Konnectryx

BACKGROUND

Introduce your business and what you do there.

I’m the director of operations of a rural internet company.

OPPORTUNITY / CHALLENGE

What challenge were you trying to address with Konnectryx?

We were looking to develop a software that would help us minimize the number of open programs we have to use daily.

SOLUTION

What was the scope of their involvement?

Konnectryx is helping us develop and maintain a Salesforce system that’ll help us streamline our program use. We started by identifying our objectives to map out the entire process.

We’re currently working on a payment system for the software.

What is the team composition?

Our main point of contact is the project manager and three other team members.

How did you come to work with Konnectryx?

We came across Konnectryx through a recommendation, and we hired them because they felt like a good fit for what we wanted to achieve.

How much have you invested with them?

So far, we’ve invested somewhere between $30,000–$50,000.

What is the status of this engagement?

Our ongoing partnership started in May 2022.

RESULTS & FEEDBACK

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

Konnectryx has helped us improve our processes and made our company more efficient. They’ve also provided some good insights and recommendations, and we like their in-depth understanding of our ultimate goal.

How did Konnectryx perform from a project management standpoint?

They perform well from a project management standpoint, as they consistently respond to our needs and stay on budget.

What did you find most impressive about them?

We’re impressed with how they stay on top of our project and their vested interest in what we’re looking to accomplish.

Are there any areas they could improve?

I’m satisfied with our partnership with them, so I can’t think of anything they need to improve.

Do you have any advice for potential customers?

To put it bluntly, I’d advise you to hire them for your custom software development needs.

BACKGROUND

Introduce your business and what you do there.

I’m the VP of Rhodes Graduation, a graduation supplies company.

OPPORTUNITY / CHALLENGE

What challenge were you trying to address with Konnectryx?

We wanted to customize our Salesforce platform according to our industry and manage our different day-to-day tasks.

SOLUTION

What was the scope of their involvement?

Konnectryx is doing CRM consulting for our Salesforce platform so our teams can be able to track our customers’ accounts and report them globally. In addition, we want the platform to be able to automate confirmation emails to our customers. Overall, we want to track every task at a granular level for every account and monitor them from an administrative level. At the moment, we’re implementing their suggestions into our business during our busy season and training and addressing issues that arise.

To jumpstart the process, we shared with them our vision and what we wanted to accomplish, along with detailed instructions on how our industry works.

Currently, we’re working to ensure that everything’s working properly within the same scope of work.

What is the team composition?

We’ve mainly worked with Michael (CEO), Lewis (VP of Sales & Business Development), and Matt (Project Manager).

How did you come to work with Konnectryx?

Our Salesforce account manager referred Konnectryx to us because he had previously worked with them. We chose them for the project among other providers based on the quality of their previous work and their confidence in achieving our goals.

How much money have you invested in this partnership?

So far, we’ve spent $18,000–$20,000 with them so far.

What is the status of this engagement?

We started working together in April 2022, and the engagement is ongoing.

RESULTS & FEEDBACK

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

We aim to save time and money by automating our processes through the system they’re helping us create.

How did Konnectryx perform from a project management standpoint?

They stay on budget and deliver within deadlines. Moreover, they’ve been very understanding and adaptive to our timelines and the challenges we’ve encountered throughout the process. Regarding communication and tools, we use Zoom, email, and Google Drive to share documents.

What did you find most impressive about them?

Communication with them is  — we’re always aware of the project’s status, and they’re great at listening to our needs. Moreover, they have the technical ability to deliver within our expectations by customizing everything to meet our needs. Overall, their team is what distinguishes them from other providers.

Are there any areas they could improve?

I don’t think there’s anything they can improve on because they deliver what I ask for, and if something doesn’t go according to our expectations, they find creative ways to make everything work.

Do you have any advice for potential customers?

Have a clear vision of what you’re looking for and communicate it upfront — the more details you provide, the easier it will be for them to deliver.

BACKGROUND

Introduce your business and what you do there.

I’m the director of business development for Celina.

OPPORTUNITY / CHALLENGE

What challenge were you trying to address with Konnectryx?

