Peeklogic, LLC

BACKGROUND

Please describe your company and position.

I am the COO of Lex

Describe what your company does in a single sentence.

B2B Finance

OPPORTUNITY / CHALLENGE

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

• Salesforce Redesign

SOLUTION

How did you find Peeklogic, LLC?

Referral

Why did you select Peeklogic, LLC over others?

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

We hired PeekLogic to redesign our Salesforce and include new flows to optimize our sales engagement. Our main goal is to reduce clicks from lead to close, we went from roughly 95 clicks to 30 with all the automations they helped develop

RESULTS & FEEDBACK

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

they had project tracking that we were able to follow throughout the process, and and measurable outcomes were easily defined by the speed at which we can now submit leads to opportunities

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

Everything was actually devivered before the end date, this team is crazy fast

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

Virtual Meeting

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

What I found most impressive was the speed; they completed projects and tasks way earlier than anticipated. When speaking with another firm their project timeline was a month longer, and Peek completed it a week before hand

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

No coment

BACKGROUND

Introduce your business and what you do there.

I'm the office manager of Infinite Capital Construction, a full-service contractor specializing in multi-family construction. We offer services from minor repairs and maintenance to major capital renovations.

OPPORTUNITY / CHALLENGE

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

We needed help with Salesforce development.

SOLUTION

What was the scope of their involvement?

Peeklogic, LLC has created and customized dashboards and processes related to sales, project management, and accounting. The team has also troubleshot any problems we've run into.

What is the team composition?

We've worked with 2–5 teammates from Peeklogic, LLC.

How did you come to work with Peeklogic, LLC?

Someone referred Peeklogic, LLC to me. I chose them over other options because they were a great culture fit.

What is the status of this engagement?

We started working with Peeklogic, LLC in May 2024, and our engagement is ongoing.

RESULTS & FEEDBACK

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

Peeklogic, LLC is helping us streamline our processes. For example, they've created automated messages to our customers, helped us onboard new employees, and organized our data in a way we can access it more easily. Overall, the projects they've worked on have saved us 10–15 hours of work per week, allowing us to focus our energy on providing our customers with the best service.

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

Peeklogic, LLC delivers on time and always responds in a timely manner. We communicate via virtual meetings, emails, and messaging apps.

What did you find most impressive about them?

Peeklogic, LLC's responsiveness and ability to bring our vision to fruition are impressive.

Are there any areas they could improve?

I don't think there's anything they can improve on.

BACKGROUND

Please describe your company and position.

I am the Office Admin of Avantier

Describe what your company does in a single sentence.

Avantier is an integrated leader in high-precision custom optics, delivering end-to-end solutions from prototyping to full-scale production. We specialize in advanced optical components such as aspherical and freeform optics, microscope objectives, OAP mirrors, and optical domes. We serve diverse sectors including aerospace, biomedical, life sciences, quantum computing, and other advanced technology fields.

OPPORTUNITY / CHALLENGE

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

• enhancing Salesforce

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.

The scope of work includes enhancing our Salesforce platform to better align with our business applications and operational workflows. This project will focus on customizing Salesforce functionalities, user interfaces, and data structures to support our specific sales, marketing, and operational processes.

Key activities include requirements analysis, report and dashboard customization, and integration with existing internal systems where necessary. The objective is to tailor the platform’s structure, style, and functionality to improve usability, operational efficiency, data accuracy, and overall user adoption across teams.

RESULTS & FEEDBACK

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

The project delivered measurable improvements across system efficiency, data quality, and user adoption. Salesforce workflows were streamlined, resulting in faster processing and operational tasks.

Reporting and dashboard enhancements improved data accuracy and visibility, enabling teams to generate standardized reports more efficiently and make data-driven decisions. User interface customization and tailored functionality led to increased user adoption and improved usability across sales and operations teams.

Overall, the project successfully aligned Salesforce with our business processes, improving operational efficiency, system consistency, and cross-team collaboration.

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

The project management was highly effective and professional. All items are delivered on time, and clear communication is maintained throughout the process. They were very responsive to our needs, quickly addressing questions and adjusting solutions to align with our requirements. Overall, their approach ensured smooth execution and successful project outcomes. Yurii is wonderful to work with.

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 impressed us most about this company is the ability to tailor complex solutions to our specific needs. Their expertise in high-precision optics, combined with clear and proactive communication, ensured that every detail was addressed effectively.

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

There are no areas for improvement; everything has been excellent. We are very happy with their work and the way they managed the project.

