# Prism Solutions Prism Solutions Reviews (17), Pricing, Services & Verified Ratings - 4.9 out of 5 average review rating - 0 connections joined Prism Solutions's Network [Visit Website](http://prismsolutions.io) [Get a Custom Proposal](https://clutch.co/profile/prism-solutions) **Prism tailors your CRM needs using Salesforce** Over the years of helping many clients globally by the successful implementation of **CRM Solutions** into their businesses and providing them with the best consultancy and support using _**Salesforce**_ The founders at _**Prism Solutions**_ realized that they need to share their refined implementation process with a larger demographic. Hence, _**Prism Solutions**_ was formed with the sole objective of helping businesses to have a better more refined relation with their customers and to give businesses more control over their operations at a single integrated place. ## Company Information - Minimum project size: $25,000+ - Hourly rate: < $25 - Number of employees: 10 - 49 - 2 Locations: - Lahore, Pakistan (Headquarters) - Evanston, IL - Founded in 2019 ## Services, Focus Areas, Industries, and Clients ### Service Lines - 90% CRM Consulting and SI - 10% Low/No Code Development ### Focus Areas - CRM Solutions: - 100% Salesforce CRM Consulting & Implementation - Low Code Development: - 100% Salesforce Lightning - CRM Functions: - 25% CRM Customer Support - 25% Marketing automation - 25% Other CRM focus - 25% Sales automation ### Industries - 10% Financial services - 60% Information technology - 20% Real estate - 10% Business services ### Clients - 40% Small Business (<$10M) - 60% Midmarket ($10M - $1B) ## Pricing Snapshot Average rating for cost based on this provider's reviews: 4.9 out of 5 **Most Common Project Size**: $10,000 to $49,000 based on 16 reviews *(Pricing information for this provider is based on reviews where the project size was available.)* ### Pricing by Service - CRM Consulting and SI: $10,000 to $49,000 based on 13 reviews - Custom Software Development: Less than $10,000 based on 3 reviews - Customer Service Outsourcing: $10,000 to $49,000 based on 1 review - Business Consulting: $10,000 to $49,000 based on 1 review ### Packages Offered - CRM Consulting and SI Packages — starting at $2,000/month ## Reviews Clutch investigates each reviewer's identity and work history. Every review goes through a rigorous, human-led verification process to confirm the reviewer's identity, and reviews that we verify are visibly marked as 'Verified' so you can trust that they come from a real client. [Learn More](https://help.clutch.co/en/knowledge/how-clutch-verifies-reviews) ### Prism Solutions Review Insights Overall Review Rating: 4.9 - Quality: 4.9 - Schedule: 4.8 - Cost: 4.9 - Willing to Refer: 4.9 ### Prism Solutions Reviews #### Custom Salesforce Platform Dev for Real Estate Firm (Featured Review) **The Project** - Services: Custom Software Development - Project size: $10,000 to $49,999 - Project length: Dec. 2019 - Ongoing **Project Summary**: Prism Solutions has been hired by a commercial real estate firm to develop a Salesforce-based platform with multiple API integrations. The team has also customized the pages based on the client's preferences. **Review Rating**: 5.0 - Quality: 4.5 - Schedule: 5.0 - Cost: 5.0 - Willing to Refer: 5.0 **The Reviewer** Managing Director & CTO, Commercial Real Estate Firm - Industry: Real estate - Client size: 11-50 Employees - Review Type: Online Review - Verified **The Review** — Jan 13, 2023 **Feedback Summary**: Prism Solutions has met the client's scope and development plan as they continue to build new features. They mainly use Asana and Zoom to manage the project and communicate with the client. The QC could still be improved, but the client is satisfied with their partnership overall. ""They are always willing to make features happen."" **BACKGROUND** Please describe your company and your position there. We are a top commercial real estate firm in the nation, I am managing director and head of development for our tech. **OPPORTUNITY / CHALLENGE** For what projects/services did your company hire Prism Solutions, and what were your goals? We hired Prism Solutions to create a fully custom Salesforce based platform used prospecting and deal and career management. **SOLUTION** How did you select this vendor and what were the deciding factors? I selected Prism based on their technical know how, experience, and overall professionalism when it comes to managing their projects. Describe the scope of work in detail, including the