Peeklogic, LLC

BACKGROUND

Please describe your company and position.

I am an executive at CitusHealth

Describe what your company does in a single sentence.

Communication application for home-based and post-acute care providers get a single digital solution that delivers robust care team collaboration and communication, increased patient and family caregiver engagement, and referral satisfaction. All secure. All in real time.

OPPORTUNITY / CHALLENGE

What specific goals or objectives did you hire Peeklogic, LLC to accomplish?

• Connect Salesfroce with Jira
• Status and documentation updating the SF form Jira real-time
• Allow support to see the amount of cases associated to the Jira real-time to help prioritize the order of needing to be fixed.

SOLUTION

How did you find Peeklogic, LLC?

Online Search

Why did you select Peeklogic, LLC over others?

• High ratings
• Pricing fit our budget
• Good value for cost

How many teammates from Peeklogic, LLC were assigned to this project?

2-5 Employees

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

Connected to our Salesforce to our Jira instance via Peeklogic. We are able to view in real-time and status change or and updated documentation with out having to leaving Salesforce. This has allowed support to be able set a priority list for R/D to begin work on. Plus our customers have the real-time information.

RESULTS & FEEDBACK

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

We were able to rank our defects in Salesforce and share that information through out the company and to our customers. We can stay in Salesforce instead of having to go back and forth to another program and find updates or statuses. The statues and documentation are sync which makes everything seamless.

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

Peeklogic is very quick to respond and has meet our needs each time.

What was your primary form of communication with Peeklogic, LLC?

Email or Messaging App

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

Their customer support is fantastic.

Are there any areas for improvement or something Peeklogic, LLC could have done differently?

Everything has been a great partnership.

BACKGROUND

Please describe your company and position.

I am the Software Engineer

Describe what your company does in a single sentence.

We give every business the tech tools it needs for sustained growth and profitability, using off-the-shelf software — ready-to-go software that has robust customization options (without the custom price tag). We find the best set of tech tools for your business and set them up to work with each other.

OPPORTUNITY / CHALLENGE

What specific goals or objectives did you hire Peeklogic, LLC to accomplish?

• A full Salesforce implementation
• A Salesforce implementation rework

SOLUTION

How did you find Peeklogic, LLC?

Online Search

Why did you select Peeklogic, LLC over others?

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

How many teammates from Peeklogic, LLC were assigned to this project?

2-5 Employees

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

This was a full custom implementation for a client, the client was previously using spread sheets to run their business and did not have a clear insight into operations, & revenue. Moving them to the Salesforce platform allowed for the client to have great visibility into their business and how it runs day to day, with a click of a button the client and their employees have access to any information thye need run their business successfully without ever leaving Salesforce.

RESULTS & FEEDBACK

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

The way we measured success for this project was when the client moved all their process from their current setup in a task management platform and excel to the entire company working only in salesforce.

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

Great communicators, we had a plan in place from when the project started and Peeklogic kept up with all the deadlines, as well as being flexible if changes were needed once development actually started.

What was your primary form of communication with Peeklogic, LLC?

• Virtual Meeting
• Email or Messaging App

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

We're impressed with their breadth of knowledge and experience when it comes to Salesforce. Anytime a question came up they always found an elegant solution to complex problems.

Are there any areas for improvement or something Peeklogic, LLC could have done differently?

None at all they do amazing work

BACKGROUND

Please describe your company and position.

I am the CEO & Founder of Clarity Team

Describe what your company does in a single sentence.

Chat Integration Software

OPPORTUNITY / CHALLENGE

What specific goals or objectives did you hire Peeklogic, LLC to accomplish?

• We asked Peeklogic team to provide Salesforce Lightning, Apex and other development services, including an application which will be on the Salesforce AppExchange.

SOLUTION

How did you find Peeklogic, LLC?

Upwork

Why did you select Peeklogic, LLC over others?

• High ratings
• Good value for cost

How many teammates from Peeklogic, LLC were assigned to this project?

2-5 Employees

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

The Developers of the Peeklogic company provided senior staff with deep Salesforce platform expertise and followed the Scrum Agile Framework to iteratively refine requirements and deliver value across several web and mobile applications.
Key deliverables included the establishment of project-focused code control repositories spanning many flavors of technology, collaborating through a Trello-based card management system, and everything from defining sprint increments to delivering and evaluating value.

