# Jet BI Jet BI Reviews (20), Pricing, Services & Verified Ratings - 4.8 out of 5 average review rating - 0 connections joined Jet BI's Network [Visit Website](https://jetbi.com/?utm_source=clutch.co&utm_medium=referral) [Get a Custom Proposal](https://clutch.co/profile/jet-bi) **Salesforce \ Java \ SAP HCP Development** Founded in 2013, Jet BI is your trusted partner in **Sales, Marketing and Business Intelligence solutions, Systems Integration, UX Design and QA.** **Our areas of expertise include:** **Salesforce expertise**, including implementatoin and custom development on Force.com, Field Service Lightning, Financial Services, Sales and Service Cloud implementation, AppExchange product development and security review support; **Systems integration expertise**, focusing on connections from Salesforce to SAP, Atlassian, Microsoft, Google, Amazon and others **Java development services** including Spring, Struts, Hibernate hosted on Heroku or other cloud platforms. **Industry focus:** Retail, Manufacturing, Fashion, High Tech, Process Industry, Healthcare & Pharmaceuticals, Banking, Parking Indutry, Real Estate; Salesforce ISV and Consulting partner. **Platforms and technologies:** - Salesforce Lightning, LWC, APEX, Visualforce, Flow - Java: Spring, Struts, Hibernate - SAP BI\\BO, UI5, Hana Cloud Platform - Jitterbit, MuleSoft, Pentaho Data Integration, Zapier, SAP PI - Heroku, Amazon AWS, Google Cloud, Azure - VR solutions for Real Estate, IoT solutions for space management, AI chatbot development for business ## Company Information - Minimum project size: $1,000+ - Hourly rate: $25 - $49 - Number of employees: 50 - 249 - 1 Locations: - Dublin, Ireland (Headquarters) - Founded in 2013 - 4 timezones: Central European Time (CET), Eastern Standard Time (EST), Greenwich Mean Time (GMT), Pacific Standard Time (PST) ## Services, Focus Areas, Industries, and Clients ### Service Lines - 40% CRM Consulting and SI - 30% Custom Software Development - 10% BI & Big Data Consulting & SI - 10% Cloud Consulting & SI - 10% Web Design ### Focus Areas - CMS Focus: - 100% Drupal CMS - CRM Solutions: - 80% Salesforce CRM Consulting & Implementation - 20% SAP CRM - Frameworks and CMS: - 78% Other frameworks and CMS - 22% .NET - Programming & Scripting: - 50% Apex - 10% Java - 10% JavaScript - 10% Other programming & scripting languages - 10% Swift - 5% C# - 5% Objective C - CRM Functions: - 30% Other CRM focus - 20% CRM Customer Support - 20% CRM Social Relationship Management - 20% Sales automation - 10% Marketing automation ### Industries - 20% Financial services - 15% Medical - 10% Information technology - 10% Manufacturing - 25% Retail - 5% Telecommunications - 5% Business services - 10% Consumer products & services ### Clients - 40% Small Business (<$10M) - 40% Midmarket ($10M - $1B) - 20% Enterprise (>$1B) ## Pricing Snapshot Average rating for cost based on this provider's reviews: 4.8 out of 5 **What Clients Have Said** *(This summary is based on verified Clutch reviews.)*: Jet BI is noted for its budget-friendly pricing and good value for cost, with project costs ranging from $5,000 to $60,000. Clients appreciate their flexibility, responsiveness, and professionalism, indicating a strong overall value without specific complaints regarding pricing. **Most Common Project Size**: $10,000 to $49,000 based on 13 reviews *(Pricing information for this provider is based on reviews where the project size was available.)* ### Pricing by Service - Custom Software Development: $50,000 to $199,999 based on 7 reviews - BI & Big Data Consulting & SI: $10,000 to $49,000 based on 2 reviews - Other IT Consulting and SI: Less than $10,000 based on 2 reviews - CRM Consulting and SI: $10,000 to $49,000 based on 1 review - Application Management & Support: $10,000 to $49,000 based on 1 review - Business Consulting: $10,000 to $49,000 based on 1 review - Mobile App Development: $10,000 to $49,000 based on 1 review - Application Testing: Confidential based on 1 review ### Packages Offered - CRM Consulting and SI Packages — starting at $3,700/total ## 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) ### Jet BI Review Insights Overall Review Rating: 4.8 - Quality: 4.7 - Schedule: 4.8 - Cost: 4.8 - Willing to Refer: 4.9 ### Top Mentions - High-quality work (6 mentions) - Communicative (5 mentions) - Timely (5 mentions) - Flexible (4 mentions) - Great project management (4 mentions) - Professional (4 mentions) - Collaborative (3 mentions) - Unique expertise (3 mentions) - Dedicated (2 mentions) - Accessible (1 mentions) - Adaptable (1 mentions) - Detail-oriented (1 mentions) - Easy to work with (1 mentions) - Efficient (1 mentions) - Helpful (1 mentions) - Knowledgeable (1 mentions) - Personable (1 mentions) - Proactive (1 mentions) - Reasonable pricing (1 mentions) - Reliable (1 mentions) ### Review Highlights **Flexibility and Adaptability** JET BI is commended for their flexibility in handling evolving project scopes and requirements. Clients appreciate their adaptability to unexpected changes, ensuring project goals are met without compromising quality. **Technical Excellence and Problem Solving** JET BI is praised for technical excellence and problem-solving abilities. Clients value their capability to offer innovative solutions and alternatives, enhancing project success and efficiency. **Occasional Delays in Communication** There are instances where communication delays have been noted, particularly during testing phases. Clients recommend maintaining a single point of contact to streamline communication and avoid misunderstandings. **Strong Communication and Responsiveness** JET BI is frequently praised for their robust communication and responsiveness. Clients appreciate their clarity and ability to adapt to different communication styles, ensuring smooth project execution and client satisfaction. **Room for Improvement in Language Skills** While not a major issue, one client suggested that JET BI could benefit from enhancing English language skills to further improve communication. However, this was considered a minor point compared to their overall performance. **High-Quality Project Management** JET BI is recognized for effective project management, with clients noting their ability to deliver projects on time and within budget. Their use of tools like Jira and GoToMeeting facilitates efficient task tracking and communication. **Client-Centric Approach** Reviews highlight JET BI's client-centric approach, focusing on understanding and meeting specific business needs. Their dedication and involvement in projects foster strong partnerships and client trust. **Expertise in Salesforce Solutions** Clients consistently highlight JET BI's expertise in Salesforce development and integrations. Their proficiency in handling complex Salesforce projects, including custom app development and CRM integrations, is well-regarded. **Positive Client Feedback and Satisfaction** JET BI receives consistently positive feedback for their deliverables, with clients expressing high satisfaction levels and willingness to continue partnerships. Their work is often described as professional and reliable. **Effective Use of Project Management Tools** Clients appreciate JET BI's use of project management tools like Jira, which aids in task organization and progress tracking. This contributes to their reputation for strong project management practices. ### Jet BI Reviews #### Software Development & Consulting for Software Dev Firm (Featured Review) **The Project** - Services: CRM Consulting and SI, Custom Software Development - Project size: Confidential - Project length: Jan. 2019 - Ongoing **Project Summary**: JET BI provides software development and consulting services to a software development firm. They work on Salesforce development and CRM projects, consult on existing processes, and optimize integrations. **Review Rating**: 5.0 - Quality: 5.0 - Schedule: 5.0 - Cost: 5.0 - Willing to Refer: 5.0 **The Reviewer** Salesforce Administrator & Project Manager, SysAid - Industry: Other industries - Client size: 201-500 Employees - Review Type: Online Review - Verified **The Review** — Mar 9, 2023 **Feedback Summary**: JET BI has satisfied the client with their outputs. Their professional team thinks outside the box, enabling them to meet the client's needs. They are also pleasant to work with and ensure on-time delivery. Moreover, the vendor's team communicates through email, messaging apps, and virtual meetings. ""The team is very professional and pleasant to work with."" **BACKGROUND** Please describe your company and position. I am the Salesforce Administrator and Project Manager of SysAid Describe what your company does in a single sentence. Leading international company that develops and provides IT Service Management software **OPPORTUNITY / CHALLENGE** What specific goals or objectives did you hire JET BI to accomplish? Salesforce Development Implementation Consultation Optimizing existing code **SOLUTION** How did you find JET BI? Referral Why did you select JET BI over others? Referred to me What was the size of JET BI’s team? 6-10 Employees Describe the scope of work in detail. Please include a summary of key deliverables. Experienced CRM implementation team working on CRM projects Consulting on existing processes Optimizing new and existing integrations Dedicated resources and high availability **RESULTS & FEEDBACK** What were the measurable outcomes from the project that demonstrate progress or success? Business Satisfaction Describe their project management. Did they deliver items on time? How did they respond to your needs? Delivery is on time Needs met with positivity Thinking outside the box What was your primary form of communication with JET BI? Virtual Meeting Email Messaging App What did you find most impressive or unique about this company? The team is very professional and pleasant to work with. Are there any areas for improvement or something JET BI could have done differently? Can't think of anything --- #### App Dev for SaaS Company **The Project** - Services: Custom Software Development - Project size: $50,000 to $199,999 - Project length: Feb. 2021 - Ongoing **Project Summary**: JET BI provides app development for a SaaS company. The team works for third-party clients, with lists of requirements on each project.  **Review Rating**: 5.0 - Quality: 5.0 - Schedule: 4.5 - Cost: 5.0 - Willing to Refer: 5.0 **The Reviewer** VP Product Management - Industry: Other industries - Client size: 10,001+ Employees - Review Type: Online Review - Verified **The Review** — Sep 29, 2021 **Feedback Summary**: So far, JET BI performs excellently on the projects they handle. They always deliver on time and adjust to the client's working environment. Overall, the team is professional, punctual, and goal-oriented. ""They have an excellent characteristic of identifying a problem and giving a couple of options to solve it."" **BACKGROUND** Please describe your company and your position there. I'm a software executive at a large SaaS company. However, note that my opinions are my own and do not represent the official position of my employer. **OPPORTUNITY / CHALLENGE** For what projects/services did your company hire JET BI, and what were your goals? I have been involved in numerous projects to extend Salesforce Flow automation technology using Apex and Lightning Web Components **SOLUTION** How did you select this vendor and what were the deciding factors? I used Upwork Describe the scope of work in detail, including the project steps, key deliverables, and technologies used. Typically I would assign 3-4 different projects at one time. Each project is accompanied by a requirements document. How many people from the vendor's team worked with you, and what were their positions? Our primary partners have been Artiom (project manager) and Sahib (primary developer). **RESULTS & FEEDBACK** Can you share any measurable outcomes of the project or general feedback about the deliverables? Over 30 years, I've outsourced software work to a lot of different companies and individuals. The first project I did out of college involved finding partners to build gateways for the original Microsoft Exchange in the early 90's. I'm also a product manager, so I work with developers all day long in my internal corporate position. My experience with JET-BI has been extremely positive. They are professional, punctual, and effective meeting their objectives. Their estimates have been well-reasoned and they have almost never come back and expressed a need to get more hours approved. Describe their project management style, including communication tools and timeliness. They've done a great job adapting to my preferred working style. What did you find most impressive or unique about this company? The consistent high quality output of JET-BI, in terms of code and communication, has been very impressive. They're also good problem solvers. They have an excellent characteristic of identifying a problem and giving a couple of options to solve it. Are there any areas for improvement or something they could have done differently? I'm pretty good at critical feedback but in this case I really can't come up with anything I'd change in how the JET-BI team gets the job done. --- #### Custom App Dev for Real Estate Brokerage **The Project** - Services: Custom Software Development - Project size: Less than $10,000 - Project length: Dec. 2020 - Ongoing **Project Summary**: JET BI developed a custom app for Salesforce for a real estate brokerage. The app calculated the bonus entitlements of employees, providing an automated and transparent system. **Review Rating**: 5.0 - Quality: 5.0 - Schedule: 5.0 - Cost: 5.0 - Willing to Refer: 5.0 **The Reviewer** Salesforce Administrator, Jar House - Industry: Real estate - Client size: 51-200 Employees - Review Type: Online Review - Verified **The Review** — Jan 15, 2021 **Feedback Summary**: Thanks to the efforts of JET BI, the client obtained an automated process to calculate employee bonuses. The workflow was efficient as the team was responsive and transparent in all processes. The client was impressed with the expertise of JET BI's engineers. ""The best Salesforce developers we have worked with to date." " **BACKGROUND** Please describe your company and your position there. Salesforce Administrator **OPPORTUNITY / CHALLENGE** For what projects/services did your company hire JET BI, and what were your goals? Necessary to create an application for Salesforce that will automatically calculate the number of bonuses that should be accrued to each employee, depending on the results obtained in Salesforce Reports; Avoid human mistakes risks when working with both systems: Salesforce and Excel; Automate the calculation process and decrease the time required for calculations; Transparent system of calculation with easy to set up access rights and permissions. **SOLUTION** How did you select JET BI and what were the deciding factors? An