Peeklogic, LLC

BACKGROUND

Introduce your business and what you do there.

I’m the co-founder and COO of a SaaS platform for independent schools.

OPPORTUNITY / CHALLENGE

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

We needed to develop a totally customized software based on our strategy. We aimed to help the admissions team enroll students more efficiently and increase the number of applications from current inquiries.

SOLUTION

What was the scope of their involvement?

Peeklogic, LLC, has developed everything from scratch. My two co-founders and I initially had ideas about what we wanted to see. We first met with Peeklogic, LLC’s CEO to walk them through what we were looking for. He let us know about their team and how they operated. Then, they sent us the scope of work to review and see how many hours the project would be quoted on. We accepted and approved that.

Afterward, we had our kickoff meeting. We had a mock-up design of what it should look like, but the functionality and process were based on the three co-founders and the designer. From there, Peeklogic, LLC has built the app using Salesforce. 

The portal allows users to log in and provide us with their information. From there, the automated communication goes out through SMS and email. Additionally, dashboards are available for reporting, so everything is customized for the end user.

What is the team composition?

We’ve worked with 5–8 teammates, including a project manager and a mix of developers.

How did you come to work with Peeklogic, LLC?

I’m not entirely sure how we found them. It could’ve been through LinkedIn, searching for Salesforce developers on Google, or through Upwork, and then we spoke with them directly.

How much have you invested with them?

We’ve spent around $50,000.

What is the status of this engagement?

We began working with them in November 2023, and our partnership is ongoing.

RESULTS & FEEDBACK

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

We measure success by the program's functionality. We’ve been testing it and running QA, so we're satisfied as long as it passes our QA tests. 

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

Project management is excellent. Peeklogic, LLC sends us weekly reports, and we’ve met with them every week throughout our engagement. Moreover, they’re easy to reach.

We communicate through Slack, Google Meet, and email. They also used Trello at one point.

Are there any employees from the service provider's team that you would like to give a shout-out to in this review?

Olha (IT Project Manager) is fantastic. Sergii (CEO, Founder & Salesforce Architect) leads the organization and is easy to deal with. On the programming side, Martha (Head of the Recruitment Department), Roman, and Khrystyna (Salesforce Developers) are all fantastic, and we continue to work with them.

What did you find most impressive about them?

They’re highly efficient and well-organized. Moreover, Peeklogic, LLC has skilled programmers, and all team members have done a great job.

Are there any areas they could improve?

No, they’re great. When you work with a new partner, there are some ebbs and flows that you must understand first. Once we understood each other, everything was fantastic.

Do you have any advice for potential customers?

Be organized and know what you want to do so they can execute it.

BACKGROUND

Please describe your company and position.

 I am the Salesforce Administration of a financial services company 

Describe what your company does in a single sentence.

Financial Services Technology company

OPPORTUNITY / CHALLENGE

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

• Integration Salesforce and Jira

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
• Software met all our requirements

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.

We utilized the Peeklogic Connector for Salesforce.  The functionality of the tool met all our needs that other tools do not.   It has a simple to use interface for set up, flexibility to prepopulate and default values when creating jira issues, provides for individual user authentication into Jira if needed (or a single named integration user) and provides a great user interface for creating, finding/associating, and viewing Jira information.   The reporting capabilities are also better than other connectors as the Jira data is copied into custom objects in Salesforce, giving the ability to report on Jira issues just like any other salesforce data.   

RESULTS & FEEDBACK

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

Not complete with the project yet, but the expecation is:

Less time spent on interaction between teams who work in Salesforce and teams who work in Jira (less hunting for a jira ticket to check on the status)
This should lead to better customer experience and a reduction in time to resolution of customer tickets

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

We opted to implement ourselves due to it being SO simple to manage.   We have an open channel for any questions we can't resolve on our own and the team is very responsive to get back to us with answers.   If we wanted to, we could have had Peeklogic do all the setup and implementation, but we wanted to dive into it ourselves and be able to support it post go live on our own.

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?

They are willing to address any concerns or questions we have, even the potential of making enhancements to the tool as we grow and business needs change.

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

None that have come up so far

BACKGROUND

Please describe your company and position.

 I am the Office Administrator of an optical system manufacturer.