RESULTS & FEEDBACK

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

We have daily meetings, and at the meetings, developers show in detail the work done for the day + we set goals for the next day. We also set goals for 2 weeks (scrum sprint) and long-term goals. The Peeklogic team met all deadlines. Takes responsibility for work.

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

The project management team is very proactive, participated in every cadence, and rapidly tended to any shifts in scope and schedule. All the work was done on time and with high quality. All my needs and requirements were taken into account.

What was your primary form of communication with Peeklogic, LLC?

Virtual Meeting

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

They are a wonderful team of professionals who love their work. They are a pleasure to deal with and be part of a team.

Are there any areas for improvement or something Peeklogic, LLC could have done differently?

No

BACKGROUND

Please describe your company and position.

I am the System Administrator III of Eventbrite

Describe what your company does in a single sentence.

Brings the world together through live experiences

OPPORTUNITY / CHALLENGE

What specific goals or objectives did you hire Peeklogic, LLC to accomplish?

• Integrate Salesforce with Jira automation

SOLUTION

How did you find Peeklogic, LLC?

Online Search

Why did you select Peeklogic, LLC over others?

• High ratings
• Pricing fit our budget
• Good value for cost

How many teammates from Peeklogic, LLC were assigned to this project?

2-5 Employees

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

Needed an integration between Salesforce and Jira so that Salesforce cases could easily create Jira tickets with information in the case automatically mapped to the Jira Ticket. We also needed the configuration to automatically update the Salesforce case Status and chatter feed when updates are made to the Jira ticket.

RESULTS & FEEDBACK

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

Seamless integration between Jira and Salesforce and providing support to customize the app for specific use cases.

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

The team has been very responsive during our implementation and configuration process. The team walked us through the setup step-by-step and worked with us to customize the configuration. They responded to any questions within a day and met via virtual meetings whenever we needed further assistance.

What was your primary form of communication with Peeklogic, LLC?

Virtual Meeting

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

The team works with us to deliver customized solutions for our unique business needs. It felt like working within an internal team, and everyone went the distance to promptly deliver.

Are there any areas for improvement or something Peeklogic, LLC could have done differently?

The setup and configuration went smoothly. It would be great if there were times to meet later in the day in the US. The team stayed online as long as needed, but it would be great to meet later in the day.

BACKGROUND

Please describe your company and position.

I am the Salesforce Consultant of Equilibrium Solutions

Describe what your company does in a single sentence.

We provide expert guidance, customization, and implementation services to help organizations leverage the Salesforce platform to optimize their customer relationship management (CRM) processes and achieve their business objectives.

OPPORTUNITY / CHALLENGE

What specific goals or objectives did you hire Peeklogic, LLC to accomplish?

• Jira Integration

SOLUTION

How did you find Peeklogic, LLC?

Online Search

Why did you select Peeklogic, LLC over others?

• Pricing fit our budget
• Great culture fit
• Good value for cost

How many teammates from Peeklogic, LLC were assigned to this project?

2-5 Employees

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

Seamless integration between salesforce and jira

RESULTS & FEEDBACK

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

Customer satisfaction and a seamless integration between Jira and Salesforce.

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

Yes, they delivered the items on time and the team was very helpful and extremely knowledgeable about their product especially when it comes to troubleshooting issues.

What was your primary form of communication with Peeklogic, LLC?

Email or Messaging App

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

The team was very responsive and able to ensure all requirements were met in time and within budget.

Are there any areas for improvement or something Peeklogic, LLC could have done differently?

Overall everything worked out wonderfully. The only thing I could think of that would be an improvement would be to be able to communicate with the dev team in the afternoons. But since they are based in the UK it would be too late. We of course were able to touch base in the mornings but this would be the only improvement that I can think of.

BACKGROUND

Introduce your business and what you do there.

I’m the director of philanthropy for a nonprofit organization focused on protecting the wildlife and Indigenous community within a conservancy in Kenya.

OPPORTUNITY / CHALLENGE

What challenge were you trying to address with Peeklogic, LLC?

We needed help to develop our Salesforce platform through the nonprofit’s backend.

