Capitol Tech Solutions

BACKGROUND

Please describe your company and your position there.

CREtelligent provides information and reports to commercial real estate stakeholders that they consume to understand risks associated with their CRE assets. I am the marketing director.

OPPORTUNITY / CHALLENGE

For what projects/services did your company hire Capitol Tech Solutions?

CREtelligent has been growing and expanding both organically and through acquisitions, and needed a more robust CRM system and supporting marketing automation system. CTS helped with data mapping and migration from legacy ZoHo platform, set up and implementation of HubSpot CRM, Marketing Hub, and Service Hub. Also trained staff on applications and serve as a backup support on an ongoing basis.

SOLUTION

How did you select this vendor and what were the deciding factors?

Recommended by HubSpot as reputable third party vendor. Competitive proposal.

Describe the project in detail and walk through the stages of the project.

• Initial Project planning and scoping
• Data mapping
• ZoHo field mapping to Hubspot
• Data migration
• Integrations/APIs
• Website, order tracker (internally built system)
• Build out automated workflows (lead assignments, routing, notices etc)
• Train sales, support and marketing staff on respective apps. staff
• On-going support/Technical consultation - Website hosting/technical support

How many resources from the vendor's team worked with you, and what were their positions?

Primarily 2 key resources: Account management Project management

RESULTS & FEEDBACK

Can you share any outcomes from the project that demonstrate progress or success?

CREtelligent successfully implemented HubSpot CRM, Marketing Hub in a timely manner. The Service Hub followed shortly after. Data migration from ZoHo and connecting to our internal order tracking system could have been a problem, but the CTS team successfully connect all critical systems/data.

How effective was the workflow between your team and theirs?

Very effective. Weekly and daily check-in during implementation against a plan, and then weekly on an ongoing basis as part of our support. They are an extension of our team.

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

Their technical competence has been very valuable. Capitol Tech Solutions is technically competent.

BACKGROUND

Introduce your business and what you do there.

I’m the owner of a haircutting shop. We’re a new concept that combines a barbershop and a salon to provide a musical experience. When you step into our salon, it feels like a small music venue.

We offer three separate experiences in different rooms, and everybody shares the same music using a new technology that we’ve integrated into the chairs. Customers can feel the bass, middle, and treble of each song.

OPPORTUNITY / CHALLENGE

What challenge were you trying to address with Capitol Tech Solutions?

We wanted to create an interactive communication route with clients and give clients the opportunity to have personalized music experiences.

SOLUTION

What was the scope of their involvement?

Capitol Tech Solutions has helped us build the WordPress site and create our vision from the ground up. They’re a real partner from the creative side. The team brings a lot of ideas to the table.

Initially, we had several meetings before the process. We’ve test-driven various platforms through social media sites and Google and done a great deal of API work. We’re using Booker and MINDBODY to customize the interaction.

Additionally, we just finished filming a three-and-a-half-minute commercial, which will go live in about four weeks. From there, we’ll get 30-second and 60-second condensed spots.

What is the team composition?

We have one point of contact for social media marketing, and we primarily work with another person from a content and site management perspective. Kevin (Digital Marketing Specialist) is responsible for our marketing and Marik (Customer Success Specialist) is the project manager. He’s an exceptional asset, and we feel like he’s an actual member of our team.

How much have you invested with them?

We’ve probably spent around $25,000.

What is the status of this engagement?

We began our partnership with them in 2018, and we’re continually working on modifying and enhancing our engagement.

RESULTS & FEEDBACK

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

We started the business during COVID-19 and had to shut down and reopen three times. We’re finally fortifying the building blocks of growth under our feet. It’s been more challenging than we’d ever imagined, but we hit the break-even point about three months ago.

Overall, site activity has soared, and we have a significant number of retentions. We’re very pleased with the results so far and are starting to see the business grow exponentially.

How did Capitol Tech Solutions perform from a project management standpoint?

They’ve been extremely conscientious about doing exactly what they were contracted to do. I can’t think of one important benchmark that hasn’t been met. They’re just great at projecting, which is rare in the amorphous world of tech.