Describe what your company does in a single sentence.

We are an unparalleled leader in providing custom optical systems solutions. We offer advance precision custom optical design, optical engineering, optical lens assembly, rapid optical proto-typing, image processing and optical manufacturing services.

OPPORTUNITY / CHALLENGE

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

Custom optics sales partnership

SOLUTION

How did you find Peeklogic, LLC?

• Referral
• Clutch Site

Why did you select Peeklogic, LLC over others?

• High ratings
• Close to my geographic location
• Pricing fit our budget
• Great culture fit
• Good value for cost
• Referred to me
• Company values aligned

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

N/A

RESULTS & FEEDBACK

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

• Increased Revenue
• Reduced operational costs
• Improved customer stisfaction
• Enhanced Productivity
• Fewer product defects
• shortened project delivery times
• Higher user adoption rates.

All highlights invlolving positive impacts and progress made trhoug the project

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

The project management team delivered products on time, demonstrating reliability and efficiency. They maintained prompt communication, quickly addressing questions and concerns. By actively listening to feedback, they ensured the final product met expectations, highlighting their commitment to excellence and client statisfaction.

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?

Peeklogic is impressive for its creation and implementation of Salesforce solutions. They always delivered projects on time, maintained high responsiveness, and actively listened to client feedback. Their committment to quality and client satisfaction, combined with their expertise in Salesforce, sets them apart as reliable and client focused company.

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

No, I think everything is done with specific detailing and responsiveness. I have no complaints.

UPDATED REVIEW

This review was published on March 21, 2024.

Joanna Lee
President & CEO, Avantier Inc.
Manufacturing
North Plainfield, New Jersey
51-200 Employees
Jan 2023 - Ongoing
$10,000 to $49,999
Verified

Project summary
Peeklogic, LLC has set up Salesforce for an optics manufacturer. Peeklogic, LLC offers Salesforce consulting to optimize the CRM's use among the client's team, who seek the team when they need assistance.

Feedback summary
Peeklogic, LLC has resolved a header issue the client had on an email campaign. The team has impressive abilities and offers a positive working experience. The client fully trusts Peeklogic, LLC, who is helpful and responds to the client's needs in a timely manner via email and virtual meetings. This review is an update by the client company. The original content is located below the new review.

BACKGROUND

Please describe your company and position.

I am the President / CEO of Avantier Inc.

Describe what your company does in a single sentence.

We are an optics manufacturer

OPPORTUNITY / CHALLENGE

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

• Salesforce
• For quicker setup in Salesforce
• Salesforce IT

SOLUTION

How did you find Peeklogic, LLC?

Online Search

Why did you select Peeklogic, LLC over others?

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

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

1 Employee

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

Andrii is very helpful anytime we need him! If we want something done quickly but effectively he is our go to person. Recently we have been trying to make our CRM more useful for our entire team (marketing, admin and sales) and Andrii has helped us get one more step closer to completing our goal. He understands our needs and is always available for us! We couldn't ask for a better person to help us. Thank you Andrii!

RESULTS & FEEDBACK

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

Andrii helps us quickly and timely! We were trying to create an email campaign and could not get rid of the "no reply" setting on the email header. He figured it out in 2 seconds. Thank you again Andrii!

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

Andrii always responds to our needs in a timely manner. We never have to worry about him ignoring us or not getting the work done. We know that if we ask for his assistance, he will help us to the best of his ability. We fully trust him and enjoy working with him!

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 only really know Andrii butour experience with him would definitely make us recommend his assistance to anyone in need of help. He is not limited to his abilities, if you need help with anything you should probably ask him first if he can do it, 10/10 he will be able to do it quicker and better than you. We love working with Andrii, and we wouldn't trade him for anyone else! Thank you again Andrii for all of your help!

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

No, Andrii is amazing!

STAR RATINGS
Overall rating: 5
Quality: 5
Cost: 5
Schedule: 5
Willing to refer: 5

This review was published on January 24, 2024.

Morgan Mayo
Sales Administrator, Avantier Inc.
Manufacturing
11-50 Employees
North Plainfield, New Jersey, United States
Confidential
Jan 2022 - Ongoing

Project summary

Peeklogic, LLC provides Salesforce management services for an optical solutions manufacturer. The team assists the client with various Salesforce needs, including the implementation of website fixes.