SOLUTION

What was the scope of their involvement?

Peeklogic migrated our data from previous data sets into Salesforce to create a single source and help communication between the systems we use to message donors and collect internal information. They assisted us with development and helped to put everything together. Initially, they mapped out a robust work plan to engage in various tasks within the project itself. We provided them with multiple data sets from the large batches of information on our database.

Additionally, Peeklogic connected some of our other software and service platforms to the Salesforce platform.

What is the team composition?

We only worked with the director of communications and marketing.

How did you come to work with Peeklogic, LLC?

We found them on Upwork and began a conversation with them.

How much have you invested with them?

We spent under $5,000.

What is the status of this engagement?

We worked with them from September–November 2022.

RESULTS & FEEDBACK

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

They solved problems as they presented themselves throughout the process. In the end, they migrated nearly 9,000 pieces of content and an untold number of lines of data into our Salesforce platform. Overall, working with them was an absolute pleasure.

How did Peeklogic, LLC perform from a project management standpoint?

They clearly outlined a regular communication strategy from day one and ensured they stayed on top of the project’s timeline. We also didn’t impact the cost; they aligned with the initial budget.

We began communicating on Upwork and quickly transitioned to an invoicing platform. From there, we communicated through Slack every week to manage expectations and deliverables. Additionally, we had multiple weekly meetings via Zoom.

What did you find most impressive about them?

They were incredibly professional. The team had a detailed work plan and maintained efficiency while working on multiple tasks. Peeklogic was communicative, especially with their ability to outline from a task management perspective. Moreover, they worked with us to understand our needs and customize the activities to complete the project successfully. All in all, they exceeded our expectations.

Are there any areas they could improve?

No, I can’t think of anything off the top of my head.

Do you have any advice for potential customers?

I’d strongly encourage people to work with Peeklogic. Although they had challenging circumstances due to the Russian Invasion of Ukraine, they delivered at an impressive level.

BACKGROUND

Introduce your business and what you do there.

I’m an IT director at an appliance design company.

OPPORTUNITY / CHALLENGE

What challenge were you trying to address with Peeklogic, LLC?

We needed someone to create a customer portal for us.

SOLUTION

What was the scope of their involvement?

Peeklogic, LLC developed our Salesforce customer portal, as well as our customer feedback system. They first analyzed our business model before proposing solutions, which they then started to develop. Their scope of work included both front- and backend development using Apex and Java.

After our initial discussions, I mostly deferred to their expertise in the development process. Their work is now being fully utilized by our customer service team.

What is the team composition?

I work with four people.

How did you come to work with Peeklogic, LLC?

I found them on a freelance site, and they were one of the most responsive vendors that we reached out to. I explored their past work and read their reviews. Upon conversing with them over Skype, I was left with a great impression. I then went to Ukraine and met with them in person, and that kicked off our relationship.

How much have you invested with them?

We’ve spent somewhere between $4,000–$5,000.

What is the status of this engagement?

We started working together 4-5 months ago and have an ongoing relationship.

RESULTS & FEEDBACK

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

Peeklogic, LLC’s work has improved our customer service tremendously. In fact, they’re the best company I’ve ever worked with. Their work is consistently high-quality, and they’ll do their best to meet whatever your needs are. They’re also not afraid to advise you against an idea if they think it’ll harm your chances of success.

Additionally, their team is comprised of friendly experts who are extremely easy to work with. We’ve definitely become friends over the course of the engagement.

How did Peeklogic, LLC perform from a project management standpoint?

While we handle project management on our side, they did assign a teammate to serve as a project manager on their side. He did a great job of assigning tasks to the appropriate expert. They leveraged communication and PM tools well.

The entire team was always available and would stay up late if needed. Their internal culture is phenomenal, where a timely delivery is of utmost priority.

What did you find most impressive about them?

They’re good people who really know what they’re doing. They’re always busy, because their developers are non-stop coding. Their code is always bug-free.

Are there any areas they could improve?

I’m very satisfied with their work, but perhaps they could expand their team to increase the resources they can provide.

Do you have any advice for potential customers?

Have a good plan in place and a clear understanding of the process. Once they are clear on what needs to be done, they’ll be able to deliver on time.

BACKGROUND

Introduce your business and what you do there.

