Cloud Analogy

BACKGROUND

Please describe your company and your position there.

SABA Relief and Development Foundation (SABA Relief) is a non-profit registered charity in the United Kingdom (UK) that is exclusively focused on supporting the needy in Yemen. Our sole goal is to alleviate the poverty and suffering faced by populations in Yemen.

My role is Marketing Manager

OPPORTUNITY / CHALLENGE

For what projects/services did your company hire Cloud Analogy?

We had an issue with tracking payments, processing fee was high, managing orphan was a big issue and we had no donor management system. We decided to use Salesforce to help resolve these issues.

The project was to customize and develop Salesforce to meet the organisation’s needs. Even their price was a little bit higher, but we decided to assign the project to them because of good communications and past customers’ testimonials/reviews.

SOLUTION

How did you select this vendor?

I had to review Cloud Analogy and compare them with others before deciding.

Describe the project in detail.

The services were to build/create orphan sponsorship system within Salesforce that includes creating documents and receiving payments. The cost was $4,000-$6,000.

RESULTS & FEEDBACK

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

They helped building the orphan sponsorship database, donation system and donor management.

We can now send orphan progress report documents through Salesforce, save them or print. We can now send the orphan profile and manage the orphan sponsorship. We can now receive online donations or process offline donations as well.

BACKGROUND

Introduce your business and what you do there.

I’m a marketing manager at Eton Property. We’re a residential apartment development group that specializes in sales and marketing, and we have 12 employees at the moment.

OPPORTUNITY / CHALLENGE

What challenge were you trying to address with Cloud Analogy?

We brought on the team for Salesforce support because we wanted to formulate a less hands-on process. We asked Cloud Analogy to set up Salesforce within Propertybase so that we could extract more than twelve columns of information about a particular apartment (e.g. size, corporate size). 

SOLUTION

What was the scope of their involvement?

They set up two different forms of Salesforce for us, one version for retail sales and one version for channel sales. They’ve also automated our Salesforce processes. For example, they automated the previously manual process of opting someone out from MailChimp and Propertybase. Now, when someone unsubscribes from MailChimp, they are unsubscribed from Propertybase as well.

What is the team composition?

Nitesh (CIO, Cloud Analogy) was my main point of contact.  Nitesh and Prashant (Salesforce Developer, Cloud Analogy) both worked on Salesforce tasks while one other specialist worked on MailChimp.

How did you come to work with Cloud Analogy?

I found them on Upwork, and I saw that they had good reviews and good past experience.  

How much have you invested with them? 

We’ve invested less than $10,000 with the team.

What is the status of this engagement?

We began and completed the MailChimp integration project in 2019.

RESULTS & FEEDBACK

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

It’s been working perfectly—it’s something I couldn’t have set up myself. Their work has streamlined our processes. We’re able to focus on the tasks we need to do without worrying about administrative processes. Within the market in Melbourne, we’re leading in automation. Many people have been looking at us to learn how we automated our processes.
 
How did Cloud Analogy perform from a project management standpoint?

Typically, we interact through Zoom meetings. It hasn’t been a time-consuming process. It’s been efficient despite the time difference. They work while we’re asleep, and when we wake up more work has been completed.

They were very familiar with what was required, and they were able to do it with ease. They nailed exactly what we wanted every time. 

What did you find most impressive about them?

They just get it. They’re accommodating with my schedule, and they’re very responsive to emails. If I tell them I can’t have a phone catch up, they’ll say, “That’s fine,” and send me a video I can watch and respond to instead. Also, I didn’t understand coding and integration, but they helped me through the process. 

Are there any areas they could improve?

No, I was happy with the partnership.

Do you have any advice for potential customers?

If clients can give a really good brief, the vendor's output is going to be strong. 

BACKGROUND

Please describe your company and your position there.

I'm the owner of a music entertainment company.

OPPORTUNITY / CHALLENGE

For what projects/services did your company hire Cloud Analogy?

I needed help implementing some Salesforce integrations.

What were your goals for this project?

I wanted to ensure ease of use between Conga and Salesforce.

SOLUTION

How did you select this vendor?

I thought Cloud Analogy would perform better than vendors I’d worked with before.

Describe the project in detail.

They integrated our Conga Sign and Conga Composer software with Salesforce to generate custom quotes and contracts.

What was the team composition?

We worked with a single resource.

