Peeklogic, LLC

BACKGROUND

Please describe your company and your position there.

Surprise HR provides a comprehensive employee engagement and recognition platform leveraging behavioral economics research out of Stanford University to redefine how organizations approach employee relations. I oversee Surprise HR's Business Operations.

OPPORTUNITY / CHALLENGE

For what projects/services did your company hire Peeklogic, LLC?

When our in-house Salesforce Developer left the organization we struggled to staff a local resource to manage our Sales Cloud customization. We reached out to many developers and development firms, but most were unwilling to work on a maintenance and overhaul project. Peeklogic was able and willing to jump in and help out.

What were your goals for this project?

We needed to update our Salesforce implementation in a very short period of time (less than a month) to adapt to our new Sales Processes (moving from a semi-structured sales process to a multi-tiered, highly structured sales process). As with any reorg/restructure there are unforeseen hiccups – Peeklogic was able to adapt with us and work at our blistering pace.

SOLUTION

How did you select this vendor?

Researched online contract platforms (e.g. Upwork) to find interested parties (20% success rate). Sent code test to assess abilities (25% pass rate). Put each qualified candidate/team through 2 week trial period of reduced hours (50% success rate). We are currently working with three vendors, each servicing a different wing of the organization: Marketing, Sales, Service – Peeklogic handles Sales, by far the more difficult to manage due to the quality of the code written before them.

Describe the project and the services they provided in detail.

Review existing apex classes, visualforce pages, workflows, and configurations. Offer suggestions for improving existing implementation. Review change requests for technical viability and implement them. Handle v1.1, v1.2, v2, v3 changes to requests in timely manner (often same-day). At a high level, we updated our sales process, nomenclature, kpis, and cadence. Peeklogic was responsible for coding the necessary updates to support these changes.

What was the team composition?

Team consisted of business stakeholder (Director of Sales), myself (as Technical Architect), QA Specialist (for testing functionality; though this role didn't come in until half-way through the process), and 2-3 Peeklogic resources.

RESULTS & FEEDBACK

Can you share any information that demonstrates the impact that this project has had on your business?

All Sales Reporting drives from the changes implemented by Peeklogic, from 1-1 meetings with Sales Reps all the way up to C-suite roundtables.

How was project management arranged and how effective was it?

Project was spec'd in a semi-agile method w/ small deliverables scoped in Trello cards. Communication took place on Trello cards for easier relation to ongoing efforts. Trello board was broken into Backlog > Spec'd > On Deck > Active > Ready for Test > Business Review > Complete with Peeklogic responsible for moving cards from On Deck to Active to Ready for Test to Business Review as required.

What did you find most impressive about this company?

Flexibility and willingness to get into it. Original contract was only for 20 hours per week - however certain weeks of the project required 40-60 hours of development time. They juggled their resources to accommodate our requirements.

Are there any areas for improvement?

Most areas of improvement are mutual. For example, we only recently moved to an enterprise development process (before relying on changesets). This caused some issue with code review and deployment cadence but was shared fault. However, where they could most improve is surfacing best practices and being more diligent in communicating necessary updates to stakeholders. There were a number of shortcomings in the code, from the prior developer, that Peeklogic would have been better off alerting us to upfront instead of commenting that "It works and we can work with it." As an analogy, our codebase was very much a dump truck when we needed a commuter vehicle. Peeklogic could have done better in the beginning of mentioning these observations.

UPDATED REVIEW

This review was updated by the client on March 25, 2020. The original star ratings were: Overall - 4.5, Quality - 4, Schedule - 5, Cost - 5, NPS - 5. New content is below:

OPPORTUNITY / CHALLENGE

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

We reengaged them to work on additional updates on our Salesforce implementation.

SOLUTION

What was the scope of their involvement?

A large piece of these updates included migrating data from several fields to others (as we removed extraneous customizations) across millions of records. These updates were multi-stage deployments and updates (add new fields, copy data, change references, deploy updates, re-sync data, remove old fields).

RESULTS & FEEDBACK

Describe the impact this engagement has had on your business.

These updates are not easy to do, let alone do on a “live” installation without downtime. Peeklogic’s engineers were able to make these changes without any active users even noticing.