I’m a project manager and scrum master at 340Basics Technology. I manage and own a lot of the changes that are requested through Salesforce.

OPPORTUNITY / CHALLENGE

What challenge were you trying to address with Peeklogic, LLC?

We hired them to help us with our Salesforce.

SOLUTION

What was the scope of their involvement?

Depending upon our needs or changes we want through Salesforce, I make changes through Peeklogic, LLC, and do the review of what we’re looking for. If I don’t have a specific design, I tell them the requirements and they give me feedback on that.

When I know exactly what type of change we want, I put it together for them as part of a requirement and then turn it over to them.

What is the team composition?

We work with one senior Salesforce developer who handles most of the work. If there’s additional work, there’s another Salesforce developer who's available to take it on. 

How did you come to work with Peeklogic, LLC?

Our company had already been working with Peeklogic, LLC. I started at the company in September 2019, so when I came on, they were already a partner. 

What is the status of this engagement?

The engagement began about two years ago, and it’s ongoing. Any time I need something done, I reach out to them. We haven’t had any work for the past three weeks, but I will be reaching out to them next week with more work.

RESULTS & FEEDBACK

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

Our team works in sprints or iterations using an agile method. A lot of the Salesforce changes, even though they aren’t directly tied to our product, influence our users. So, we request a timely turnaround depending on how large the change requests are.

If it’s a moderate change, Peeklogic, LLC usually completes it by the following day. Their deployment will usually take place two days after, and when I come in, the change is ready for production.

There haven’t been any changes that have gone beyond the 3-week mark. If the change is large, it might take them 3–4 days to complete the work. We have a good process in place that we established from the beginning, and it’s worked out well for us.

How did Peeklogic, LLC perform from a project management standpoint?

I’m very happy with the turnaround time. I typically manage the priorities. 

What did you find most impressive about them?

Their response time is amazing compared to my experience with other Salesforce vendors or consultants in my history with other companies. There is no lag time. There was only one time where they told me they needed more time to do the work. 

Are there any areas they could improve?

No, I have no suggestions. In the beginning, we didn’t have a comprehensive process in place, so we did have a couple of hiccups. Once we defined and agreed on the process, everything went smoothly. We know exactly what’s expected and when the deployment will take place.

Do you have any advice for potential customers?

Define the process and work directly with the developer. Not having another layer in terms of a project manager has worked well for me because nothing gets lost in translation. Additionally, get feedback from the developer because a lot of times they know the application well.

They can give you feedback about how something could be done in a better way. The relationship should be a two-way street; don’t just tell them what you want and let that be the be all end all. 

BACKGROUND

Introduce your business and what you do there.

I’m a Salesforce architect at ECM Solutions, a Salesforce consulting company.

OPPORTUNITY / CHALLENGE

What challenge were you trying to address with Peeklogic, LLC?

We needed additional resources for Salesforce consulting.

SOLUTION

What was the scope of their involvement?

They developed Salesforce solutions, specifically, they created Sales Cloud and Service Cloud and Salesforce community-based applications. This included Lightning components and Apex classes, queries, custom community pages and solutions, and Vlocity components.

What is the team composition?

There are 2-3 people. They had a project manager that interacted with us.

How did you come to work with Peeklogic, LLC?

We started a small engagement where they just provided part-time service with one developer. We were pleased with the results and decided to scale it up.

How much have you invested with them?

We spent about $250,000.

What is the status of this engagement?

We started working together in November 2017 and the work is ongoing.

RESULTS & FEEDBACK

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

They developed high-quality code and paid attention to detail. In Salesforce consulting, 30% rework is normal. With Peeklogic, LLC, it was significantly less at around 15%.

How did Peeklogic, LLC perform from a project management standpoint?

Communication was done through a GitHub tracking system and through virtual meetings. There was ongoing communication throughout the project and constant feedback. They were particular and paid attention to detail.

What did you find most impressive about them?

Their developers are very talented—they come up with good solutions for complicated problems. The quality of work is very high and better than average.

Are there any areas they could improve?

There’s nothing that could be improved.

Do you have any advice for potential customers?

If you’re prepared to work with a provider, Peeklogic, LLC is one of the best. We had a positive experience with them.