Feedback summary

Peeklogic, LLC has delivered the tasks on time and has been highly responsive to the client's requirements. The team has also been highly patient and understanding throughout the engagement. Their diligence, promptness, and client-centric approach are key elements of their work. This review is an update by the client company. The original content is located below the new review.

BACKGROUND

Please describe your company and position.
I am the Sales Administrator of Avantier Inc.
Describe what your company does in a single sentence.
Avantier Inc. is an optical solutions manufacturer that makes custom optical designs, components and assemblies for their customers.

OPPORTUNITY / CHALLENGE

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

• Salesforce Management

SOLUTION

How did you find Peeklogic, LLC?
Online Search
Why did you select Peeklogic, LLC over others?

• High ratings
• Pricing fits our budget
• Great culture fit
• Good value for cost

How many teammates from Peeklogic, LLC were assigned to this project?
1 Employee
Describe the scope of work in detail. Please include a summary of key deliverables.
Andrii helps us with all of our salesforce needs. We use salesforce for 80% of our workflows and he is always able to help us as quickly and efficiently as possible. We always appreciate his help!

RESULTS & FEEDBACK

What were the measurable outcomes from the project that demonstrate progress or success?
We use salesforce for 80% of our workflows and Andrii helps us to make changes and fixes to our website in a quick and efficient way. He is very patient and understanding, and he asks great questions to make sure he understands our needs before he starts and completes the task. We give him a 10/10 rating. He is absolutely amazing! Thank you Andrii!
Describe their project management. Did they deliver items on time? How did they respond to your needs?
yes, Andrii always delivers on time and always responds to our needs, quicker than we could have ever imagined
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?
They were very quick and diligent. It's very impressive because part of our work culture is to work with a sense of urgency to make sure our customers know that they are a priority to us. He always makes us feel like we are valued and for that we are lucky to have him!
Are there any areas for improvement or something Peeklogic, LLC could have done differently?
Not that I can comment on this far.

STAR RATINGS

Overall rating: 5
Quality: 5
Cost: 5
Schedule: 5
Willing to refer: 5

This review was published on November 20, 2023.

Lydia Vers
Sales Admin, Optical Solutions Company
Engineering
North Plainfield, New Jersey
201-500 Employees
Nov 2023 - Dec 2023
Less than $10,000
Verified

Project summary
To automate their internal processes, an optical solutions firm hired Peeklogic, LLC for Salesforce implementation. The team also addressed any Salesforce-related questions that the client had.

Feedback summary
Peeklogic, LLC finished all tasks on time, leaving the client completely pleased with the engagement. The team handled the entire project flawlessly, resulting in a seamless customer experience. Overall, customers can expect a reliable and professional partner who's easy to work with.

BACKGROUND

Please describe your company and position.

I am the Sales Admin

Describe what your company does in a single sentence.

optical solutions

OPPORTUNITY / CHALLENGE

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

• help us with the expertise they have
• SF automatizaton
• update SF

SOLUTION

How did you find Peeklogic, LLC?

Referral

Why did you select Peeklogic, LLC over others?

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

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

1 Employee

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

Hi! We have been working with Andrii over they year, almost 2. He is helping us with any SF questions and assisting us with automation

RESULTS & FEEDBACK

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

Andrii did an awesome job with all SF tasks and we are very happy and grateful to have him!
Describe their project management. Did they deliver items on time? How did they respond to your needs?

Andrii is finishing all tasks on time 100%
What was your primary form of communication with Peeklogic, LLC?

• In-Person Meeting
• Virtual Meeting
• Email or Messaging App

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

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

We loved working with Andrii, thank you so much for everything!

STAR RATING
Overall rating: 5
Quality: 5
Cost: 5
Schedule: 5    
Willing to refer: 5    

BACKGROUND

Please describe your company and position.

I am the Co-founder & CRO of Aryval Ltd.

Describe what your company does in a single sentence.

Aryval is a SaaS event management platform for private and independent K-12 schools that automates communication, enhances check-in processes, and organizes families for improved ROI tracking. 

OPPORTUNITY / CHALLENGE

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

• Build a functioning MVP for our product

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?

