Cyntexa

BACKGROUND

Please describe your company and position.

I am the Digital and IT Manager of AraEstetic.

Describe what your company does in a single sentence.

It's dedicated to the Beauty Sector in Spain.

OPPORTUNITY / CHALLENGE

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

• Sales
• Promotions
• Improve system

SOLUTION

How did you find Cyntexa?

Online Search

Why did you select Cyntexa over others?

• High ratings
• Pricing fits our budget

How many teammates from Cyntexa were assigned to this project?

2-5 Employees

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

Our previous partner left the development halfway, and Cyntexa helped us finish it. We needed to improve the sales application for our sales representatives, including customers and products, to place orders and that they enter our ERP perfectly, due to the integration that our previous partner had not completed successfully either. 

On the other hand, the complexity of our sales promotions required another development that they knew how to understand perfectly. We were very happy with their development and ability to listen and solve problems quickly.

RESULTS & FEEDBACK

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

They managed to finish our application for the sales team and allow them to carry out complex promotions, such as those used in the beauty sector, with discounts, gifts, volume scales, packs, kits, etc...

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

All on time. On occasions, we have asked them for complex mini-projects, and their attention has been excellent. Without a doubt, a serious, efficient partner to work with in the future, since we consider that we are a very demanding client and they comply perfectly.

What was your primary form of communication with Cyntexa?

Virtual Meeting

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

His patience, ability to listen to the client, speed of response, and flexibility, both in terms of developments and budgets

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

They have a well hierarchical structure, a department that organizes the tasks of each figure very well, be it customer service, development, implementation

BACKGROUND

Please describe your company and your position there.

ONOW Myanmar is a leading social enterprise in Myanmar. Join ONOW in the development of innovative and exciting FinTech and EduTech solutions. The Salesforce Consultant will review ONOW systems and design proposed scalable solutions using the Salesforce Ecosystem to support a broad range of digital tools in the areas of Financial Inclusion, Entrepreneurship, and Digital Literacy.

OPPORTUNITY / CHALLENGE

For what projects/services did your company hire Cyntexa?

We hired Cyntexa to provide us with consultation on our current build of Salesforce and suggest long-term improvements.

SOLUTION

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

We hired through Upwork. Interviewed potential candidates and were impressed with Cyntexa.

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

Cyntexa Met with the Director of Design to learn the history of our Salesforce Setup and current Business Use Cases. They interviewed 3-4 ONOW Staff involved with Salesforce (30m each) to get a sense of Salesforce Knowledge and ability. They then produced a 1 Page Report of Recommended Trailhead Courses or Certifications with Links for ONOW staff based on the current Salesforce system.

They also reviewed our Current Salesforce Setup and produce Google Slides Report covering the following topics:

• Improvements to USER Roles and Setup for Digital Cohorts. Conversion from the previous model of Branch Based setup.
• Improvements to Automation Systems (APEX, Flows, Process Builder, etc.)
• Improvements to Current Design of Components and Lightning Pages
• Improvements to Documentation
• Suggestions of Low Cost or Free 3rd Party Tools from App Exchange that could improve ONOW Salesforce Systems.
• Suggestions of the implementation strategy of Salesforce Einstein in Salesforce Org
• Comparison of Salesforce Service Cloud vs Sales Cloud and suggested uses.
• Overall Improvements to the Ecosystem.
• Report of Recommended Tasks Needed to Complete Above Changes including Estimated Level of Effort and Priority.

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

We worked with 4 or 5 members of their team of various positions, all were knowledgable about Salesforce.

RESULTS & FEEDBACK

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

Their feedback and Google slides gave us some tangible improvements to make as a team. We were able to implement ourselves after their consultation.

How effective was the workflow between your team and theirs?

Overall the communication was clear and helpful.

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

We found their team to be kind, friendly, and good to work with. They took the time to get to know our team and offer helpful suggestions.

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

In retrospect, I think it would have been better to connect with just one member of the team rather than multiples.. Having several people involved added more time for clarification. Since our system was quite complex I would rather have spent our time with just one person to get clarity then multiple.

BACKGROUND

Introduce your business and what you do there.

I’m the VP of operations for RE/MAX Allegiance, a real estate company.

OPPORTUNITY / CHALLENGE

What challenge were you trying to address with Cyntexa?

We hired Cyntexa to create custom coding for a few different tasks.

SOLUTION

What was the scope of their involvement?

Cyntexa helps us develop custom code for our organization’s tasks. On one of the projects, they create automated tasks for us to assign to different users within our organization. Additionally, they create different reports to send us on a monthly basis. Throughout the time we’ve worked together, they constantly work on assignments that fall under one of those two projects.

