# Cymetrix Software Cymetrix Software Reviews (5), Pricing, Services & Verified Ratings - 4.9 out of 5 average review rating - 1 connections joined Cymetrix Software's Network [Visit Website](https://www.cymetrixsoft.com/?utm_source=clutch.co&utm_medium=referral&utm_campaign=directory) [Get a Custom Proposal](https://clutch.co/profile/cymetrix-software) **A Trusted Salesforce & Data Analytics Partner** Cymetrix Software is a global technology consulting firm specializing in Salesforce, AI, Analytics, and Marketing Automation. We go beyond tech implementation—providing strategic IT guidance, intelligent automation, and data-driven transformation to help businesses accelerate growth and efficiency. **What We Do?** We empower businesses to modernize Sales, Service, and Marketing operations and work across industries like BFSI, Fintech, Manufacturing, Healthcare, Life Sciences, Retail, and Nonprofit, helping organizations optimize customer experiences, automate operations, and drive AI innovation. **Our Expertise:** - **Salesforce & CRM Innovation** – Certified experts in Sales & Service Cloud, Marketing Cloud, Commerce Cloud, Pardot, Data Cloud, and Tableau. We create intelligent, automated CRM ecosystems that drive sales and service excellence. - **AgentForce Consulting & AI Solutions** – We are leaders in AgentForce, building AI-driven customer interactions, workflow automation, and next-gen Salesforce AI solutions. - **Advanced Analytics & Data Science** – AI-powered marketing insights, e-commerce intelligence, and predictive analytics to optimize decision-making. - **Marketing Automation & Personalization** – AI-driven customer journey optimization and data-backed campaign strategies for improved engagement. - **Custom Software & Digital Transformation**– From Force.com development to enterprise AI integrations, we streamline digital adoption with scalable, future-ready technology. **Why Cymetrix?** • A Trusted Salesforce Partner with 155+ certified consultants • 70+ successful implementations for global brands like IQVIA, Tata Steel, Viatris Pharma, and GE Money • End-to-end digital transformation solutions for sales, service, and operations **Your Global Partner for Nearshore & Offshore Execution**• US Headquarters: Long Beach • Client Engagement & Nearshore Delivery Hubs: USA, UK, Poland, Japan, India (Mumbai BKC, Gurgaon Delhi NCR) • Offshore Dev Hub: Mumbai(Andheri), India ## Company Information - Minimum project size: $10,000+ - Hourly rate: $25 - $49 - Number of employees: 50 - 249 - 4 Locations: - Long Beach, CA (Headquarters) - Mumbai, India - Earley, England - San Francisco, CA - Founded in 2016 - 2 languages: English, Hindi - 2 timezones: Eastern Standard Time (EST), India Standard Time (IST) ## Services, Focus Areas, Industries, and Clients ### Service Lines - 20% CRM Consulting and SI - 10% AI Consulting - 10% AI Development - 10% AR/VR Development - 10% BI & Big Data Consulting & SI - 10% Custom Software Development - 10% Generative AI - 10% Low/No Code Development - 10% Web Design ### Focus Areas - Application Platforms: - 100% Force - CRM Solutions: - 100% Salesforce CRM Consulting & Implementation - Low Code Development: - 100% Salesforce Lightning - AR/VR Development Focus: - 100% Unity - CMS Focus: - 25% Adobe Experience Manager CMS - 25% Drupal CMS - 25% Microsoft SharePoint - 25% WordPress CMS - BI & Big Data Focus: - 25% Marketing analytics - 25% Operations & process improvement - 25% Other BI & analytics - 15% Data Compliance, Fraud & Risk Management - 10% GA4 consulting - CRM Functions: - 20% CRM Customer Support - 20% CRM Social Relationship Management - 20% Marketing automation - 20% Other CRM focus - 20% Sales automation - BI & Big Data Solutions: - 20% Hadoop - 20% Microsoft BI & data solutions - 20% SAS BI & data solutions - 20% Tableau - 10% MongoDB - 10% Terradata BI & data solutions - Frameworks and CMS: - 17% Django - 17% Flutter - 17% Other frameworks and CMS - 17% React - 17% React Native - 15% Zend PHP - Programming & Scripting: - 12% Kotlin - 11% AJAX - 11% Ember.js - 11% JavaScript - 11% Other programming & scripting languages - 11% PHP - 11% Python - 11% Redux - 11% Ruby ### Industries - 10% Utilities - 5% Advertising & marketing - 5% Other industries - 10% Medical - 15% Non-profit - 10% Media - 15% Financial services - 10% Information technology - 5% Legal - 5% eCommerce - 5% Real estate - 5% Manufacturing ### Clients - 40% Small Business (<$10M) - 40% Midmarket ($10M - $1B) - 20% Enterprise (>$1B) ## Pricing Snapshot Average rating for cost based on this provider's reviews: 5.0 out of 5 **What Clients Have Said** *(This summary is based on verified Clutch reviews.)*: Cymetrix Infotech Inc. is noted for providing good value for cost, fitting clients' budgets across various projects. They maintain a strong commitment to project management, delivering on time and adapting to client needs without issues, ensuring overall satisfaction. **Most Common Project Size**: $50,000 to $199,999 based on 1 review *(Pricing information for this provider is based on reviews where the project size was available.)* ### Pricing by Service - Custom Software Development: Confidential based on 2 reviews - CRM Consulting and SI: Confidential based on 2 reviews - BI & Big Data Consulting & SI: $50,000 to $199,999 based on 1 review - Mobile App Development: $50,000 to $199,999 based on 1 review ## Reviews Clutch investigates each reviewer's identity and work history. Every review goes through a rigorous, human-led verification process to confirm the reviewer's identity, and reviews that we verify are visibly marked as 'Verified' so you can trust that they come from a real client. [Learn More](https://help.clutch.co/en/knowledge/how-clutch-verifies-reviews) ### Cymetrix Software Review Insights Overall Review Rating: 4.9 - Quality: 5.0 - Schedule: 5.0 - Cost: 5.0 - Willing to Refer: 5.0 ### Top Mentions - Timely (3 mentions) - Creative (2 mentions) - Efficient (1 mentions) - Exceptional performance (1 mentions) - Experienced (1 mentions) - Flexible (1 