EverREST

BACKGROUND

Please describe your company and position.

I am the COO of Alterra Advisors, LLC

Describe what your company does in a single sentence.

Alterra Advisors is a wealth management firm based in Bellevue, Washington. We provide financial planning, investment management and insurance advice to more than 400 household relationships, working with individuals, families and business owners on long-term financial strategy. 

OPPORTUNITY / CHALLENGE

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

• – Rebuild how referrals move through Salesforce — consistent data capture, automated stage movement and clear handoffs from first introduction to a funded client.
• – Give our advisors and leadership real visibility: pipeline health, AUM and insurance tracking, advocate relationships and dashboards we can actually run the business from.
• – Automate the administrative work around meetings, tasks, email templates and interaction summaries so advisors spend their time with clients rather than in the CRM.
• – Connect Claude to Salesforce so advisors stop assembling client context by hand before every meeting and review.
• – Have a dependable support partner afterwards to fix issues, make changes and keep the platform stable.

SOLUTION

How did you find EverREST?

Online Search

Why did you select EverREST over others?

• High ratings
• Great culture fit
• Good value for cost
• Company values aligned

How many teammates from EverREST were assigned to this project?

2-5 Employees

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

EverREST rebuilt how our practice runs on Salesforce Financial Services Cloud and has supported it ever since. After a discovery phase that mapped our current and target processes, they delivered the work in eight epics across roughly six months: our referral pipeline was rebuilt with required data capture, automated stage movement, client-care assignment and a disqualification path; an advocate engagement programme was built with contact tiering, activity tracking and dashboards; AUM and insurance tracking was reworked so financial accounts, funding and transfer data, household rollups and expected-versus-actual values live in one place; email templates were migrated out of Outlook into Salesforce with personalisation, management and training; a full dashboard and reporting layer was built for advisors and leadership, including visual pipeline stages, pipeline health indicators and stalled-deal alerting; gift and centre-of-influence tracking was added with its own entry form and reporting; and interaction summaries were automated off meeting triggers through the client journey. Each epic went through sandbox build, QA, our UAT and a production deployment. Since then they have provided ongoing support on a monthly subscription, and separately connected Claude to our production Salesforce org with a data audit, compliance guardrails, a client intelligence profile structure and a costed plan for the next phase.

RESULTS & FEEDBACK

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

– Close to 2,700 billable hours delivered since October 2025 across eight specialists — a full rebuild of our Financial Services Cloud org, not a series of small fixes.

– Eight epics designed, built, QA-tested and deployed to production in sequence, with regular releases from November 2025 onward rather than one risky big-bang go-live.

– Our referral pipeline now enforces the data we actually need and moves stages automatically, so records are consistent regardless of which advisor created them.

– Advisors and leadership have dashboards covering pipeline health, stalled deals, conversion, revenue and AUM, advocate tiers and gift tracking; reporting we simply did not have before. – Interaction summaries are now generated off meeting triggers through the client journey instead of being written from scratch each time.

– Around 24 support tickets have been raised, built, QA-tested and deployed since the support subscription started in May, at a predictable monthly cost.

– Claude was connected to our production Salesforce org on 23 July and verified on live client records, with deletes disabled and every write requiring advisor approval. Manual pre-meeting preparation had been costing the advisory team five to eight hours a week, and ten to fifteen in review season. 

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

Their process is unusually disciplined for an engagement this size. Everything runs through a shared ClickUp board that we can see in real time: a request comes in, gets estimated in hours, and nothing starts until we approve it; with a standing arrangement that anything under two or three hours can start immediately so small fixes are not slowed by process. Urgent issues bypass the queue entirely. We get a short weekly status call and a written report showing exactly what was built, hours used against budget and what is coming next, plus a monthly business review.

They deliver what they commit to. The build ran in sprints with a demo at the end of each one, so we saw progress continuously and could redirect before anything was built the wrong way. Epics went to production on schedule, the Claude connector went live on our org on the date they said it would, and the discovery phase came in at the fixed price quoted. When budget was running low toward the end of a subscription cycle they told us before it became a problem rather than after, and when work needed to run outside the subscription they got that approved first. 

