Advirix

BACKGROUND

Please describe your company and position.

I am the RevOps of Daloopa

Describe what your company does in a single sentence.

Daloopa helps you build and update financial models without hours of manual discovery work or sacrificing data that matter most.

OPPORTUNITY / CHALLENGE

What specific goals or objectives did you hire EverREST to accomplish?

• Salesforce

SOLUTION

How did you find EverREST?

upwork

Why did you select EverREST over others?

Best evaluation of deliverables

How many teammates from EverREST were assigned to this project?

1 Employee

Describe the scope of work in detail. Please include a summary of key deliverables.

We need a Salesforce field called "Parent ARR" at the Account level.

This field needs to be automatically updated as the sum of the values in the field "Account ARR" of the Child Accounts under this Parent Account.

The "Parent ARR" field should be updated not only when the "Account ARR" field of a certain Child Account is updated, but also in other situations, such as:

• Child Account is reparented
• Child Account is deleted
• A new Child Account is added under the Parent Account and this Child Account has the Account ARR field populated etc

The value in the field "Parent ARR" needs to be consistent across all Accounts and its data type needs to be Currency

RESULTS & FEEDBACK

What were the measurable outcomes from the project that demonstrate progress or success?

It was fully tested and implemented in our Salesforce

Describe their project management. Did they deliver items on time? How did they respond to your needs?

Yes, it was delivered on time. All the questions and concerns were responded promptly

What was your primary form of communication with EverREST?

Email or Messaging App

What did you find most impressive or unique about this company?

I liked EverREST's realistic expectations for delivering the project, including possible issues that could happen during the development process and the detailed explanation.

Are there any areas for improvement or something EverREST could have done differently?

It was not a problem for me, but I had to ask which was the automation that was set up. I did this so I could document the configuration done in Salesforce. I think it should be proactively given to the customer because I strongly believe most customers will overlook this and lose the reference of why a certain change was done.

BACKGROUND

Please describe your company and position.

I am the Founder & CEO of a software company 

Describe what your company does in a single sentence.

CRM Implemrbtations for clients globally.

OPPORTUNITY / CHALLENGE

What specific goals or objectives did you hire EverREST to accomplish?

• The goal was to connect Salesforce and Zoom for seamless communication and data sync. Using AppExchange and Zapier, I improved automation and optimized workflows for better efficiency.

SOLUTION

How did you find EverREST?

UPWORK

Why did you select EverREST over others?

• High ratings
• Pricing fit our budget
• Company values aligned

How many teammates from EverREST were assigned to this project?

1 Employee

Describe the scope of work in detail. Please include a summary of key deliverables.

Helped integrate salesforce and zoom. And triubleshooted issues in client org

RESULTS & FEEDBACK

What were the measurable outcomes from the project that demonstrate progress or success?

Efficiency: Streamlined Salesforce-Zoom communication, reducing manual work. Automation: Enhanced workflows via Zapier, boosting productivity. Connectivity: Improved system integration and usability.

Describe their project management. Did they deliver items on time? How did they respond to your needs?

Yes. Very responsive and quick to resolve any issues or concerns. 

What was your primary form of communication with EverREST?

• Virtual Meeting
• Email or Messaging App

What did you find most impressive or unique about this company?

They were very efficient and professional.

Are there any areas for improvement or something EverREST could have done differently?

No