application has been developed that uses Reporting Snapshot to download employee KPI values ​​from Salesforce Reports. The uploaded value is calculated based on special scales, linear interpolation formulas, calculation formulas, and benchmark formulas. The application allows you to independently enter metrics for which bonuses are awarded. The application allows, if necessary, to manually edit the values ​​of accrued bonuses for employees. The application can calculate bonuses both by pressing a special key and on a predetermined date. Describe the scope of work in detail, including the project steps, key deliverables, and technologies used. Technologies: APEX Salesforce Custom Development Git Jira How many people from the vendor's team worked with you, and what were their positions? Team: 2 Salesforce Developer 1 Technical Architect 1 Project Manager 1 QA Engineer **RESULTS & FEEDBACK** Can you share any measurable outcomes of the project or general feedback about the deliverables? · Jar House has received a flexible application that allows you to define material bonuses for employees without using third-party applications and services; The process of calculating bonuses has become automated and does not require much time for constant manual work. Describe their project management style, including communication tools and timelines. Very happy with communication and speed of response and the quality of the support. The transparency of all processes is really impressive and helps create a trusted partner relationship. What did you find most impressive or unique about this company? JET BI team pulled together qualified and reliable engineers, providing a diverse pool of experts for the project (Salesforce Devs, Technical Architect, Project Manager, and QAs). The team did a great job creating a custom solution that helped us resolve the current issues on KPIs calculation. Are there any areas for improvement or something they could have done differently? No --- #### Salesforce Implementation for Red Cross **The Project** - Services: Other IT Consulting and SI - Project size: Less than $10,000 - Project length: July - Sep. 2019 **Project Summary**: JET BI was responsible for leveraging Salesforce to develop IT infrastructure around Belarus Red Cross's fundraising system. They worked to create data models, do external integrations, and automate processes. **Review Rating**: 4.5 - Quality: 4.5 - Schedule: 5.0 - Cost: 5.0 - Willing to Refer: 4.0 **The Reviewer** Fundraising Coordinator, Belarus Red Cross - Industry: Other industries - Client size: 201-500 Employees - Review Type: Online Review - Verified **The Review** — Jan 29, 2020 **Feedback Summary**: JET BI delivered a system architecture that enabled Belarus Red Cross to execute its first digital campaign. By collecting data on all donors and leads, the system has enormous potential for increasing the organization's revenue. The team exhibited robust expertise and dedication to the project. ""We highly appreciate the expertise of the vendor and their involvement in the project." " **BACKGROUND** Please describe your company and your position there. I'm fundraising co-ordinator in Belarus Red Cross. Our organisation is the biggest and oldest charity in Belarus which provides medical social and humanitarian assistance for more than 150 000 beneficiaries a year. **OPPORTUNITY / CHALLENGE** For what projects/services did your company hire JET BI? In 2019 Belarus Red Cross adopted a fundraising strategy which is concentrated on digitizing all processes of collecting donation from individuals. What were your goals for this project? Our main goal was to develop IT infrastructure for fundraising system included online and offline campaigns, regular giving programme and lead generation activities. **SOLUTION** How did you select this vendor? We shortlisted more than 20 companies which have an official Salesforce partnership and work operationally in Belarus. With each of them, we had a discovery meeting about the project. Then, received a preliminary assessment, we launched an official tender-procedure. During the tender, we had a briefing for clarifying details of TOR. Next, we conducted an analysis of the final proposals with the involvement of external experts. Finally, Jet Bi proposal was selected as appropriate and most cost-effective. Describe the project in detail. The project included 3 main steps: data model settings, external integrations (donation pages, payment system) and automation of the processes. Jet Bi team helped to finalize TOR. During the project, we have had weekly standup call to inform about the status of the project or collect additional or clarifying requirements. What was the team composition? The team of Jet Bi included project manager, Salesforce developers, Salesforce architect, QA and web designer. During the project, other specialists also joined the work. The main communication was organised threw the project manager but in the case of specific issues specialized specialists joined the discussion. **RESULTS & FEEDBACK** Can you share any outcomes from the project that demonstrate progress or success? Thanks to the developed infrastructure, it became possible to organize the first digital campaign. Today, the system collects data on all donors and leads, which allows us to interact with them, increasing the income of the organization. On the basis of the system, face-to-face regular giving campaign, which is unique to this market, is preparing to launch. How effective was the workflow between your team and theirs? The project manager provided regular communication on all issues. Weekly stand-up meetings, online and offline meetings to discuss individual functionality were held. We also received a weekly project status report. The progress of the project was reflected in Jira. Acceptance of the project took place in the office of our organization. What did you find most impressive about this company? We highly appreciate the expertise of the vendor and their involvement in the project. During the implementation of the project, the contractor was flexible and ready for unexpected tasks. In addition, the company showed involvement not only in the technical side of the project but also in the organization’s assistance activities. Are there any areas for improvement? The project is the first but the most important stage of development of the infrastructure. In the process of implementing the fundraising strategy, new requirements and challenges will arise. We plan to continue cooperation with Jet Bi to develop our system in future projects. --- #### Data Migration for Salesforce Implementation **The Project** - Services: Custom Software Development - Project size: $50,000 to $199,999 - Project length: Jan. 2019 - Ongoing **Project Summary**: JET BI incorporated many features and procedures into one cloud-based CRM. Then, they migrated customer data into the new Salesforce system. They also integrated third-party apps. **Review Rating**: 4.5 - Quality: 4.5 - Schedule: 5.0 - Cost: 4.0 - Willing to Refer: 5.0 **The Reviewer** Managing Director, Silver Saints Lts - Industry: Other industries - Client size: 11-50 Employees - Review Type: Online Review - Verified **The Review** — Jan 16, 2020 **Feedback Summary**: JET BI directed the transition with little disruption to the business’ daily workflow. Their team managed the project well by tracking the progress of each task closely. They were dedicated, efficient, and productive partners. The partnership was successful and they continue to work together. ""Almost all tasks, bugs, improvements and queries were managed and progressed through Jira." " **BACKGROUND** Please describe your company and your position there. Silver Saints is London's premier handyman service. We are best described as a team of multi-skilled, experienced and reliable Handymen who travel around London on motorcycles undertaking plumbing, electrics, fixing, fitting, assembling and hanging jobs. In fact our team of Saints are the most experienced multi-trade handymen in London. **OPPORTUNITY / CHALLENGE** For what projects/services did your company hire JET BI? After 10 years of adding on a patchwork of applications to our local CRM database ir was clear that moving over 13 seperate 3rd party applications into one cloud based CRM. After several months of research and sales meetings we decided that Salesforce's - Servicecloud & Field Service Lightening products best met our requirments. JetBi was the Salesforce Partner we chose to setup & customise the salesforce org and communitues to meet our very specific requirments. JetBi continue to offer us ongoing support and development with all our Salesforce needs. What were your goals for this project? The project goals were to incorporate the functionality of 13 different applications and dozens of procedures into one cloud based CRM product. Migrate existing customer data into the new org, setup, develop and customise the Salesforce org, communitues and FSL mobile application in line with out current processes and procedures. **SOLUTION** How did you select this vendor? Salesforce Sales team were very keen on us using the partner they put forward, based in London. Having worked mostly with offshore developers in the past I widened the net via a project bidding website. I shortlisted the best bid applications and arranged confenence calls with the best three. JetBi presented the best application and 'interview' and it was clear that they were very keen and excited about the project. They were equally clear on the ambitious time frame and budget implications and these were clearly laid out in multiple 'scope of work' documents before any agreement to proceed was reached. Based on their engagement, responsiveness and professionalism during the bidding process they won the work. Describe the project and the services they provided in detail. Investigation, understanding and documentation of our current systems, processes and procedures. Discussion, documentation and agreement of setup, developemnt and customsation required. Agreement on scope of work and estimated costs, invoicing and payments. Migration of existing data to new Salesforce CRM Setup, development, customosation and support of Salesforce, ServiceCloud, Communities, Filed Service Lightenting as well as intergration with 3rd party apps that plugin to the Salesforce Org (Stripe and Zapier) What was the team composition? The JetBi Project team was made up of a Project manager, 1-3 developers, Q&A, consultants when required. **RESULTS & FEEDBACK** Can you share any information that demonstrates the impact that this project has had on your business? Having used the same CRM software for over 15 years I was always under no illusion as to how big a challenge it was going to be to change all of our systems and incorporate them into one cloudbased CRM. Working very closely with the dedicated team at JetBi we have managed to transition on to the new Salesforce Clouds with the minimum of disruption to our customer service staff, service technitians but most importantly customers. How was project management arranged and how effective was it? Almost all task, bugs, improvements and queries were managed and progressed through Jira. This meant that all parties could easily track the progress of each task knowing who was assigned to carry out the next stage of the task. The effective and efficient use of the Jira platform meant that it was easy to catch up on the project status at any time, even if my attention had been diverted elsewhere for a few days. Where urgent attention was required we have a Whatsapp group - which has been a useful add on. What did you find most impressive about this company? Dedicated, efficient and productive. Testiment to this is the fact that we carry on asking for further development and support from Jetbi. They are truely our Salesforce Partner. Are there any areas for improvement? Working with an offshore team does present both benefits and obstacles. On a whole - I prefer it. However I suspect most people would go with the partner Salesforce recommend as they tend to find a partner local to your business/decision makers. I personally did not like the idea of weekly face to face meetings around a conference room desk. The go-to-meeting conference calls with the project manager and development team was far more efficient than trekking in and out of Central London. However, for me, even a weekly go-to-meeting conference call seemed unessassary at times. I would prefer the confenence call meetings were arranged 'as required' when decisions needed to be made, discussed or demopnstrated, rather than as a weekly update process. --- #### Custom Salesforce Implementation for Veteran Organization **The Project** - Services: Other IT Consulting and SI - Project size: $10,000 to $49,999 - Project length: Oct. 2018 - Apr. 2019 **Project Summary**: JET BI developed a custom Salesforce integration that would allow the business to continue to scale. The software would facilitate customer service, warehousing, inventory, and delivery technicians. **Review Rating**: 5.0 - Quality: 5.0 - Schedule: 5.0 - Cost: 5.0 - Willing to Refer: 5.0 **The Reviewer** Director of Operations, Warrior Service Company LLC - Industry: Other industries - Client size: 11-50 Employees - Review Type: Online Review - Verified **The Review** — Mar 13, 2019 **Feedback Summary**: The tailored integration met all requirements and helped the internal team meet their milestones. JET BI was committed to the project, putting in several hours to ensure success. They excelled at managing expectations, communicating, and keeping to schedule. "“They really took our project and made it their own.” " **BACKGROUND** Please describe your company and your position there. Warrior Service Company LLC is a disabled veteran-owned small business that provides services to the Department of Veteran’s Affairs for the US government. I’m the director of operations, overseeing six branches across 10 states. **OPPORTUNITY / CHALLENGE** For what projects/services did your company hire JET BI? Our company has been fortunate enough to experience a 25%–50% year-over-year growth. However, as a result, we’ve quickly outgrown our software's capabilities. We needed a more comprehensive and robust CRM if we were to continue to grow, so we tasked JET BI with creating a custom Salesforce implementation to be more efficient.  What were your goals for this project?  Since our business model is very unique, we needed to customize our Salesforce to match our day-to-day operations. This would help streamline and automate our processes. **SOLUTION** How did you select this vendor? Salesforce recommended JET BI as having 5-star reviews. They were very professional and cost-efficient.  Describe the project in detail.  