Prism Solutions

BACKGROUND

Please describe your company and position.

I am the Founder of a tech company

Describe what your company does in a single sentence.

We are a tech company that unlocks the speed, customer-centricity and sustainability of q-commerce for all brands & retailers.

OPPORTUNITY / CHALLENGE

What specific goals or objectives did you hire Prism Solutions to accomplish?

• We decided to work with Prism Solutions due to the wanted to improve our sales procedures and customer relationship management (CRM) skills. Our goals were to increase client engagement, enhance lead management, and get helpful data about how well we were doing with sales.

SOLUTION

How did you find Prism Solutions?

Online Search

Why did you select Prism Solutions over others?

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

How many teammates from Prism Solutions were assigned to this project?

2-5 Employees

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

Prism Solutions provided us with a comprehensive Salesforce CRM consulting and system integration solution that exceeded our expectations. They thoroughly analyzed our business operations to develop a Salesforce deployment that integrated our sales, marketing, and customer service operations with ease. The construction of real-time sales analytics dashboards, automation of client engagement workflows, and customisation of lead scoring methods were of the major deliverables.

RESULTS & FEEDBACK

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

The outcomes obtained through the Salesforce CRM consulting and SI services provided by Prism Solutions were nothing short of amazing. Our lead conversion rates substantially boosted as a result of the improved lead scoring system, which allowed us to concentrate on high-potential leads. 

The automated communication workflows produced prompt and customized comes across, which in turn boosted client loyalty and satisfaction. We were able to make data-driven decisions thanks to the real-time sales analytics dashboards, which eventually led to increased revenue and overall sales growth.

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

Throughout our contribution, Prism Solutions demonstrated excellent project management. They constantly delivered milestones on time and strictly followed the project schedule. 

They were open and proactive in their communication, making sure we were always informed of the project's status. It was impressive how quickly they responded to our wants and wishes and how flexible and committed they were in handling any revisions or issues. Their active made for a smooth and effective project execution.

What was your primary form of communication with Prism Solutions?

Virtual Meeting

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

What made Prism Solutions stand out was their ability to effortlessly combine technical know-how with an extensive understanding of our business objectives. In addition to implementing a CRM solution, they also created a strategic tool that was exactly tailored to meet our unique requirements. They were able to demonstrate their dedication to providing real value and creating a strong, successful partnership thanks to their exceptional ability to bridge the gap between technical and business requirements.

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

Not any

BACKGROUND

Please describe your company and position.

I am the CEO and Co-Founder of a mental healthcare provider

Describe what your company does in a single sentence.

My comany is a mental healthcare provider that offers treatment for mental health through therapy and psychiatry.

OPPORTUNITY / CHALLENGE

What specific goals or objectives did you hire Prism Solutions to accomplish?

• We hired Prism Solution to help our mental healthcare business manage the difficult problems of maintaining patient data, enhancing communication, and optimizing processes. Implementing a strong CRM system that could improve patient care, streamline appointment scheduling, and guarantee regulatory compliance was our main objective.

SOLUTION

How did you find Prism Solutions?

Online Search

Why did you select Prism Solutions over others?

• Pricing fit our budget
• Good value for cost

How many teammates from Prism Solutions were assigned to this project?

2-5 Employees

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

to find areas for improvement, we are carefully examining our workflows and patient interactions. centralizing patient records, appointment scheduling, and communication history using a CRM system that has been customized.Our electronic health records (EHR) system will be integrated with the CRM to guarantee smooth data transfer and compliance.

RESULTS & FEEDBACK

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

Our partnership with Prism Solution produced important results for our mental healthcare business. Our team was able to devote more time to patient care as a result of the CRM deployment, which resulted in a 30% reduction in administrative workload related to appointment scheduling and record administration. Patient satisfaction rates increased by 25% as a result of the patient portal, which shows enhanced engagement and communication.

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

The project management from Prism Solution was outstanding. They carefully laid out a project plan and constantly hit deadlines to make sure the project went forward as intended. They were extremely accommodating to our demands, swiftly responding to any queries or worries, and offering thorough support throughout the project. Due to their dedication to timeliness, deadlines were frequently met.