mentions) - Great project management (1 mentions) - Helpful (1 mentions) - High-quality work (1 mentions) - Meets deadlines (1 mentions) - Proactive (1 mentions) - Unique expertise (1 mentions) ### Review Highlights **Value for Cost** Clients chose Cymetrix Infotech Inc. for their good value for cost, noting that the pricing fit their budgets while delivering high-quality solutions. **Enhanced Data Integration** The company was effective in integrating data from diverse channels, enabling clients to achieve a comprehensive view of their operations and make informed decisions. **Expertise in CRM Solutions** Multiple reviews highlight Cymetrix Infotech Inc.'s proficiency in developing custom CRM solutions tailored to specific business needs. Clients appreciated the seamless data management and integration of third-party tools. **Customized Solutions and Flexibility** Cymetrix Infotech Inc. was commended for their ability to craft customized solutions, such as tailored dashboards and unique CRM functionalities, adapting flexibly to client requirements. **Strong Cultural Fit** Several clients mentioned that Cymetrix Infotech Inc.'s company culture and values aligned well with their own, making the collaboration smooth and enjoyable. **Improved Efficiency and Productivity** Cymetrix Infotech Inc.'s solutions significantly improved clients' processing efficiency, document management, and overall productivity. **Impressive Technical Knowledge** Clients were impressed by the technical expertise of Cymetrix Infotech Inc.'s team, especially in areas like Salesforce, Looker analytics, and PHP with Laravel. **Positive Client Relationships** Clients reported positive working relationships with Cymetrix Infotech Inc., noting their commitment, responsiveness, and ability to handle challenges effectively. ### Cymetrix Software Reviews #### Custom Software Dev for Branding & Marketing Agency (Featured Review) **The Project** - Services: CRM Consulting and SI, Custom Software Development - Project size: Confidential - Project length: Sep. 2017 - Jan. 2018 **Project Summary**: Cymetrix Software provided custom software development for a branding and marketing agency. They built a Salesforce application and integrated a security model. **Review Rating**: 5.0 - Quality: 5.0 - Schedule: 5.0 - Cost: 5.0 - Willing to Refer: 5.0 **The Reviewer** Digital Head, OH! Design Studio - Industry: Advertising & marketing - Client size: 1-10 Employees - Review Type: Online Review - Verified **The Review** — Jun 10, 2023 **Feedback Summary**: Cymetrix Software successfully improved processing efficiency and customer engagement with their solution. They demonstrated responsiveness and quick turnaround time. They delivered the project on time and within the agreed-upon fixed cost. ""The Cymetrix Software team is led by a leadership team that believes in value addition to whatever they do."" **BACKGROUND** Please describe your company and position.I am the Digital Head of Branding and Marketing AgencyDescribe what your company does in a single sentence.Branding and Marketing Agency **OPPORTUNITY / CHALLENGE** What specific goals or objectives did you hire Cymetrix Software to accomplish?Efficient lead tracking for our solar energy client **SOLUTION** How did you find Cymetrix Software?Online SearchReferralWhy did you select Cymetrix Software over others?Great culture fitGood value for costCompany values alignedAgility and Technically Seasoned LeadershipDescribe the scope of work in detail. Please include a summary of key deliverables.Salesforce Partner Cymetrix Software had to develop a custom Salesforce Application, providing integration of Google Apps to have a single consolidated view of their leads and contacts with their respective conversations. It also involved: directly fetching the lead information using their mail IDs in Gmail itselfcreating events and tasks related to leads & opportunitiesautomating the probabilities of the revenue they are expectingimplementation of the Security Modelmanaging the related Google Docs with the respective gained businesseslogging the call summaries and analytics of the success we achieved through their business. **RESULTS & FEEDBACK** What were the measurable outcomes from the project that demonstrate progress or success?The solution proved to be a capacity multiplier for the team. They are now able to handle more work with better coordination. Better visibility for each opportunity. From lead to qualified lead to opportunity, it’s now easier to funnel and find out at what stage the leads are.For an opportunity at every stage, the team can add probability and project cashflows at any given stage helping in monthly, quarterly, etc forecasting. Team is able to make better use of the data to make informed business decisions, like investing in new resources, etc. The solution provided increased processing efficiency and improved customer engagement.Describe their project management. Did they deliver items on time? How did they respond to your needs?Cymetrix Software team was very responsive and had quick turn around time. Their team as agile in managing the requests for new features and for changes. They rolled out the project in time and at the promised fixed cost.What was your primary form of communication with Cymetrix Software?In-Person MeetingVirtual MeetingWhat did you find most impressive or unique about this company?The Cymetrix Software team is led by a leadership team that believes in value addition to whatever they do. This is something that I found out after we started working with themAre there any areas for improvement or something Cymetrix Software could have done differently?Nothing --- #### CRM Consulting & Development for CRM Solution Provider **The Project** - Services: CRM Consulting and SI, Custom Software Development - Project size: Confidential - Project length: Apr. 2020 - Dec. 2022 **Project Summary**: Cymetrix Software offered consulting and developed a CRM platform for a CRM solution provider using PHP and Laravel. The team integrated DocuSign and Vault Rooms and used Talend for data migration. **Review Rating**: 4.5 - Quality: 5.0 - Schedule: 5.0 - Cost: 5.0 - Willing to Refer: 5.0 **The Reviewer** CEO, CRM Solution Provider - Industry: Information technology - Client size: 11-50 Employees - Review Type: Online Review - Verified **The Review** — Apr 4, 2024 **Feedback Summary**: Cymetrix Software's implementation of Vault Rooms streamlined the client's document management, ensuring the secure storage of critical business documents. The team showcased impressive experience and was supportive. Cymetrix Software was available and delivered the requested solution.  ""Cymetrix Software had tremendous experience implementing and developing custom CRM solutions."" **BACKGROUND** Please describe your company and position.I am the CEO of a CRM solution provider.Describe what your company does in a single sentence.Our CRM is a cloud-based customer relationship management (CRM) solution designed for businesses across various industries such as textiles, investment banking, food and beverages, health and wellness, and more. **OPPORTUNITY / CHALLENGE** What specific goals or objectives did you hire Cymetrix Software to accomplish?We enlisted Cymetrix’s CRM consulting services to develop a CRM platform in PHP with the aim of seamlessly managing data related to companies, contacts, and communication history. The goal was to create a unified and progressively enhanced set of data for customer interactions, avoiding the common issue of duplicate data in other CRM systems. **SOLUTION** How did you find Cymetrix Software?Online SearchWhy did you select Cymetrix Software over others?Great culture fitGood value for costCompany values alignedHow many teammates from Cymetrix Software were assigned to this project?2-5 EmployeesDescribe the scope of work in detail. Please include a summary of key deliverables.Cymetrix’s CRM consulting team utilized PHP with the Laravel framework for building a robust and scalable CRM platform. They also integrated third-party tools like DocuSign and QuickWorks to help us enhance CRM functionalities. Their team also Implemented a watermark feature in Vault Rooms to protect our confidential information and validate the authenticity of legal documents. Additionally, they used Talend for efficient data migration from MySQL to MSSQL, **RESULTS & FEEDBACK** What were the measurable outcomes from the project that demonstrate progress or success?The implementation of Vault Rooms streamlined document management, ensuring the secure storage of critical business documents. Moreover, the automated syncing of Outlook and Gmail within the CRM platform eliminated the need for us to log in separately, enhancing user efficiency. Lastly, Cymetrix also ensured compliance with FINRA retention periods by retaining emails for the specified minimum duration, addressing regulatory requirements.Describe their project management. Did they deliver items on time? How did they respond to your needs?During the entire project timeline, they have always been supportive of us and made sure to resolve any issue or query we had on our end. Their team was always there to help us and deliver the solution we needed.What was your primary form of communication with Cymetrix Software?Virtual MeetingWhat did you find most impressive or unique about this company?Cymetrix Software had tremendous experience implementing and developing custom CRM solutions, their team always comes up with a unique way to meet client requirements.Are there any areas for improvement or something Cymetrix Software could have done differently?No, they did a great job on the project. --- #### Marketing Analytics for Customer Sentiment Analysis Company **The Project** - Services: BI & Big Data Consulting & SI - Project size: Confidential - Project length: Feb. 2022 - Mar. 2023 **Project Summary**: Cymetrix Software provided marketing analytics to a customer sentiment analysis firm. They centralized data from various channels, developed custom dashboards, and ensured ROAS calculation accuracy. **Review Rating**: 5.0 - Quality: 5.0 - Schedule: 5.0 - Cost: 5.0 - Willing to Refer: 5.0 **The Reviewer** Director, Customer Sentiment Analysis Company - Industry: Other industries - Client size: 1-10 Employees - Review Type: Online Review - Verified **The Review** — Mar 22, 2024 **Feedback Summary**: Cymetrix Software helped the client get a unified view of their data and improve ROAS calculation accuracy. They also delivered bespoke dashboards that provided the client with tailored reports and insightful analysis, enabling them to make data-driven strategies. Moreover, the team was responsive. ""They welcomed every challenge with enthusiasm and skilfully integrated our input."" **BACKGROUND** Please describe your company and position.I am the Director of a customer sentiment analysis company. Describe what your company does in a single sentence.We are a customer sentiment analysis company. **OPPORTUNITY / CHALLENGE** What specific goals or objectives did you hire Cymetrix Software to accomplish?We hired Cymetrix to help us leverage marketing analytics for data-driven decisions and optimize marketing strategies by tracking key metrics across multiple channels to enhance Return on Advertising Spend (ROAS). **SOLUTION** How did you find Cymetrix Software?Online SearchWhy did you select Cymetrix Software over others?Pricing fit our budgetGreat culture fitGood value for costHow many teammates from Cymetrix Software were assigned to this project?2-5 EmployeesDescribe the scope of work in detail. Please include a summary of key deliverables.Data Integration: First, Cymetrix helped us integrate data from diverse channels - Google Ads, Facebook, Pinterest, email, and affiliates - into Google Analytics for centralized assessment. Customized Dashboards: Then their team used Google Data Studio to craft tailored dashboards, enhanced visualization and interpretation. Holistic Metrics: After that, Cymetrix utilized integrated data to furnish us with insights into essential metrics