We needed help implementing the new CRM system we had recently purchased.

SOLUTION

What was the scope of their involvement?

Konnectryx was responsible for all aspects of implementing Salesforce for our business, getting it up and running, and customizing it for our particular market and product. After the initial agreement with Salesforce, they directed us to Konnectryx, who identified how we made sales, what the nature of our product was, which market segments we were targeting, and what steps were involved in achieving a sale in each specific market.

Then, they took that information and built an initial model of our CRM, customized to our needs. Throughout this process, we engaged with Konnectryx multiple times, where they sought feedback on their progress and provided excellent advice based on their own experience.

Before this implementation, we were using a different CRM, so Konnectryx also assisted us with the migration of the data we had already collected. During this process, they also optimized the data.

Even after completing the implementation, Konnectryx reached out to see if they could do anything else for us. We had been using the tool for a little while and noticed some things that we would have liked to see. Thus, we told them about those things, and they willingly implemented those changes.

Finally, after an iterative process to finetune the CRM according to our needs, they delivered what we needed and set up a meeting with our entire team. In this meeting, we discussed where we were at, as well as some future initiatives we could engage in.

What is the team composition?

I worked with three people from Konnectryx: Michael (CEO), Louis (VP of Sales & Business Development), and a software engineer.

How did you come to work with Konnectryx?

They’re a Salesforce partner, so Salesforce directed us to them.

How much have you invested with them?

We spent around $12,000.

What is the status of this engagement?

We worked together from April–July 2022.

RESULTS & FEEDBACK

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

Throughout our engagement, Konnectryx gave us excellent advice about how to customize Salesforce best to serve our purposes and ensure that we were tracking the right data, helping us make informed business decisions.

Since our CRM went live, four people on our team have used it daily. It works exceptionally well, as advertised. Recently, we had a business review meeting, and this tool was key for us to provide actionable data to develop our strategic three-year plan moving forward. Thus, what Konnectryx provided us with has been proved to be effective and useful, resulting in a resounding success.

How did Konnectryx perform from a project management standpoint?

Konnectryx performed very well. From the beginning, they laid out a 12-step plan to move the project from discovery to completion, including a post-completion follow-up. Each of those milestones had estimated dates of completion and detailed the person in charge of completing those milestones.

From a project management perspective, their approach made it clear that they had a project course mapped out, and they ensured to complete everything on time following that timeline. Throughout this process, we had a great dialog with them; they were professional, engaging, cooperative, and friendly.

The project’s complexity didn’t require the use of project management tools. Thus, we mainly communicated via Zoom or Microsoft Teams. Additionally, we exchanged emails and had a few phone calls.

What did you find most impressive about them?

The most impressive asset about Konnectryx was that they worked hard and deliberately to understand my needs as a customer. They strived to understand our requirements, which I found to be a unique and powerful perspective.

Are there any areas they could improve?

No.

Do you have any advice for potential customers?

I would highly recommend working with them. If you’re pursuing a similar engagement, rely on them and provide them with as much information about your business as possible. Their expertise allows them to provide you with a product better than you can imagine.

BACKGROUND

Introduce your business and what you do there.

I’m a managing partner for Simplified Solutions, a digital marketing technology agency.

OPPORTUNITY / CHALLENGE

What challenge were you trying to address with Konnectryx?

We were having issues with our Shopify platform, so we needed someone to provide us with custom software development.

SOLUTION

What was the scope of their involvement?

Konnectryx worked on our existing Shopify platform and implemented additional features to improve our UI/UX.

They also helped resolve our issues, identified workarounds through a couple of different methods, and integrated some software coding. In the end, they were able to configure the entire product to successfully pass information between our shipping station and website. 

What is the team composition?

There were three people involved in the project, including a primary consultant.

How did you come to work with Konnectryx?

Konnectryx was referred to us by one of our partners.

How much have you invested with them?

We invested under $10,000.

What is the status of this engagement?

This partnership started and ended in November 2021.

RESULTS & FEEDBACK

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

One of our clients was pleased with the results and Konnectryx resolved all the challenges that we had.