BACKGROUND

Please describe your company and your position there.

We provide Process Engineering and Development to clients across various industries. Our core technical services relate to CRM and mobile application development.

OPPORTUNITY / CHALLENGE

For what projects/services did your company hire Peeklogic, LLC?

We hired Peeklogic for a custom SF application development to link that platform with Google Drive. As our internal developers were engaged full time on client work, and wanting a cohesive team to handle the build, I reached out to Peeklogic. This has been a long-term project, with additional maintenance/enhancements as required.

What were your goals for this project?

A stand-alone application that could be used to link individual records in SF with a corresponding folder in Google Drive. This reduces the amount of storage used in SF and provides a backup/audit trail of all file movement.

SOLUTION

How did you select this vendor?

Having worked with Sergii (Peeklogic's founder and CEO) on previous projects, I trusted his ability to understand the requirements and deliver on them. We discussed the project at length, and we made a plan for how we were going to approach the build, how long it would likely take, etc.

Describe the project and the services they provided in detail.

The project is an application that connects Salesforce and Google Drive. As such, it required extensive Apex (SF) and Google Application development. Sergii and his team assisted with the initial architecture/design, and then completed the entirety of the actual build. We provided testing and feedback, and they made fixes/enhancements based on that.

What was the team composition?

Beyond the initial architectural phase (involving myself and my CTO), the team consisted of Sergii and two of his developers. Sergii acted as PM/Scrummaster, and the two developers shared responsibility for the majority of the actual coding.

RESULTS & FEEDBACK

Can you share any information that demonstrates the impact that this project has had on your business?

This is our first application on the AppExchange (SF's app store). It has proven our ability to plan and build large-scale custom applications intended for general use (instead of just specific clients).

How was project management arranged and how effective was it?

It was a small team. I acted as primary stakeholder/sponsor, Sergii was the PM, and the two developers reported directly to him. Overall it was very effective.

What did you find most impressive about this company?

A number of things. They're extremely competent and quick to understand any needs/requests sent their way. They're proactive in soliciting feedback and quick to turn around any required changes. They're a pleasure to work with.

Are there any areas for improvement?

Honestly, no. I could struggle to come up with something, but it would be a platitude. I plan to continue working with them on enhancements to this App as well as future projects.

BACKGROUND

Please describe your company and position.

I am the Salesforce Project Manager Admin of LocalVR

Describe what your company does in a single sentence.

LocalVR helps short-term rental operators manage and scale their vacation rental properties by providing tools for operations, guest communication, and property management.

OPPORTUNITY / CHALLENGE

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

• Build out our Salesforce Org
• Maintain the Salesforce Org
• Produce new Salesforce features

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?

1 Employee

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

The scope of work included the initial build-out of the Salesforce org for LocalVR, followed by ongoing development and maintenance. Key deliverables included setting up the core Salesforce architecture, configuring objects and workflows to support business operations, implementing initial features for the team, and providing continued support, enhancements, and updates as the org evolved.

RESULTS & FEEDBACK

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

The project successfully established a fully functional Salesforce org that supported LocalVR’s business operations from day one. Measurable outcomes include a complete initial build-out of key objects and workflows, a reduction in manual processes through automation, faster onboarding for new team members, and the ability to track and manage properties, bookings, and tasks efficiently. Continued development and maintenance have ensured that the system evolves with the company’s needs, improving overall productivity and operational visibility.

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

Khrystyna’s project management was excellent. She delivered items on time and kept us informed of progress throughout. She was responsive to our needs, asked clarifying questions when necessary, and made sure that tasks were completed accurately. Her proactive communication and organization made it easy to work with her and kept the project running smoothly.

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 I found most impressive about Peeklogic, LLC was Khrystyna’s professionalism and dedication. She is highly reliable, communicates clearly, adapts quickly to new processes, and consistently delivers high-quality work. Her ability to understand our business needs and translate them into effective Salesforce solutions has been invaluable. Developers like Khyrstyna can be hard to find. 

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

There aren’t any significant areas for improvement. The only minor challenge is coordinating across time zones, which is unavoidable, but Khrystyna handles it as well as possible.

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.