BACKGROUND

Introduce your business and what you do there.

We’re an automotive services company comprised of 10 people, providing different services to dealers, retailers, and enthusiasts who purchase vehicles from auctions and need them to be worked on.

OPPORTUNITY / CHALLENGE

What challenge were you trying to address with Peeklogic, LLC?

We were testing out Salesforce for back-office and operations, and it seemed like a good tool for us. We were doing a lot manually, and that’s where the automation came in. Salesforce was really modifiable, and we could build any kind of business process into it. 

So, we got involved with Sergii (CEO, Peeklogic) to help build the correct business processes within Salesforce. 

SOLUTION

What was the scope of their involvement?

We’ve been able to build new Salesforce components and connect them. It’s an ongoing, unfinished process, and we’re with Peeklogic all the way. 
In the beginning, I described the business processes we needed to Peeklogic (e.g. what kind of data we needed to be extracted from our vendors), and they came up with ideas. They suggested types of buttons, how we could automate certain functions, and what security features to have. I would approve the work, and then we’d go forward.

It wasn’t an official process where I’d present my requirements. I have a general idea about the topic, but I’m not a developer myself. Peeklogic allowed me to explain what I needed in my own words. 

This is the reverse of what many providers are willing to do (e.g. other vendors want to see a request and send a proposal). Peeklogic shows me what they can do, I’ll approve, and they’ll move forward. They’ll finish a task and I’ll request something else. It’s been like this for the past three years.

What is the team composition?

I’ve been dealing with two people from their team, the owner and one of the managers. Those two would ask me specific questions and present their work. I believe they have other members working under them.

How did you come to work with Peeklogic, LLC?

I was a referral, followed by an in-person meeting with the owner. That helped a lot, since it’s hard to explain requirements through proposals and emails. I met them in person and explained who we worked, and he agreed.

It was actually in reverse, which a lot of providers didn’t want to do. They wanted to see my request, then they’d provide a proposal. This is why it took me a lot of time to find someone who was willing to work on my terms.

How much have you invested with them?

We’re getting close to $30,000. They bill us on a feature-by-feature basis.

What is the status of this engagement?

The initial contact was made in January of 2016, and we started working together in mid-February of that year. The partnership is ongoing, and we complete tasks on a feature-by-feature basis. There’s always something new, so it’ll never end.

RESULTS & FEEDBACK

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

We’ve increased our volume of purchases. Peeklogic’s support has moved our workflow away from paper and spreadsheets, and it has stopped us from forgetting to add data.

Previously, I would need to spend an hour processing the inventory and paperwork for each vehicle. Now, it takes minutes.

For example, they created a back-office inventory system to manage the vehicle purchases we perform on behalf of clients. Each time we make a purchase, data is transferred at the click of a button from the vendor’s website to our Salesforce. (Prior to that, it was a copy-paste process, taking us 3–4 minutes to enter in one inventory item.)

Also, after purchases, there would be 15 pages to fill in manually. We’d write those up in Word or Excel, print them out, and present them to the client to sign. It used to take days to get the client into the office to sign the paperwork.

Now, none of that exists. PDFs that get sent automatically to the client through email, and they sign it with an application called HelloSign, which is integrated with Salesforce. It’s semi-instant. 

How did Peeklogic, LLC perform from a project management standpoint?

They’re more on top of it than me. They’ll keep asking me for info. Then, when I have the time, I’ll punch in 20 different tasks, and they’ll have questions about each one. I like them because they’re on top of me, and they get in touch about tasks weekly. I can ask them a quick question on Skype, and they respond in minutes, if not seconds.

What did you find most impressive about them?

I’m impressed by their non-traditional way of doing things. I requested multiple proposals, and every provider wanted all of the requirements at once. 
I just didn’t have those. I come up with new things daily, and Peeklogic was the only company that agreed to work that way. 

Are there any areas they could improve?

Since I’m not a developer, there’s nothing I would suggest. If I could have them in my office, that would be an improvement. Working remotely is a challenge, but it’s not any deficiency of theirs.

Do you have any advice for future clients of theirs?

I’d recommend laying out all the requirements without exaggerating. If Peeklogic sees everything the client needs, especially if they have visuals or personal contact, the process will go smoother.