Melonleaf Consulting

BACKGROUND

Please describe your company and your position there.

Our company is in the entertainment sector; I am the Head of Growth.

OPPORTUNITY / CHALLENGE

For what projects/services did your company hire Melonleaf Consulting?

We obtained their services for SalesForce integration and workflow process improvement.

What were your goals for this project?

Our primary goal was to improve the end-to-end workflow process while automating and consolidating the process as much as possible.

SOLUTION

How did you select Melonleaf Consulting?

We worked with the Melonleaf Architect while searching for the best candidate, and he provided the optimum longterm-scalable solution.

Describe the project in detail.

We needed an integrated SalesForce solution to automate and incorporate several APIs, ultimately streamlining the workflow process and making the tracking of organizational goals and KPI's available at a glance.

What was the team composition?

We worked with one architect and one developer. We maintained direct communication with the same team members throughout the entire project.

RESULTS & FEEDBACK

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

The SalesForce program is now capable of keeping and generating functional uses of the data used in our business operations.

How effective was the workflow between your team and theirs?

Melonleaf Team was supportive and provided us with frequent updates. We used to have daily sync-up meetings with the architect for optimizing and finalizing the details.

What did you find most impressive about this company?

We felt like strong communication provided by Melonleaf was an essential component of the success of the project. We were consistently informed of the Project Management Timeline and our Melonleaf associate was quick to keep us on schedule and in budget.

Are there any areas for improvement?

Deliveries can be done faster, but we never wanted to compromise on the quality of deliverables, so I cannot think of any areas of improvement. We are more than satisfied with the process and the project outcomes. We will use Melonleaf again for future projects.

BACKGROUND

Please describe your company and position.

I am the Owner of Harbor Street Realty

Describe what your company does in a single sentence.

Harbor street Realty is the real estate management, brokerage and investment firm, mainly deals in commercial property space. 

OPPORTUNITY / CHALLENGE

What specific goals or objectives did you hire Melonleaf Consulting to accomplish?

• CRM Management
• Salesforce Setup
• Streamlining operations for the Sales Executives

SOLUTION

How did you find Melonleaf Consulting?

Online Search

Why did you select Melonleaf Consulting over others?

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

How many teammates from Melonleaf Consulting were assigned to this project?

2-5 Employees

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

Melonleaf for setting up and optimize our Salesforce Org and also design and implement email campaigns and strategy using Pardot Marketing Cloud. They Delivered our phase 1 in just 2 months and system is running really smooth to manage our customers, leads and campaigns

RESULTS & FEEDBACK

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

 Smooth management for our customers, leads and marketing campaigns. 

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

We worked with the time and material model, where business requirements for setting up Salesforce org were explained during discovery phase. Business requirements were further defined as tasks. All the deliveries made on time with the Post production go live support. 

What was your primary form of communication with Melonleaf Consulting?

• Virtual Meeting
• Email or Messaging App

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

We appreciated their great consulting mindset, great team and has economic rates

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

Nothing I can think of. Great experience and highly recommend.

BACKGROUND

Introduce your business and what you do there.

I was a senior director for an online marketplace that connects businesses with freelance professionals worldwide.

OPPORTUNITY / CHALLENGE

What challenge were you trying to address with Melonleaf Consulting?

We needed help with Salesforce development for our Fusion platform.

SOLUTION

What was the scope of work with Melonleaf Consulting?

Melonleaf Consulting implemented core and custom functionality for our Salesforce-based platform. Their work included developing new modules, enhancing existing ones, and integrating APIs.

What is the team composition?

We worked with two teammates from Melonleaf Consulting.

How did you come to work with Melonleaf Consulting?

We found Melonleaf Consulting through a freelance platform. We chose them over other options because of their caliber of talent and the ease of working with them.

What is the status of this engagement?

We worked together from June 2023–June 2024.

RESULTS & FEEDBACK

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

Melonleaf Consulting was a fantastic partner, delivering core and custom functionality for our operational resilience function. They completed 26 sprints and 12 releases, enabling our program to deliver its annual targets and successfully launch.

How did Melonleaf Consulting perform from a project management standpoint?

Melonleaf Consulting delivered on time and was very responsive. Collaboration was primarily through daily standup, Jira, Slack, and emails.

What did you find most impressive about them?

Melonleaf Consulting had excellent Salesforce skill sets, was easy to work with, and maintained good communication.

Are there any areas they could improve?

No, there weren't any.

BACKGROUND

Please describe your company and position.

I am the Owner of Ellsworth Gym

Describe what your company does in a single sentence.

We run a fitness gym and studio in california. 

OPPORTUNITY / CHALLENGE

What specific goals or objectives did you hire Melonleaf Consulting to accomplish?

• Customer Management
• Subscription Management
• Automated Customer Engagement
• Integration with messaging tools

SOLUTION

How did you find Melonleaf Consulting?

Upwork

Why did you select Melonleaf Consulting over others?

• High ratings
• Good value for cost
• Experience

How many teammates from Melonleaf Consulting were assigned to this project?

