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Eryk streamlines its business process thanks to Salesforce technology

Eryk is an Internation technical service provider in electrical & mechanical installations, engineering, commissioning and more.

Sales Cloud – click and learn more  I  Eryk Success Story



detailed information needed for everyday operations kept in spreadsheets
lack of data synchronization between spreadsheets and the initially implemented Salesforce platform
project documentation made in MS Office


Project scope

implementation of:

Salesforce Sales Cloud
customized billing module
customized solution for Project Management
customized solution for HR



project’s data available on a single system from anywhere in the world 
simplified entry of project management data 
automation of daily, labour-intensive tasks such as generating official documents
increase of the quality of official document generation

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Technology Industy  I  Avrios Success Story


  • waste of time on preparing offers,
  • e-signature tool not integrated with the sales process,
  • inconsistent SaaS metrics,
  • frequent human errors during quote preparation,
  • quote templates stored as Word documents (manual updates necessary),
  • limitations on available pricing methods,
  • no standard place to track the Quotes history,
  • time-consuming review of agreement details (products/terms…),
  • lack of streamlined process for subscription management (e.g. upsell, cross sell),
  • no automatically triggered renewal process – obstructed revenue forecasting.

Project scope

  • The implementation of:
    1. CPQ for New Business as well as Amendment and Renewal processes:
      1. Quote Approval Process configured,
      2. Product Catalog configuration for recurring business,
      3. Opportunity and Quoting process automations,
      4. Order / Contract process automations,
      5. Amendment / Renewal process automations,
      6. SaaS metrics calculation.
    2. Easily configurable CPQ Quote Templates and integration with DocuSign e-signature solution for sending the Quote PDF.
  • The project also included:
    1. The calculation of CPQ Contracts and Subscriptions for legacy Contracts migration from FinancialForce,
    2. Support in integrating NetSuite with Salesforce.


  • Full financial picture of the Company,
  • Accurate contractual data,
  • Reduced manual work,
  • Facilitated monitoring of sales deals,
  • Easily customizable reports,
  • SaaS metrics (ARR, Churn) calculated accurately,
  • Many automations built – everyday work is now easier.

Ewa Bereżańska

Finance and Administration Manager

What does our client say?

Open-minded, smart, and creative people. As an international technical service provider, we had, of course, very high expectations and Cloudity met them!