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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:
    1. Salesforce Sales Cloud
    2. customized billing module
    3. customized solution for Project Management
    4. 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!