project steps, key deliverables, and technologies used. Sales force lighting custom pages, with multiple API integrations. There is not much this team cannot do when it comes to Salesforce dev. How many people from the vendor's team worked with you, and what were their positions? We typically have a development team of 2-3 programmers and a project manager / QC person. **RESULTS & FEEDBACK** Can you share any measurable outcomes of the project or general feedback about the deliverables? The project has met my original scope and development plan. We continue to build new features to give our agents the absolute best platform in the industry. Describe their project management style, including communication tools and timeliness. The team primarily uses Asana, combined with video/Zoom calls. What did you find most impressive or unique about this company? They are always willing to make features happen. This is a refreshing attitude. Are there any areas for improvement or something they could have done differently? Quality control could be improved. We are developing quickly and sometimes this creates bugs that need to be fixed frequently. --- #### CRM Consulting & SI for Tech Company **The Project** - Services: CRM Consulting and SI - Project size: $10,000 to $49,999 - Project length: May 2022 - Jan. 2023 **Project Summary**: Prism Solutions provided Salesforce CRM consulting and system integration solutions for a tech company. They analyzed business operations, integrated sales, and built real-time sales analytics dashboards. **Review Rating**: 5.0 - Quality: 5.0 - Schedule: 5.0 - Cost: 5.0 - Willing to Refer: 5.0 **The Reviewer** Founder, Tech Company - Industry: Retail - Client size: 11-50 Employees - Review Type: Online Review - Verified **The Review** — Aug 6, 2023 **Feedback Summary**: Prism Solutions' work yielded remarkable results, with increased lead conversion rates and customer satisfaction. Their work enabled data-driven decision-making for the company. The team's responsiveness, flexibility, and unwavering commitment to the project were instrumental in achieving success. ""Throughout our contribution, Prism Solutions demonstrated excellent project management."" **BACKGROUND** Please describe your company and position.I am the Founder of a tech companyDescribe 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 SearchWhy did you select Prism Solutions over others?Pricing fit our budgetGreat culture fitGood value for costCompany values alignedHow many teammates from Prism Solutions were assigned to this project?2-5 EmployeesDescribe 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 MeetingWhat 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 --- #### CRM Sytem Dev for Mental Healthcare Provider **The Project** - Services: CRM Consulting and SI - Project size: $10,000 to $49,999 - Project length: May 2022 - July 2023 **Project Summary**: Prism Solutions developed a CRM system for a mental healthcare provider for appointment scheduling, patient records management, and communication, which included an integration with the client's EHR system. **Review Rating**: 5.0 - Quality: 5.0 - Schedule: 5.0 - Cost: 5.0 - Willing to Refer: 5.0 **The Reviewer** CEO & Co-Founder, Mental Healthcare Provider - Industry: Other industries - Client size: 51-200 Employees - Review Type: Online Review - Verified **The Review** — Aug 4, 2023 **Feedback Summary**: Thanks to their new CRM system, the client's administrative workload was reduced by 30%, and patient satisfaction increased by 25%. Prism Solutions laid out and followed a detailed plan and was accommodating to the client's needs. Moreover, their understanding f the client's industry was excellent. ""They were extremely accommodating to our demands, swiftly responding to any queries."" **BACKGROUND** Please describe your company and position.I am the CEO and Co-Founder of a mental healthcare providerDescribe 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 SearchWhy did you select Prism Solutions over others?Pricing fit our budgetGood value for costHow many teammates from Prism Solutions were assigned to this project?2-5 EmployeesDescribe 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 MeetingWhat 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 --- #### CRM System Dev & Consulting for Food Company **The Project** - Services: CRM Consulting and SI - Project size: $50,000 to $199,999 - Project length: Feb. 2022 - Mar. 2023 **Project Summary**: Prism Solutions developed a CRM system for a food company to streamline their operations