Dgt27

BACKGROUND

Please describe your company and position.

I am the Partner & CEO of Neat Digital

Describe what your company does in a single sentence.

We are Advertising company.

OPPORTUNITY / CHALLENGE

What specific goals or objectives did you hire Dgt27 to accomplish?

• We aimed to streamline our lead generation process, connect educational content to the right audience, and integrate Salesforce with platforms like Career Karma and HotJar to improve tracking and team collaboration.

SOLUTION

How did you find Dgt27?

Referral

Why did you select Dgt27 over others?

• Pricing fit our budget
• Good value for cost
• Referred to me

How many teammates from Dgt27 were assigned to this project?

2-5 Employees

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

The project scope included:

1. Integrating Salesforce with Career Karma to automatically ingest and qualify leads.
2. Connecting HotJar data with Salesforce to capture user behavior insights.
3. Tagging and linking knowledge content to lead segments for better targeting.
4. Building collaborative dashboards for marketing and admissions teams.
5. Training staff on using new workflows and tools.

Key deliverables included an automated lead generation system, actionable user behavior analytics, and improved content-to-lead alignment.

RESULTS & FEEDBACK

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

1. 35% increase in qualified leads.
2. 20% boost in content engagement due to better targeting.
3. 30% improvement in marketing-to-sales handoff efficiency.
4. Enhanced internal collaboration via shared dashboards and workflows.

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

dgt27 managed the project with precision and transparency. They adhered to timelines and were proactive in resolving roadblocks and adapting to new requirements.

What was your primary form of communication with Dgt27?

• Virtual Meeting
• Email or Messaging App

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

Their ability to connect tools and data across platforms to drive results stood out. They didn’t just implement technology—they aligned it with our business goals.

Are there any areas for improvement or something Dgt27 could have done differently?

It would have been helpful to receive more post-project analytics insights or regular follow-up check-ins to fine-tune our approach further.

BACKGROUND

Please describe your company and position.

I am the Global Head of Marketing and Communications of Temenos

Describe what your company does in a single sentence.

Temenos is the global leader in banking technology

OPPORTUNITY / CHALLENGE

What specific goals or objectives did you hire Dgt27 to accomplish?

• Our goal was to improve data visibility to evaluate sales campaign performance, enable smooth data manipulation between Salesforce and HubSpot, implement real-time syncing, and enhance communication among our resellers, distributors, and opportunity partners.

SOLUTION

How did you find Dgt27?

• Online Search
• Referral

Why did you select Dgt27 over others?

• Great culture fit
• Referred to me
• Company values aligned

How many teammates from Dgt27 were assigned to this project?

2-5 Employees

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

The project scope included:

• Establishing real-time data syncing between Salesforce and HubSpot.
• Creating custom field mappings for accurate campaign and contact data flow.
• Building unified dashboards for marketing, sales, and partner teams.
• Automating updates and notifications for resellers and opportunity partners.
• Training teams on using integrated tools for better coordination.

Key deliverables included a fully integrated SF-HS system, unified reporting, real-time campaign tracking, and enhanced partner communication workflows.

RESULTS & FEEDBACK

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

1. Achieved 100% real-time sync accuracy between SF and HS.
2. Improved campaign performance visibility led to a 25% increase in ROI.
3. Reduced manual data entry time by 40%.
4. Enhanced reseller collaboration efficiency by 30%.

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

Their project management was top-tier. They delivered on time, communicated clearly, and were quick to adjust as our requirements evolved during implementation.

What was your primary form of communication with Dgt27?

• Virtual Meeting
• Email or Messaging App

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

Their deep understanding of Salesforce and HubSpot ecosystems—and how to strategically align them—is impressive. They helped turn fragmented data into actionable insights.

Are there any areas for improvement or something Dgt27 could have done differently?

Including a few more customized alert scenarios for missed syncs would have added another layer of value post-launch.

BACKGROUND

Please describe your company and position.

I am the Internal Advisor Consultant of New York Life Investments

Describe what your company does in a single sentence.

New York Life Investments is comprised of the global asset management businesses of our parent company, New York Life Insurance Company. We offer clients access to specialized investment teams through our family of affiliated boutiques.

OPPORTUNITY / CHALLENGE

What specific goals or objectives did you hire Dgt27 to accomplish?

• We needed to realign our overall marketing strategy, resolve technical and process-related issues within Salesforce Pardot, and scale our campaign execution to reach a broader audience more effectively.

SOLUTION

How did you find Dgt27?

Referral

Why did you select Dgt27 over others?

• Pricing fit our budget
• Referred to me

How many teammates from Dgt27 were assigned to this project?