UPDATED REVIEW

This review was published on June 19, 2024

Office Administrator, Optical System Manufacturer

Manufacturing

North Plainfield, New Jersey

11-50

Jun 2024 - Jun 2024

Verified

Project summary
Peeklogic, LLC developed and implemented Salesforce solutions for an optical system manufacturer.

Feedback summary
Peeklogic, LLC's efforts helped the client raise revenue, boost productivity, improve customer satisfaction, and increase user adoption rates. They also enabled the client to reduce operational costs, decrease product defects, and shorten project delivery times. Moreover, the team delivered on time.
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 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.

STAR RATINGS

Overall rating: 5.0

Quality: 5.0

Cost: 5.0

Schedule: 5.0

Willing to refer: 5.0

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 Manager of Abraham Law Group PC

Describe what your company does in a single sentence.

Law office practicing in traffic law and personal injury.

OPPORTUNITY / CHALLENGE

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

• Automate client communication
• Customize data entry fields to fit our business

SOLUTION

How did you find Peeklogic, LLC?

Referral

Why did you select Peeklogic, LLC over others?

• Pricing fit our budget
• 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.

Created automations for our Salesforce workflows which include automated client communication such as customized templates for text and email communication. Also,helped develop digital filing organization system and created customized data entry fields that are custom fit to our practice. 

RESULTS & FEEDBACK

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

All the automations and customizations has significantly streamlined our workflows and increased our production noticably. 

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

Response time is very quick and the resolution to any issues or changes was done quickly. 

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?

Peeklogic, LLC's quick response time and ability to find solutions to problems stood out.

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

Nothing I can think of

BACKGROUND

Please describe your company and position.

I am the Operations Manager of ESMS Global

Describe what your company does in a single sentence.

Support for clinical trials

OPPORTUNITY / CHALLENGE

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

• QA System
• Document systems
• Training and other systems

SOLUTION

How did you find Peeklogic, LLC?

Online Search

Why did you select Peeklogic, LLC over others?

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.

To develop a number of Salesforce apps and objects to enhance our systems and add functionality to enable us to concentrate all requirements in one place. This includes objects to cope with very specific requirements in the pharmaceutical industry. Delivered several apps and over 20 objects - all custom and from scratch.

RESULTS & FEEDBACK

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

The objects and apps did what we wanted them to do and if there were any problems or enhancements required they were done very well and quickly

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

they were on time - most of the work was agile and request by request. One or two were larger project but also delivered quickly

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?

The timeliness and quality of the work are most impressive.

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 Salesforce Architect of Dryad Consulting

Describe what your company does in a single sentence.

At Dryad Consulting, you’ll find customized services and digital products to simplify Salesforce so your nonprofit can do more of what you’re great at. 

OPPORTUNITY / CHALLENGE

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

• Develop and test a Salesforce managed package

SOLUTION

How did you find Peeklogic, LLC?

Online Search

Why did you select Peeklogic, LLC over others?

• Pricing fit our budget
• Good value for cost
• Company values aligned

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.

I've been working with Peeklogic for a few years. They help build and test a managed package in Salesforce, which is a technical feat in itself.

The four people I've worked with are extremely professional, punctual, and have strong communication skills. 

This is going to be a long-term relationship. 

RESULTS & FEEDBACK

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

• Quality work
• Continunious feedback
• Recommendations

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

They are fast and efficient in their work.

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 communication skills are remarkable.

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

None

BACKGROUND

Introduce your business and what you do there.

I’m the director of IT for The Aleph Institute, a nonprofit Jewish organization that supports isolated populations such as prisoners, military personnel, and the institutionalized. We provide religious, educational, and advocacy services and promote criminal justice reform and rehabilitation.

OPPORTUNITY / CHALLENGE

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

We needed help customizing our Salesforce instance by building out inventory and order management and interfacing with shipment carriers. We also wanted to utilize AI and OCR to create and categorize cases automatically.

SOLUTION

What was the scope of their involvement?

Peeklogic, LLC has built out new objects, workflows, Lightning components, and integrations with third-party websites to create the required functionality. Initially, we showed them via videos and conversations over Slack what we wanted Salesforce to look like and the functionality we needed.

What is the team composition?

We’ve worked with 2–5 teammates from Peeklogic, LLC.

How did you come to work with Peeklogic, LLC?

We found them through a referral. We chose them because their pricing fit our budget, they were a great culture fit, and they offered good value for the cost.

What is the status of this engagement?