RESULTS & FEEDBACK

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

The project was completed to my satisfaction, and they’ve addressed ongoing updates and changes quickly.

How effective was the workflow between your team and theirs?

It’s been relatively good. Their communication has been strong and they’ve delivered on time.

What did you find most impressive about this company?

They've been easy to work with and very responsive.

Are there any areas for improvement?

No, I’m completely satisfied.

BACKGROUND

Introduce your business and what you do there.

I'm the marketing director for a hair product brand.

OPPORTUNITY / CHALLENGE

What challenge were you trying to address with Cloud Analogy?

We created a wholesale buyer's club and needed a CRM system to allow a hired sales team to manage leads, so we reached out to Cloud Analogy to build the infrastructure on a Zoho platform.

SOLUTION

What was the scope of their involvement?

Cloud Analogy built a CRM system on Zoho, integrating the different platforms we use to host our website and track current members, Airtable and Landing Lion. They ensured that when Airtable was integrated, it was done so in a way that would allow us to make the distinction between current members and new ones. They also integrated Zoho SalesIQ onto our landing page, which allows us to contact leads directly in real time. 

What is the team composition? 

We worked directly with Ajay (Co-Founder & President, Cloud Analogy) as well as another main point of contact.

How did you come to work with Cloud Analogy? 

We found them on Upwork and gravitated towards them because they had positive reviews and competitive prices. We originally contracted them to use Salesforce but decided it was too expensive and wanted to use Zoho instead. Since they also have expertise with Zoho, we were able to continue working with them at an affordable rate. 

How much have you invested with them?

We spent about $1,000.

What is the status of this engagement?

We worked together between March–April 2019.

RESULTS & FEEDBACK

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

The new technologies they've implemented have significantly improved internal processes and sales conversion rates.

How did Cloud Analogy perform from a project management standpoint?

They were very timely, responsive, and proactive about providing feedback to help us optimize the platform. They took the time to walk us through the system to ensure we understood how to use it going forward. 

What did you find most impressive about them?

They consistently paid a lot of attention to detail and ensured they were turning around tasks in a timely manner. 

Are there any areas they could improve?

I don't have anything they could improve on.

Do you have any advice for potential customers?

Make sure to provide them with as much detail as possible and keep all lines of communication open, so they're able to get necessary materials in order to complete the project in a timely manner.

BACKGROUND

Please describe your company and position.

I am the Founder of Scott Daniel Cooper

Describe what your company does in a single sentence.

Marketing Advisory

OPPORTUNITY / CHALLENGE

What specific goals or objectives did you hire Cloud Analogy to accomplish?

• Hubspot CRM Setup

SOLUTION

How did you find Cloud Analogy?

Upwork

Why did you select Cloud Analogy over others?

High ratings

How many teammates from Cloud Analogy were assigned to this project?

2-5 Employees

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

Hubspot CRM setup

RESULTS & FEEDBACK

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

Hubspot CRM was setup

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

The team was able to deliver the items in a timely manner.

What was your primary form of communication with Cloud Analogy?

Email or Messaging App

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

They had a dedicated project manager to own the communication and coordination 

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

Communication was good, but sometimes items discussed in meetings weren't refelcted in notes and scope as discussed

BACKGROUND

Please describe your company and position.

I am the Software Engineering Manager of a financial services company 

Describe what your company does in a single sentence.

Our company is an award-winning global M&A advisor of technology businesses. It has completed over 1,500 transactions and is the preeminent valuation thought leader in the industry. Its team includes experts in exit planning, valuation, accounting, legal and more.

OPPORTUNITY / CHALLENGE

What specific goals or objectives did you hire Cloud Analogy to accomplish?

HubSpot customization

SOLUTION

How did you find Cloud Analogy?

Upwork

Why did you select Cloud Analogy over others?

• High ratings
• Pricing fit our budget
• Good value for cost

How many teammates from Cloud Analogy were assigned to this project?

2-5 Employees

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

Customize our HubSpot implementation by adding workflows, dashboards and reports

RESULTS & FEEDBACK

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

Tested metrics after the implementation

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

Cloud Analogy delivered work on time and accommodated minor requirement changes agilely.

What was your primary form of communication with Cloud Analogy?

• Virtual Meeting
• Email or Messaging App

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

Timely delivery.

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

No.

BACKGROUND

Please describe your company and position.

I am the Finance Manager of International College of Advanced Education

Describe what your company does in a single sentence.