How did Konnectryx perform from a project management standpoint?

They performed exceptionally well from a project management perspective, as they were always available for every meeting and gave us ample time for approval and changes we needed to make.

We mainly communicated through Teams, Zoom, email, and phone.

What did you find most impressive about them?

Their strongest point was their willingness to go above and beyond to find a solution for all of our problems.

Are there any areas they could improve?

They could’ve picked our brain a little bit more during the initial discovery call to know more about our products but once they understood the technical abilities of my client, they were able to speak the same language and resolve our challenges easily.

Do you have any advice for potential customers?

I would advise you to reach out to them early and have a broad outline of your requirements and expectations.

BACKGROUND

Introduce your business and what you do there.

I’m the executive assistant at a weight loss center.

OPPORTUNITY / CHALLENGE

What challenge were you trying to address with Konnectryx?

We were trying to grow our business from a mid-sized company. All of our systems were detached. Nothing spoke to anything else, so for us to advance, we wanted to have all of our systems meet so we could effectively reach our clients, including our point of sale (POS), lead generator, marketing materials, and so on. Therefore, we needed an expert in the field.

SOLUTION

What was the scope of their involvement?

We have several moving projects with Konnectryx. Currently, they’re helping us with our website, getting it active so we can take online orders, which we haven’t done in the past. Then, we’ll upgrade it so it’s more efficient and can better communicate with our Salesforce platform.

Also, we’re updating our POS and inventory control systems to integrate them with Salesforce and engage our customers better by marketing to them on their purchases history. Finally, Konnectryx is helping us set up our Salesforce marketing cloud so we can create journeys to target our clients better.

What is the team composition?

We routinely engage with four people. They have more people working on the project, but we only need to be in contact with 3–4 people. Michael (CEO) is very involved. He’s on every call and is our go-to person for everything technical.

How did you come to work with Konnectryx?

We talked with several companies, but Konnectryx understood all our moving parts. They could help us integrate on a level that no one else understood. They took the time to try and figure it out instead of just selling us something.

How much have you invested with them?

We’ve spent about $15,000.

What is the status of this engagement?

We started working with them in October 2021, and our relationship is ongoing.

RESULTS & FEEDBACK

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

We’ll launch the website in the next week or two. We’re very excited because we haven’t sold products online in the past, and now we’re having the site integrated with our Salesforce platform as well.

How did Konnectryx perform from a project management standpoint?

It’s great. They keep in touch with us and check in every week. If something isn’t handled appropriately, they take control and make sure that other partners are doing their job.

We communicate either via phone or Zoom.

What did you find most impressive about them?

They’re true partners. If they’d had the opportunity, they’d have someone in our office.

Are there any areas they could improve?

I don’t know what they could improve; they do an excellent job. They take the time to explain things and help us figure things out.

Do you have any advice for potential customers?

Explain what you’re looking for so they can have the whole picture. If they don’t have the answers, they’ll find them, but they need to know what you’re truly trying to accomplish.

BACKGROUND

Please describe your company and your position there.

I am the Director of Digital Marketing and e-Commerce at a company that owns and operates a number of manufacturing companies in the flexible packaging and labeling space.

OPPORTUNITY / CHALLENGE

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

One of our companies was offering third party billing to its customers and we were struggling to provide that same functionality with our website redesign without incurring considerable additional costs for custom work.

The issue was primarily due to the rigidity of our choice of platform, which prevented customization of the cart and checkout functionality without upgrading our subscription and hiring additional experts to then customize the cart and/or checkout code to support what we needed.

SOLUTION

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

We were recommended to Konnectryx by a consulting firm that we work with and after an initial discovery call with the team, we felt that Konnectryx had the right talent and approach to support our needs.

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

After our kickoff call, in which I detailed our needs for the project, Konnectryx connected us with a shipping and fulfillment expert who was able to quickly understand our challenge and offered up a detailed solution that included using ShipStation automation rules and a fairly simple tagging system in Shopify to allow us to seamlessly tag and identify orders to be fulfilled using third party billing.

