
6
Project Managers
Achieve project success with our experienced project managers. We ensure on-time, within-budget delivery while keeping your objectives front and center, so you can focus on growth.