and improve customer communication. They also examined the client's procedures to find room for growth and automation. **Review Rating**: 5.0 - Quality: 5.0 - Schedule: 5.0 - Cost: 5.0 - Willing to Refer: 5.0 **The Reviewer** Co-Founder & CEO, Food Company - Industry: Retail - Client size: 501-1,000 Employees - Review Type: Online Review - Verified **The Review** — Aug 4, 2023 **Feedback Summary**: Thanks to their new CRM system, the client saw a 25% increase in order accuracy, a 20% decrease in response times, and a 15% increase in repeat clients. Prism Solutions offered excellent project management; they were responsive and timely. Moreover, their technical skills were outstanding. ""Their responsiveness to our requirements was excellent."" **BACKGROUND** Please describe your company and position.I am the Co-Founder & CEO of a food companyDescribe 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 SearchWhy did you select Prism Solutions over others?Pricing fit our budgetGreat culture fitGood value for costHow many teammates from Prism Solutions were assigned to this project?6-10 EmployeesDescribe 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 MeetingWhat 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. --- #### Salesforce CRM Dev for Leisure & Fitness Company **The Project** - Services: CRM Consulting and SI - Project size: $10,000 to $49,999 - Project length: Sep. 2022 - May 2023 **Project Summary**: Prism Solutions developed a Salesforce CRM solution for a leisure and fitness company. This included conducting a thorough analysis of the client's processes, member interaction, and class booking workflows. **Review Rating**: 5.0 - Quality: 5.0 - Schedule: 5.0 - Cost: 5.0 - Willing to Refer: 5.0 **The Reviewer** CEO & Managing Director, Viva Leisure - Industry: Other industries - Client size: 11-50 Employees - Review Type: Online Review - Verified **The Review** — Jul 20, 2023 **Feedback Summary**: Prism Solutions' work increased the client's member engagement by 30% and member retention by 25% within three months. Prism Solutions delivered the project milestones on time and within the agreed-upon budget. Their responsiveness, dedication, knowledge, and understanding approach were exemplary. ""Their expertise and support significantly contributed to our company's success."" **BACKGROUND** Please describe your company and position.I am the CEO & Managing Director of Viva LeisureDescribe 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 SearchWhy did you select Prism Solutions over others?Pricing fits our budgetGood value for costHow many teammates from Prism Solutions were assigned to this project?2-5 EmployeesDescribe 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 MeetingWhat 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. --- #### CRM System Integration for Electrical Fleet Software Co **The Project** - Services: CRM Consulting and SI - Project size: $10,000 to $49,999 - Project length: Sep. 2022 - June 2023 **Project Summary**: Prism Solutions integrated a CRM system into the existing infrastructure of an electrical fleet software company. They were also tasked with enhancing the client's eclectic vehicle support and rewards program. **Review Rating**: 5.0 - Quality: 5.0 - Schedule: 5.0 - Cost: 5.0 - Willing to Refer: 5.0 **The Reviewer** Founder, Electrical Fleet Software Company - Industry: Other industries - Client size: 11-50 Employees - Review Type: Online Review - Verified **The Review** — Jul 20, 2023 **Feedback Summary**: Thanks to Prism Solutions' well-crafted rewards program and engaging strategies, the client witnessed a 35% surge in user retention rate. Prism Solutions demonstrated top-notch project management and delivered the project on time. Their technical expertise and understanding approach were exemplary. ""Prism Solutions' project management was top-notch."" **BACKGROUND** Please describe your company and position.I am the Founder of an Electrical Fleet Software CompanyDescribe 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 SearchWhy did you select Prism Solutions over others?Pricing fits our budgetGood value for costHow many teammates from Prism Solutions were assigned to this project?2-5 EmployeesDescribe 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 MeetingWhat 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 --- #### Salesforce CRM Dev for Food Tech Company **The Project** - Services: CRM Consulting and SI - Project size: $50,000 to $199,999 - Project length: Mar. 2022 - Apr. 2023 **Project Summary**: Prism