The expert also helped us capture custom shipping information from each order that requested third party billing to allow us to set up the automation rules easily. The expert not only recommended solutions and provided instructions for how to Implement them, but also helped us with a considerable amount of testing before implementation to ensure that the solutions suggested would do exactly what we needed.

Throughout the process I felt very comfortable that I was fully supported and that my needs were heard and understood.

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

We primarily worked with two people. We worked with an account manager and a technical expert. Both were very responsive and professional.

RESULTS & FEEDBACK

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

The project was completed in a couple weeks and the solution performed exactly as we had expected.

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

The team was very responsive, frequently communicating via email in between our video conference calls.

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

The technical expert had highly invested in finding the right solution for us, not just some cookie-cutter. He demonstrated this by spending the time to get into our system and thoroughly understand our needs and then test out several solutions to find the right one. He also made sure that we had the support we needed for implementation so the whole experience was seamless and positive.

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

I don’t have any areas for improvement for Konnectryx.

BACKGROUND

Introduce your business and what you do there.

I’m the owner of a nutritional supplement company.

OPPORTUNITY / CHALLENGE

What challenge were you trying to address with Konnectryx?

We were trying to find a way to connect Lightspeed to Salesforce because they couldn’t communicate with each other. Lightspeed is one of the best processing platforms; unfortunately, it doesn’t connect seamlessly with anything else.

SOLUTION

What was the scope of their involvement?

Konnectryx is responsible for connecting Lightspeed to Salesforce so that the information that’s processed in the former comes up in the latter, and vice versa. They’ve also integrated RingCentral, which is our phone system, into Salesforce. This allows us to answer and track our calls on the screen.

Since Salesforce And Lightspeed don’t have an option for shipping, they’ve connected ShipStation to both of them. All of the data lives in one place, which is excellent because it was a mess before; things would get lost or deleted.

The project started very small, but we’re now also developing a website.

What is the team composition?

I work directly with the owner and his business partner. Also, 2–3 people from their team have been key in making sure everything works seamlessly.

How did you come to work with Konnectryx?

I found them through a Google search. I chose them because of the owner’s personality; he was very honest and straightforward. He broke everything down and made me feel good about the process. I also felt listened to by the rest of the team.

What is the status of this engagement?

Our relationship began in October 2019, and it’s ongoing.

RESULTS & FEEDBACK

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

A lot of our processes were manual, but now they’re automated. That’s saved us time and reduced the amount of work. We’ve also recovered clients that were being lost because we couldn’t identify them with the system we had before. The seamless integration of the systems speaks for itself. Overall, it’s been a very positive change.

How did Konnectryx perform from a project management standpoint?

We communicate biweekly via Zoom and email. They’re extremely transparent and forthcoming. If a deadline has to be pushed, it’s because I need to add more to the original scope, but they’ve never missed a deadline to date.

What did you find most impressive about them?

Their transparency is most impressive. The character of the people in the team speaks volumes about how they do their work.

Are there any areas they could improve?

They could benefit from having more people take the role of project managers. They would also have to make sure that whoever they find is on the same wavelength as them.

Do you have any advice for potential customers?

Be transparent with your expectations and clear as to what you need. That will ensure the success of the partnership.

BACKGROUND

Introduce your business and what you do there.

I’m the president of a watch retail store located in Naples, Florida.

OPPORTUNITY / CHALLENGE

What challenge were you trying to address with Konnectryx?

I needed to automate and streamline our processes to handle the volume of our business.

SOLUTION

What was the scope of their involvement?

Originally, I was trying to get help with integrating a CRM platform that had the ability to incorporate email, SMS, and other forms of communications between customers and our sales staff. We wanted to make our data and communication available through our POS (Point of Sales) and accounting systems, and have them flow smoothly.

We replaced our old CRM and accounting systems with new ones, and basically went through our entire system of computer programs that were either outdated, or didn’t suit our purposes. Everybody had a key role and provided input into the project. It was a process of bouncing off ideas, and getting everybody together to achieve a common goal. In addition, I provided Konnectryx with all the credentials for our existing platforms — they have access to everything.