like ROAS, conversion rates, and revenue across each marketing channel. Accurate ROAS Calculation: Lastly, they ensured precise ROAS by manually recording advertising costs and integrating them with revenue data from Google Analytics. **RESULTS & FEEDBACK** What were the measurable outcomes from the project that demonstrate progress or success?Unified Data View: Their Data integration approach into Google Analytics enabled us to achieve a comprehensive view of marketing endeavors across diverse channels. Tailored Reporting: By utilizing Google Data Studio, bespoke dashboards empowered our team to grasp and interpret metrics effectively. Informed Decision-Making: The customized dashboards built by Cymetrix’s team facilitated insightful analysis, empowering informed strategies to maximize ROI. Accurate ROI Calculation: Cymetrix helped us with precise ROAS calculation achieved through meticulous manual cost recording and integration with Google Analytics.Describe their project management. Did they deliver items on time? How did they respond to your needs?Our experience collaborating with Cymetrix Software's team was truly exceptional. Their team was agile and responsive, and their unwavering commitment to delivering on time and within budget left us thoroughly impressed. They welcomed every challenge with enthusiasm and skilfully integrated our input, turning the entire journey into a smooth experience for us.What was your primary form of communication with Cymetrix Software?Virtual MeetingWhat did you find most impressive or unique about this company?We were particularly impressed with their project management skills. They were able to keep the project on track and communicate with us regularly on progress. They were also very flexible and able to adapt to changes in our requirements.Are there any areas for improvement or something Cymetrix Software could have done differently?No, at the moment we don’t have anything to suggest here. Cymetrix has done a great job for us on this project. --- #### Custom Software Dev for Branding & Marketing Agency **The Project** - Services: CRM Consulting and SI, Custom Software Development - Project size: Confidential - Project length: Sep. 2017 - Jan. 2018 **Project Summary**: Cymetrix Software provided custom software development for a branding and marketing agency. They built a Salesforce application and integrated a security model. **Review Rating**: 5.0 - Quality: 5.0 - Schedule: 5.0 - Cost: 5.0 - Willing to Refer: 5.0 **The Reviewer** Digital Head, OH! Design Studio - Industry: Advertising & marketing - Client size: 1-10 Employees - Review Type: Online Review - Verified **The Review** — Jun 10, 2023 **Feedback Summary**: Cymetrix Software successfully improved processing efficiency and customer engagement with their solution. They demonstrated responsiveness and quick turnaround time. They delivered the project on time and within the agreed-upon fixed cost. ""The Cymetrix Software team is led by a leadership team that believes in value addition to whatever they do."" **BACKGROUND** Please describe your company and position.I am the Digital Head of Branding and Marketing AgencyDescribe what your company does in a single sentence.Branding and Marketing Agency **OPPORTUNITY / CHALLENGE** What specific goals or objectives did you hire Cymetrix Software to accomplish?Efficient lead tracking for our solar energy client **SOLUTION** How did you find Cymetrix Software?Online SearchReferralWhy did you select Cymetrix Software over others?Great culture fitGood value for costCompany values alignedAgility and Technically Seasoned LeadershipDescribe the scope of work in detail. Please include a summary of key deliverables.Salesforce Partner Cymetrix Software had to develop a custom Salesforce Application, providing integration of Google Apps to have a single consolidated view of their leads and contacts with their respective conversations. It also involved: directly fetching the lead information using their mail IDs in Gmail itselfcreating events and tasks related to leads & opportunitiesautomating the probabilities of the revenue they are expectingimplementation of the Security Modelmanaging the related Google Docs with the respective gained businesseslogging the call summaries and analytics of the success we achieved through their business. **RESULTS & FEEDBACK** What were the measurable outcomes from the project that demonstrate progress or success?The solution proved to be a capacity multiplier for the team. They are now able to handle more work with better coordination. Better visibility for each opportunity. From lead to qualified lead to opportunity, it’s now easier to funnel and find out at what stage the leads are.For an opportunity at every stage, the team can add probability and project cashflows at any given stage helping in monthly, quarterly, etc forecasting. Team is able to make better use of the data to make informed business decisions, like investing in new resources, etc. The solution provided increased processing efficiency and improved customer engagement.Describe their project management. Did they deliver items on time? How did they respond to your needs?Cymetrix Software team was very responsive and had quick turn around time. Their team as agile in managing the requests for new features and for changes. They rolled out the project in time and at the promised fixed cost.What was your primary form of communication with Cymetrix Software?In-Person MeetingVirtual MeetingWhat did you find most impressive or unique about this company?The Cymetrix Software team is led by a leadership team that believes in value addition to whatever they do. This is something that I found out after we started working with themAre there any areas for improvement or something Cymetrix Software could have done differently?Nothing --- #### Mobile App Development for Recruitment Services Company **The Project** - Services: BI & Big Data Consulting & SI, Mobile App Development - Project size: $50,000 to $199,999 - Project length: Jan. 2018 - Oct. 