6-10 Employees

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

We set out to build our custom software on Salesforce.

Peeklogic came on very early to the project when most of what we had was early wireframes. They were able to understand what we were looking for and built a scope of work.

One of the key challenges we brought to the table was that we didn't want Aryval to look like a Salesforce system, and every element needed to be customly designed.

RESULTS & FEEDBACK

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

The current version of Aryval is technically version 1.0, but in reality it is much more developed than that. With it, we have live customers and have already run successful events. The Peeklogic team was able to bend Saleforce to their will as there is nothing about Aryval that looks like Salesforce. The design is a 1-to-1 recreation of what our UI designer was able to produce.

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

Even with the best laid plans, software development can be unpredictable.

While the overall project took quite a bit longer than originally estimated, the additional time was due to the scope of work expanding. Whenever there was a need for a development sprint, Peeklogic was able to meet our timelines.

With us located in Canada, we knew there would be challenges with our entire development team being on an opposite timezone to us. Outside of having thoughtful overcommunication each night and multiple standing meetings throughout the week the development went really smoothly. Peeklogic even made themselves available in their evening (our afternoon) during any emergencies.

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?

You can tell — based on every single interaction with them — that customer service is a priority.

It is easy to provide good customer service when things are going smoothly, but Peeklogic was always easy to work, even during the tough conversations that inevitably crop up during development.

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

I think we both iterated and improved our processes/communications together throughout development.

With that said, there is nothing that comes to mind as a big issue they need to improve on.

BACKGROUND

Please describe your company and position.

I am the Customer Success Lead of Chorus One

Describe what your company does in a single sentence.

Provide infrastructur blockchain networks.

OPPORTUNITY / CHALLENGE

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

• Improve our Salesforce setup.
• Integrate the Conga platform for contract signing with Salesforce.
• Ongoing maintenance and support for our Salesforce integration.

SOLUTION

How did you find Peeklogic, LLC?

Online Search

Why did you select Peeklogic, LLC over others?

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

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

1 Employee

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

We collaborate with Peeklogic to integrate and enhance Salesforce within our workflow. Additionally, Peeklogic has assisted us in implementing Conga for contracting directly from Salesforce, along with providing ongoing maintenance and improvements.

RESULTS & FEEDBACK

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

All tasks and projects have been completed on time, efficiently, and to our satisfaction.

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

We held regular calls to discuss project progress, upcoming tasks, and maintained them in a shared ClickUp task list. The team was quick, responsive, adhered to agreed timelines, and was always upfront about any changes to the plan. We are very satisfied with the project management provided.

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?

What stood out to me was Roman’s developer skills. He was adept at implementing our technical requirements and integrating with the platforms we wanted. His technical expertise was impressive. I previously worked with a different consultant who, compared to Roman, seemed to have no clue what he was doing.

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

We're very satisfied with the collaboration, and Peeklogic was also very open and responsive to feedback or any questions that arose during the project. Anything we wanted to see done differently or any challenges we encountered were quickly resolved.

BACKGROUND

Please describe your company and position.

I am the President of a men's education company.

Describe what your company does in a single sentence.

Our company is for men who take their future seriously and want to make huge strides spiritually, relationally, and vocationally.

OPPORTUNITY / CHALLENGE

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

• Salesforce Integration
• Website Development
• Course development

SOLUTION

How did you find Peeklogic, LLC?

Upwork

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.

The project they are working on now is taking two of our online courses and integrating all student data - past, present, (and set up for future student activity) into our Salesforce CRM so that we can run better reports.

RESULTS & FEEDBACK

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

The company has provided excellent communication throughout our collaboration. They were quick to respond and frequently followed up, ensuring we were always informed about the status of our project. Their regular check-in meetings were especially helpful, as they provided clear updates on their progress.

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

As they are currently in a project, we have been happy with the deliverables so far. They are staying within their hourly estimated budget and deadlines are being met. Great response time.

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?

One thing I will mention is that their representative was going to be nearby for a conference and they offered to meet up with me. I thought that was very thoughtful. Everyone is very considerate on their team and periodically sends friendly reminders. They have a special touch I haven't experienced with other teams who work for us.

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

None to my knowledge.