Previously, we had a bunch of different programs that were simply stacked on top of each other, rather than an integrated system, so Konnectryx helped us integrate Salesforce, RingCentral, and several other programs to make our processes smoother.

Apart from that, I use Konnectryx for Salesforce, marketing cloud, and other parts of Salesforce marketing as we progress and add different components. They’ve been able to incorporate Salesforce’s marketing components from the start. It’s been an evolving process that didn’t necessarily start with marketing and advertising, but it ended up at this point.

What is the team composition?

I don’t necessarily think I know everyone in Konnectryx, although I will say I got in touch with every single person that they have. I mostly deal with Chris (President), Michael (VP of Worldwide Sales), Rhea (Brand Marketing Manager), and several other people.

How did you come to work with Konnectryx?

Konnectryx was a referral from a very good source.

How much have you invested with them?

So far, we’ve invested somewhere between $100,000–$250,000.

What is the status of this engagement?

We started our partnership in September 2019, and it’s still ongoing.

RESULTS & FEEDBACK

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

I can say that we’ve had an increase in business, better communications with customers, better workflows, processes, and automation. Konectryx is very transparent and they keep every promise that they make. They’re also very responsive and detail-oriented, and I’m extremely pleased with their work.

How did Konnectryx perform from a project management standpoint?

They performed very well. In the beginning, we used Slack and other correspondents to communicate. Towards the end, we got a little bit less formal and started communicating via text, email, and phone.

What did you find most impressive about them?

What distinguishes Konnectryx from other providers are their ability to understand my business, the genuine care factor they bring, the clarity, the straightforwardness, and just getting the job done.

Are there any areas they could improve?

Our project is so big and there were definitely issues, but they aren’t necessarily on Konnectryx — there’s just a lot of different components that go on. We encountered an obstacle and we worked around it.

I also don’t think that a lot of companies have done what we’ve been doing — we sort of charted our own path and we’re one of the first to do this way of doing business. There’s a little bit of a learning curve, but there’s perseverance through the whole thing, and it’s as smooth as it could possibly be considering the scope of the project.

Do you have any advice for potential customers?

My advice would be to not hesitate to work with Konnectryx.

BACKGROUND

Please describe your company and position.

I am the President of Cloudwise Learning

Describe what your company does in a single sentence.

We sell and delivery technical training on Salesforce.

OPPORTUNITY / CHALLENGE

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

• Drive X number of new leads per week
• Post X number of blog posts
• Post X number of social media post
• Create X number of white papers and articles
• Increase SEO traffic by X percentage

SOLUTION

How did you find Konnectryx?

Former Relationship

Why did you select Konnectryx over others?

• Good value for cost
• Referred to me

How many teammates from Konnectryx were assigned to this project?

1 Employee

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

We needed to start our lead generation with a new brand and business line. We worked with them to get outbound calls, email campaigns, social and blogs.

RESULTS & FEEDBACK

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

Traffic to website, inbound traffic to sales team, converted touches of leads to sales, improved SEO metrics.

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

They were great to work with and understood our needs. They kept the process moving and got us into a solution that fit our needs.

What was your primary form of communication with Konnectryx?

• Virtual Meeting
• Email or Messaging App

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

The ability to execute and deliver a solution that worked for us.

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

None that I can think of.

BACKGROUND

Please describe your company and position.

I am the President of Personalized Merchant Services, LLC

Describe what your company does in a single sentence.

we introduce options to business

OPPORTUNITY / CHALLENGE

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

• Launch new digital wallet offering in North America Eastern Region
• Inbound leads
• New qualified leads from SEO
• Net new revenue

SOLUTION

How did you find Konnectryx?

old contact

Why did you select Konnectryx over others?

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

How many teammates from Konnectryx were assigned to this project?

2-5 Employees

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

did a great job

RESULTS & FEEDBACK

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

Web to Lead process integrated with Apollo and Google for web sign up of new digital wallet offering

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

yes

What was your primary form of communication with Konnectryx?

• Virtual Meeting
• Email or Messaging App

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

We were impressed with their new ideas.

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

no