2-5 Employees

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

The project scope included:

1. Auditing the existing Pardot setup and identifying performance bottlenecks.
2. Reconfiguring segmentation rules, scoring, and grading systems.
3. Creating reusable campaign templates and automation assets.
4. Aligning Pardot with Salesforce for better lead management.
5. Delivering training and documentation for internal marketing teams.

Key deliverables were a fully optimized Pardot environment, improved lead qualification, automated campaign templates, and a roadmap for scaling efforts.

RESULTS & FEEDBACK

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

• 50% increase in email campaign efficiency.
• 20% improvement in MQL-to-SQL conversion rates.
• Reduced campaign setup time by 40%.
• Enhanced visibility into lead engagement across the funnel.

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

dgt27 was highly organized, delivered each milestone on time, and remained responsive and flexible throughout. They were quick to adapt as our goals evolved mid-project.

What was your primary form of communication with Dgt27?

• Virtual Meeting
• Email or Messaging App

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

Their ability to bridge strategy with execution stood out. They not only fixed Pardot issues but helped us rethink how we approach digital marketing.

Are there any areas for improvement or something Dgt27 could have done differently?

Including a more structured post-launch optimization plan would have helped us maintain momentum even more effectively.

BACKGROUND

Please describe your company and position.

I am the Director, Author Marketing and Business Development of American Psychological Association

Describe what your company does in a single sentence.

The American Psychological Association, in Washington, D.C., is the largest scientific and professional organization representing psychology in the United States and is the world's largest association of psychologists.

OPPORTUNITY / CHALLENGE

What specific goals or objectives did you hire Dgt27 to accomplish?

• Our objective was to integrate Salesforce Sales Cloud with QuickBooks to address data silos, streamline financial data enrichment, and improve our overall financial management and reporting capabilities.

SOLUTION

How did you find Dgt27?

Referral

Why did you select Dgt27 over others?

• Good value for cost
• Referred to me
• Company values aligned

How many teammates from Dgt27 were assigned to this project?

2-5 Employees

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

The project scope included:

• Integrating Salesforce Sales Cloud with QuickBooks to sync financial and donor data.
• Automating data enrichment processes for donation tracking, grants, and receivables.
• Building custom reports and dashboards tailored for nonprofit financial reporting.
• Training finance and development staff on new workflows and tools.

Key deliverables included a synchronized Salesforce–QuickBooks system, automated financial updates, and improved transparency in donor and grant reporting.

RESULTS & FEEDBACK

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

1. Reduced manual data entry by 60%.
2. Improved financial reporting turnaround time by 35%.
3. Enhanced visibility into donor and grant-related financials.
4. Boosted cross-team coordination and audit readiness.

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

 Their project management was highly efficient—milestones were met consistently, and they were quick to respond to changes and requests for clarification.

What was your primary form of communication with Dgt27?

• Virtual Meeting
• Email or Messaging App

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

Their expertise in both Salesforce and nonprofit financial workflows is outstanding. They understood our unique reporting needs and delivered a solution that felt tailor-made.

Are there any areas for improvement or something Dgt27 could have done differently?

A few more finance-specific best practice templates or examples for reporting would have been helpful during the training phase.

BACKGROUND

Please describe your company and position.

I am the E-commerce Operations Coordinator of MY OUTFIT ONLINE

Describe what your company does in a single sentence.

Our company is a women`s ecommerce clothing brand designed to empower women through everyday essentials.

OPPORTUNITY / CHALLENGE

What specific goals or objectives did you hire Dgt27 to accomplish?

• We engaged dgt27 to automate our B2B order management by integrating Shopify with Salesforce Sales Cloud and streamline our payment collections through Chargent.
• Our goal was to eliminate manual data entry, reduce errors, and improve the overall speed and visibility of our sales and finance operations.

SOLUTION

How did you find Dgt27?

Referral

Why did you select Dgt27 over others?

• Good value for cost
• Referred to me
• Company values aligned

How many teammates from Dgt27 were assigned to this project?

2-5 Employees

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

• dgt27’s work included the seamless integration of Shopify and Salesforce to auto-create and sync B2B orders. Chargent was implemented for efficient and secure payment processing. The team also automated invoice generation, order tracking, and payment status updates.
• They delivered tailored dashboards and reports for our sales and finance teams, and conducted training sessions to ensure user adoption. The end result was a streamlined, fully automated order-to-cash process with intuitive tools for visibility and reporting.