It’s just like building a home — you realize halfway through that you want another 50 things, so the cost goes up. However, Capitol Tech Solutions keeps the horizon clear in front of us. We’ve been able to navigate all the changes without surprises, and the deliverables are precisely what we anticipated. It’s probably the best outcome we could’ve forecasted.

We communicate through email, Zoom, Google Meet, and text. It’s a very personalized experience. Marik does a phenomenal job. He continually advocates for timelines and is in constant communication. Overall, they’ve been collaborative partners during the whole process.

What did you find most impressive about them?

Their execution and timeliness are far above average. Capitol Tech Solutions are exceptional at laying out the goals, establishing the goal line, and moving methodically to get there.

Are there any areas they could improve?

No. In hindsight, we set up to create something that didn’t exist before, so we didn’t have a clear understanding of how we’d get there. We’ve had many conversations with their team, and they’ve done a fantastic job at staying in course.

Do you have any advice for potential customers?

You’re in good hands when you work with the entire team. Everyone has a clear understanding of how to create a roadmap, set projections, and forecast benchmarks. We’ve been pleased with the entire process and team.

BACKGROUND

Please describe your company and your position there.

I am the founder of Sweet Dreams Foundation

OPPORTUNITY / CHALLENGE

For what projects/services did your company hire Capitol Tech Solutions, and what were your goals?

Our website has been outdated since 2012. We needed a website that would share our ministry/nonprofit that would attract donors and showcase the children we serve. Capitol Tech Solutions knew the impact a website has and generously donated their services to create a gorgeous new website!

SOLUTION

How did you select this vendor and what were the deciding factors?

We have been searching for a volunteer to do this for years. Capitol Tech Solutions offered to give so that we can continue to serve. They went WAY above and beyond anyone that we have ever hired in the past!

Describe the scope of work in detail, including the project steps, key deliverables, and technologies used.

We had a kick-off meeting to discuss our needs. From there they came up with a beautiful design that they then presented to us. They listened carefully to the needs of our organization and created a user-friendly website for children to apply for their dream bedroom and also a place where the community would want to sign up to volunteer or donate

How many people from the vendor's team worked with you, and what were their positions?

There was a whole team but I spoke mostly with the project manager. The initial person I spoke with was Robert Haney in Sales. He listened to our needs and went way above and beyond to get Sweet Dreams Foundation and a gorgeous new website.

RESULTS & FEEDBACK

Can you share any measurable outcomes of the project or general feedback about the deliverables?

Everyone is loving our new site and we are excited for this next year of growth!

Describe their project management style, including communication tools and timeliness.

We had a few zoom meetings along with email communication which was perfect! They listened to our needs thoroughly which was nice to have a team that truly listened vs needing to continuously repeat our needs. Everything was done very fast and we couldn't be more appreciative.

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

They listened to our needs and implemented those needs into the site. We didn't need to do revisions because they listened well from the very beginning to the heart of our organization.

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

So far there is nothing to improve on. We are very grateful for Capitol Tech Solutions.

BACKGROUND

Introduce your business and what you do there.

I’m the marketing director for Shimoda Law Corp., which is a law firm.

OPPORTUNITY / CHALLENGE

What challenge were you trying to address with Capitol Tech Solutions?

We wanted to bring in more calls and clients, so we needed help with our ad campaigns.

SOLUTION

What was the scope of their involvement?

Capitol Tech helps us manage our PPC campaigns on Google Ads. They also work on our site’s SEO. For the ads, they conducted keyword research, which they present to us for approval. Then, once we set a budget, they go ahead and put out the ads.

What is the team composition?

We mainly work with Marik (Customer Success Specialist), who acts as our account manager, and Kevin (Digital Marketing Specialist), who conducts the research and manages the ads.

How did you come to work with Capitol Tech Solutions?

We were searching online for marketing companies that worked with law firms. Capitol Tech was a local company that had the necessary experience, so we decided to contact them.

How much have you invested with them?

We’ve spent close to $5,000.

What is the status of this engagement?

The project started in February 2021 and is ongoing.