We discuss their tasks on a weekly basis, where they ask questions about what we’re trying to do. Then, they develop the code and provide us with a demo at our next meeting. Anytime we have questions or changes needed, they quickly update their code to get it ready for deployment.

What is the team composition?

We work with three people from Cyntexa.

How did you come to work with Cyntexa?

I launched a job offer on Upwork, and Cyntexa, among other candidates, applied for the job. I interviewed them all, and Cyntexa was the most fitting candidate to help us deliver our tasks.

How much have you invested with them?

We’ve spent around $10,000.

What is the status of this engagement?

We started working together around August 2021, and our engagement is ongoing.

RESULTS & FEEDBACK

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

Cyntexa has successfully completed about 90% of the tasks that we’ve assigned so far, and they keep working on the rest.

How did Cyntexa perform from a project management standpoint?

Cyntexa’s project management is excellent. They’re very communicative and available to solve our questions or issues. We communicate via email, Slack, and Google Meet.

What did you find most impressive about them?

Cyntexa is very knowledgeable in what they do. They explain very well what we need to do to complete the tasks, and they also explain what they’ve done to develop the code. At times, they even show us their coding to understand better how the backend works and what they did to make it so.

Are there any areas they could improve?

No. They work very well, so I can’t see anything they could improve on.

Do you have any advice for potential customers?

Ensure that you have all the details of your project very clear to avoid unnecessary back and forth. If Cyntexa has detailed requirements from your side, they’ll help you get the best experience and develop what you need properly.

BACKGROUND

Introduce your business and what you do there.

I work as a sales process manager for a manufacturing company called CIS Global. Our main office is in Bangalore, India, but we several have headquarters around the world. I’m solely responsible for the Salesforce platform and the analysis of our business process.

OPPORTUNITY / CHALLENGE

What challenge were you trying to address with Cyntexa?

Before having implemented the Salesforce CRM, our process was done manually. The salespeople only sent calculations in Excel and emails to our customers manually, so we needed someone to automate our processes and integrate Salesforce into our operations.

SOLUTION

What was the scope of their involvement?

I work with Cyntexa in the development of the CPQ Salesforce solution. They’re responsible for the technical side of the project, such as market research, cloud implementation, and Salesforce implementation. Our main goal is to make it easier for our salespeople to organize and manage our inventory, as well as inform them of the availability of stock in a specific warehouse.

Once we finished the initial Salesforce implementation, it was quite easy for our salespeople to manage the warehouse stock — this automation made it easier to deal with our clients.

What is the team composition?

I work with four software developers and a business analyst.

How did you come to work with Cyntexa?

We shortlisted 4–5 competitors and we analyzed each one based on cost-effectiveness. While Cyntexa’s cost per hour was quite high compared to the other competitors, the quality of their work more than made up for it. Their staff was quite intelligent and they understood our needs better.

We initially hired them for a small project and chose them after seeing their technical expertise.
Another reason we hired them is they only charge an hourly rate, so we only pay for the development time they accomplish.

How much have you invested with them?

We’ve spent around $50,000.

What is the status of this engagement?

We started working together in the first quarter of 2019, and the partnership is still ongoing. We’re still working with Cyntexa because we find them more flexible than most of their competitors.

RESULTS & FEEDBACK

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

We haven’t quantified the project, but I like the quality of the work so far. When we implemented the Salesforce solution, the time it takes to deal with customers has lessened. This results in our sales team taking more clients every month. The automation now includes all aspects that were done manually, including sending of quotes, emailing, and further discussions.

Everything became instant and we’ve significantly minimized our process time.

How did Cyntexa perform from a project management standpoint?

The timeframe for their project management is quite good. We use JIRA to manage everything, such as timelines and resources. Additionally, their staff is good at development and coding — even if I don’t specify my needs, they still provide us with options to implement.

What did you find most impressive about them?

We’re impressed with their experience since we don't have to frequently speak to them once we go over the scope of the project.

Are there any areas they could improve?

One thing they need to change is how they delegate tasks to developers. When a developer is busy with another task, the project will be put on hold until the developer frees up time to continue. I would suggest assigning two developers to one project so when one becomes busy, there will be another developer to continue the project.

BACKGROUND

Introduce your business and what you do there.

UniLED Solutions is a UK-based company that provides digital out-of-home advertising services (DOOH) worldwide. I’m the senior programm manager.

OPPORTUNITY / CHALLENGE

What challenge were you trying to address with Cyntexa?