They provided a custom Salesforce CRM implementation, using Field Service Lightning for our customer service, warehousing, inventory, and delivery technician needs. What was the team composition? JET BI assigned two main computer software engineers but also had a larger team supporting them behind the scenes. They were all knowledgeable and attentive to our unique needs. **RESULTS & FEEDBACK** Can you share any outcomes from the project that demonstrate progress or success? We’ve met most of our milestones, and I’m very happy with the outcome thus far. We plan to continue using JET BI for future projects.  How effective was the workflow between your team and theirs?  JET BI was very professional when it came to project management, communication, scheduling, and managing expectations. We used Outlook 365 and GoToMeeting to plan and execute our virtual meetings. What did you find most impressive about this company? I was most impressed with the number of hours they provided and their team’s dedication. They really took our project and made it their own. I was also amazed by their expertise and friendly demeanor. Are there any areas for improvement? Being that English isn’t their first language, they might benefit from having a bit more English practice. However, after having so many conversations with them, we never found a major language issue. This was just a minor point compared to the amount of effort they put into the project. --- #### Salesforce Consulting for Food Safety Company **The Project** - Services: Other IT Consulting and SI - Project size: Confidential - Project length: Dec. - Jan. 2018 **Project Summary**: Jet BI built custom reports within SalesForce that verified information and allowed for submission of data for governmental compliance requirements. **Review Rating**: 5.0 - Quality: 5.0 - Schedule: 5.0 - Cost: 5.0 - Willing to Refer: 5.0 **The Reviewer** Executive Director, Australian Institute of Food Safety - Industry: Other industries - Client size: 1-10 Employees - Review Type: Phone Interview - Verified **The Review** — Feb 5, 2019 **Feedback Summary**: Jet BI delivered a robust customized solution capable of sorting and verifying tens of thousands of records. Approachable and proactive in their approach to project management, the engagement was seamless. In addition to their affordability, their technical expertise are second to none.  "“Jet BI helped us maintain our licenses by building an effective, customized solution within SalesForce.” " **BACKGROUND** Introduce your business and what you do there. I'm the executive director of the Australian Institute of Food Safety. **OPPORTUNITY / CHALLENGE** What challenge were you trying to address with Jet BI? We engaged Jet BI to help build custom reports in SalesForce, allowing us to send required data to the Australian Government each year.  **SOLUTION** What was the scope of their involvement? Jet BI extracted data from custom objects in our Salesforce system in order to produce files in the format required by the Australian government. What is the team composition?  We primarily worked with a project manager, as well as a developer and technical architect. How did you come to work with Jet BI? They were recommended to us by a former colleague of mine. What is the status of this engagement? We worked together from around December 2018–January 2019. **RESULTS & FEEDBACK** What evidence can you share that demonstrates the impact of the engagement? Jet BI helped us maintain our licenses by building an effective, customized solution within SalesForce.  How did Jet BI perform from a project management standpoint? They were the best consultancy I've ever worked with in terms of project management. They organized tasks through Jira and were very responsive and accessible throughout.  What did you find most impressive about them? They were very easy to communicate with and proactive in terms of meeting milestones throughout the engagement. They also provided a quality solution with little to no issues. Their technical expertise sets them apart.  Are there any areas they could improve? No. They were fantastic.  Do you have any advice for potential customers? Keep an open line of communication and be sure to provide them all the guidelines and information they need in order to effectively provide a solution.  --- #### Dev Augmentation for SalesForce Consutant **The Project** - Services: Custom Software Development - Project size: $50,000 to $199,999 - Project length: Dec. 2015 - Ongoing **Project Summary**: JET BI provides expertise and staff augmentation for Salesforce-based development projects. The team builds applications and provides ongoing maintenance. **Review Rating**: 4.0 - Quality: 4.0 - Schedule: 4.0 - Cost: 4.0 - Willing to Refer: 4.0 **The Reviewer** Co-Founder, Cloudteam Company - Industry: Other industries - Client size: 1-10 Employees - Review Type: Phone Interview - Verified **The Review** — Aug 20, 2018 **Feedback Summary**: JET BI is instrumental for scalable growth. Their clear communications and responsive service make the collaboration successful. ""We are happy with their availability and responsiveness." " **BACKGROUND** Introduce your business and what you do there. I am the co-founder of Cloud Team Company. We do Salesforce and FinancialForce implementations. The latter is a cloud-based ERP solution on the Salesforce platform. **OPPORTUNITY / CHALLENGE** What challenge were you trying to address with JET BI? We needed development augmentation. **SOLUTION** What was the scope of their involvement? JET BI serves as our technical consultants and supplemental developers. They build applications and add-ons on the Salesforce platform. They provide Apex developers and expertise, and in the past, have also helped release some of the apps in the Salesforce store. They are always in the background working on our invoice scan app, which digitally processes payable invoices. Users scan the invoices and the information then goes back to FinancialForce. JET BI maintains that app as well. What is the team composition? We work with a coordinator and two developers. How did you come to work with JET BI? We came across them by accident and decided to try them out. I liked having a team in the same time zone and with a more European mentality. How much have you invested in them? We have spent approximately €50,000 ($57,954 USD). What is the status of this engagement? We began working with them in December 2015 and the partnership is ongoing. **RESULTS & FEEDBACK** What evidence can you share that demonstrates the impact of the engagement? Overall, they complement what we do. There isn’t one specific success, but rather we have a successful collaboration. With their help, we are scalable and provide better service, even in the event of an unexpected increase in workload. If we grow, then JET BI will become even more important to us. How did JET BI perform from a project management standpoint? We are happy with their availability and responsiveness. What did you find most impressive about them? Compared to past vendors, they have been easier to work with from a communications perspective. --- #### Salesforce Dev & Support for B2B Tech Company **The Project** - Services: BI & Big Data Consulting & SI - Project size: $10,000 to $49,999 - Project length: Sep. 2017 - Ongoing **Project Summary**: JET BI develops Salesforce CRM functionalities, centralizes administrative data, and provides best practices for using the system. **Review Rating**: 5.0 - Quality: 5.0 - Schedule: 5.0 - Cost: 5.0 - Willing to Refer: 5.0 **The Reviewer** CEO, Crowdsourcing Platform - Industry: Other industries - Client size: 51-200 Employees - Review Type: Phone Interview - Verified **The Review** — Aug 2, 2018 **Feedback Summary**: JET BI's work optimizes administrative and automatic processes. They're responsive to urgent issues and deliver cost-effective strategies. Their detailed documentation and regular updates contribute to a smooth workflow. ""They focus on delivering the most cost-effective strategies to optimize our success." " **BACKGROUND** Introduce your business and what you do there. I am the founder and CEO of an internet company. We run a website in the enterprise, B2B-tech space. **OPPORTUNITY / CHALLENGE** What challenge were you trying to address with JET BI? We needed to integrate our finance, delivery, and other departments in a centralized Salesforce CRM. We were not satisfied with our previous consultants integrations. **SOLUTION** What was the scope of their involvement? JET BI listen to our requirements for the platform and develops the necessary Salesforce administration/customization functionalities. They're integrating our entire company's records, customer support, billing, finance, invoicing, and delivery documentation, onto a central CRM platform. In addition, their team also consults us on Salesforce best practices and strategies, showing us alternative solutions that are more efficient and effective in terms of cost and development time. What is the team composition? We work with a senior project manager and a business development representative, and their developers. How did you come to work with JET BI? We were looking for a skilled vendor that was less expensive than our previous one. We found JET BI through an online marketplace and conducted an initial trial period. They were responsive and knew what they were doing, so we hired them.  How much have you invested with them? We invested $10,000–$50,000 thus far. What is the status of this engagement? We started in September 2017, and the work is ongoing. **RESULTS & FEEDBACK** What evidence can you share that demonstrates the impact of the engagement? JET BI helps us quickly fix technical issues and increases the number of reports we produce. Their work significantly increases the efficiency of our automating processing, such as migrating Google Sheets data and other manual work into Salesforce. Overall, they help us use the platform more effectively and efficiently. How did JET BI perform from a project management standpoint? Their project management has been good thus far. They provide documentation and keep their timesheets up to date on a regular basis. Their managers conduct weekly meetings and daily emails. If a project needs more attention, they're responsive and will communicate with us more intensively. What did you find most impressive about them? They focus on delivering the most cost-effective strategies to optimize our success. Are there any areas they could improve? I feel like their team is too small at times. If their employees are not available, due to a holiday or to illness, their turnaround takes longer.  However, overall, they make us feel like an important customer and are attentive to our needs. Any advice for potential customers? I recommend that you ask for Alex (Project Manager, JET BI), as he has been great for us thus far. --- #### CRM Development for an IT Company **The Project** - Services: Custom Software Development - Project size: Less than $10,000 - Project length: Feb. 2018 - Ongoing **Project Summary**: Jet BI works on implementing three modules on Salesforce—Bid Management, Opportunity Checklist, and Contract Subscription, providing customizations, handling data input, and more. **Review Rating**: 5.0 - Quality: 4.5 - Schedule: 4.5 - Cost: 5.0 - Willing to Refer: 5.0 **The Reviewer** IT Project Coordinator, IT Company - Industry: Other industries - Review Type: Phone Interview - Verified **The Review** — Jun 18, 2018 **Feedback Summary**: Their transparent and responsive team is always willing to show demos of the modules and explain all the technical details about the product. Jet BI produces high-quality work and provides seamless project management. ""Their collaborative and professional approach has helped us in a positive way." " **BACKGROUND** Introduce your business and what you do there. I’m the IT project coordinator for a software development company. **OPPORTUNITY / CHALLENGE** What challenge were you trying to address with Jet BI? We were working on a client project that involved enhancing a Salesforce CRM system. Specifically, we were implementing an opportunity checklist, a complete opportunity management module, and a contract subscription module. **SOLUTION** What was the scope of their involvement? Jet BI was onboarded as a Salesforce professional and was responsible for the implementation of the three modules. They also performed a lot of custom work for them. Their developer and solution architect worked closely together to input all the data. We used standard Salesforce Sales Cloud object Contract, custom APEX trigger and custom APEX Batch. What is the team composition? I knew every resource working on the project. There was a Salesforce developer, solution architect, QA engineer, and a project manager. How much have you invested with them? The initial cost was around $5,000. We’re working with them for an extra one-and-a-half month so the overall cost will be $6,000–$7,000. What is the status of this engagement? We started working with Jet BI in mid-February 2018. The work is ongoing and is expected to be complete by August. **RESULTS & FEEDBACK** What evidence can you share that demonstrates the impact of the engagement? Their collaborative and professional approach has helped us in a positive way. Their responses are timely and they’ve stuck to the established budget. Whenever we exceed our timelines and budget, the project manager gets in touch to ask whether they should go ahead with the work or wait till the next iteration. We’ve had videoconferences during which the developer shares his screen, showing us demos of the modules he’s implementing. He’s always eager to help me understand what the product does and how it’s built. I'm satisfied with the experience of working with Jet BI and might hire them again. How did Jet BI perform from a project management standpoint? All communication is open and they have solid management skills. I’m aware of every particular piece of work being done for the site. Since we’re working in different locations, it’s important to me as a customer to know what’s going on with development, and they’ve never hidden any information from me. Overall, their project management is satisfactory, though they could incorporate some project management tools. When our project manager went on vacation and another stepped in, the workflow remained seamless. Most of the communication is done through email and GoToMeeting. What did you find most impressive about them? The quality they’ve delivered for this integration is the most remarkable aspect of this collaboration. I wouldn’t say it’s extraordinary, but it was done neatly. Are there any areas they could improve? I do recommend that they start providing more precise quotes so that we won’t have to review them again after surpassing the budget. I would appreciate having some buffers in place, but ultimately everything was coordinated with me.  