RESULTS & FEEDBACK

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

Capitol Tech’s ads are definitely working. Thanks to their efforts, we’ve received a massive increase in calls. There’s also been an increase in the number of our site’s unique visitors and form submissions, which we’ve tracked to our ad campaigns. Overall, we’re happy with their work — they’ve proven to be a highly beneficial partner to us.

How did Capitol Tech Solutions perform from a project management standpoint?

Capitol Tech is excellent at communicating, and they’re always available. To interface, we use emails and phone calls. Each month, we have check-ins through Microsoft Teams, where they give us detailed updates through a PowerPoint presentation. As a result, we’re always aware of the performance of our ads and how many calls, clicks, and form submissions we’ve received.

[What did you find most impressive about them?

We like the way they work. They’re a relatively small company, but they’ve done an even better job than the bigger vendor we used to work with. Capitol Tech is also much more involved in the process. Furthermore, they’re a friendly team that’s very good at their job.

Are there any areas they could improve?

Honestly, I don’t think there’s anything they could do better. Capitol Tech is a fantastic team — we’ve never encountered any issues with the project.

Do you have any advice for potential customers?

Make sure you know what you want them to deliver. Additionally, give the team all the information they need to produce accurate, high-quality ads.

BACKGROUND

Please describe your company and your position there.

Rotary Club of Sacramento is a local non profit that ties business professionals with community service both domestic and internationally. I serve as the Club's Executive Director

OPPORTUNITY / CHALLENGE

For what projects/services did your company hire Capitol Tech Solutions?

Capitol Tech Solutions begin by assisting with the rebuild of the website for our clubs largest fundraiser the Sac Century Challenge. They executed this in a professional, timely manner and the website was a hit! Soon after they took on our social media and moved from their to the full Rotary website.

SOLUTION

How did you select this vendor and what were the deciding factors?

Initially their pricing and services met our needs. They donated a few services to start and so we were able to see the level of service they would provide.

Describe the project in detail and walk through their service package.

They took our previous Sac Century website through Wordpress and completely rebuilt it from scratch. They provided a technician who created an outline that was easy to understand. Then provide regular suggestions on updates. On a weekly basis they provide a social media schedule for approval.

How many resources from the vendor's team worked with you, and what were their positions?

We have worked with 3 team members. The CEO, Bobby Reed; from the Digital Marketing team Marik Knapp; and, Melissa Adams.

RESULTS & FEEDBACK

Can you share any outcomes from the project that demonstrate progress or success?

Since hiring Cap Tech Solutions our websites and social media platforms have become more popular. We have noticed an increase in interest by people without any ties to current members. Its been great!

How effective was the workflow between your team and theirs?

They are great with communication. Always responsive in a timely manner. The best part is they keep us on schedule with projects. Its fantastic!

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

What is most impressive is their ability to communicate very high level technical information in layman's terms. Also, what you get for the service they provide cannot be compared!

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

No.

BACKGROUND

Please describe your company and your position there.

I am the executive director of an arts education nonprofit. Starting in 2019, our mission is to restore arts education in Sacramento County K-12 public schools.

OPPORTUNITY / CHALLENGE

For what projects/services did your company hire Capitol Tech Solutions?

The Capitol Tech Solutions team manages our website and our Facebook and Instagram accounts including daily postings and monthly messaging plans.

What were your goals for this project?

The goal is to build our presence in the community in order to engage more individuals and companies interested in supporting arts education and school children.

SOLUTION

How did you select Capitol Tech Solutions?

We were referred through Rotary Club of Sacramento and from KVIE, also a client of Capitol Tech Solutions.

Describe the scope of their work in detail.

Since we began with Capitol Tech Solutions, they have coordinated updates on the website, set up and manage our Facebook and Instagram accounts, provide monthly analytics reports.

They have also provided graphic design work for our brochure and annual report and managed the social media and donation portal for a virtual event.

What was the team composition?

I work closely with two staff members on a regular basis.

RESULTS & FEEDBACK

Can you share any outcomes from the project that demonstrate progress or success?

Capitol Tech Solutions has made a tremendous impact on building our brand. This has directly resulted in increased individual donations and, through their graphic design work, have enhanced our credibility and professional presentation to community leaders.