What was your primary form of communication with EverREST?

• Virtual Meeting
• Email or Messaging App

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

Their honesty about the development cost and about what we actually needed was remarkable. When the scope we asked for turned out to be significantly more expensive than their earlier estimate, they said so directly in writing and explained why, rather than quietly folding the difference into a bigger number,  and they kept a cheaper option on the table alongside it. When we asked them to improve our AI prompts, they came back and told us our prompts were not the problem; our data coverage was. That is not what a vendor billing by the hour usually says.

They also took our compliance position seriously without being asked twice. No client-facing AI, no autonomous actions, deletion disabled, every write attributed to a named advisor;  the guardrails were designed in from the start. And everything they build sits in our own Salesforce org with no hosted dependency on them, which means we are not locked in. After close to a year of working together the same people are still on the account, which is why the context never has to be re-explained. 

Lastly, their communication and team organziation is nothing like we have seen with other SF developers. They have nver missed a weekly update, or deadline that they sent. True accountability!

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

No significant areas for improvement. EverREST has met our expectations throughout our engagement; responsive support, clear communication and work that holds up in testing. The overall collaboration and quality have been very good.

BACKGROUND

Please describe your company and position.

I am the PMM of UnderDefense

Describe what your company does in a single sentence.

UnderDefense is a cybersecurity company specializing in managed detection and response (MDR), incident response, compliance automation, and AI-driven security solutions. Our organization provides security services and technology solutions to companies across various industries worldwide. I am responsible for overseeing strategic initiatives and operational improvements, including the implementation and optimization of our internal systems and processes.

OPPORTUNITY / CHALLENGE

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

• We partnered with EverREST to support the implementation and integration of Salesforce Sales Cloud and Salesforce Marketing Cloud within our organization. Our primary goal was to establish a unified ecosystem for customer relationship management, marketing automation, lead management, and sales operations while creating more efficient and scalable internal processes.

SOLUTION

How did you find EverREST?

Online Search

Why did you select EverREST over others?

• High ratings
• Pricing fit our budget
• Referred to me

How many teammates from EverREST were assigned to this project?

2-5 Employees

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

EverREST supported us throughout the implementation and integration of Salesforce Sales Cloud and Salesforce Marketing Cloud. The project included business process analysis, system architecture planning, Salesforce configuration, marketing automation setup, CRM customization, workflow automation, reporting implementation, and the integration of multiple business processes into a single ecosystem. The team also optimized lead management, improved customer journey tracking, enhanced reporting capabilities, and created a more efficient connection between our sales and marketing operations. Technologies used: 

Salesforce Sales Cloud

Salesforce Marketing Cloud

Salesforce Flows

Apex

Lightning Web Components (LWC)

Reports and Dashboards

Journey Builder

Marketing Cloud Connect

SQL and AMPscript 

RESULTS & FEEDBACK

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

The implementation significantly improved the efficiency of our internal processes. We established better alignment between marketing and sales activities, improved lead management capabilities, reduced the amount of manual work through automation, and gained much greater visibility into the performance of our campaigns and sales pipeline. The quality of deliverables consistently met our expectations, and the team demonstrated a high level of professionalism throughout the engagement.

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

EverREST managed the project in a highly organized manner. The team maintained transparent communication, established clear milestones, and consistently delivered work according to agreed timelines. We collaborated through Slack, Jira, and regular status meetings, which allowed both teams to stay aligned and quickly address any challenges that arose during the implementation.

What was your primary form of communication with EverREST?

• Virtual Meeting
• Email or Messaging App

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

Their combination of strong Salesforce expertise and a business-oriented approach was especially valuable. Rather than simply implementing technical requirements, they took the time to understand our objectives and provided recommendations that improved our overall processes. Their responsiveness, flexibility, and commitment to quality made them feel like an extension of our internal team.

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

Overall, we had an excellent experience working with EverREST. Although additional technical documentation for some of the more complex integrations would have been helpful, this was only a minor observation and did not affect the success of the project. The team remained highly responsive throughout the engagement and addressed all questions promptly.