Do you have any advice for future clients of theirs? Jet BI has professional people. I’ve had a good experience, and I would definitely recommend them to others. --- #### Salesforce Development for Business & IT Consulting Firm **The Project** - Services: Other IT Consulting and SI - Project size: Confidential - Project length: Jan. 2017 - Ongoing **Project Summary**: JET BI is a sub-contractor on various projects requiring Salesforce expertise, UI designs, and creative probelm solving to development challenges. **Review Rating**: 4.5 - Quality: 4.5 - Schedule: 4.5 - Cost: 5.0 - Willing to Refer: 5.0 **The Reviewer** Project Manager, Consulting Firm - Industry: Other industries - Client size: 11-50 Employees - Review Type: Phone Interview - Verified **The Review** — Jul 25, 2017 **Feedback Summary**: The client is quickly expanding their reliance on JET BI for quality development contracting. Subcontracting is made easier by their clear, accurate estimates and end clients continue to be pleased with the completed deliverables. ""They have very good knowledge and suggestions for different approaches around complex tasks." " **BACKGROUND** Introduce your business and what you do there. We are a consulting company with 2 main divisions: business and IT consulting. I am a manager of the IT consulting team, and my responsibilities are around both consulting activities and project management. **OPPORTUNITY / CHALLENGE** What challenge were you trying to address with JET BI? We were looking for a team to help us with our development load. We are a Salesforce Partner, and have many customers in our region, but we have limited development resources. We use subcontractors for additional workloads, and have worked with 3-5 vendors, one of them being JET BI. **SOLUTION** What was the scope of their involvement? JET BI provided Salesforce development for multiple customers of ours. We initially needed their assistance for some functionalities on a more conventional project. We’ve worked on a few projects over time, and have 2 ongoing projects at the moment. They’ve advised us regarding different solutions based on Salesforce standards. They are currently working with us for the development of web services between Salesforce and third-party solutions owned by the customer. We’ve also had discussions regarding more complex tasks and projects. Aside from development, JET BI has also provided UI design. We were assigned project managers, Apex developers, UI designers and quality assurance specialists. Overall, we’ve worked with around 10 different people from JET BI’s side, including 3 project managers. We’ve recently been working with a single manager, but we used more on previous projects. We’ve worked with around 4 or so development resources from their team. In terms of the consultation provided by JET BI for the more complex tasks, we have worked with Andrey Bosak, who is a technical architect. He made very useful contributions to the customer’s decision and our understanding of the possible approaches to a project. How did you come to work with JET BI? We engage with our own customers but rely on subcontractors. I’m not sure what the initial project request for JET BI was, but it may not be relevant, given that our requests are different, depending on the customers we’re working for. Each client has different requests. We asked for work samples from a number of companies, included JET BI, in order to get an idea of how we could work with them, and if the process would be satisfactory. How much have you invested with JET BI? I don’t have an overview of all the projects on which we’ve worked with them. For the last 4 which I’ve managed, the work required from them was 100 man hours on average. It highly depends on the tasks we receive from our own customers, which vary greatly. What is the status of this engagement? We started working with JET BI in the beginning of 2017, or at the end of 2016. We’ve worked on at least 5-6 different projects in total, 4 of them for a single customer. One of my former colleagues also engaged with JET BI, so I’m not sure about the exact details. They're working on at least two client projects currently. **RESULTS & FEEDBACK** Could you share any evidence that would demonstrate the productivity, quality of work, or the impact of the engagement? I cannot share such information because we don’t track metrics for the projects I manage. Customers split different tasks between different subcontractors, so, even we, as a consulting company, don’t have a full view of the organizational structure and number of users. We have heard very good feedback from the customers assigned to JET BI. As a result, we’ve given additional work from those customers to JET BI. How did JET BI perform from a project management standpoint? We’ve been very happy working with them, and have given the team more and more tasks. They are very detailed, and have given us good initial time-and-materials estimations. If they believe that there will be more hours required than the initial estimate, they will inform us, and allow us to communicate on time with our customers, which is valuable since working with a subcontractor is more complicated. We are okay with this, and it’s the main reason we’ve been working with JET BI continuously. What did you find most impressive about JET BI? They have very good knowledge and suggestions for different approaches around complex tasks. Every time we’ve had an issue for which we were unsure how best to proceed, we asked for the opinion of Andrey, the technical architect. Everything we’ve heard from him has been useful for us. We’re actually learning from JET BI, and we’re thankful for this. Are there any areas JET BI could improve? From time to time, the communication will take longer between their project managers and the developers. Because we lose time with meetings, we have asked JET BI to maintain a single point of communication with the development team, to ensure that there are no misunderstandings. We haven’t had any other issues when communicating directly with the development team so long as the project manager is aware. Most of the miscommunication instances came up during the testing period. JET BI is the first party to test the software. We will test it ourselves, and provide the end-customer with the output as well. When the customer comes back with feedback, it will sometimes take more time than needed to come back to the client with a resolution. In these cases, we communicate directly with the developers, who have been responsive and reactive. --- #### Development & Testing for Salesforce Implementation Company **The Project** - Services: Other IT Consulting and SI - Project size: Confidential - Project length: Jan. 2015 - Ongoing **Project Summary**: JET BI worked on development overflow tasks, specifically full-scale solution implementation including design, development, and testing. **Review Rating**: 3.5 - Quality: 3.5 - Schedule: 4.0 - Cost: 4.0 - Willing to Refer: 4.0 **The Reviewer** Director of Intellectual Property, Salesforce Implementation Company - Industry: Other industries - Client size: 11-50 Employees - Review Type: Phone Interview - Verified **The Review** — Feb 23, 2017 **Feedback Summary**: JET BI has closely stuck to estimates and often provide quality development services. Although there were occasional communication issues, the team is nimble and approachable. ""Jet BI’s team is very nimble and able to pick up projects quickly." " **BACKGROUND** Introduce your business and what you do there. I am the head of development for a Salesforce partner, implementing solutions for their customers. Aside from being a primary vendor for the media industry, we have other solutions and accelerators for various business needs.   **OPPORTUNITY / CHALLENGE** What challenge were you trying to address with Jet BI? We were working on a revenue scheduling solution based on sales data and opportunities. Our challenge was addressing the development overflow in our pipelines. Specifically, we needed to adjust our intellectual property [IP] for a particular customer. **SOLUTION** What was the scope of their involvement? We documented the functionality of our IP and sent it to Jet BI. Their team performed a full-scale implementation, including UX [user experience] design, development, and QA testing. How did you come to work with Jet BI? We had known Jet BI for many years but hadn't actually worked together until recently. We liked the team's level of English compared to other firms we'd used in the past, and Jet BI seemed to fit in well in terms of cultural and temperament. They were open to new ideas and collaborations. Although we had no proof of their work, we made a note of Jet BI. We gave them a test project and had a positive overall experience. How much have you invested with Jet BI? This is confidential. What is the status of this engagement? We started working with Jet BI at the beginning of 2016. The workflow increased in the middle of that year. We prefer to have Jet BI's team handle certain types of work. Even though we're not as engaged, we have two ongoing projects at the moment. **RESULTS & FEEDBACK** Could you share any evidence that would demonstrate the productivity, quality of work, or the impact of the engagement? I don't have any hard metrics at the moment, but I can say that Jet BI's overall quality of work is decent. I've used offshore firms for a long time, and when there's a misstep in these cases—on either party's side—there will be a reverberation. We may not notice that a missed requirement will turn into a big issue, but things can snowball into a disaster. This has happened with every one of our partners, including Jet BI. I've pinned this down to lack of communication from both parties. From a sound-engineering perspective, echoes and reverbs will degrade over time and distance. However, there are issues which do the opposite—they amplify as time goes on. If we're not 100% sure of expectations over the platform, the situation will get worse and worse as we progress until we address the issue. If we're not clear, Jet BI will tend to not make educated guesses about where we should be. This is fair since they're a contractor, not a consultant. Whenever we have a lack of information, we tend to be more prescriptive in talking about business processes with customers. While we may expect the same thing from Jet BI, in reality, this is not the role they play. The team needs to have specs and know what to build. In general, Jet BI's team is very good in terms of communication. We've needed to coach them on update regularity and time logging since we noticed some discrepancies. We call issues out on a case by case basis. How did Jet BI perform from a project management standpoint? Jet BI hasn't been dead-on in terms of sticking to estimates; they've frequently made adjustments on deadlines. I would rather have Jet BI's team tell me what something will really take from the beginning. They are fairly decent in terms of budgets, getting work done within or under the hours allocated. What did you find most impressive about Jet BI? Jet BI’s team is very nimble and able to pick up projects quickly. I don't know how many other customers they have, but Jet BI is very responsive to us. The relationship is in good standing, in the sense that we treat each other like partners rather than as vendors and suppliers. Whenever we start a project with a mixed team, the work is managed by the project manager as if it was being done by one team. We give direct feedback to Jet BI's developers, treating the group as a source for staff augmentation. Are there any areas Jet BI could improve? Communication and improved timesheets justifying the work done are points of improvement. Since we're paying the bills, we want to know what we're paying for. Oftentimes, Jet BI's team will be less responsive and disappear without us knowing why. They've also missed meetings without notice. I was able to resolve this by contacting one of Jet BI's founders. --- #### Various Development and Integration Projects for Salesforce Consultancy Firm **The Project** - Services: Custom Software Development - Project size: Confidential - Project length: Jan. 2014 - Ongoing **Project Summary**: Jet BI worked on various Salesforce integration and development projects, including Heroku development, as an offshore resource. **Review Rating**: 5.0 - Quality: 5.0 - Schedule: 4.5 - Cost: 4.5 - Willing to Refer: 5.0 **The Reviewer** Chief Executive Officer, Salesforce Consultancy Firm - Industry: Other industries - Client size: 1-10 Employees - Review Type: Phone Interview - Verified **The Review** — Jan 23, 2017 **Feedback Summary**: Projects have mostly stuck to deadlines and budgets, and Jet BI continues to produce consistently high-quality development work. They have met expectations and are a flexible team to work with. ""Jet BI continues to be our go-to resource for this type of need when we are outsourcing something." " **BACKGROUND** Introduce your business and what you do there. I'm the CEO of an implementation partner for Salesforce. We do implementations of Salesforce for our clients. We build our own apps for other companies that are running on Salesforce as well. **OPPORTUNITY / CHALLENGE** What challenge were you trying to address with Jet BI? We had been partnering with a different company for offshore capabilities and we were looking to replace that company. Over the time we’ve worked with them, they just dropped the ball too many times from a technical and professional standpoint.   **SOLUTION** What was the scope of their involvement? Jet BI has worked on a gamut of projects from Salesforce. These include Apex development, Visual Course development, Lightning Components and Development, and integration between Salesforce and other systems. They also developed applications on the Salesforce Heroku platform. How did you come to work with Jet BI? I knew them from a previous business relationship. How much have you invested with Jet BI? We would like to keep that confidential. What is the status of this engagement? Jet BI started as a partner of ours for offshore capabilities and we’ve been working together for about 2 and half years. We continue to work with them and they are handling a number of projects for us. **RESULTS & FEEDBACK** Could you share any evidence that would demonstrate the productivity, quality of work, or the impact of the engagement? Jet BI continues to be our go-to resource for this type of need when we are outsourcing something. From that standpoint, we are putting our money where our mouth is. Jet BI is good. How did Jet BI perform from a project management standpoint? Usually, they are on time and also flexible. We had times we would have a deadline, and something would come up on another initiative for us. We would ask them to shift from project A to project B, with the understanding that’s going to delay project A but it’s at our direction. Our experience is that as long as we are giving Jet BI timely and accurate feedback, they will hit the deadlines. What did you find most impressive about Jet BI? Jet BI is very good at what they do. Are there any areas Jet BI could improve? Nothing comes to mind. --- #### Web Development for Salesforce Consulting Practice **The Project** - Services: BI & Big Data Consulting & SI - Project size: $50,000 to $199,999 - Project length: July 2016 - Ongoing **Project Summary**: JET BI works on several projects for custom sales and marketing solutions on Salesforce, usually based on already existing designs. Their work includes interface and code, specifically utilizing JavaScript, Apex, and Visualforce. **Review Rating**: 5.0 - Quality: 5.0 - Schedule: 5.0 - Cost: 5.0 - Willing to Refer: 5.0 **The Reviewer** President and Co-Founder, Saxa Solutions - Industry: Other industries - Client size: 11-50 Employees - Review Type: Phone Interview - Verified **The Review** — Jan 19, 2017 **Feedback Summary**: JET BI’s code is high-quality, and the team adds value to the development process through their suggestions. They meet their deadlines and ask questions where needed. The team is collaborative and flexible. ""They have done everything I have asked and done it very well." " **BACKGROUND** Introduce your business and what you do there. We’re a Salesforce consulting practice. I’m the owner. **OPPORTUNITY / CHALLENGE** What challenge were you trying to address with JET BI? Our customers come to us to help them implement custom sales and marketing solutions on Salesforce. We needed to have a flexible, scalable development team because our projects don’t always come in a consistent, even flow. Sometimes, we get busier and sometimes not. **SOLUTION** What was the scope of their involvement? Our company scopes out the initial requirements, and then our in-house designers and developers will collaborate with JET BI’s team on designs. Sometimes, we will send drafts back to the customer or have the customer answer questions to make sure each solution is designed right. From the customer’s perspective, JET BI is an extension of our team. As an example of our work together, one of our customers wanted to do a very customizable forecasting of revenue, so we worked with JET BI. We designed the solution. JET BI did most of the development for that, including the user interface, code, and a lot of JavaScript that would make the solution work. They’ve been developing for us predominantly in Visualforce—a custom user interface for Salesforce—Apex—a development language similar to Java—and JavaScript. We usually work with 3 or 4 people, depending on the size of the project. This is generally the same group of people: a developer who often works with us, a business contact, a quality assurance person, and occasionally designers. We don’t necessarily talk to everybody. They take care of the project themselves and then send it over to us. How did you come to work with JET BI? We met with JET BI a few times and asked them to perform a couple of small projects to test the waters and make sure we would cooperate well together. I knew developers were something that I wanted to add to the team. I was talking to a couple of people, but I like JET BI and their style. Like I said, we did some smaller projects upfront just to see how we would work together. I thought the team was very good at what it does. Everything worked quite well, so we’ve been in business for probably half a year now. How much have you invested with JET BI? We have spent around $60,000. What is the status of this engagement? We began working in July 2016. The work has been consistent. I haven’t had to grow our cooperation, so they have been able to take on a consistent flow of work from us. The work is ongoing, and they are doing 2 projects for us right now. **RESULTS & FEEDBACK** Could you share any evidence that would demonstrate the productivity, quality of work, or the impact of the engagement? I’m very hands-on, so I work with them closely. I am also a developer, so I also look at their work at the code level. They do very good quality work. They are clearly good developers, and they add value to the process. I have worked with many outsourced teams that will just do what you tell them to, and that’s the extent of what they are going to do. In the case of Andrey and his team, they add value to the process. They make good suggestions, and they're very diligent in the work they do. How did JET BI perform from a project management standpoint? They are very good about meeting their deadlines. They are also very good at asking questions and documenting things. We have used Google Docs, but we are a Salesforce shop, so we use a Chatter group. They communicate to us through our portal. The frequency with which we talk depends on how much work we have going on, but it ranges anywhere from every other week to a couple of times a week. When I first asked them to take on some work, they provided me with well-detailed estimates, so it’s easy to understand what they’re going to be working on. It’s been very good. What did you most impressive about JET BI? They are very collaborative in the sense that I approached Andrey and said, “I would like to get a couple of your developers certified and add them to our team to expand our footprint of certified consultants.” That’s not a development task, but he said, “Okay. No problem. I’ll do that.” I was very impressed and appreciative that he would be willing to do that. Are there any areas JET BI could improve? Not really. They have done everything I have asked and done it very well. --- #### Salesforce Implementation for Energy Consulting Firm **The Project** - Services: Other IT Consulting and SI - Project size: Confidential - Project length: **Project Summary**: Subcontracted developers from JET BI helped configure, implement, and maintain complex CRM solutions for the automated intake process of energy efficiency programs. **Review Rating**: 5.0 - Quality: 5.0 - Schedule: 5.0 - Cost: 5.0 - Willing to Refer: 5.0 **The Reviewer** Director of Sales, Auriga - Industry: Other industries - Client size: 201-500 Employees - Review Type: Online Review - Verified **The Review** — Feb 26, 2016 **Feedback Summary**: JET BI’s resources stand out because of their expertise in Salesforce architecture and flawless implementation. Clients can also expect seamless collaboration and communication. "“JET BI performed their tasks flawlessly and earned the respect of both Auriga and our mutual client.”" **BACKGROUND** Introduce your business and what you do there. I am the director of sales for Auriga, which is a software engineering services provider. Our headquarters is in the US, and we have over 300 software developers in Lithuania and Russia. **OPPORTUNITY / CHALLENGE** What challenge were you trying to address with JET BI? The Salesforce CRM [customer relationship management] is the most widely used solution in the business world. Many corporations purchase the product and then fail miserably when they attempt to configure it for their specific sales or customer relationship model. The ability to offer customized solutions to meet this customer base's requirements is a large and lucrative market. Finding a company to work with towards this end is a daunting task, but JET BI has successfully navigated this path. **SOLUTION** What was the scope of their involvement? JET BI focused on the Salesforce integration part of our project. They worked on customer intake process automation using Visualforce and Apex, which supported more than 50 energy-efficiency programs across the US. JET BI was responsible for rules engine implementation for complex data validation and integrity checks. They also handled the implementation of the partner community using custom Visualforce pages. This project involved integration solution architecture design, and JET BI worked with the Oracle Field Service Cloud as well as multiple in-house software solutions via REST API. JET BI helped roll out these solutions to different regions and energy efficiency programs. They also provide ongoing Salesforce development and administration support. How did you come to work with JET BI? We interviewed many companies throughout the world. After an exhaustive search, we decided to work on a project with JET BI. Our management and technical staff merged seamlessly, which has led to a long-term relationship. What is the status of this engagement? The project lasted for around 18 months. We continued to work with JET BI as other opportunities which required their input came up. We haven’t won other relevant proposals, but I continue to interact with JET BI. **RESULTS & FEEDBACK** Could you share any evidence that would demonstrate the productivity, quality of work, or the impact of the engagement? This has been one of our most successful deliveries. JET BI performed their tasks flawlessly and earned the respect of both Auriga and our mutual client. The client loved working and interacting with JET BI. It worked well enough for us to continue searching for projects for JET BI. How did JET BI perform from a project management standpoint? They were a part of our team, so we used our internal project manager. Salesforce was only a piece of the overall work. JET BI took part in our daily stand-ups and Scrum meetings, as part of the whole Agile software development approach. It went really smoothly. What did you find most impressive about JET BI? We were impressed by their communication and collaboration. This was a very successful project, and I’m continuing to work with JET BI. Are there any areas JET BI could improve? There’s nothing I can think of. --- #### Custom Software Dev for Real Estate Company **The Project** - Services: Application Management & Support, CRM Consulting and SI, Custom Software Development - Project size: $10,000 to $49,999 - Project length: Dec. 2023 - Ongoing **Project Summary**: Jet BI designed, developed, and deployed a custom CRM solution for a real estate company. They also integrated third-party integrations. **Review Rating**: 5.0 - Quality: 5.0 - Schedule: 5.0 - Cost: 5.0 - Willing to Refer: 5.0 **The Reviewer** CTO, Diamond Valley - Industry: Real estate - Client size: 11-50 Employees - Review Type: Online Review **The Review** — Jul 11, 2024 **Feedback Summary**: Jet BI successfully delivered everything on time. The team was fast, communicative, and effective. ""They were fun to communicate with and always looked for details about the project for maximum efficiency."" **BACKGROUND** Please describe your company and position.I am the CTO of Diamond ValleyDescribe what your company does in a single sentence.Real estate investments  **OPPORTUNITY / CHALLENGE** What specific goals or objectives did you hire Jet BI to accomplish?Custom CRMAI integratedThird party integrations **SOLUTION** How did you find Jet BI?Online SearchWhy did you select Jet BI over others?High ratingsPricing fit our budgetHow many teammates from Jet BI were assigned to this project?2-5 EmployeesDescribe the scope of work in detail. Please include a summary of key deliverables.Planning, designing, and deploying a custom CRM solution outside the traditional fields of a CRM.  **RESULTS & FEEDBACK** What were the measurable outcomes from the project that demonstrate progress or success?Onboarded investor partners Describe their project management. Did they deliver items on time? How did they respond to your needs?Projects were always on time and their respond was always rapid What was your primary form of communication with Jet BI?Virtual MeetingWhat did you find most impressive or unique about this company?They were fun to communicate with and always looked for details about the project for maximum efficiency.Are there any areas for improvement or something Jet BI could have done differently?No --- #### Salesforce Development for Info System Dev Company **The Project** - Services: Application Testing, CRM Consulting and SI, Custom Software Development - Project size: Confidential - Project length: Apr. 2019 - Ongoing **Project Summary**: JET BI provides ongoing Salesforce development and implementation for a system development company. The team also provides service and sales cloud solutions and field service implementation.  **Review Rating**: 4.5 - Quality: 4.5 - Schedule: 4.5 - Cost: 5.0 - Willing to Refer: 5.0 **The Reviewer** CEO, ProAct ltd - Industry: Other industries - Client size: 1-10 Employees - Review Type: Online Review - Verified **The Review** — Apr 18, 2023 **Feedback Summary**: The client measures JET BI's progress on customer business satisfaction. The client has been impressed with the team's communication abilities and project management. The teams meet virtually and communicate via email or a messaging app.  ""We've been impressed with their ability to keep up robust communication."" **BACKGROUND** Please describe your company and position. I am the CEO of ProAct ltd Describe what your company does in a single sentence. Information system development and implementation **OPPORTUNITY / CHALLENGE** What specific goals or objectives did you hire JET BI to accomplish? Salesforce development and implementation for Israeli SMB customers **SOLUTION** How did you find JET BI? Online Search Why did you select JET BI over others? Pricing fit our budget Great culture fit Good value for cost What was the size of JET BI’s team? 2-5 Employees Describe the scope of work in detail. Please include a summary of key deliverables. Service and Sales cloud solutions Field Service implementation **RESULTS & FEEDBACK** What were the measurable outcomes from the project that demonstrate progress or success? Customer businesses satisfaction. Describe their project management. Did they deliver items on time? How did they respond to your needs? Their project management was accurate. What was your primary form of communication with JET BI? Virtual Meeting Email or Messaging App What did you find most impressive or unique about this company? We've been impressed with their ability to keep up robust communication. Are there any areas for improvement or something JET BI could have done differently? I wish more focusing on customer's business processes and goals. --- #### Software Development & Consulting for Software Dev Firm **The Project** - Services: CRM Consulting and SI, Custom Software Development - Project size: Confidential - Project length: Jan. 2019 - Ongoing **Project Summary**: JET BI provides software development and consulting services to a software development firm. They work on Salesforce development and CRM projects, consult on existing processes, and optimize integrations. **Review Rating**: 5.0 - Quality: 5.0 - Schedule: 5.0 - Cost: 5.0 - Willing to Refer: 5.0 **The Reviewer** Salesforce Administrator & Project Manager, SysAid - Industry: Other industries - Client size: 201-500 Employees - Review Type: Online Review - Verified **The Review** — Mar 9, 2023 **Feedback Summary**: JET BI has satisfied the client with their outputs. Their professional team thinks outside the box, enabling them to meet the