The work on the virtual event, which came together in 10 days, resulted in nearly $20,000 in donations.

How effective was the workflow between your team and theirs?

The team is just great! As a one-person shop, I can't imagine not working with such a great team. They are responsive and flexible.

They have quickly learned and embraced our mission in new and creative ways to reach our audience.

What did you find most impressive about this company?

The team goes above and beyond in helping our organization flourish. I enjoy working with them and have recommended to many colleagues.

Are there any areas for improvement?

None at all!

BACKGROUND

Introduce your business and what you do there.

I’m the director of technology solutions at an IT consultancy.

OPPORTUNITY / CHALLENGE

What challenge were you trying to address with Capitol Tech Solutions?

We had a school district client that needed a student information system. We needed help implementing a new PowerSchool student management system for our client.

SOLUTION

What was the scope of their involvement?

They handled all of the rollout, setup, data migration, configuration, custom reporting, and custom development. There were pieces of system functionality that were home-grown and served as a frontend UI.

What is the team composition?

We worked with two senior developers.

How did you come to work with Capitol Tech Solutions?

We were looking for companies that had the breadth of knowledge to help us with the implementation. It was also paramount to have a partner that was familiar with the Texas education system’s procedures, especially around funding. We had a few colleagues and clients that had worked with Capitol Tech and they were able to provide good feedback.

How much have you invested with them?

We spent $1.5 million–$2 million.

What is the status of this engagement?

We started working together in September 2019, and our work wrapped up in December 2020.

RESULTS & FEEDBACK

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

We had well over 100 customizations we needed to deliver by certain dates. Capitol Tech easily contributed 40%–45%. They successfully configured, set up, designed, and QA’d each one.

How did Capitol Tech Solutions perform from a project management standpoint?

I was the program manager for the entire project. We held a more scrum agile approach. Capitol Tech’s development lead did a great job managing code review from start to finish. We also used project management tools and had several levels of review to make sure everything stayed within our standards.

What did you find most impressive about them?

One of their strengths was the knowledge of the product. They really helped to train our staff on some of the behind-the-scenes development efforts and plugins. They were very instrumental and valuable.

They’re a great group of people to work with. They roll up their sleeves and get into the work. They do a great job of understanding what’s expected within the scope of delivery and development. They also understand end-users and business requests, too. The team was able to give us suggestions based on their experience with other school districts.

Are there any areas they could improve?

No, they were very honest and open. Usually, they were spot on with how long it would take them to deliver something. They were always very available.

Do you have any advice for potential customers?

My advice is to be clear and concise about what your scope of work is and what you want Capitol Tech to deliver. Firm documents are important for any project. Give them the opportunity to ask questions and offer suggestions.

BACKGROUND

Please describe your company and your position there.

I am the owner of Choose to Rep. Choose to Rep is an online apparel business that sells flag-related apparel.

OPPORTUNITY / CHALLENGE

For what projects/services did your company hire Capitol Tech Solutions?

I went to Capitol Tech because they were listed as Shopify experts and I needed help with my Shopify store. I wanted a better looking website with some high-converting features. I also wanted to rank higher on Google

What were your goals for this project?

My main goal was to make a nice looking website that's easy to use and I wanted it to rank better on Google

SOLUTION

How did you select this vendor?

Google Search

Describe the project and the services they provided in detail.

They helped fix the main page and some of my collection pages so that they are more user-friendly. They also performed some SEO tasks to help my website rank higher

What was the team composition?

I worked with their Shopify developer and some of the members on their digital marketing team.

RESULTS & FEEDBACK

Can you share any information that demonstrates the impact that this project has had on your business?

First of all, my website looks a lot better now. Also, the SEO work they performed has helped my website rank above my competitors. I even some keywords that are right under Amazon on the first page of Google.

How was project management arranged and how effective was it?

I was able to work closely with their team to help get this all accomplished.

What did you find most impressive about this company?

Results and their customer service. They responded to my inquiries quickly and were very helpful.

Are there any areas for improvement?

No