BigSolve

BACKGROUND

Introduce your business and what you do there.

I’m the COO of a financial services company. We provide small businesses with a variety of financing solutions by partnering with alternative funding institutions. We help owners access the capital they need to launch, grow, and succeed.

OPPORTUNITY / CHALLENGE

What challenge were you trying to address with BigSolve?

We wanted to organize our Salesforce and be able to capture form information and have it flow within our system, notify us, and connect with clients throughout the lifecycle of the deal.

SOLUTION

What was the scope of their involvement?

BigSolve completely reorganized our system, including fields and matching new forms. They also deduped our system and provided us with more storage. The team taught us how to obtain the most optimal storage for our needs. Moreover, BigSolve created a lender matrix, a click-and-submit application process, and a notification system for the right person within our organization.

What is the team composition?

We worked with one teammate from BigSolve.

How did you come to work with BigSolve?

We found them through a referral. We chose them over other options because they had high ratings, their pricing fit our budget, they had a great culture fit, and their company values aligned with ours.

How much have you invested with them?

The project cost is confidential.

What is the status of this engagement?

We worked together from April 2024–January 2025.

RESULTS & FEEDBACK

What evidence can you share that demonstrates the impact of the engagement?

Everything worked perfectly. We saw improvements in efficiency, data, and the speed of our underwriting and closing process.

How did BigSolve perform from a project management standpoint?

They always delivered on time and went above and beyond to show us what else we might be missing to go along with our request. We communicated via virtual meetings, emails, and messaging apps.

What did you find most impressive about them?

BigSolve didn’t just do what we told them to do. They asked questions and understood the ins and outs of our problem and workflow. They came up with the best solution and took the time to train us on how to use it.

Are there any areas they could improve?

No, everything was great.

BACKGROUND

Please describe your company and position.

I am the Managing Member of Strong Capital Funding LLC

Describe what your company does in a single sentence.

Online marketplace for business lending products.

OPPORTUNITY / CHALLENGE

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

• Organize client & lead information
• Create robust reporting features to track internal KPIs
• Integrate tools used daily into one singular location

SOLUTION

How did you find BigSolve?

Referral

Why did you select BigSolve over others?

• High ratings
• Referred to me
• Company values aligned
• High Quality Work

How many teammates from BigSolve were assigned to this project?

1 Employee

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

Bigsolve helped take our Salesforce from scratch and turn it into a robust daily use CRM for a team of five sales agents. The primary objectives were to have a manageable way to track leads & client information, be able to utilize several robust reporting features to track KPI metrics for sales, and also integrate tools used daily into Salesforce for a seamless sales flow daily for our agents.

RESULTS & FEEDBACK

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

Our funding company saw our revenue nearly double by using the custom Salesforce that was built for us. Our revenue not only grew month over month, but the manual time spent doing things such as processing, sending applications etc was immedietely cut down.

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

BigSolve was able to quickly have a solution on hand for any need or concern that would arise. Everything was always done quickly, and I felt prioritized, not only to get the tasks done, but to ensure they were done correctly to prevent issues later. 

What was your primary form of communication with BigSolve?

Virtual Meeting

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

The thing that impressed me most was the quality of the work. Prior, we had used offshore services that not only did not help, they actually created more problems that cost me more to fix later. Every request or move I thought was a good one in Salesforce was always thought from the angle of things that could be negatively impacted later making said adjustements. The fact that things were done methodically to ensure growth long term vs quick adjustments to appease me was probably my favorite part of working with them.

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

Honestly no, everything was perfect and I would never use anyone else under any circumstance.

BACKGROUND

Please describe your company and position.

I am the Executive Director of Pawsitive Teams

Describe what your company does in a single sentence.

The mission of Pawsitive Teams is to enhance the lives of individuals with special needs living in San Diego CA by using the skills of highly trained service, facility, and therapy dogs.

OPPORTUNITY / CHALLENGE

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

• SalesForce programming and support
• Reviewing needs against SF-provided functionality to get the best out of our system

SOLUTION

How did you find BigSolve?

Other

Why did you select BigSolve over others?

• High ratings
• Pricing fit our budget
• Great culture fit

How many teammates from BigSolve were assigned to this project?

1 Employee

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

We are a small nonprofit and have no software developers.  We use SalesForce as our books of record as well as customer database.  Because we are in a niche market, we need specific reports that SalesForce does not deliver off the shelf.  BigSolve provides us with this programming, as well as other functions listed in the questions above, on an ongoing basis.

RESULTS & FEEDBACK

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

Met all project requests with few if any changes needed.  BigSolve understands our needs and delivers timely.

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

Consistent delivery of requests and trained us on what we needed to know to develop specs for our projects.   

What was your primary form of communication with BigSolve?

Virtual Meeting

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

They truly cared about their clients; they were small and agile and provided great customer service.

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

Not at this time.

BACKGROUND

Introduce your business and what you do there.

I’m the CEO of a company that provides capital to small businesses.

OPPORTUNITY / CHALLENGE

What challenge were you trying to address with BigSolve?

We needed help with Salesforce fintech integrations.

SOLUTION

What was the scope of their involvement?

BigSolve implemented a dialer, leads, fintech software, ACH software, and lender API. The team handled everything, including the middleware.

What is the team composition?

We worked with one teammate from BigSolve.

How did you come to work with BigSolve?

BigSolve was referred to me.

What is the status of this engagement?

We worked together from June 2024 to June 2026.

RESULTS & FEEDBACK

What evidence can you share that demonstrates the impact of the engagement?

We had a lot of organizational success. Our Salesforce works perfectly, and we’ve seen improvements in our call metrics, talk time, and funding amounts.

How did BigSolve perform from a project management standpoint?

We communicated via virtual meetings. BigSolve delivered on time.

What did you find most impressive about them?

We were impressed by BigSolve’s tech know-how.

Are there any areas they could improve?

There’s nothing we can come up with.