What was your primary form of communication with Prism Solutions?

Virtual Meeting

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

The distinctive quality of Prism system was their capacity to comprehend the nuances of our mental healthcare profession and to modify the CRM system in line with those considerations. They made sure that all security precautions were in place, demonstrating a profound understanding of the importance of patient data and confidentiality. It was very impressive how committed they were to offering a solution that suited our particular requirements.

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

All good and perfect

BACKGROUND

Please describe your company and position.

I am the Co-Founder & CEO of a food company

Describe what your company does in a single sentence.

My company is a membership-based online company that offers natural and organic food products.

OPPORTUNITY / CHALLENGE

What specific goals or objectives did you hire Prism Solutions to accomplish?

• We contacted Prism Solution to create an effective Customer Relationship Management (CRM) system that would streamline our operations and improve our customer communication. Our main objective was to use technology to better effectively manage our connections with customers, suppliers, and distributors while gathering useful information to help us execute wise business decisions.

SOLUTION

How did you find Prism Solutions?

Online Search

Why did you select Prism Solutions over others?

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

How many teammates from Prism Solutions were assigned to this project?

6-10 Employees

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

They helped in examining our current procedures to find room for growth and automation. In order to focus on customer information, order histories, and communication, they helped in building a CRM system.

RESULTS & FEEDBACK

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

Our natural and organic food production company had outstanding results as a result of our engagement with Prism Solution. We saw a 25% increase in order accuracy and a 20% decrease in response times to customer inquiries within the first six months of CRM setup. A 15% increase in repeat business was the result of more targeted marketing efforts that were made possible by the CRM's capacity to evaluate consumer behavior and preferences.

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

The project management at Prism Solution was excellent. They cautiously laid out a project schedule, and we were taken aback by their dedication to meeting deadlines. System installation and training deadlines were consistently met. In addition, their responsiveness to our requirements was excellent; they provided thorough support for every phase of the project and swiftly dealt with any concerns or questions we had.

What was your primary form of communication with Prism Solutions?

Virtual Meeting

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

Prism Solution stood out because they have a thorough understanding of the problems peculiar to our sector. Instead of just providing a generic CRM solution, they customized the system to fit the specifics of how we produce our natural and organic foods. Their ability to smoothly incorporate several systems was particularly outstanding, as it allowed us to get a complete picture of our company.

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

Prism Solution's CRM consulting and system integration services significantly improved our operational efficiency and customer relationships.

BACKGROUND

Please describe your company and position.

I am the CEO & Managing Director of Viva Leisure

Describe what your company does in a single sentence.

Our mission is to connect health and fitness to as many people as possible and aims to provide its members with affordable, accessible and awesome facilities

OPPORTUNITY / CHALLENGE

What specific goals or objectives did you hire Prism Solutions to accomplish?

• We hired Prism Solutions with specific goals in mind for our leisure and fitness company. Our primary objectives were to enhance member engagement, optimize our fitness class bookings, and improve overall operational efficiency. We needed a robust Salesforce CRM solution to efficiently manage our member data, streamline our class scheduling, and facilitate seamless communication with our members.

SOLUTION

How did you find Prism Solutions?

Online Search

Why did you select Prism Solutions over others?

• Pricing fits our budget
• Good value for cost

How many teammates from Prism Solutions were assigned to this project?

2-5 Employees

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

Prism Solutions conducted a thorough analysis of our company's processes, member interactions, and class booking workflows. They collaborated closely with our team to understand our specific challenges and identify areas where the CRM could drive value.

RESULTS & FEEDBACK

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

With the CRM's personalized communication and class scheduling optimization, we experienced a 30% increase in member engagement and a 25% rise in member retention within the first three months of implementation.

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

Prism Solutions demonstrated exemplary project management throughout the engagement. They delivered all project milestones on time and within the agreed-upon budget. Their team was highly responsive to our needs, promptly addressing any questions or modifications required during the implementation process.

What was your primary form of communication with Prism Solutions?