We have our own system that has grown organically over the last decade or so. We wanted to work with an organization that could help us transform and move the technology infrastructure of UniLED into a more integrated single source of truth (SSOT). We started our engagement with Cyntexa for this tech organization project.

SOLUTION

What was the scope of their involvement?

Cyntexa has provided a totally new system architecture solution and implemented it on the back of our existing CRM system, which is Salesforce. They've further developed our system to efficiently manage it and streamline sales processes.  

We went through the building phase of the project but had to pause it because of budgetary issues. We will continue with the development work when possible.

What is the team composition?

I've worked with at least three developers, two business analysts, and one project manager.

How did you come to work with Cyntexa?

We advertised the project on Upwork. Cyntexa got in touch with us and presented their portfolio. We interviewed 50 different suppliers and finally went on with Cyntexa. 

What is the status of this engagement?

Our engagement started in December 2020, and it’s ongoing. However, the project is on hold currently.

RESULTS & FEEDBACK

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

Cyntexa’s work has definitely improved our company’s operational abilities to immerse in technology transformation. 

How did Cyntexa perform from a project management standpoint?

The workflow has gone smoothly, and we haven't had any problems. They've delivered the plan and resources in a dedicated way. The team is responsive and always keeps in touch with us through Microsoft Teams, phone calls, and Whatsapp. I communicate directly with the developers and business analysts. 

What did you find most impressive about them?

Cyntexa is really good and strong at documentation. They are also good at putting lots of resources into the project. 

Are there any areas they could improve?

The team can definitely improve in communication. Some of the resources could be better when communicating in English. 

Do you have any advice for potential customers?

It depends on a case-by-case basis, but my advice would be to think of the engagement as a long-term one. This will help in terms of planning a good enterprise project and putting adequate resources to deliver it.

BACKGROUND

Please describe your company and your position there.

I'm the Chief Technology Officer for Lightning Step Technologies. Lightning Step Technologies has two product lines related to Electronic Medical Records and Medical Billing.

OPPORTUNITY / CHALLENGE

For what projects/services did your company hire Cyntexa, and what were your goals?

We needed to integrate our product with Salesforce, allowing our clients can use Salesforce to manage leads and client follow-ups, and share information about those records with our Electronic Medical Records software.

SOLUTION

How did you select Cyntexa and what were the deciding factors?

We talked to several different vendors, but selected Cyntexa due to their experience with Salesforce integrations and their flexibility with the approach to the project.

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

The scope was to create a dashboard in Salesforce, then integrate that dashboard with our EMR. Cyntexa's work was completely on the Salesforce side, they built out a Salesforce dashboard to our specifications, then integrated it with our EMR using existing APIs. They did a lot of hand-holding since this was our first Salesforce integration. The experience of the Cyntexa team is what has made this project a success.

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

There were 6 people that we worked with: Business Analyst Technical Lead Salesforce Dev - 2 QA Sales

RESULTS & FEEDBACK

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

The project has created an integration with Salesforce that we can license to our clients who what to integrate with Salesforce. Because of the experience of the Cyntexa team, we have created a generalized interface that can be used by any of our clients in less time than most of our clients have spent in the past to build a client-specific interface. This will be a competitive advantage for us with our target market.

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

Cyntexa is very flexible, they communicate well via email and Skype. They are very project-focused, continually following up when our team was overwhelmed with other deliverables and did not follow up. They are quite thorough and have a good team dynamic on their side.

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

The knowledge of Salesforce and how to integrate our app was the most impressive thing for this project.

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

No, all of the delays on this project were caused our our side due to competing demands.

BACKGROUND

Introduce your business and what you do there.

I’m the director of IT, e-commerce, and marketing at Globe Car & Truck Rentals.

OPPORTUNITY / CHALLENGE

What challenge were you trying to address with Cyntexa?

We get a lot of phone calls with questions from clients, and we wanted to give them a self-service option to find answers quickly and conveniently. Since it would be online, it could be done at any time of day, irrespective of whether we’re busy or closed. Ultimately, we wanted to raise the conversions and sales through our online website, while reducing the number of phone calls we were getting at the same time, thus reducing costs with our call center.

SOLUTION

What was the scope of their involvement?

We’d implemented Salesforce in the organization within the last year, and we were looking at an option called “Salesforce Trailblazer Community” which is an FAQ/support center. We wanted to implement it in a way that was seamless and transparent for customers. We needed to basically customize the look and feel of the platform, and adapt it to our needs. We implemented different knowledge-base categories.