UPDATED REVIEW

This review was published on February 26, 2024.
Project summary
Peeklogic, LLC provides web development for a men's education company. The team's tasks have included automated email creation and integrations of Salesforce, site courses, and third-party services.

Feedback summary
Peeklogic, LLC's deliverables work smoothly, and the team quickly applies changes when needed. Peeklogic, LLC meets deadlines, responds within 24 hours, and communicates through virtual meetings, emails, and messages. Peeklogic, LLC is also knowledgeable and runs a smooth process, which stands out.
BACKGROUND

Please describe your company and position.

I am the Director of Administration of Unravel Groups

Describe what your company does in a single sentence.

Unravel is for men who take their future seriously and want to make huge strides spiritually, relationally, and vocationally.

OPPORTUNITY / CHALLENGE

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

• Salesforce integration
• web development

SOLUTION

How did you find Peeklogic, LLC?

Online Search

Why did you select Peeklogic, LLC over others?

• High ratings
• Pricing fit our budget

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.

They have done a lot of integration with Salesforce for us, creating automated emails, also some web development on our site, using integration with courses on our site, also some form integration from third party services. Lots of things

RESULTS & FEEDBACK

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

• Everything works smoothly since the beginning. 
• Quick to change anything if something doesn't match up. 
• Very knowledgable.

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

Yes, always meeting deadlines in a timely manner. Response time is always less than 24 hours. We are in different time zones so there has never been an immediate need for response and it's not expected to but I think they could be if we asked.

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?

• Their knowledge of Salesforce is impressive.
• Every works so smoothly.

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

N/A
Star Ratings
Overall rating: 5

Quality: 5

Cost: 5

Schedule: 5

Willing to refer: 5

BACKGROUND

Please describe your company and position.

I am the Salesforce Administrator of an IT Services Company

Describe what your company does in a single sentence.

We manage Salesforce Configuration projects, Data Migrations, and Litify/Salesforce implementations.

OPPORTUNITY / CHALLENGE

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

• Create a PDF Generation Automation

SOLUTION

How did you find Peeklogic, LLC?

Referral

Why did you select Peeklogic, LLC over others?

• Pricing fit our budget
• Referred to me

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.

• High Level: Configure S-Docs & Standard Salesforce Quote Functionality to generate a highly stylized quotes with accurate data 
• Deliverables: 
  • Match the design of client template 
  • Create multiple tables that display on the quote 
  • Map Fields from Quote to Account

RESULTS & FEEDBACK

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

Document Generation is a success! The critical fields also display onto the account now for easy access.

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

They are very timely and understanding when there are project delays. After communicating with them, they started updating with the time they took to work on something as well. The work was always to the specifications of the instructions!

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?

Configuring S-Docs is extremely difficult and finicky to work with, but it was done with ease by Peeklogic. Very happy with the results!

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

Make sure that you are transparent with hours worked. It was a little frustrating to continue asking for how long it took to do some things in the beginning. However, even throughout this project the contractors started volunteering that info on their own! After that I had no complaints

BACKGROUND

Please describe your company and position.

I am the Sales and Marketing Automation Manager of Tyfone

Describe what your company does in a single sentence.

Creates online banking software for Financial Institutions

OPPORTUNITY / CHALLENGE

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

• Integrate JIRA with Salesforce

SOLUTION

How did you find Peeklogic, LLC?

Online Search

Why did you select Peeklogic, LLC over others?

• High ratings
• Pricing fit our budget

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

A current Salesforce Service Cloud and JIRA customer we were looking to integrate the two systems for better visibility and smoother customer support experience. This included bi-directional internal communication for Salesforce and JIRA users and customer access to selected information.

RESULTS & FEEDBACK

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

Our internal team has complete visibility on support cases regardless of what system they are using, JIRA or Salesforce. The data is the same and up to date.

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

We received all requested deliverables in a timely manner. In addition, when unforeseen requirements were provided to Peeklogic, the team was quick to address and provide an update.

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 willingness to partner with us to make our customers happy and our internal stakeholders even though it was out of the original scope. Meeting with us in person whenever we requested it to assist in configurations.

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

Maybe providing best practices during the project kick off of similar company use cases. This would help with configuration and options.

BACKGROUND

Please describe your company and position.

I am the SaaS Platform Systems Engineer 

Describe what your company does in a single sentence.