Virtual Meeting

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

What impressed us most about Prism Solutions was their deep understanding of the leisure and fitness industry. They didn't merely provide a standard CRM solution; instead, they crafted a customized system that precisely addressed our specific challenges and goals. Their industry knowledge and dedication to our success made them a valued partner.

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

Their expertise and support significantly contributed to our company's success. We look forward to continued collaboration with them in the future.

BACKGROUND

Please describe your company and position.

I am the Founder of an Electrical Fleet Software Company

Describe what your company does in a single sentence.

We help companies optimize, manage and transitin to electrified, low-emissions fleets

OPPORTUNITY / CHALLENGE

What specific goals or objectives did you hire Prism Solutions to accomplish?

• We engaged Prism Solutions with specific goals in mind to enhance our electric vehicle (EV) support and rewards program. Our primary objectives were to streamline customer relationship management, improve user engagement, and design a robust rewards system that would incentivize our EV users to stay loyal to our brand

SOLUTION

How did you find Prism Solutions?

Online Search

Why did you select Prism Solutions over others?

• Pricing fits our budget
• Good value for cost

How many teammates from Prism Solutions were assigned to this project?

2-5 Employees

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

Prism Solutions seamlessly integrated a powerful CRM system into our existing infrastructure, enabling us to efficiently manage customer data, interactions, and feedback.

RESULTS & FEEDBACK

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

Thanks to the well-crafted rewards program and engaging strategies, our user retention rate surged by an impressive 35%.

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

Prism Solutions' project management was top-notch. They consistently delivered milestones and key deliverables on time, ensuring a smooth and timely implementation of the entire project.

What was your primary form of communication with Prism Solutions?

Virtual Meeting

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

What stood out the most about Prism Solutions was their ability to understand our unique business requirements thoroughly. Their tailored approach to our EV support and rewards program was truly impressive. They not only provided technical expertise but also demonstrated a deep understanding of the electric vehicle market, which reflected in the success of the project.

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

No area

BACKGROUND

Please describe your company and position.

I am the Co-Founder & COO of Menu Aid

Describe what your company does in a single sentence.

MenuAid is a cloud-based food technology platform with sustainable meal kit delivery providers.

OPPORTUNITY / CHALLENGE

What specific goals or objectives did you hire Prism Solutions to accomplish?

• We hired Prism Solutions with specific goals in mind for our cloud-based food technology company. Our primary objectives were to enhance customer relationship management, optimize sales processes, and improve overall business efficiency. We needed a robust Salesforce CRM solution to efficiently manage our customer data, streamline our sales operations, and facilitate seamless collaboration among our teams.

SOLUTION

How did you find Prism Solutions?

Referral

Why did you select Prism Solutions over others?

• Pricing fits our budget
• Great culture fit
• Good value for cost
• Referred to me
• Company values aligned

How many teammates from Prism Solutions were assigned to this project?

6-10 Employees

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

The team customized Salesforce to align perfectly with our cloud-based food technology platform. They integrated the CRM with our customer database, sales pipeline, and marketing automation tools, creating a unified and efficient platform for managing customer interactions.

RESULTS & FEEDBACK

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

The collaborative workspaces within Salesforce improved communication and cooperation among our teams, leading to a 20% increase in cross-selling and upselling opportunities.

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

Prism Solutions demonstrated excellent project management throughout the engagement. They delivered all project milestones on time and within the agreed-upon budget. Their team was highly responsive to our needs, promptly addressing any questions or modifications required during the implementation process.

What was your primary form of communication with Prism Solutions?

Virtual Meeting

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

What impressed us most about Prism Solutions was their ability to understand the unique needs of our cloud-based food technology company. They didn't provide a one-size-fits-all CRM solution; instead, they crafted a customized system that precisely addressed our specific challenges and goals. Their expertise and dedication to our success made them a valued partner.

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

Prism Solutions proved to be an invaluable partner for our cloud-based food technology company.

BACKGROUND

Please describe your company and position.

I'm an executive at PERFECT Potion

Describe what your company does in a single sentence.

Perfect Potion is a privately owned Australian manufacturer and retailer of organic skincare and aromatherapy products.