They also helped us optimize the help center for SEO purposes. This included tagging, clean or canonical URLs, and alternate texts.

The platform is multilingual, in French and English, so there were a lot of things that we had to watch out for and implement correctly, such as the sitemap, in order for it to pass Google’s validations and allow the search engine to parse and index all the information.

What is the team composition?

I’m in touch with their sales rep who helps with billing. There are also 3–4 people on their technical team. They analyze and implement requirements, do the testing, and report back to me. 

How did you come to work with Cyntexa?

Our Salesforce was initially implemented by another team, but they were local and quite expensive. We had to find a way to implement what we wanted, but at a fraction of the cost, and that’s what pushed us to go overseas.

We did some research on LinkedIn, and Cyntexa came up. They had very good reviews and were ranked as one of the top Salesforce developers in India. We had a few talks in the beginning, and we felt comfortable with the communication, their understanding of the project, and the pricing.

How much have you invested with them?

The project cost was around $5,000–$6,000.

What is the status of this engagement?

We started talking with them in January 2020, and the contract was awarded that July. The project was completed in late-September 2020.

RESULTS & FEEDBACK

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

I was very impressed by how well they understood the requirements. I enjoyed brainstorming challenges and issues with them and finding solutions to overcome those. 

My main concern was that the platform had to be identical to our website, and give customers a seamless experience when going from the main site to the help center. They had to believe that they were still on the same website, even though they technically weren’t. It took us some back and forth and tweaking, but Cyntexa delivered pixel-perfect results in the end.

We had some issues with SEO implementation. It wasn’t done right in the beginning, but they reworked it after I raised the concern, without requesting additional fees. 

How did Cyntexa perform from a project management standpoint?

The communication has been through Google Hangouts and Slack, where they have a channel for our project. I don’t usually enjoy working with offshore teams, given that communication is harder. However, the English fluency of Cyntexa’s team is exceptional, and I haven’t had a lot of communication or time zone issues. They’ve been working during my time zone, in Canada. I’ve never had to wake up in the middle of the night to talk to them, or anything like that. The communication’s been straightforward and transparent. That’s hard to find with offshore teams.

They gave me a chart with all the tasks and milestones at the beginning of the project. We met on a weekly basis in the beginning. They updated me on what was going on, and they would move to the next step after I tested and approved the work.

If the project took more time than it should have, it was because of something on my end. 

What did you find most impressive about them?

They blew me away with their communication skills and how well they understood our requirements. They delivered exactly what was requested at the start. It was great working with Cyntexa. I had a great experience, especially compared to other overseas agencies I’ve worked with. 

Are there any areas they could improve?

The QA process could be improved. It was fine with me because I do that on a daily basis myself. We had to go back and forth on a few bugs, and maybe I wouldn’t have found those bugs myself if they had a better QA process. It’s not really something negative. The teamwork and collaboration between us were great, and, at the end of the day, the back and forth actually helped us get a better result.

Do you have any advice for future clients of theirs?

They should have the project proposal and requirements ready and clear, in order to start off on a good foot. If there’s a bump down the road, the more prepared we are to answer their questions and so on, the better the results will be.

BACKGROUND

Please describe your company and your position there.

I am the CTO of Content Security. We are a cybersecurity advisory organisation that provides several cybersecurity services and solutions to some of the largest companies in Australia.

OPPORTUNITY / CHALLENGE

For what projects/services did your company hire Cyntexa, and what were your goals?

We hired Cyntexa for salesforce development. Our goal was to increase the effeciency of our internal sales processes by creating custom tools within Salesforce.

SOLUTION

How did you select Cyntexa and what were the deciding factors?

Out of all companies we evaluated, Cyntexa, with the wealth of experience they have, were quickly able to understand our requirements and even make recommendations based on their experience. This gave us the comfort we required knowinf they truly are experts in Salesforce development space and hence we chose them.

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

Cyntexa delivered a quoting tool whixh reduced the time we took to create quotes by 90%. This gave us the confidence to re enagage them for a secons project to develop a complex document generator tool and again they delivered while exceeding pur expectations which has now led to us engaging them again for a third project.

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

A team of 5 in total worked on our projects. This consisted a a good mix of engineers/developers along with project managers, account managers and team leads.

RESULTS & FEEDBACK

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

Our presales process has increased our effeciency by 70% and the quoting tool has reduced the time we take to create tools by 90%. We are very pleased with both outcomes.

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

They communicated with us on a regular basis via webex and slack. They were always available when we needed answers or a discussion.