BACKGROUND

Please describe your company and position.

 I am the CMO of a software engineering company.

Describe what your company does in a single sentence.

We're a software engineering company specializing in data engineering, AI solutions, cloud platforms, and custom software development for clients across multiple industries. I oversee technology initiatives and strategic partnerships, ensuring our engineering teams have the resources required to successfully deliver internal and client-facing projects.

OPPORTUNITY / CHALLENGE

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

• We partnered with EverREST to augment our Salesforce team during the implementation and expansion of our Salesforce CRM environment. Our goal was to accelerate the implementation of multiple Salesforce Clouds, improve lead management and sales workflows, automate business processes, and establish a scalable CRM platform that could better support our growing business development activities.

SOLUTION

How did you find EverREST?

Online Search

Why did you select EverREST over others?

• High ratings
• Great culture fit
• Good value for cost

How many teammates from EverREST were assigned to this project?

2-5 Employees

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

The collaboration resulted in noticeable improvements across our CRM operations. We significantly streamlined lead management, reduced manual work through automation, improved sales pipeline visibility, and increased operational efficiency across several business processes. The Salesforce implementation also improved reporting capabilities and created a much stronger foundation for scaling our sales operations. Deliverables were consistently high quality and aligned with both our technical and business expectations.

RESULTS & FEEDBACK

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

The collaboration resulted in noticeable improvements across our CRM operations. We significantly streamlined lead management, reduced manual work through automation, improved sales pipeline visibility, and increased operational efficiency across several business processes. The Salesforce implementation also improved reporting capabilities and created a much stronger foundation for scaling our sales operations. Deliverables were consistently high quality and aligned with both our technical and business expectations.

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

EverREST managed the engagement professionally from beginning to end. Communication was consistent through Slack, Jira, and regular video meetings. The Project Manager kept everyone aligned on priorities, monitored progress closely, and ensured deliverables were completed according to schedule. Whenever project requirements evolved, the team responded quickly and adapted without disrupting delivery timelines.

What was your primary form of communication with EverREST?

Virtual Meeting

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

What impressed us most was how quickly the team became part of our organization. Their Salesforce expertise was excellent, but equally important was their proactive communication, ownership, and ability to understand our business processes rather than simply executing technical tasks. Working with EverREST felt like collaborating with an experienced internal Salesforce team.

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

Overall, we were very satisfied with the collaboration. If we had to mention one area for improvement, it would be providing more detailed documentation for several custom Salesforce components to simplify future onboarding. However, this was a minor point and had no impact on the project's overall success or delivery quality.

BACKGROUND

Please describe your company and position.

I am the CTO of Inventorsoft

Describe what your company does in a single sentence.

My company is a software development company specializing primarily in web and mobile development.

OPPORTUNITY / CHALLENGE

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

• We partnered with EverREST to augment our team with an experienced Salesforce developer for one of our ongoing Salesforce projects. Our goal was to strengthen our delivery capacity, accelerate development, and ensure high-quality implementation of Salesforce features and customizations.

SOLUTION

How did you find EverREST?

Referral

Why did you select EverREST over others?

• Close to my geographic location
• Pricing fit our budget
• Good value for cost
• Referred to me

How many teammates from EverREST were assigned to this project?

2-5 Employees

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

EverREST provided an experienced Salesforce developer who became part of our delivery team. The work included Salesforce customization, feature development, troubleshooting, enhancements, and collaboration with our internal developers throughout the project lifecycle. Primary technologies included Salesforce Platform, Apex, Lightning Web Components (LWC), Flows, and standard Salesforce configuration.

RESULTS & FEEDBACK

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

The collaboration helped us increase our delivery capacity and maintain project timelines. The developer integrated quickly into our team, delivered high-quality work, and contributed to successful implementation of planned Salesforce enhancements.

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

Communication was clear, timely, and professional. The developer actively participated in our regular meetings, collaborated efficiently with our internal team, and consistently met agreed deadlines while adapting well to our development processes.