OPPORTUNITY / CHALLENGE

What specific goals or objectives did you hire Prism Solutions to accomplish?

• We engaged Prism Solutions with specific goals in mind for our organic skincare production company. Our primary objectives were to enhance our CRM, optimize sales and marketing processes, and streamline our production and inventory management. We sought a comprehensive Salesforce CRM solution to efficiently manage our customer interactions, track product inventory, and improve overall business operations.

SOLUTION

How did you find Prism Solutions?

Online Search

Why did you select Prism Solutions over others?

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

How many teammates from Prism Solutions were assigned to this project?

2-5 Employees

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

Prism Solutions conducted a detailed analysis of our company's processes, customer interactions, and production workflows. They worked closely with our team to understand our specific challenges and identify areas where the CRM could make a significant impact. The team customized Salesforce to align seamlessly with our skincare production and inventory management processes. They integrated the CRM with our product catalog, order management system, and marketing automation platform for a cohesive ecosystem.

RESULTS & FEEDBACK

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

With the CRM's personalized communication and efficient follow-up processes, we experienced a 30% increase in customer engagement and loyalty within the first three months of implementation. The integrated sales and marketing tools resulted in a 20% increase in lead conversion rates and a 15% improvement in the overall ROI of our marketing campaigns.

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

Prism Solutions demonstrated exemplary project management skills throughout the engagement. They delivered all project milestones on time and within the agreed-upon budget. Their team was highly responsive to our needs, promptly addressing any questions or modifications required during the implementation process.

What was your primary form of communication with Prism Solutions?

Virtual Meeting

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

What impressed us most about Prism Solutions was their in-depth understanding of our organic skincare production industry. They not only provided a robust CRM solution but also offered valuable insights and best practices to optimize our production and sales processes further. Their industry expertise and dedication to our success set them apart as a trusted partner.

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

Nothing, all perfect

BACKGROUND

Please describe your company and position.

I am the Regional General Manager of Integrity Realty Group

Describe what your company does in a single sentence.

We provide equal and convenient real estate and housing experience

OPPORTUNITY / CHALLENGE

What specific goals or objectives did you hire Prism Solutions to accomplish?

• To improve our customer management system

SOLUTION

How did you find Prism Solutions?

Online Search

Why did you select Prism Solutions over others?

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

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

The scope of work includes, but was not limited to:

• Requirement Gathering,
• Customization and Configuration of Salesforce CRM to align with our specific business processes and workflows,
• Data Migration and transfer of existing customer data and relevant information from legacy systems to Salesforce,
• Integration of Salesforce CRM with existing applications such as marketing automation and email platforms,
• Testing and Quality Assurance and
• Deployment of the Salesforce CRM solution across the organization, ensuring minimal disruption.

RESULTS & FEEDBACK

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

With the help of Prism Solutions, We were able to record a significant Increase In Lead conversion rate, Reduction In sales Cycle length, Improved customer response time, Enhanced Customer retention, Sales Revenue Growth, Excellent User adoption rate, Reduction in Manual tasks, Number of Qualified Leads, Improved sales Forecast Accuracy and Efficiency Metrics.

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

They Showed Excellent Project management in areas of Timely delivery, Regular communication, Risk management and Planning

What was your primary form of communication with Prism Solutions?

Virtual Meeting

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

They showed exceptional and tailored planning and strategies for our business

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

They can do a lot better in the areas of resource allocation and management

BACKGROUND

Please describe your company and position.

I am the General Manager of a Commercial Construction Company

Describe what your company does in a single sentence.

Tandem Building Group is a privately owned commercial construction company operating nationally

OPPORTUNITY / CHALLENGE

What specific goals or objectives did you hire Prism Solutions to accomplish?

• We engaged Prism Solutions with specific goals in mind to revolutionize our commercial construction company's processes and optimize our customer relationship management. Our primary objectives were to enhance project efficiency, streamline communication, and ultimately improve client satisfaction

SOLUTION

How did you find Prism Solutions?

Online Search

Why did you select Prism Solutions over others?