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

A few things: - development knowledge and expetience of salesforce platform. - professionalism throughout the project with regular communication. - guidance they provided during the project to achieve results better than what we had anticipated.

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

No, they do a very good job.

BACKGROUND

Introduce your business and what you do there.

I’m the co-founder and CEO of a company that does outbound sales and marketing. Our services include phone enrichment for business targets, phone engagement insights, employment validation, and country validation. We do that to prevent prospectors from wasting cycles for people who have relocated companies.

OPPORTUNITY / CHALLENGE

What challenge were you trying to address with Cyntexa?

They’re helping us deliver our automated services through a Salesforce package.  

SOLUTION

What was the scope of their involvement?

Before a campaign is conducted, we’ll scrub the outbound list for employment validation and then layer on mobile number enrichment, which is the core value add that we bring. We’ve been perfecting this for the last two years. 

Their work with us is helping our clients automate Salesforce processes. They took our platform and extended it directly into the Salesforce ecosystem to take advantage of its existing functionality. At this point, we’ve hit the architecture, implementation, and access milestones. They set up our rules-based configurations, performance testing, and integrated an API. This is a pretty basic process within Salesforce, but it’s essential that we had someone on our team who understood the manager package extension. 

In the future, we’ve budgeted funds to keep them on as our implementation partner. Even though the product will be a standard plugin, there’s plenty of potential for customization. They’ll be working with our enterprise clients in a white glove implementation fashion.   

What is the team composition?

There are five key team members and a business owner focused on our account. We have an architect and four others who are focused on design and development.   

How did you come to work with Cyntexa?

We interviewed five potential partners, and they seemed to be the most experienced in Salesforce. They were the most senior and most experienced.

How much have you invested with them?

We’ve spent about $50,000. 

What is the status of this engagement?

The partnership lasted from February–August 2020.

RESULTS & FEEDBACK

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

We have an aggressive timeline because thousands of our clients are waiting on this package for implementation. They’ve been stress-tested and have always been able to deliver to any request. 

How did Cyntexa perform from a project management standpoint?

They were accommodating, meeting very early or late depending on our needs. We’re located in different time zones, but they were willing to meet on our schedule. They made themselves available on a Saturday to do a demonstration and pitch a client. In that way, they stepped up outside of the scope of work to be a good partner. 

We’ve created a collaborative environment through Slack and Google tools. Our project manager takes care of a lot of coordination on their end, so I never have to worry about that. 

What did you find most impressive about them?

They’ve taught me a lot about best practices through incredible communication. We found that they were able to manage expectations incredibly well, rarely ever slipping on a deadline. If something had to be pushed back, it was our fault.  

Are there any areas they could improve?

There isn’t anything I can think of.  

Do you have any advice for potential customers?

Have them walk through best-case and worst-case scenarios, including delivery, timelines, and potential challenges in the development cycle. You can plan accordingly from there.

BACKGROUND

Please describe your company and your position there.

We've created a Salesforce AppExchange product where sales teams compete to become the best sales team on Salesforce based on performance. I am the Co-Founder.

OPPORTUNITY / CHALLENGE

For what projects/services did your company hire Cyntexa?

We hired Cyntexa for their Salesforce development expertise and help with getting our application concept into the Salesforce AppExchange.

What were your goals for this project?

Our main goal for this project was the need for quick development and architectural guidance on Salesforce. Additionally, it was our goal to get the application approved before Aug 2020.

SOLUTION

How did you select this vendor?

I found this vendor surfing through profiles on Upwork.

Describe the project and the services they provided in detail.

Cyntexa was able to take the concept we had in a document and made it come to life.

We started on a Google doc where they made sure every detail was outlined and we crossed off each milestone as the project went on. Part of the project, we provided Sketch designs for them to create a web app and they were able to produce in about one week.

They were able to integrate our web app to the salesforce app which is an important piece to our architecture in order to drive traffic to our website.

What was the team composition?

There were about 4 team members who all worked on different pieces of the project. Focusing on the Salesforce app, web app and integrations.

RESULTS & FEEDBACK

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

We are still in the start up phase, looking for our first customers. I'd say this project has given us the chance to demo something tangible to show and actually get some real users.

How was project management arranged and how effective was it?

Project management was held on a tight schedule every week. It was extremely effective in order to meet important deadlines. The entire team showed up every week with new progress made which instilled confidence and trust.

What did you find most impressive about this company?

Communication was key. Also, they were consultative in their approach in helping us determine our architecture, which was challenging. We also like their collaboration as a team to tackle issues that came up.

Are there any areas for improvement?

Not that I'm aware of. They were great!