2-5 Employees

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

Setup the Sales Cloud for end to end customer information management for the Ellsworth Gym and Studio.

Building the automations for promoting, upselling and cross selling the subscriptions, fitness products and other offerings. Also, build the system to track payments and history activities.

Integrating the Salesforce with Messaging tool twilio and automaing the messaging functionality.

RESULTS & FEEDBACK

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

1. Increased Customer Engagement.
2. Sorted Customer Information Management. 

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

Yes, Melonleaf has a defined and professional way of delivering the projects. Our POCs, Project manager and technical lead are aligned for the timely deliveries. We had messaging groups over whatsapp and teams to interact and progress tracking along with the weekly zoom meetings.  

What was your primary form of communication with Melonleaf Consulting?

• Virtual Meeting
• Email or Messaging App

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

They are best in delivery and technical skills, and availability in US working hours. 

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

Not at this point. We are still working with them to further enhance our system.

BACKGROUND

Please describe your company and position.

I am the Principal of IT & Business Consulting Firm.

Describe what your company does in a single sentence.

Business & IT Consulting Services

OPPORTUNITY / CHALLENGE

What specific goals or objectives did you hire Melonleaf Consulting to accomplish?

Optimize CRM Experience

SOLUTION

How did you find Melonleaf Consulting?

• Referral
• Other

Why did you select Melonleaf Consulting over others?

• High ratings
• Pricing fit our budget

How many teammates from Melonleaf Consulting were assigned to this project?

2-5 Employees

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

• Optimize the CRM Experience
• Maximize the value proposition from the solution

RESULTS & FEEDBACK

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

CRM solution stabilized and enhanced.

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

Analyzed the status quo, performed quick ramp up of resources and knowledge transfer. They've rapidly aligned with our business needs and stabilized the systems. Aftr stabilization system capabilities are being enhanced.

What was your primary form of communication with Melonleaf Consulting?

Virtual Meeting

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

Customer service and ability to listen.

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

N/A

BACKGROUND

Please describe your company and position.

I am the Systems & Data Analyst of OPS Alliance, LLC

Describe what your company does in a single sentence.

An innovative, customer-centric, inclusive, mission-focused Training Support Company for the US Federal Government.

OPPORTUNITY / CHALLENGE

What specific goals or objectives did you hire Melonleaf Consulting to accomplish?

Create a new, custom Order Management System

SOLUTION

How did you find Melonleaf Consulting?

Referral

Why did you select Melonleaf Consulting over others?

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

How many teammates from Melonleaf Consulting were assigned to this project?

2-5 Employees

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

We needed to create an order management system in Salesforce without the use of an ERP or traditional OMS and Melonleaf delivered!

RESULTS & FEEDBACK

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

Custom automations were built based on our specific business needs and were implemented with urgency due to our short timeline. They provided excellent service and an enjoyable process!

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

Service was provided early and on budget. Our assigned team was very reponsive and available as needed. 

What was your primary form of communication with Melonleaf Consulting?

• Virtual Meeting
• Email or Messaging App

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

Their dedication to learning the ask, working within budget, and the professionalism in all team members was truly impressive and unique.

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

All good remarks, no suggested improvements come to mind.

BACKGROUND

Please describe your company and your position there.

Large distributor with multiple business units across the globe. I am the sole admin and have some dev experience for our Org.

OPPORTUNITY / CHALLENGE

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

Needed expertise and additional resources for this new group to be properly integrated into an existing SF org.

SOLUTION

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

Full team of educated folks able to ramp up and deal with the demanding timeline and changing requirements.

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

Gather requirements with business and IT Document the full process and planned development Initial build and testing of integration Testing and adjustment. Full production test. Live production rollout.

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

We only directly interacted with Lalit the owner of Melonleaf the rest of the development was done behind the scenes and was seamless.

RESULTS & FEEDBACK

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

So far we've had a completely successful rollout with no post production launch adjustments required.

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

Constant communication along with proper and well explained documentation. Meetings via teams, and Skype as requested.

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

Their ability to ramp up available production hours as necessary and pull in additional resources to get major parts of the project done on short notices was very impressive.

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

No they did a great job.

BACKGROUND

Please describe your company and your position there.

I'm the head of business development responsible for building and scaling our sales team.

OPPORTUNITY / CHALLENGE

For what projects/services did your company hire Melonleaf Consulting?

They helped us set up and configure our new instance of salesforce from scratch, they are also helping us maintain and continue to develop the system.

SOLUTION

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

We searched via Upwork and selected the vendor based on a combination of track record, expertise, and cost.

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

Stages included initial kick off to determine our requirements for the project, configuration, testing, and roll out.

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

We worked directly with the Architect and salesforce developer.

RESULTS & FEEDBACK

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

We now able to handle the complete CRM solution for our business process.

How effective was the workflow between your team and theirs?

Very effective

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

Very attentive to detail, quick to respond and they were easy to communicate and work with.

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

Nothing as of yet