What was your primary form of communication with EverREST?

• Virtual Meeting
• Email or Messaging App

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

Their Salesforce expertise, professionalism, and ability to integrate seamlessly into our team while consistently delivering high-quality work.

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

No. We were satisfied with the collaboration and the overall quality of the services provided.

BACKGROUND

Please describe your company and position.

I am the Head of SMM of ValsyDev

Describe what your company does in a single sentence.

ValsyDev specializes in custom software development, helping businesses build scalable web, mobile, and desktop solutions. We work with companies in FinTech, business automation, and other industries, providing end-to-end development services from concept to launch. Our focus is on quality, flexibility, and building long-term partnerships with our clients.

OPPORTUNITY / CHALLENGE

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

• Optimize our Salesforce platform and existing workflows.
• Automate manual processes and improve team productivity

SOLUTION

How did you find EverREST?

Clutch Site

Why did you select EverREST over others?

• Great culture fit
• Good value for cost

How many teammates from EverREST were assigned to this project?

2-5 Employees

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

EverREST helped us optimize and customize Salesforce CRM. They automated several business processes, implemented custom functionality, improved data management, and integrated Salesforce with other tools used by our team. The project also included testing, deployment, and technical support.

RESULTS & FEEDBACK

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

The project helped us streamline several internal processes and reduce manual work across teams. By automating repetitive tasks and improving data management within Salesforce, we increased operational efficiency and improved visibility into key business information. The new workflows also helped our team save time and work more effectively on a daily basis.

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

EverREST managed the project professionally and maintained clear communication throughout the engagement. Deliverables were completed on time, and the team was responsive whenever we had questions or new requirements. They proactively addressed challenges, provided regular updates, and adapted quickly to changes when needed.

What was your primary form of communication with EverREST?

• Virtual Meeting
• Email or Messaging App

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

We were most impressed by their ability to combine technical Salesforce expertise with a practical business mindset. The team consistently looked for ways to improve processes and deliver long-term value rather than simply completing assigned tasks.

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

We were satisfied with the overall collaboration and did not experience any major challenges during the project. The team was responsive to feedback and continuously worked to meet our expectations.

BACKGROUND

Please describe your company and position.

I am a Program Coordinator at Keep Texas Beautiful

Describe what your company does in a single sentence.

Keep Texas Beautiful is a nonprofit that works to inspire and empower Texans to keep our communities clean and beautiful.

OPPORTUNITY / CHALLENGE

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

• Streamline Operational Processes: Automate and simplify the management of vendors, partners, products, and invoices to reduce manual effort, minimize errors, and improve overall efficiency.
• Enhance Financial and Reporting Capabilities: Develop a robust invoice management system to enable real-time calculations, multi-line item handling, and seamless report generation in PDF and CSV formats for accurate financial tracking and sharing.
• Support Environmental Goals: Incorporate environmental constants and calculations to align with the organization’s sustainability initiatives, ensuring operations remain environmentally conscious.
• Build a Scalable Foundation: Create a solution that not only addresses current needs but also provides flexibility for future growth, additional customizations, and evolving requirements.
• Enable Data-Driven Decision Making: Provide advanced reporting tools to offer visibility into key metrics such as revenue summaries, material weights, and partner contributions, empowering the nonprofit to make informed strategic decisions.
• Facilitate User Adoption: Deliver comprehensive user training and detailed documentation to ensure the team could independently manage and maximize the system's capabilities.

SOLUTION

How did you find EverREST?

Referral

Why did you select EverREST over others?

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

How many teammates from EverREST were assigned to this project?

2-5 Employees

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

CRM implementation, migrating them from a legacy system to Salesforce CRM. This included building custom automations and performing complex calculations tailored to meet our unique mission and goals.

RESULTS & FEEDBACK

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

Operational Efficiency: Significant reduction in manual data entry and repetitive tasks due to automation, leading to faster invoice processing and streamlined workflows for managing vendors, partners, and materials.

Database converted from a legacy system to Salesforce. 

Accuracy Improvements: Enhanced data integrity through real-time calculations, validations, and error-reducing automation, ensuring reliable financial and operational outputs.