We offer website building, hosting and security tools and services to construct, expand and protect your online presence.

OPPORTUNITY / CHALLENGE

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

• Improve collaboration and efficiency within teams
• Save money on licensing
• Provide visibility into both Salesforce and Jira

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
• Other

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

1. Providing visibility into both Jira and Salesforce for sales and fulfillment teams. 
2. Allowing for limited licenses for tools that one team doesn't need, while still providing visibility on pertinent information. 
3. Saving money on licensing by limiting access to tools. 
4. Improving collaboration and efficiency within teams. 
5. Providing outstanding support with responses to questions or issues within 12 hours. 
6. Prompt development team that adds features based on feedback and use-cases.
7. Cost-effective solution. 
8. Abundance of documentation available for the plugin. 

Key deliverables include improved visibility into both Jira and Salesforce, cost savings on licensing, improved collaboration and efficiency, outstanding support, prompt development of new features, cost-effectiveness, and abundant documentation available.

RESULTS & FEEDBACK

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

• Improved collaboration and efficiency within teams 
• Savings on licensing costs 
• Positive impact on workflow 
• Exceeded expectations in terms of usability, support, and cost-effectiveness 

These outcomes demonstrate that the Salesforce Peeklogic Jira Connector plugin has been successful in achieving its goals and providing value to the team.

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

Their project management is impeccable. Every time we reach out with a question or an issue, we receive a response within 12 hours. The development team is prompt and has even added in multiple features based on our feedback and use-cases. They always hit our promised deadlines.

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

• In-Person Meeting
• Virtual Meeting
• Email or Messaging App

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

The support from the Peeklogic team has been outstanding. Every time we reach out with a question or issue, we receive a response within 12 hours. The development team is prompt and has even added in multiple features based on our feedback and use-cases. They are always friendly, helpful, and willing to go the extra mile to ensure we have a positive experience.

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 Business Development Assistant of a staking provider. 

Describe what your company does in a single sentence.

We are an institutional Staking Provider that operates infrastructure for 50+ Proof-of-Stake networks.

OPPORTUNITY / CHALLENGE

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

• Integrate Conga and Mailchimp to our Salesforce Org
• Provide ongoing support to close current gaps in our Salesforce Setup

SOLUTION

How did you find Peeklogic, LLC?

Upwork

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?

1 Employee

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

Scope of Work: 

1. Mailchimp Integration: 
   1. Complete integration and synchronization of Salesforce with Mailchimp, including custom field mapping and automatic assignment of specific inbound emails to Sales Representatives. 
2. Conga Integration: 
   1. Ongoing project focused on generating contracts directly from Salesforce, considering various opportunity products and contract components. 
3. Sales Rep Training: 
   1. Provision of training sessions to Sales Representatives for all updates affecting Salesforce user behavior. 
4. Closing Current Salesforce Gaps: 
   1. Ongoing support and development required during the Salesforce setup phase.
   2. Current focus: Development of a Post-Sales object in Salesforce to address onboarding requirements. 

Key Deliverables:

• Fully integrated and synchronized Salesforce and Mailchimp. 
• Seamless generation of contracts from Salesforce via Conga integration. 
• Well-trained Sales Representatives equipped to adapt to Salesforce updates. 
• Addressed gaps in Salesforce setup, including API integration and Post-Sales object implementation.

RESULTS & FEEDBACK

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

Seamless Integration of Mailchimp with Salesforce, enhancing communication and data synchronization efficiency. Implementation of an API for continuous price updates in Opportunity Products, leading to improved revenue tracking and analysis capabilities. Integration of Slack into Salesforce, fostering streamlined communication and collaboration within the platform.

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

The Delivery as well as the estimating how long something will take was very accurate. For every problem that we have faced we got multiple solutions and also a suggestion for the best solution.

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?

Everyone that we were in contact with was reliable and very competent. For problems that they haven't been familiar with they needed very little time to dig into the topic and to understand the issues.

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

We are very satisfied with the execution skills of the developer we are working with. Although sometimes we do face situations in which we just want to understand industry best practices. We appreciate the focus on solving the problem, but in these (very few) situations, it would be nice to seek some feedback/insights from their own team and to come back with some answers.