client's needs. They are also pleasant to work with and ensure on-time delivery. Moreover, the vendor's team communicates through email, messaging apps, and virtual meetings. ""The team is very professional and pleasant to work with."" **BACKGROUND** Please describe your company and position. I am the Salesforce Administrator and Project Manager of SysAid Describe what your company does in a single sentence. Leading international company that develops and provides IT Service Management software **OPPORTUNITY / CHALLENGE** What specific goals or objectives did you hire JET BI to accomplish? Salesforce Development Implementation Consultation Optimizing existing code **SOLUTION** How did you find JET BI? Referral Why did you select JET BI over others? Referred to me What was the size of JET BI’s team? 6-10 Employees Describe the scope of work in detail. Please include a summary of key deliverables. Experienced CRM implementation team working on CRM projects Consulting on existing processes Optimizing new and existing integrations Dedicated resources and high availability **RESULTS & FEEDBACK** What were the measurable outcomes from the project that demonstrate progress or success? Business Satisfaction Describe their project management. Did they deliver items on time? How did they respond to your needs? Delivery is on time Needs met with positivity Thinking outside the box What was your primary form of communication with JET BI? Virtual Meeting Email Messaging App What did you find most impressive or unique about this company? The team is very professional and pleasant to work with. Are there any areas for improvement or something JET BI could have done differently? Can't think of anything --- #### Digital Application for FinTech Company **The Project** - Services: Business Consulting - Project size: $10,000 to $49,999 - Project length: Oct. - Nov. 2018 **Project Summary**: JET BI created a digital form on Salesforce to streamline a FinTech company’s onboarding process. They linked the application directly with the CRM to allow for faster processing. **Review Rating**: 5.0 - Quality: 4.5 - Schedule: 4.5 - Cost: 5.0 - Willing to Refer: 5.0 **The Reviewer** Product Manager, Safecharge - Industry: Financial services - Client size: 201-500 Employees - Review Type: Online Review - Verified **The Review** — Jan 2, 2019 **Feedback Summary**: The digital application works well. The JET BI team was timely, responsive, and flexible. ""They delivered a functioning product." " **BACKGROUND** Please describe your company and your position there. I’m the product manager at Safecharge. We’re a FinTech company that specializes in helping merchants manage payments across a variety of channels. **OPPORTUNITY / CHALLENGE** For what projects/services did your company hire JET BI? We wanted to create an application form to assist us in on-boarding a specific group of merchants. What were your goals for this project? We needed to provide merchants with a fast and easy way to apply for our services. **SOLUTION** How did you select this vendor? We’d worked with them previously, and it was a positive experience. Describe the project in detail. JET BI created a form to help merchants apply for our services. The application is hosted in Salesforce and directly linked to our CRM. Users fill out and submit the application, and we receive it in real time. What was the team composition? We worked with a project manager, a frontend developer, and a backend developer. **RESULTS & FEEDBACK** Can you share any outcomes from the project that demonstrate progress or success? They delivered a functioning product. How effective was the workflow between your team and theirs? The team was responsive and flexible. What did you find most impressive about this company? They made changes and fixes promptly. Are there any areas for improvement? No, I can’t think of anything. --- #### Mobile Warehouse Management App for Retailer **The Project** - Services: Mobile App Development - Project size: $10,000 to $49,999 - Project length: Mar. - June 2018 **Project Summary**: JET BI developed the front- and backend of an automatic warehouse management application for Android. They also designed the UI.  **Review Rating**: 5.0 - Quality: 5.0 - Schedule: 5.0 - Cost: 5.0 - Willing to Refer: 5.0 **The Reviewer** Team Lead, Tieto - Industry: Other industries - Client size: 10,001+ Employees - Review Type: Online Review - Verified **The Review** — Sep 18, 2018 **Feedback Summary**: The application was delivered on time with almost no errors. JET BI worked quickly, answered questions promptly, and conducted rigorous functionality tests.  ""They're experts who love what they do." " **BACKGROUND** Please describe your company and your position there. Tieto is the largest IT company in the Nordic region with an annual turnover of about €1.5 billion. We provide full lifecycle services and product development for private and public organizations. I'm head of our Russian SAP unit and an occasional architect and project manager. **OPPORTUNITY / CHALLENGE** For what projects/services did your company hire JET BI? We wanted to build an Android app to automate the retail goods receipt process. **SOLUTION** How did you select this vendor? JET BI partners with us for some SAP and mobile development projects. We have a long-term relationship with them and trust their competency. Our customers often don't give enough time for projects, but their specialists give us confidence.  Describe the project in detail. JET BI developed an Android application to automate warehouse operations. They designed the UI, implemented backend services, and developed a mobile application.  What was the team composition? They provided several developers, an architect, a designer, and a project manager. **RESULTS & FEEDBACK** Can you share any outcomes from the project that demonstrate progress or success? Thanks to good architecture and solid testing, we moved the application to user acceptance testing on time. Those tests found almost no errors. How effective was the workflow between your team and theirs? It was a smooth collaboration. The specialists at JET BI were always available to talk. They finished development quickly and ran reliable internal testing, which saved our time.  What did you find most impressive about this company? They excel at rapid development. They're experts who love what they do. Are there any areas for improvement? Everything was perfect. --- #### Salesforce Customizations for Payments Company **The Project** - Services: Custom Software Development - Project size: $10,000 to $49,999 - Project length: Feb. - Mar. 2018 **Project Summary**: JET BI built a portal in a CRM platform to improve client onboarding. They designed the UI and focused on making it user-friendly and modern. **Review Rating**: 5.0 - Quality: 5.0 - Schedule: 5.0 - Cost: 5.0 - Willing to Refer: 5.0 **The Reviewer** Product Manager, SafeCharge - Industry: Business services - Client size: 201-500 Employees - Review Type: Online Review - Verified **The Review** — Apr 24, 2018 **Feedback Summary**: The project was finished according to requirements and received positive feedback, both internally and externally. JET BI was responsive and flexible with regards to project specifications. They were highly accessible. "“Our project manager was always there for us.” " **BACKGROUND** Please describe your company and your position there. I’m the product manager for Safecharge, an international payment service provider. We provide turnkey and custom API solutions for businesses that accept end-user payments. **OPPORTUNITY / CHALLENGE** For what projects/services did your company hire JET BI? We needed to develop a portal for our clients that would make new client on-boarding faster and easier. What were your goals for this project? We wanted a friendly UI and a modern looking portal. **SOLUTION** How did you select this vendor? We’ve worked with them in the past. Can you go into detail about the services they provided and the scope of the project? They built us a portal in Salesforce, our CRM platform. They also handled requirements that changed after we started. What was the team composition? The team had a dedicated project manager, a lead developer, and other developers joined when needed. **RESULTS & FEEDBACK** Can you share any information that demonstrates the impact that this project has had on your business? We’ve gotten very good internal and external feedback. They executed the project based on our requirements. How was project management arranged and how effective was it? Our project manager was always there for us. What did you find most impressive about this company? Their flexibility stood out to us. We had to make small scope changes on the fly, and introduce some new asks, but they always complied. They were very responsive and helped us with any questions, even after the project ended. Are there any areas where they can improve? I can’t think of anything. --- ## Portfolio & Awards ### Salesforce Field Service Scheduling Optimization   Project description  Client, a company providing solar services for individual and corporate customers, implemented Salesforce Field Service Scheduling Optimization to improve the efficiency of the internal business processes: Service appointments scheduling, optimization of travel time during business trips. Goals Optimize the work of dispatchers who spent a lot of time manually dispatching Orders; Efficiently use Field Service Licenses. Tasks Configure existing Field Service Solution to use Scheduling Optimization; Perform basic configuration of Salesforce Field Service. JET BI services performed Team accomplished consulting and configuration services including: Requirements analysis; Implementation of Field Service Scheduling Optimization;  Configuration of polygons; Configuration of Get Candidates chatter action; Conducting a training session for business users; Opportunity, Work Order Record Pages creation; Declarative development (Flow); Testing of implemented functionality according to test cases. Results: Field Service Scheduling Optimization successfully tested and implemented ### XRAY Test Management System Implementation   Introduction The company got a new Health Cloud-related project. The product was already implemented successfully, JET BI was only supposed to improve and maintain it. Several clients successfully use the product, and the testing team was supposed to ensure the quality of the product with every release. The quality of the product was at risk, and the test team decided to put things to save time in searching for information and to provide the best test quality for the product by implementing clear test traceability in Jira. It was decided to adopt a test management solution as a Jira extension. XRAY test management system was chosen as a solution.  XRAY configuration To configure it, a new custom type of Jira ticket was created first - the Requirement. And that's because XRAY can use any of Jira tickets as requirements to be covered by XRAY tests, for example, stories, but sometimes it's not easy to change the overall processes on a project to force anyone in the team to create stories if only they will be covered by tests. And if at least one story will be created by mistake and will not be covered by tests, it results in the breach appearing in test traceability (not all the requirements are covered by tests). Conclusion So, eventually, we achieved the following:  Increased product quality by putting the requirements in order and strictly clarifying them; Increased product quality by finding additional issues and fixing them; Increased project work quality by making sure all the tickets can't get lost or go unnoticed and unassociated with anything; Reduced time of searching for existing information in Jira, overall simplifying of processes on the project.   ### Smart Shelf Solution based on Salesforce   Goals: The primary goal of the Smart Shelf project is to develop a working Minimum Viable Product (MVP) that demonstrates core functionalities: Real-Time Monitoring: The application tracks product consumption directly from the shelves, offering a real-time overview of stock levels. Predictive Analytics: Utilizing AI, the system forecasts future product demands, ensuring efficient restocking and reducing the likelihood of stockouts. Enhanced Decision-Making: With BI tools, the project aids in making informed decisions regarding inventory and sales strategies. Tasks: Design a scalable Architecture solution. Develop a filtering option to identify "favorite" shelves. Implement a search feature to locate items by name or partial identifiers. Implement  the graphical presentation of statistics on daily, weekly, monthly and custom period  sales and stock levels. Implement photo uploads to be associated with specific shelves. Implement  Email and SMS alerts for immediate notifications based on leftover goods on the shelves. Results We have successfully achieved our objectives, culminating in the development of a robust Minimum Viable Product (MVP) with core functionalities, poised for client utilization. During the product development phase, an exciting opportunity emerged: an order to design an automotive basket leveraging the Smart Shelf's functionality. This significant milestone underscores our innovative approach and adaptability. The automotive basket seamlessly integrates with our Smart Shelf technology, enabling real-time updates: when a customer selects a product from the shelf in-store, it instantaneously reflects in their mobile app basket. This transformative feature paves the way for unmanned checkout experiences in retail settings, marking a pivotal advancement in shopping convenience. ### Conversayit implementation. Salesforce tool Project goals: Implement standardization in customer communication. Accelerate onboarding and adaptation of new employees, prepare them for typical questions and situations. Enhance customer service by incorporating best practices and colleagues' experiences into a prepared scenario. Quickly adjust and update scenarios for specific situations and customer needs by simply cloning the script and adding the necessary information. Increase efficiency by handling more requests in less time. Project scope: Grant access to the scripts to a wide range of individuals  To provide data collection for subsequent analysis of deal success, restrict access to call history,  Reduce the number of errors,  Increase the speed of processing cold and warm calls   Allow the possibility to go back to the previous question and modify the course of the conversation Results: Entering from Google-accounts. Displaying active scripts without the ability to change them Premature interruption of the conversation due to a specific reason The ability to return to the previous question and change the course of the conversation Saving conversation history. Filter by multiple filters: Category and Type Search for scripts using the ‘Search’ field ### AI Powered Salesforce CRM implementation Challenge:  Initial lead qualification was time consuming and real-estate consultants were spending hours and hours trying to find the perfect match by talking to various agents, sales people on the phone and via texting. Based on the AI decision making the system is allowed to conduct high quality conversations with the customers and identify the correct type of the deal, timeline and other important qualification factors.  