RESULTS & FEEDBACK

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

The new system dramatically reduced the time and effort spent on manual data entry and helped accelerate our payment cycle. Order accuracy improved significantly, and our teams now benefit from real-time visibility into payment and order status. User adoption was quick and smooth thanks to the intuitive design and training provided.

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

Project management was highly effective. dgt27 met all delivery milestones and maintained clear, consistent communication throughout. They were responsive and flexible when our requirements evolved during the project.

What was your primary form of communication with Dgt27?

• Virtual Meeting
• Email or Messaging App

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

Their technical expertise in integrating complex platforms—Salesforce, Shopify, and Chargent—was exceptional. They built a cohesive system that not only worked flawlessly but also felt natural to use across our internal teams.

Are there any areas for improvement or something Dgt27 could have done differently?

none

BACKGROUND

Please describe your company and position.

I am the Sourcing Specialist of Community Health Systems

Describe what your company does in a single sentence.

Community Health Systems is one of the nation’s leading healthcare providers.

OPPORTUNITY / CHALLENGE

What specific goals or objectives did you hire Dgt27 to accomplish?

• We hired dgt27 to help us improve care delivery and streamline operations by centralizing patient data, reducing manual administrative tasks, and enhancing care coordination. The objective was to modernize our internal systems and create a more connected experience for both staff and patients.

SOLUTION

How did you find Dgt27?

Referral

Why did you select Dgt27 over others?

• Pricing fit our budget
• Referred to me
• Company values aligned

How many teammates from Dgt27 were assigned to this project?

2-5 Employees

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

The project involved deploying Salesforce Health Cloud to manage patient interactions and case histories, migrating and cleansing legacy patient data, and automating processes like appointment scheduling and follow-ups. dgt27 also developed dashboards for monitoring patient engagement and care effectiveness.

Key deliverables included:

• A fully integrated Salesforce Health Cloud platform
• Automation that significantly reduced administrative burden
• Centralized, easy-to-access patient records
• Customized dashboards for real-time insights
• Staff training to ensure smooth adoption and usage

RESULTS & FEEDBACK

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

The project significantly lightened the administrative load on our team and made care delivery more responsive and coordinated. Patient follow-ups became more consistent, and staff quickly adopted the new system due to its ease of use and the effectiveness of the training provided.

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

dgt27 maintained a clear, proactive project timeline and delivered each milestone as promised. Their responsiveness to our feedback and evolving needs made the process smooth and collaborative.

What was your primary form of communication with Dgt27?

• Virtual Meeting
• Email or Messaging App

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

What impressed us most was dgt27’s strong grasp of healthcare-specific workflows and their ability to design solutions that felt tailored to our unique challenges. Their approach to data migration was especially smooth, minimizing disruption to day-to-day operations.

Are there any areas for improvement or something Dgt27 could have done differently?

nothing to say here

BACKGROUND

Please describe your company and position.

I am the Head of Global AI of Logitech

Describe what your company does in a single sentence.

Logitech helps all people pursue their passions and is committed to doing so in a way that is good for people and the planet. We design hardware and software solutions that help businesses thrive and bring people together when working, creating, gaming, and streaming.

OPPORTUNITY / CHALLENGE

What specific goals or objectives did you hire Dgt27 to accomplish?

• We aimed to integrate Salesforce Sales Cloud with our existing systems to streamline donor management, grant processing, and document handling.

SOLUTION

How did you find Dgt27?

Referral

Why did you select Dgt27 over others?

• Pricing fit our budget
• Referred to me
• Company values aligned

How many teammates from Dgt27 were assigned to this project?

2-5 Employees

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

The scope involved:

• Establishing real-time integration between Salesforce, Slate, and Titan.
• Automating data transfers to eliminate manual processes.
• Customizing Salesforce objects, workflows, and dashboards.
• Migrating, cleansing, and validating donor and grant data.
• Automating the setup of document templates across 51 daily time slots.
• Key deliverables included seamless integrations, automated workflows, and real-time reporting tools.

RESULTS & FEEDBACK

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

1. Manual data transfer time reduced by 60%.
2. Achieved 98% data accuracy and consistency.
3. Improved workflow efficiency by 30%.
4. Donor engagement increased by 25% due to real-time insights from customized dashboards.

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

The team delivered all items on schedule and demonstrated exceptional responsiveness to our questions and feedback throughout the project.

What was your primary form of communication with Dgt27?

• Virtual Meeting
• Email or Messaging App

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

Their ability to customize solutions specifically for our nonprofit needs and their expertise in integrating complex systems was outstanding.

Are there any areas for improvement or something Dgt27 could have done differently?

Additional documentation or video tutorials for end-users would have been helpful.