Solutions developed a Salesforce CRM solution for a food technology company. The team also integrated the solution with the client's customer database, sales pipeline, and marketing automation tools. **Review Rating**: 5.0 - Quality: 5.0 - Schedule: 5.0 - Cost: 5.0 - Willing to Refer: 5.0 **The Reviewer** Co-Founder & COO, Menu Aid - Industry: Other industries - Client size: 501-1,000 Employees - Review Type: Online Review - Verified **The Review** — Jul 20, 2023 **Feedback Summary**: Prism Solutions' work increased the client's cross-selling and up-selling opportunities by 20% and notably improved communication and cooperation amongst their team. The service provider delivered the project on time and within budget. Their responsiveness, dedication, and expertise were exemplary. ""Prism Solutions proved to be an invaluable partner for our cloud-based food technology company."" **BACKGROUND** Please describe your company and position.I am the Co-Founder & COO of Menu AidDescribe 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?ReferralWhy did you select Prism Solutions over others?Pricing fits our budgetGreat culture fitGood value for costReferred to meCompany values alignedHow many teammates from Prism Solutions were assigned to this project?6-10 EmployeesDescribe 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 MeetingWhat 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. --- #### Salesforce CRM Dev for Skincare & Aromatherapy Products Firm **The Project** - Services: CRM Consulting and SI - Project size: $50,000 to $199,999 - Project length: May 2022 - Feb. 2023 **Project Summary**: A skincare and aromatherapy products firm hired Prism Solutions to enhance their CRM system. The team customized Salesforce to align with their internal processes and integrated it into their existing systems. **Review Rating**: 5.0 - Quality: 5.0 - Schedule: 5.0 - Cost: 5.0 - Willing to Refer: 5.0 **The Reviewer** Executive, PERFECT Potion - Industry: Retail - Client size: 11-50 Employees - Review Type: Online Review - Verified **The Review** — Jul 19, 2023 **Feedback Summary**: Thanks to the CRM system delivered by Prism Solutions, the client saw a 30% increase in customer engagement and loyalty within the first three months of launching the system. They also gained a 20% improvement in their conversion rates and a 15% increase in their marketing campaigns' overall ROI.  ""Their industry expertise and dedication to our success set them apart as a trusted partner."" **BACKGROUND** Please describe your company and position.I'm an executive at PERFECT PotionDescribe 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 SearchWhy did you select Prism Solutions over others?Pricing fit our budgetGreat culture fitGood value for costHow many teammates from Prism Solutions were assigned to this project?2-5 EmployeesDescribe 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 MeetingWhat 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 --- #### Salesforce Setup for Real Estate Company **The Project** - Services: Business Consulting, CRM Consulting and SI, Customer Service Outsourcing - Project size: $10,000 to $49,999 - Project length: Jan. - July 2023 **Project Summary**: Prism Solutions helped real estate company improve their Salesforce CRM system. Their tasks included Salesforce configuration, data migration, third-party integrations, testing, QA, and deployment. **Review Rating**: 5.0 - Quality: 5.0 - Schedule: 5.0 - Cost: 5.0 - Willing to Refer: 5.0 **The Reviewer** Regional General Manager, Integrity Realty Group - Industry: Real estate - Client size: 51-200 Employees - Review Type: Online Review - Verified **The Review** — Jul 19, 2023 **Feedback Summary**: Thanks to their Salesforce setup, the client saw an increase in conversion rates, customer retention, sales, revenue, user adoption, and efficiency, as well as a decrease in sales cycle time, customer response time, and manual tasks. Prism Solutions was timely, communicative, and well-organized. ""They showed exceptional and tailored planning and strategies for our business."" **BACKGROUND** Please describe your company and position.I am the Regional General Manager of Integrity Realty GroupDescribe 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 SearchWhy did you select Prism Solutions over others?Pricing fit our budgetGood value for costCompany values alignedDescribe 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 andDeployment 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 PlanningWhat was your primary form of