We started working together in December 2024, and the engagement is ongoing.

RESULTS & FEEDBACK

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

We’ve provided Slack communication, videos, screenshots, and sandbox demos along the way. The success of the project will be when we deploy these solutions in our workspace. So far, we’ve seen time savings of approximately 50% in shipping and tracking packages.

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

Peeklogic, LLC is extremely dependable. They deliver on time and always communicate for clarification and provide daily updates. We communicate via virtual meetings, emails, and messaging apps.

What did you find most impressive about them?

Peeklogic, LLC’s knowledge is impressive. They’re also very communicative.

Are there any areas they could improve?

There’s nothing they need to improve.

BACKGROUND

Please describe your company and position.

I am the COO of a financial broker

Describe what your company does in a single sentence.

B2B Finance Broker

OPPORTUNITY / CHALLENGE

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

• Continual upgrading of our SF instance
• Creation of Dyanic submission system

SOLUTION

How did you find Peeklogic, LLC?

Online Search

Why did you select Peeklogic, LLC over others?

• 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.

We curerntly have someone on to constantly upgrade and build up our SF instance, as well as work on bigger projects and then well typically loop another person from Peek in. Currently they are finishing up our new Suite where we can have streamlined submissions, AI integration for automation and a smoother experince for our employees

RESULTS & FEEDBACK

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

Every time we get an idea from our team and its implemented quickly and seamlessly, thats how we measure outcome. and that happens every time

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

Our need are always responded to on time. most of our stuff is ongoing but it is delivered in a very timely manor, and when projects have deadlines they are met

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 CEO is a wonderful person, and everyone you meet on the dev side is very personable and easy to work with

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

No, theyre doing great

BACKGROUND

Introduce your business and what you do there.

 I’m the director of the advisor team and partnerships for NFN8 Group. We operate a machine-created digital asset marketplace, offering accredited investors fixed monthly cash flow through sale/leaseback of cryptocurrency mining machines, with profits reinvested into expanding mining operations.

OPPORTUNITY / CHALLENGE

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

 We needed help scrubbing our database of bad data, removing duplicates, and cleaning it up for migration.

SOLUTION

What was the scope of their involvement?

Peeklogic, LLC cleaned and prepared our database. The team scrubbed the database, removed bad data, and merged duplicate leads.

What is the team composition?

We worked with three teammates from Peeklogic, LLC.

How did you come to work with Peeklogic, LLC?

My assistant had used Peeklogic, LLC before and recommended them to me. We chose them because of the referral from my colleague, who had a positive previous experience with Peeklogic, LLC.

What is the status of this engagement?

We worked with Peeklogic, LLC in July 2025.

RESULTS & FEEDBACK

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

Peeklogic, LLC showed us reports of the data and how many duplicates they merged and how much bad data they removed. The team even did extra work free of charge when we needed their help after the project was completed.

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

Peeklogic, LLC was wonderful and outstanding. I recommend Peeklogic, LLC to others and would use them again. We communicated via Slack, email, and web-sharing tools like Zoom and Google Meet.

What did you find most impressive about them?

They were kind, generous, and experts at what they did. Overall, they were outstanding and easy to work with.

Are there any areas they could improve?

I didn't think there was anything they could have improved on.

BACKGROUND

Introduce your business and what you do there.
I'm the TPM of Amen, a healthcare company.

OPPORTUNITY / CHALLENGE

What challenge were you trying to address with Peeklogic, LLC?
We needed help with Salesforce integration with our new EHR system.

SOLUTION

What was the scope of their involvement?

Peeklogic, LLC has been mapping all the workflows, fields, bidirectional sync, planning, development, testing, UAT, and regression. The team has been working in sprints, which have included planning, mapping pieces, starting the integration, troubleshooting, support, and testing.

What is the team composition?

We've been working with three members of Peeklogic, LLC's team.

How did you come to work with Peeklogic, LLC?

We found Peeklogic, LLC through research. We chose them because of their integrity and good feedback.

What is the status of this engagement?

We started working with Peeklogic, LLC in April 2025, and our engagement is ongoing.

RESULTS & FEEDBACK

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

Peeklogic, LLC has completed the mapping and integration. We also have ongoing support and feedback, and the team is pivoting when needed.

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

Peeklogic, LLC's project management is good, and they deliver on time. We communicate via Slack and weekly meetings.

What did you find most impressive about them?

Peeklogic, LLC's collaboration is great.

Are there any areas they could improve?

I don't think there's anything they can improve on.