Project Scope Configure Einstein Bot, integrate with Close Bot AI platform Configure Sales Cloud Console, Reports and Dashboards Develop custom AI co-pilot for the agent which provides recommendations to the agent as the deal goes.  Custom SMS notifications for users and customers powered by Heymarket Salesforce Connect implementation  Project Results  Einstein Bot and Close Bot AI Integration We configured the Einstein Bot to handle routine queries and schedule viewings, integrating it with Close Bot's artificial intelligence for advanced communication capabilities. This freed up the agent's time for more complex tasks. Sales Cloud Console, Reports, and Dashboards We set up the Sales Cloud Console for a centralized workspace, including custom reports and real-time dashboards. These tools provide insight into sales performance, property status, and customer engagement, improving agent productivity. AI Co-Pilot Development A custom AI co-pilot was developed to provide agents with real-time recommendations, such as the most suitable properties, optimal time to follow up and pricing strategies.  Custom SMS Notifications Using Heymarket, we implemented automated SMS notifications for appointment reminders, status updates, and promotional messages.  Salesforce Connect Implementation Salesforce Connect integrated external data sources, offering real-time access to market trends, financial data, and third-party services. This has helped ensure agents have complete and up-to-date information. ### Resource Allocation Wizard. Salesforce tool Project description  The client will implement the ‘‘Jet BI Resource Allocation Wizard’- Salesforce® tool to provide a streamlined workflow and resource scheduling for better resource utilization and quality project management and employee workload control by week and month. Goals and tasks  Consolidating information into a unified database to enable reporting and historical analysis. Implementation of automated user filtering and enforcing data visibility for team leads. Enhancing efficiency by automating the process of JIRA project selection. Track availability for new employees. Optimizing resource utilization to increase overall productivity. Ensure transparency in resource planning by making it accessible to all team members. Forecast resource utilization to anticipate future requirements accurately. Creation of a plan-fact report to compare planned resource allocations with actual usage. Project scope The team performed consulting and development services including: Migration of employee data, including all characteristics and skills. Data Migration of client projects, ensuring the transfer of all related data such as title, status, Jira ID, and other related information. Configuration of a project manager's view to access actual workload data. Configuration of workload data views for each employee based on role and mentorship. Implementation of a ‘Plan report’ feature that displays workload information. Result  Displaying employee workload in monthly and weekly format for the project manager. Ability to add workload to employees by specifying a project and workload percentage. Change and delete workloads for employees. Double-click to confirm workload. Filter by multiple filters: By project role,  By team leader,  By department. Search for employees using the ‘Resource search’. Autosave modified workload. Displaying karma points for project managers. Checkbox on the employee upload page to confirm upload review. ### Digital Marketing Solution from Salesforce® The Client, a Mortgage Servicing Company from California, approached JET BI to redesign and automate their existing instance of Salesforce Sales Cloud® in a way that enables faster loan processing and improves customer interactions. To retain their competitive edge in a challenging market, the Client also made the decision to launch the Salesforce Experience Cloud® platform to provide their customers with a highly interactive digital loan experience.The JET BI Architecture Team reimagined and redesigned the existing loan application process. We focused on automating routine manual processes to increase convenience, save time, and ensure better customer satisfaction. The solution also included development of Lightning Web Components: Document Checklist, providing an easy way to collect, manage and approve mortgage documents, and Loan Commission Calculator, enabling automatic calculation of commission, fees, rebates and net income. In addition, a part of this process required integration with CongaSign® and CongaComposer® that allowed creation of accurate digital documents using pre-built or customized templates as well as their sending for signature.Moving forward, JET BI developed the customer portal according to the Client unique brand identity. A digital onboarding platform provided the next generation mortgage servicing to borrowers and investors, enabling them to submit a loan application 24/7. The portal also allowed customers to track the application status, interact with the Client team on the deal, as well as save their personal information, update it if needed, and reuse it for new lending requests.Connection with Pardot® made it possible to send out the newsletters and arrange data around a common view of leads as well as simplifies the lead qualification process, giving personalization in sales. ### Salesforce Marketing Cloud® for Retail Industry JET BI assisted in implementing the email marketing software customized solution for a retail company applying Salesforce Marketing Cloud®. The Client has brick-and-mortar stores and an ecommerce platform that was facing several challenges in its email marketing efforts because of scattered data on different platforms, no single configured mechanism for monitoring the status of a subscription, high email bounce rates, low delivery rates, and low engagement rates. Salesforce Marketing Cloud's® helped to harness data and use it to gain insights into customers' behavior. It's improved retail company digital marketing preparing coordinated series of events and interactions based on individual customer behavior and company business objectives.In order to address the issues, JET BI implemented a Master Subscriber Data Extension® in Salesforce Marketing Cloud Contact Builder®. This Data Extension collects and updates customer data every day with the help of the Automation Studio activities. A number of elaborate SQL and script activities were prepared. In parallel, the best practices to improve the IP reputation and reduce email bounces were applied. The project helped to build great individual experiences based on great unified data.As a result, the retail company saw a 20% decrease in email bounces, a 15% increase in delivery rates, a 10% increase in email engagement, and an improved IP reputation with the introduction of Salesforce Marketing Cloud®. Additionally, the company was able to launch 5+ personalized marketing campaigns in Journey Builder based on customer segments, activity data, and subscribers’ personal information. These changes have enabled the company to significantly increase its email marketing efficiency and upgrade their digital marketing strategy. ### Salesforce Health Cloud® based Medical Solution A company with overall 15 years of experience in successfully bringing apps to the Salesforce® platform turned to JET BI for help with development of a comprehensive patient management solution to optimize medical administrative processes and enable health services providers to better focus on their patients.JET BI leveraged the Salesforce Health Cloud® Platform to create the integration between Health Cloud® and the clinical content a customer depends on that resulted in delivering a seamless experience right within the platform.The company created an application that provides:- efficient automated workflows allowing to track patient information, diagnoses, prescriptions, interactions and encounters within healthcare organizations- flexible navigation- fully actionable clinical content- unified clinical decision support, documentation and workflowsJET BI delivered carefully designed and developed applications portfolio (2 products) leveraging maximum capabilities of the Salesforce Health Cloud®, Community and Lightning Platform that allowed to:- eliminate swivel chair processes by consolidating clinical review content in a single pane of glass- enhance payer-provider collaboration to ensure appropriate, timely care and reduce denials- reduce cost per transaction and improve turnaround timesAs a result care managers are empowered with fast access to evidence-based guidelines, guided assessments and care plan templates, clinicians and staff are intuitively guided through the steps in the utilization review process.In our point of view the best investment one can make is investment into health. We are happy to be a part of the product that makes life better. ### Salesforce Sales, Service and FSL® Implementation The Client, an Israeli-based company with 18 years of experience in providing a full range of water treatment and water filtration system distribution and support services turned to JET BI for help in modernizing its scheduling management and providing its field technicians with real-time access to critical information. Having long term experience in Salesforce® Implementation for customers in various fields of business allowed us to come up with a nice solution that met all our customer’s needs.Since the customer initially wasn’t familiar with the Salesforce® Platform and didn’t use it for business purposes we used our expertise in Salesforce Implementation to configure Salesforce Sales, Service and Field Service Lightning®, migrate data to Sales Cloud® and Field Service Lightning®, set the integration with an in-house ERP System for non-self-service orders, accounting processes, and inventory management, set the integration with the proprietary e-commerce system, setup of Facebook® leads capturing and finally set the CTI integration.JET BI designed and implemented a comprehensive sales and service management solution that resulted in:- sales growth- unparalleled customer experience- higher user productivity from time saved- greater efficiency, accuracy and monitoring for agent dispatching- quality client management- increasing of sales ### Mortgage Mastery with Salesforce® CRM The Client, a Mortgage Servicing Company from California, approached JET BI to redesign and automate their existing instance of Salesforce Sales Cloud® in a way that enables faster loan processing and improves customer interactions. To retain their competitive edge in a challenging market, the Client also made the decision to launch the Salesforce Experience Cloud® platform to provide their customers with a highly interactive digital loan experience.The JET BI Architecture Team reimagined and redesigned the existing loan application process. We focused on automating manual, repetitive processes and work that resulted in significant reduction in application-processing time, team efficiency, and better customer satisfaction. The solution also included development of Lightning Web Components: Document Checklist, providing an easy way to collect, manage and approve mortgage documents, and Loan Commission Calculator, enabling automatic calculation of commission, fees, rebates and net income. In addition, a part of this process required integration with CongaSign® and CongaComposer® that allowed creation of accurate digital documents using pre-built or customized templates as well as their sending for signature.Moving forward, JET BI developed the customer portal according to the Client unique brand identity. A digital onboarding platform provided a next-level user experience to borrowers and investors, enabling them to submit a loan application 24/7. The portal also allowed customers to track the application status, interact with the Client team on the deal, as well as save their personal information, update it if needed, and reuse it for new lending requests.Connection with Pardot® (has been renamed to Marketing Cloud: Account Engagement®) made it possible to send out the newsletters and arrange data around a common view of leads as well as simplifies the lead qualification process, giving personalization in sales. ### Scaling a Home Service Business with Salesforce® The Client, a London-based company offering home repair services for individual and corporate customers, had the requirement to implement the Field Service Lightning® that would enable automation of order and billing processes, optimization of onsite operations, and a replacement of a bundle of outdated software with the Salesforce® products.JET BI replaced the homegrown scheduling system with a forward-facing, scalable application built on the top of Salesforce®. The new solution improved internal scheduling processes and shifted the team’s focus to growth utilizing FSL.The JET BI team performed the following services:- Configured Work Orders in accordance with existing business processes for different client inquiry types. Work Order Path allowing the team to see and update statuses by clicking the desired value on the Path.