2020 **Project Summary**: A recruitment services company hired Cymetrix Software for mobile app development. The project included widget design, functionality, and custom development for an analytics platform. **Review Rating**: 5.0 - Quality: 5.0 - Schedule: 5.0 - Cost: 5.0 - Willing to Refer: 5.0 **The Reviewer** Executive, FurstPerson - Industry: Other industries - Client size: 11-50 Employees - Review Type: Online Review - Verified **The Review** — Jan 9, 2024 **Feedback Summary**: Cymetrix Software completed the project on time, according to the established deadline, and with good performance. The team was responsive and delivered everything that met the requirements. The team also asked the right questions to clarify requirements and suggested alternatives to save time. ""They performed at an exceptionally high level throughout the engagement."" **BACKGROUND** Please describe your company and position.I am an executive at FurstPersonDescribe what your company does in a single sentence.Improve the match between job applicants and jobs in the hiring process. **OPPORTUNITY / CHALLENGE** What specific goals or objectives did you hire Cymetrix Software to accomplish?Design an Enterprise Looker Analytics application **SOLUTION** How did you find Cymetrix Software?Online SearchWhy did you select Cymetrix Software over others?Pricing fit our budgetGreat culture fitGood value for costCompany values alignedHow many teammates from Cymetrix Software were assigned to this project?2-5 EmployeesDescribe the scope of work in detail. Please include a summary of key deliverables.The project involved creating and maintaining various Looker widgets and dashboards for customer applications. Deliverables included widget design, widget functionality, dashboard design, and custom development. **RESULTS & FEEDBACK** What were the measurable outcomes from the project that demonstrate progress or success?Completing widgets according to the prescribed timelineWidget functionality and performanceDashboard functionality and performanceDescribe their project management. Did they deliver items on time? How did they respond to your needs?The team managed the project and timelines effectively, always producing deliverables that met requirements and agreed upon delivery dates.What was your primary form of communication with Cymetrix Software?Virtual MeetingEmail or Messaging AppWhat did you find most impressive or unique about this company?The team demonstrated a commitment to excellence at every turn. If a requirement was unclear, the team asked questions to clarify, often suggesting alternatives to save time and budget. Partnering with them was a pleasure and an honor.Are there any areas for improvement or something Cymetrix Software could have done differently?No, they performed at an exceptionally high level throughout the engagement. --- #### Data Analytics for Behavioral Analytics Platform **The Project** - Services: BI & Big Data Consulting & SI - Project size: Confidential - Project length: May 2022 - Ongoing **Project Summary**: Cymetrix Software offers data analytics services to a behavioral analytics platform. They extract data from diverse sources, transform raw data into structured data, create data models, and build ETL pipelines. **Review Rating**: 5.0 - Quality: 5.0 - Schedule: 5.0 - Cost: 5.0 - Willing to Refer: 5.0 **The Reviewer** Director, FIBOTALK - Industry: Other industries - Client size: 11-50 Employees - Review Type: Online Review **The Review** — Nov 17, 2023 **Feedback Summary**: Cymetrix Software has delivered over 20 interactive dashboards, enabling the client to track key metrics, monitor campaign effectiveness, and make real-time data-driven decisions. They've also established multiple ETL pipelines that ensure seamless marketing data flow across the client's system. ""Their responsiveness, agility, and commitment to meeting deadlines and budgets exceed our expectations."" **BACKGROUND** Please describe your company and position.I am the DIRECTOR of FIBOTALKDescribe what your company does in a single sentence.Fibotalk is a Product and behavioral analytics platform for web and mobile applications. It is ideal for digital products like SaaS, e-commerce, Fin-tech, and Digital transformation initiatives. Fibotalk has introduced a one-time frictionless integration process. **OPPORTUNITY / CHALLENGE** What specific goals or objectives did you hire Cymetrix Software to accomplish?We were facing the challenge of harnessing the power of data to optimize our marketing efforts. So, Cymetrix helped us transform raw, unstructured data into structured, actionable insights.For Marketing Analytics, we wanted to build an end-to-end data pipeline to create a data lake with model building based on live data. **SOLUTION** How did you find Cymetrix Software?Online SearchWhy did you select Cymetrix Software over others?Good value for costCompany values alignedReliable deliveriesHow many teammates from Cymetrix Software were assigned to this project?3Describe the scope of work in detail. Please include a summary of key deliverables.Cymetrix helped us make data calls and extract data from diverse sources. Then, their team cleaned, manipulated, and transformed the raw data into structured data. After that, they implemented an incremental strategy to capture real-time marketing data. Then, build data models based on live data to enable accurate analysis. They also helped us develop dynamic reporting capabilities to facilitate data-driven decision-making. Lastly, Cymetrix helped us create multiple extract, transform, and load (ETL) pipelines for seamless data flow and integration.  **RESULTS & FEEDBACK** What were the measurable outcomes from the project that demonstrate progress or success?Data Extraction: Cymetrix used Fivertran to make data calls and extract data from various marketing channels such as social media, email campaigns, and website analytics. Data Transformation: They employed DBT to clean, manipulate, and transform the raw data into a structured format.Data Lake and Model Building: Cymetrix’s team was able to establish a data lake using Big Query, a scalable and cost-effective data warehouse. Dynamic Reporting: Looker was integrated to provide dynamic reporting capabilities. Over 20+ interactive dashboards were developed using Looker. These dashboards empowered our marketing team to track key metrics, monitor campaign effectiveness, and make data-driven decisions in real-time. ETL Data Pipelines: Multiple ETL pipelines were established, ensuring the seamless flow of marketing data across the system using Talend.Describe their project management. Did they deliver items on time? How did they respond to your needs?We were thrilled to work with the Cymetrix Software team. Their responsiveness, agility, and commitment to meeting deadlines and budgets exceed our expectations. They embraced every challenge with enthusiasm and welcomed our feedback, making the entire process enjoyable and productive.What was your primary form of communication with Cymetrix Software?Virtual MeetingWhat did you find most impressive or unique about this company?We appreciate Cymetrix's strategic approach to data analytics. They don't just focus on crunching numbers; they take their time to understand our business goals and develop the solutions that will help us achieve them. We feel confident that we can rely on Cymetrix to help us make informed decisions based on our data.Are there any areas for improvement or something Cymetrix Software could have done differently?We are pleased to say that Cymetrix exceeded our expectations on this project. They were always responsive to our needs, and they were willing to go the extra mile to ensure we got the solutions we were looking for. I highly recommend Cymetrix to any business looking for a reliable and trustworthy partner. --- ## Portfolio & Awards ### From Raw Data to Decision-Ready Insights For this project, we were tasked with making data calls to collect raw formatted data, and then cleaning and manipulating it to create structured data. We used mapped models and an incremental strategy to ensure the data was organized properly. After the data was properly structured, we built a datalake and created multiple ETL pipelines to manage the data flow. The ETL pipelines allowed us to efficiently move data between different systems while maintaining data quality. In addition, we created 20+ dashboards to visualize the data in an easy-to-understand format. These dashboards were customized to meet the specific needs of the stakeholders and provided valuable insights for decision-making. ### Transforming Pharma B2B Ecommerce with Salesforce Our client, a Pharma company, approached us with the aim of developing a self-service portal for their wholesale customers using the Salesforce B2B Commerce Cloud platform. They required seamless integration with their SAP system to support all their workflows and processes. Our team of experts worked on the development of the front office using the Experience Cloud, as well as the back office to support all the necessary workflows and processes. We also developed Lightning Web Components (LWC) for calendars and notifications. Our team implemented Service Cloud to integrate with the front office, and we successfully integrated the system with SAP. As part of this project, we also conducted a multi-country implementation with locales for 14 offices, ensuring that the platform was fully functional across all regions.   Therefore, as a result of our work, our client achieved the following outcomes: Consolidated Global Whole Seller Portal: Our client was able to develop a single platform to serve all their whole sellers worldwide, enabling them to manage their orders and accounts seamlessly. Self-Serving Feature: Reduces Service Time and Increases Satisfaction of Whole Sellers: With the self-service portal, whole sellers were able to manage their orders and accounts independently, reducing service time and increasing satisfaction levels. Ease of Handling Issues from Whole Sellers: The integration of the Service Cloud with the front office enabled our client to handle issues from whole sellers more efficiently. Reduced Order Processing Time: The integration with SAP reduced order processing time, allowing for a more streamlined order management process. Increased Visibility to Management: Our client's management team gained increased visibility into the order management process, enabling them to make informed decisions and take necessary actions. ### Unveiling Insights: Transforming Raw Data Our client, a leading Wedding Planner, approached us with a pressing need to harness the power of data to enhance their decision-making process. They wanted to gain insights into various aspects of their business, including: Monthly signups Registry creation User activity tracking Campaign performance Guest activity tracking Revenue generated Furthermore, they sought to analyze the performance of different event acquisition channels. To address these requirements, our team embarked on a three-step approach. Firstly, we created a robust data model, leveraging the available connections and ensuring a seamless integration of various data sources. This model formed the foundation for our subsequent analysis and visualization efforts. Next, we designed and implemented custom views using derived table queries. These views allowed us to transform raw data into meaningful and actionable insights. By building complex SQL queries, we extracted valuable information and presented it in a visually appealing and easily understandable format. Finally, we prioritized on-time deliveries by effectively managing our workflow through Jira. Regular updates and ticket maintenance ensured that our client was constantly in the loop, providing feedback and steering the project toward success.   ### Integrating Mix panel to drive insights Cymetrix Software successfully executed a project for their client, a leading company specializing in document security. The objective was to enhance their web-based application by integrating Mixpanel, a powerful analytics tool, and setting up custom analytics funnels tailored to their specific requirements. We seamlessly integrated Mixpanel into the application, enabling our clients to gain deep insights into user behavior, track key metrics, and make data-driven decisions. This implementation empowered our client to improve its product offering, enhance user experience, and strengthen its position as a trusted provider of confidential document redaction solutions. ### Salesforce App Development for Insolergy Our Client a leading Solar Energy Company was experiencing a low conversion rate. They were looking to have an automated tool that could help them manage their leads and entire service lifecycle along with their data in one platform. So, they approached Cymetrix to help them resolve it.    Problem: Multiple platforms for storing project and customer data, leading to inefficiencies and coordination challenges. Heavy reliance on emails for team communication, resulting in time-consuming tracking and coordination. Lack of systematic lead management, leading to gaps in follow-ups and decreased chances of closing deals. Inability to provide visibility on the stage of each deal, hindering cash flow projection and sales forecasting.   Solution: Proposed a solution to consolidate leads and contacts while leveraging the existing Google Drive storage platform. Developed a custom SFDC Application integrating Google Apps for a consolidated view of leads, contacts, and their conversations. Enabled direct fetching of lead information using Gmail IDs and automated the creation of events and tasks. Implemented a Security Model and managed related Google Docs for gained businesses. Logged call summaries and analyzed success metrics to track business achievements.   Benefits to the client:   Increased team capacity and improved coordination, enabling the handling of more work efficiently. Enhanced visibility into each opportunity, facilitating lead funneling and stage tracking. Ability to add probabilities and project cash flows at any stage, aiding in forecasting. Empowered data-driven decision-making, such as resource investments. Improved processing efficiency and customer engagement. ### Sales & Marketing Synergy: Amplifying ROI In our project, we successfully implemented Sales Cloud with Marketing Cloud, leveraging various tools and features such as AMPScript, Journey Builder, Data Extensions, Audience Builder, Email Studio, and Social Studio. This integration allowed us to enhance our email marketing efforts significantly.   Our achievements included: Seamless email marketing: We developed and implemented email templates, enabling efficient campaign management and mass mailing capabilities. By integrating Sales Cloud with Marketing Cloud, we streamlined the process and ensured targeted segmentation of contacts. Campaign tracking and scheduling: We established a robust system for tracking campaigns and scheduling upcoming events. This involved utilizing segmentation techniques, creating engaging email templates, conducting A/B testing, and generating insightful dashboards for visualizing data. Relevant messaging for customer segments: Through our efforts, we focused on delivering better messaging to specific segments of clients. By tailoring our communication to their needs and preferences, we increased customer engagement and satisfaction. Organized digital marketing efforts: We structured our digital marketing initiatives to optimize efficiency and effectiveness. With the integration of Sales Cloud and Marketing Cloud, we centralized our marketing activities, allowing for smoother collaboration and improved coordination between teams. Enhanced ROI on marketing spend: Our project yielded remarkable results in terms of return on investment (ROI) from marketing expenditures. By generating a higher number of meaningful leads and implementing cross-selling and up-selling strategies, we achieved improved revenue generation and business growth.   Overall, our project successfully integrated Sales Cloud with Marketing Cloud, leading to better segmentation, personalized messaging, organized digital marketing efforts, and increased ROI. ### Complete Digital Marketing Solution Our client was a leading Marketing Company, seeking to enhance its digital marketing efforts, improve campaign effectiveness, and boost customer engagement and conversions through Salesforce. Our Solution: Salesforce Integration: We integrated Salesforce Marketing Cloud with Salesforce Commerce Cloud to create a single source of campaign data. This gave us a unified view of customer interactions and preferences, enabling better targeting. Audience Building and Segmentation: Leveraging the power of Data Extensions and Audience Builder in Marketing Cloud, the client built dynamic and specific customer segments based on their behaviors, preferences, and purchase history.  Campaign Execution and Tracking: Using Email Studio and Journey Builder, we designed and executed targeted email campaigns to engage with different customer segments. We also implemented an automation strategy to re-engage customers who did not open initial emails, ensuring no opportunity was missed. A/B Testing and Optimization: We implemented A/B testing for email templates to identify the most effective designs and content, ensuring optimal engagement rates. Results:  Improved Campaign Effectiveness: The integration of Marketing Cloud and Commerce Cloud allowed for more precise targeting and tailored campaigns, resulting in higher conversion rates and improved return on investment (ROI). Enhanced ROI Tracking: The integration with Google Analytics provided valuable insights into campaign performance and ROI, enabling data-driven decision-making. Increase in Sales: As a result of our solution, our client observed a significant increase in the number of leads and cross-selling or upselling opportunities.    ### Marketing data Integration Client Background: A leading Marketing company was facing challenges in effectively analyzing and optimizing their marketing campaigns. They were using multiple marketing channels, each generating a vast amount of data stored in different formats and sources. The lack of a consolidated view of marketing performance made it difficult to make informed decisions and maximize their marketing efforts. Client Objectives: The client sought a solution that could integrate marketing data from various sources, transform it into a usable format, and provide comprehensive analytics to drive actionable insights.  Solution: Cymetrix Software, a leader in data integration and analytics solutions, partnered with the client to address their challenges and achieve their objectives. The proposed solution included the following key components: Data Integration and Extraction: Cymetrix Software implemented a data integration pipeline that extracted marketing data from diverse sources, including CSV and Excel files, stored in Google Cloud Storage (GCS).  Data Transformation: This step was crucial to ensure the accuracy and consistency of the analytics. BigQuery Implementation: The transformed data was loaded into a single table in BigQuery, enabling efficient storage, querying, and analysis. Look-Back Window Solution: To address delayed updates due to the look-back window, Cymetrix Software implemented a customized solution. Data Pipeline Monitoring: Cymetrix Software set up a monitoring system to configure email notifications. As a result, our client gained a clear understanding of how each marketing channel was performing. They were able to comprehend actionable insights that surfaced, enabling them to fine-tune their marketing strategies and allocate resources more effectively.   ### Salesforce Sales & Marketing Cloud Implementation Challenge: B2B Marketing, Lead generation, campaign management, client tracking, ROI on the campaign, Customer survey. Platform Used: Sales Cloud Marketing Cloud Email Studio, Audience Builder, Journey Builder, Social Studio Solution: Implemented Sales Cloud with Marketing Cloud (AMP Script, Journey Builder, Data Extensions, Audience Builder, Email Studio, Social Studio) for email marketing. Implemented mail marketing, which includes email templates, campaign management, segmentation, and mass mailing, by integrating the Sales cloud with the Marketing Cloud. We also implemented campaign tracking, upcoming events scheduling, and set up processes around SFDC campaigns; this involved segmentation of contacts, email templates, A/B testing, and creation of dashboards for visualization of data. Results: Better messaging for relevant Segments of clients. Organized digital marketing efforts. Improved ROI on marketing spend with the increased number of meaningful leads. This also included up-selling and cross-selling results. ### Built a lending Platform on Salesforce Our client is a FinTech Platform focusing on Healthcare & Insurance. They make quality healthcare affordable through No-cost EMIs and advances against Mediclaim. The client wanted us to help them build a fintech platform for bill discounting businesses that allowed co-lending. Challenge Budget restrictions required optimizing Salesforce license cost was one of the major challenges and success criteria. The business model was based on financing deals in the co-lending model, adding complexities in approval and contract workflows. Regulatory restrictions on Payment wallets used for co-lending, and integrations with the banks at the back end. Automation required for scanning bills from multiple parties in nonstandard formats to extract data and related decision intelligence. Solution Optimized Salesforce platform licenses to reduce license cost Used Experience Cloud and LWC for user experience Multiple third-party integrations are done to provide out-of-the-box functionalities For Eg: DocuSign Integrations with Government approved platforms for KYC Integrations with Banks using Rest API Middleware used for TP integrations Results 1. Custom development using the Salesforce platform reduced platform costs. 2. Reduced time to production by using the Salesforce framework. 3. Security, access control, and third-party platform integrations were available out of the box. 4. Built a scalable platform that could be extended to the healthcare lending business. ### Clutch Awards - [Clutch Award Badge](https://shareables-prod-static.clutch.co/badges/top_clutch.co_force.com_developers_2023_award.svg) - [Clutch Award Badge](https://shareables-prod-static.clutch.co/badges/top_clutch.co_salesforce_company_2023_award.svg) - [Clutch Award Badge](https://shareables-prod-static.clutch.co/badges/top_clutch.co_crm_consulting_company_2023_award.svg) - [Clutch Award Badge](https://shareables-prod-static.clutch.co/badges/top_clutch.co_marketing_automation_company_2023_award.svg) - [Clutch Award Badge](https://shareables-prod-static.clutch.co/badges/top_clutch.co_hadoop_company_2023_award.svg) ### Industry Recognitions - Top Salesforce Partner Companies In San Francisco - Top 10 Salesforce Consulting Services Companies - Driving Digital Transformation - Marketing Analytics Summit Mumbai - Wondrlab Acquires Cymetrix - PRLog - Financial Express ## Packages ## Locations (4) ### Long Beach, CA (Headquarters) - 5704 Cherry Avenue - Long Beach, CA 90805 - United States - 50 - 75 employees - Phone: 6503344141 ### Mumbai, India - MIDC, MIDC Central Rd, Andheri East, Mumbai, Maharashtra - Mumbai 400093 - India - 50 - 75 employees - Phone: 9137699685 ### Earley, England - 1 Stilton Cl, Lower Earley, Earley - Earley RG6 3AD - England - 50 - 75 employees - Phone: 7775 908399 ### San Francisco, CA - 555 California Street - San Francisco, CA 94104 - United States - 2 - 5 employees - Phone: +1 650-334-4141 ## Contact Cymetrix Software [Send a message](https://clutch.co/profile/cymetrix-software) ### Connect on Social - [LinkedIn](https://www.linkedin.com/company/cymetrixsoftwareprivatelimited) - [Facebook](https://www.facebook.com/cymetrix/) - [X](https://twitter.com/cymetrix_soft) - [Instagram](https://www.instagram.com/cymetrix_software/)