Private training organisation

OPPORTUNITY / CHALLENGE

What specific goals or objectives did you hire Cloud Analogy to accomplish?

• Develop best practices for using Zoho Inventory
• Get instruction on how to retro correct our Inventory recording

SOLUTION

How did you find Cloud Analogy?

Online Search

Why did you select Cloud Analogy over others?

Good value for cost

How many teammates from Cloud Analogy were assigned to this project?

1 Employee

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

• Inform us of best practices in entering Inventory into Zoho Inventory 
• Provide us with instructions to correct our current inventory items

RESULTS & FEEDBACK

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

We have a document that shows us best practice for entering and using Zoho Inventory. We also have instructions including demo videos to retro correct our Inventory

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

Yes they worked quickly

What was your primary form of communication with Cloud Analogy?

• Virtual Meeting
• Email or Messaging App

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

Even for a small project we had a project manager who kept me up to date with progress form main staff member and holidays that created delays, wtc

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

No

BACKGROUND

Please describe your company and position.

I am the Salesforce & Pardot Admin of North Property Group

Describe what your company does in a single sentence.

Property development company that provides investment services that includes sales, lettings, buying, selling, and renting properties across the UK.

OPPORTUNITY / CHALLENGE

What specific goals or objectives did you hire Cloud Analogy to accomplish?

• To enhance salesforce processes in the business
• To enhance pardot processes in the business

SOLUTION

How did you find Cloud Analogy?

Online Search

Why did you select Cloud Analogy over others?

• High ratings
• Pricing fit our budget

How many teammates from Cloud Analogy were assigned to this project?

2-5 Employees

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

Perform some Salesforce admin and development work to enhance business operations

RESULTS & FEEDBACK

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

Delivered required tasks within allocated time

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

Quick to respond, support even after the completion of tasks, had weekly update meetings and communicated well in case of any delays in meeting timelines

What was your primary form of communication with Cloud Analogy?

Virtual Meeting

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

Great communication, they are knowledgeable in their area of expertise, overall great to work with!

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

None at the moment

BACKGROUND

Please describe your company and position.

 I am the President of an AI SaaS Startup

Describe what your company does in a single sentence.

SaaS Startup in the Artificial Intelligence space.

OPPORTUNITY / CHALLENGE

What specific goals or objectives did you hire Cloud Analogy to accomplish?

• Web application design
• .NET Development

SOLUTION

How did you find Cloud Analogy?

• Online Search
• Fiverr

Why did you select Cloud Analogy over others?

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

How many teammates from Cloud Analogy were assigned to this project?

2-5 Employees

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

Design and deliver a new logo. Design and deliver a web application design in Figma based on product specs and existing MVP.

RESULTS & FEEDBACK

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

Delivery of high quality and professional web application design in Figma. Translation of my usability requirements to functional UI/UX mock-ups.

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

We met one or two times per week to review progress to date. Communicated via slack as required.

What was your primary form of communication with Cloud Analogy?

• Virtual Meeting
• Email or Messaging App

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

We were pleased with their timely and professional responses. Understanding of my vision and subsequent translation of it to a functional UI/UX design.

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

Nothing comes to mind.

BACKGROUND

Please describe your company and position.

I am the Analyst of Ace Stojevski

Describe what your company does in a single sentence. 

IT Consulting

OPPORTUNITY / CHALLENGE

What specific goals or objectives did you hire Cloud Analogy to accomplish?

• Salesforce Development

SOLUTION

How did you find Cloud Analogy?

Online Search

Why did you select Cloud Analogy over others?

• High ratings
• Pricing fit our budget
• Great culture fit
• Good value for cost

How many teammates from Cloud Analogy were assigned to this project?

2-5 Employees

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

• Salesforce Development to enhance a key component we use for forecasting, budgets and many other elements for our project management within Salesforce.

RESULTS & FEEDBACK

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

Testing and Evaluation were used to demonstrate success, and this was monitored regularly after deployment.

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

Yes. They delivered on time and were very efficient. They would seek clarification whenever required and understood requirements clearly. Project management was fantastic.

What was your primary form of communication with Cloud Analogy?

Email or Messaging App

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

The comprehension of requirements, the execution of development tasks, and the project management all demonstrated a high level of proficiency. This excellence enhanced trust and fostered flexibility in achieving the desired outcomes.

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

Currently, I haven't identified any areas that require improvement.