• Pricing fits our budget
• Great culture fit

How many teammates from Prism Solutions were assigned to this project?

2-5 Employees

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

Prism Solutions seamlessly integrated a robust CRM system into our operations, enabling us to manage client information, project details, and communication efficiently. They customized the CRM to align with our workflows, making it a perfect fit for our commercial construction projects. 

They also provided us with powerful data analytics and reporting features, giving us valuable insights into project performance, resource utilization, and client satisfaction, allowing us to make data-driven decisions

RESULTS & FEEDBACK

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

The measurable outcomes from the project were exceptional and clearly demonstrated progress and success. Our resource allocation got improved , data analytics and reporting capabilities helped us better allocate resources, leading to a 15% increase in resource utilization efficiency

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

Prism Solutions showcased exceptional project management skills throughout the entire collaboration. They delivered key milestones and deliverables on time, ensuring a smooth and seamless implementation process. Their team was highly responsive and attentive to our needs, promptly addressing any concerns and providing valuable guidance whenever required.

What was your primary form of communication with Prism Solutions?

Virtual Meeting

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

What truly impressed us about Prism Solutions was their deep understanding of the commercial construction industry. They didn't just offer a one-size-fits-all solution but took the time to understand our unique challenges and tailored their services accordingly. Their personalized approach made all the difference and contributed significantly to the success of the project.

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

Working with Prism Solutions was a game-changer for our commercial construction company. Their expertise, commitment, and tailored solutions have propelled our business forward, significantly improving our project efficiency and client satisfaction. We wholeheartedly recommend Prism Solutions to any company seeking top-notch CRM consulting and system integration services for the construction industry.

BACKGROUND

Introduce your business and what you do there.

I’m the founder of a CRM solutions company.

OPPORTUNITY / CHALLENGE

What challenges were you trying to address with Prism Solutions?

We needed to find an Apex developer to build our Salesforce application.

SOLUTION

What was the scope of their involvement?

The project is still a work in progress. We’ve already agreed with Prism Solutions on some deliverables, and the maintenance is included. They use Apex as the development language.

Essentially, the tool enables sales professionals to access a database of companies with environmental, social, and governance (ESG) ratings. Then, users can add businesses to the Salesforce CRM and check the company's status using ESG intelligence.

What was the team composition?

We interact with two people: the owner and one of the head developers. We speak to them daily.

How did you come to work with Prism Solutions?

We didn’t have the necessary skills, so I reached out to them through Fiverr.

How much have you invested in them?

We’ve spent between £7,000–£8,000 (approximately $8,500–$9,700 USD).

What is the status of this engagement?

We started working with them in May 2022, and it’s an ongoing collaboration.

RESULTS & FEEDBACK

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

For us, the mark of success is having a fully-functional product. We initially agreed on having two pieces of work; in terms of sophisticated measures, we don’t have that, but we have a QA process to decide whether something is acceptable.

How did Prism Solutions perform from a project management standpoint?

Unfortunately, they haven’t met deadlines all the time. At the beginning of a project, it’s hard to estimate how long it will take, and some things take longer than originally planned. Although some things are out of their control, sometimes they don’t estimate the timelines correctly.

We use Trello as a project management tool to track specific deliverables for every project phase. We also use Slack to communicate.

What did you find most impressive about them?

Their pricing is very competitive, the team has good availability, and their level of English proficiency is excellent. Moreover, the quality of the code is outstanding.

Are there any areas they could improve?

Although we’ve had a good experience working with them, constructively, there have been a couple of times when communication hasn’t been great. Our expectations haven’t always been met as much as we’d like. In general, communication, account management, deliverables, and timelines could improve.

We’ve also had to chase updates ourselves. Sometimes Prism Solutions is busy working with other customers, but that sometimes makes us feel like we’re not their priority. In that sense, they could be more proactive and available.

Do you have any advice for potential customers?

I’d recommend Prism Solutions for their development skills and pricing. However, you’ll need someone to dedicate their full time to manage the project. Prism Solutions is great at adapting to western working hours, but despite these advantages, I’d suggest future clients be careful in terms of time and resources to manage the project.