- Configured Dispatcher, Administrator, and Technicians FSL Roles and roles hierarchy;- Installed and configured Mobile Field Service Package;- Integrated Salesforce with QuickBooks online® (using Zapier®), Stripe®, Constant Contact® (using Zapier), Sovren®, and Adobe Sign®.JET BI also designed and developed the Customer Community and the Technician Community, improving the efficiency of the online order and billing processes for customers, and granting access to basic reports and dashboards to the technicians.To ensure a smooth and successful adoption, JET BI worked with the client on a multi-stage rollout and iterative user acceptance testing to effectively onboard the team ### Real Estate Customer Service with Salesforce® CRM A Real Estate Investment Company, assisting customers in investing their funds into property across the United States, approached JET BI to develop an equally powerful application for their team and customers as well.The customer’s portal was configured leveraging flexible and reliable functionality of the Salesforce Experience Cloud®, which allowed the client to check a list of investment properties, filter them and select the objects needed.The JetBI team set up the integration with the DocuSign® platform that opened up opportunities for faster and safer transactions.Company's data were safely migrated from Excel® and Google Docs® preserving the integrity of information.Successful combination of declarative and custom development helped to increase operational efficiency and improve the user experience.The JetBI team provided a ready-made solution for the implementation of Sales Cloud® that brought the quality of customer interaction to a whole new level. The system developed is ready for any modernization as the company grows.Now the Client's portal attracts a large number of new customers who can leave requests on their own. In its turn the team got a 360-degree view of the customer journey that made it possible for the Client to optimize the deal management workflow and ensure the deals are completed correctly, consistently and efficiently. ### A Knowledge Base Solution to AppExchange® A global enterprise-level Salesforce® company, actively fostering digital transformations across all their business units turned to JET BI for help in developing a powerful Knowledge Base Solution that integrates seamlessly with Salesforce® to provide superior automation for self help, ticketing and knowledge management.The Client's Salesforce® organization was mature enough, featuring a knowledge base, and the HR service management was introduced to the audience already. The application had to be tailored to meet the corporate branding requirements and specific processes.The package developed for the company is the heart of the solution. Development of logic was extended using overriding functionality to introduce a different model of Article actions assignment.In order to surface the correct knowledge to the correct regions and languages, the core search engine has been updated locally, using extension classes to account for specific user parameters.The navigation panel also was overridden with local styles to meet the design requirements. Declarative workflows specifically allowed to adjust and improve Knowledge Management to ensure that KCS methodology is followed.JET BI managed to create a single, branded, easy-to-use AppExchange® solution to search for knowledge, request support assistance, and track the status of your requests.With the help of JET BI the app was developed in a way that:- It has Machine Learning search and provides faster access to better information;- The content is personalized and tailored for each user;- Suggested actions provide fast resolution;- Integrated Chatter® feed enables quick and easy collaboration between users and ticket owners.Due to JET BI’s development the following results were achieved:- Increase in case deflection;- Decrease in case volume;- Faster case resolution;- Increase in users served. ### Improving the Help Center Search Experience The Client having Salesforce®, ServiceNow® and SharePoint® deployed, wanted to be sure that their employees drive maximum benefit from these applications.Each working day employees spent an enormous amount of time searching for required information across a variety of corporate data sources, while expecting to find the right answer in a few seconds.The project goal was to create a unique search experience, allowing to automatically capture information from the scattered knowledge bases and display search results directly within the Salesforce® application.The following solution was suggested by the Jet BI team:- Documents stored in ServiceNow® and SharePoint® get indexed to ElasticSearch® and become available for search via custom REST API service implemented with Java Spring\Tomcat;- Data is crawled by schedule to keep index up-to-date;- Deployment of the solution to Heroku® PaaS allows scalability, ease of integration with Salesforce® and provides an environment for rapid development and deployment to production.The solution delivered the machine learning search, making it possible to display results from any support-related content, whether or not it is stored in Salesforce®. Powerful search capabilities considered Knowledge Article views, likes and last published date when presenting results.The developed machine learning search increased the ability to leverage the corporate data sources to its greatest potential as well as improved employees’ satisfaction with accurate and blazing-fast results. ### Self-Service Portal Integrated with Salesforce® US-based labor union organization, focused on advocating for healthcare workers, turned to Jet BI to create a self-service portal for its members and volunteers. Already using Salesforce CRM®, the union sought a solution that avoided high licensing costs while ensuring seamless data synchronization between systems. The Challenge: Efficiency Without High Costs Salesforce offers powerful tools for internal employees, but external member licensing was too expensive. The union needed a secure, cost-effective platform integrated with their Salesforce CRM® that maintained data consistency. The Jet BI Approach: Java Technology Stack Jet BI assembled a team of experts, including Java and Salesforce developers, to build an intuitive self-service portal. By leveraging Java® technologies, they ensured seamless integration with Salesforce. Key technologies used: Heroku: Scalable cloud hosting with streamlined Salesforce integration. Salesforce Heroku Connect: Enabled real-time, two-way data synchronization. Spring Framework: Simplified development and accelerated delivery. AngularJS: Created a responsive and intuitive front-end. PostgreSQL: Provided secure data management. Swagger: Documented APIs for easy future integration. Maven: Managed dependencies and automated deployments. The Solution: A Secure, User-Friendly Portal Jet BI developed a custom, Java-based portal with features such as: Simple self-registration for members and volunteers. Submission and tracking of inquiries, requests, and orders. Access to critical documents like policies and procedures. Updates on company news and events. A knowledge base for quick reference to important information. The portal’s real-time synchronization with Salesforce CRM® allowed the union to benefit from Salesforce’s powerful functionality without incurring Experience Cloud® license costs. The Outcome: A Seamless Digital Experience Jet BI delivered a secure, efficient platform, improving communication between members and volunteers.  ### Komunikado®. Salesforce® and JIRA® Connector A European Crypto Fintech Company having Salesforce® and JIRA® deployed, needed to optimize the JIRA® worklogs and enable an automatic transfer of data from one system to another.The JET BI Team proposed their own solution Komunikado®, that provides synchronization of tasks, subtasks, comments and worklogs in both directions between JIRA® and Salesforce®.Key features of the integration of this integration:- Synchronization in both directions of records from Salesforce® to Jira® issues, comments, attachments;- Full log of data sync for audit and troubleshooting;- Flexible configuration of field and object mapping, custom objects and fields support;- Independent scheduling and mapping for each Jira® Project\Salesforce® Object;- 100% Force.com® native managed packageSynchronization between Salesforce® and JIRA via Komunikado® made it possible not only to significantly reduce logging costs but also to improve company employees’ ability to query, monitor, and manage their data.   Watch the Komunikado Product Video: https://www.youtube.com/watch?v=KEQfL95OLk8 Watch how to integrate Salesforce® with JIRA® via Komunikado®: https://www.youtube.com/watch?v=weDojaFgqpw Learn about the latest features: https://jetbi.com/blog/komunikado-release-new-features-and-opportunities-save-time ### Clutch Awards - [Clutch Award Badge](https://shareables-prod-static.clutch.co/badges/global_award_fall_2024.svg) - [Clutch Award Badge](https://shareables-prod-static.clutch.co/badges/top_clutch.co_crm_consulting_company_2024_award.svg) - [Clutch Award Badge](https://shareables-prod-static.clutch.co/badges/top_clutch.co_salesforce_company_2024_award.svg) - [Clutch Award Badge](https://shareables-prod-static.clutch.co/badges/top_clutch.co_marketing_automation_company_2024_award.svg) - [Clutch Award Badge](https://shareables-prod-static.clutch.co/badges/top_clutch.co_sap_company_2024_award.svg) ### Industry Recognitions - AppExchange - Behance ## Packages ### CRM Consulting and SI Packages Configuration of certain functionality to cover customer business requirements using out of the box declarative tools provided in Salesforce®. This can be anything from UI modifications to process automations to make Salesforce work precisely how the customer needs it to, resulting in a more efficient and and effective workflow for their business. | Feature | Small ($3,700/total) | Medium ($7,700/total) | Large ($9,700/total) | |---------|---------|---------|---------| | Project initiation & requirements clarification | 2 discovery sessions preparation of high level requirements specification | 3 discovery sessions preparation of high level requirements specification and solution architecture design | 4 discovery sessions preparation of high level requirements specification and solution architecture design | | Project Management | 2 weekly status calls and demonstrations | 4 weekly status calls and demonstrations status reports daily team coordination deliverables confirmation | 6 weekly status calls and demonstrations status reports daily team coordination deliverables confirmation | | Security and Visibility Model Setup | 2 Profiles 2 Roles | Configuration of OrganizationWide Defaults Profiles up to 4 Permission Sets up to 4 Roles and Role Hierarchy Sharing Rules up to 4 | Configuration of OrganizationWide Defaults Profiles up to 4 Permission Sets up to 6 Roles and Role Hierarchy Sharing Rules up to 6 | | Lead Management Setup | 1 Lead Page Layout 1 Lead Process 1 Lead Assignment Rule with 2 entry criteria 5 custom fields | 2 Lead Record Types 2 Lead Page Layouts 2 Lead Processes 1 Lead Assignment Rule with 2 entry criteria 10 custom fields | 2 Lead Record Types 2 Lead Page Layouts 2 Lead Processes 1 Lead Assignment Rule with 5 entry criteria Round Robin assignment model 10 custom fields | | Account Management Setup | 1 Account Record Type 1 Account Page Layout 5 custom fields | 2 Account Record Types 2 Account Page Layouts 2 Account Record Page 10 custom fields | 2 Account Record Types 2 Account Page Layouts 2 Account Record Pages 10 custom fields | | Opportunity Management | 1 Opportunity Record Type 1 Opportunity Page Layout 1 Sales Process Setup 5 custom fields | 2 Opportunity Record Types 2 Opportunity Page Layouts 2 Opportunity Record Page 2 Sales Processes Setup 10 custom fields | 2 Opportunity Record Types 2 Opportunity Page Layouts 2 Opportunity Record Page 2 Sales Processes Setup 10 custom fields | | Products and Price Book Configuration | 50 products 1 Price Book | 200 products 1 Price Book | 1000 products 2 Price Books and Multicurrency | | Quote Management | 1 Standard Quote Template | 1 Custom Quote Template | 2 Custom Quote Templates | | Approval Process | 1 Approval Process | 2 Approval Processes | 4 Approval Processes | | Analytics Setup | 8 standard reports 1 dashboard | 12 standard reports 2 dashboards | 20 standard reports 2 dashboards | | Configuration of validation rules to ensure accurate data entry | 4 validation rules | 8 validation rules | 10 validation rules | | Website integration via standard Web-to-Lead form | 1 WebtoLead form Web form implementation on the customer website will be done by the customer team | 2 WebtoLead forms Web form implementation on the customer website will be done by the customer team | 2 WebtoLead form with hidden fields Web form implementation on the customer website will be done by the customer team | | Connection with Gmail/Outlook | ✓ | ✓ | ✓ | | Data Migration | Lead Contact Account records up to 10 fields per object up to 1000 records Data Cleanup is out of scope | Lead Contact Account records up to 20 fields per object up to 5000 records Data Cleanup is out of scope | Lead Contact Account Opportunity and Contract records up to 20 fields per object up to 5000 records Data Cleanup is out of scope | | UAT Support | 4 hours included | 8 hours included | 8 hours included | | Quality Assurance | QA of the basic end to end business scenario | QA of the basic end to end business scenario | QA of the basic end to end business scenario | | JET BI Pack for Sales Productivity (Advantage, Conversayit) | Package installation and basic configuration Free Licenses for the 1st year 10 hours of implementation and consultancy services | Package installation and basic configuration Free Licenses for the 1st year 20 hours of implementation and consultancy services | Package installation and basic configuration Free Licenses for the 1st year 40 hours of implementation and consultancy services | | Contract Management | Available upon request | Available upon request | 1 Contract Record Type 1 Contract Page Layout 10 custom fields | | Campaign Management | Available upon request | Available upon request | 2 Campaigns | | Automation of manual processes and operations, configuration of email notifications, using declarative development | Available upon request | 2 Flows | 4 Flows | | Integration with a CTI Solution (e.g. Aircall, Amazon Connect, etc.) using pre-built packages provided on AppExchange | Available upon request | Package installation and basic configuration | Package installation and basic configuration | | Integration with a document management software (e.g. PandaDoc, DocuSign, CongaSign, etc.) using pre-built packages provided on AppExchange | Available upon request | Package installation and basic configuration 1 Document Template Configuration | Package installation and basic configuration 2 Document Templates Configuration | | OmniChannel Communication Setup | Available upon request | Available upon request | Available upon request | | Integration with a Marketing Automation Software(e.g. Pardot, MailChimp, Klaviyo, etc.) using pre-built packages provided on AppExchange | Available upon request | Available upon request | Available upon request | | Technical Documentation | Available upon request | Available upon request | Available upon request | | Post-deployment Support | Available upon request | 2 weeks 10 hours total | 4 weeks 20 hours total | | JET BI Pack for Company Internal Processes Automation (HR Processes, Vacation Management, Resource Planning, Karma, Bid4Goog, Komunikado) | Available upon request | Available upon request | Available upon request | | Integration with payment system (e.g. Stripe) | Available upon request | Available upon request | Available upon request | --- ## Locations (1) ### Dublin, Ireland (Headquarters) - 46 Mount Street Upper, Dublin 2, D02 RX88, Ireland - Dublin D02 RX88 - Ireland - 21 - 30 employees - Phone: 353 1 513 3787 ## Contact Jet BI [Send a message](https://clutch.co/profile/jet-bi) ### Connect on Social - [LinkedIn](https://www.linkedin.com/company/jet-bi/)