Time Savings: Decreased time spent on report generation, with users now able to create detailed financial and operational summaries in a fraction of the time compared to previous manual methods.

Enhanced Reporting Capabilities: Increased visibility into critical metrics such as revenue, material weights, and partner performance, enabling data-driven decision-making and better resource allocation.

User Adoption: High engagement and satisfaction among users due to intuitive workflows, comprehensive training, and detailed documentation, ensuring the nonprofit team could independently operate the system.

Sustainability Alignment: Integration of environmental metrics allowed the nonprofit to track and report on sustainability goals, contributing to their mission-driven objectives.

Scalability: A flexible architecture ready to accommodate future growth and additional customizations, ensuring the nonprofit can evolve its operations without technical limitations.

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

Everrest had excellent project management systems in place. They are very organized and responsive. We appreciated their use of sprints and the task management program, Click-Up. As a customer, the Click-Up program was user friendly and helped us see what Everrest was working on. In addition, we always received quick responses to any questions and comments we made via email or in the Click-Up program. We also had weekly virtual meetings for demos and to answer questions. 

What was your primary form of communication with EverREST?

• Virtual Meeting
• Email or Messaging App

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

The Everrest staff are top notch! They are experts on CRM programs,  friendly, great listeners and communicators, and very organized. Their approach to task management using the Click Up program was unique and so helpful for keeping us focused on tasks. 

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

We were very satisfied. 

BACKGROUND

Please describe your company and position.

I am the RevOps of Daloopa

Describe what your company does in a single sentence.

Daloopa helps you build and update financial models without hours of manual discovery work or sacrificing data that matter most.

OPPORTUNITY / CHALLENGE

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

• Salesforce

SOLUTION

How did you find EverREST?

upwork

Why did you select EverREST over others?

Best evaluation of deliverables

How many teammates from EverREST were assigned to this project?

1 Employee

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

We need a Salesforce field called "Parent ARR" at the Account level.

This field needs to be automatically updated as the sum of the values in the field "Account ARR" of the Child Accounts under this Parent Account.

The "Parent ARR" field should be updated not only when the "Account ARR" field of a certain Child Account is updated, but also in other situations, such as:

• Child Account is reparented
• Child Account is deleted
• A new Child Account is added under the Parent Account and this Child Account has the Account ARR field populated etc

The value in the field "Parent ARR" needs to be consistent across all Accounts and its data type needs to be Currency

RESULTS & FEEDBACK

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

It was fully tested and implemented in our Salesforce

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

Yes, it was delivered on time. All the questions and concerns were responded promptly

What was your primary form of communication with EverREST?

Email or Messaging App

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

I liked EverREST's realistic expectations for delivering the project, including possible issues that could happen during the development process and the detailed explanation.

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

It was not a problem for me, but I had to ask which was the automation that was set up. I did this so I could document the configuration done in Salesforce. I think it should be proactively given to the customer because I strongly believe most customers will overlook this and lose the reference of why a certain change was done.

BACKGROUND

Please describe your company and position.

I am the Founder & CEO of a software company 

Describe what your company does in a single sentence.

CRM Implemrbtations for clients globally.

OPPORTUNITY / CHALLENGE

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

• The goal was to connect Salesforce and Zoom for seamless communication and data sync. Using AppExchange and Zapier, I improved automation and optimized workflows for better efficiency.

SOLUTION

How did you find EverREST?

UPWORK

Why did you select EverREST over others?

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

How many teammates from EverREST were assigned to this project?

1 Employee

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

Helped integrate salesforce and zoom. And triubleshooted issues in client org

RESULTS & FEEDBACK

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

Efficiency: Streamlined Salesforce-Zoom communication, reducing manual work. Automation: Enhanced workflows via Zapier, boosting productivity. Connectivity: Improved system integration and usability.

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

Yes. Very responsive and quick to resolve any issues or concerns. 

What was your primary form of communication with EverREST?

• Virtual Meeting
• Email or Messaging App

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

They were very efficient and professional.

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

No