communication with Prism Solutions?Virtual MeetingWhat did you find most impressive or unique about this company?They showed exceptional and tailored planning and strategies for our businessAre 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 --- #### CRM Consulting & SI for Commercial Construction Company **The Project** - Services: CRM Consulting and SI - Project size: $10,000 to $49,999 - Project length: Feb. 2022 - Mar. 2023 **Project Summary**: Prism Solutions integrated a CRM system into a construction company's operations, enabling them to manage client information and project details. They also provided the client with data analytics and reporting. **Review Rating**: 5.0 - Quality: 5.0 - Schedule: 5.0 - Cost: 5.0 - Willing to Refer: 5.0 **The Reviewer** General Manager, Commercial Construction Company - Industry: Other industries - Client size: 11-50 Employees - Review Type: Online Review - Verified **The Review** — Jul 17, 2023 **Feedback Summary**: Thanks to Prism Solutions, the client witnessed a 15% boost in resource utilization efficiency. They also substantially improved their resource allocation. The service provider ensured exceptional project management and responsiveness. Their attentiveness and understanding approach were exemplary. ""Their personalized approach made all the difference and contributed significantly to the success of the project."" **BACKGROUND** Please describe your company and position.I am the General Manager of a Commercial Construction CompanyDescribe 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 SearchWhy did you select Prism Solutions over others?Pricing fits our budgetGreat culture fitHow many teammates from Prism Solutions were assigned to this project?2-5 EmployeesDescribe 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 efficiencyDescribe 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 MeetingWhat 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. --- #### Custom Software Dev for CRM Solutions Company **The Project** - Services: Custom Software Development - Project size: Less than $10,000 - Project length: May 2022 - Ongoing **Project Summary**: Prism Solutions has developed a Salesforce application for a CRM solutions company. They’ve built a tool that enables sales professionals to access a database of companies to check their status. **Review Rating**: 3.5 - Quality: 3.5 - Schedule: 2.0 - Cost: 4.5 - Willing to Refer: 3.0 **The Reviewer** Founder, CRM Solutions Company - Industry: Other industries - Client size: 1-10 Employees - Review Type: Phone Interview - Verified **The Review** — Jan 23, 2023 **Feedback Summary**: The client is happy with Prism Solutions’ work; they’ve successfully delivered a fully-functional product. Moreover, the team stands out for the quality of the code and availability. They adapt to the client’s working hours, manage the project using Trello, and communicate via Slack. "“I’d recommend Prism Solutions for their development skills and pricing.”" **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. --- #### IT Consulting Services for Carbon Footprint & Food Waste Co **The Project** - Services: CRM Consulting and SI - Project size: Less than $10,000 - Project length: Feb. - July 2023 **Project Summary**: Prism Solutions provided CRM consulting services for a carbon footprint and food waste company. The scope of work included consultation, development, integration, and management of the Salesforce platform. **Review Rating**: 5.0 - Quality: 5.0 - Schedule: 5.0 - Cost: 5.0 - Willing to Refer: 5.0 **The Reviewer** CEO, Neutrify - Industry: Other industries - Client size: 11-50 Employees - Review Type: Online Review - Verified **The Review** — Jul 27, 2023 **Feedback Summary**: Thanks to Prism Solutions' work, the client saw an improvement in customer retention rates, customer service, and sales. The team efficiently managed the project; they communicated effectively through virtual meetings and delivered promptly. Overall, they professionally tended to the client's needs. ""They showed genuine interest in the growth of our company and ensured a collaborative work."" **BACKGROUND** Please describe your company and position.I am the CEO of NeutrifyDescribe what your company does in a single sentence.Empowering consumers to make informed grocery purchases to reduce their carbon footprint and food waste. **OPPORTUNITY / CHALLENGE** What specific goals or objectives did you hire Prism Solutions to accomplish?CRM ConsultationSalesforce CRM Development and Integration **SOLUTION** How did you find Prism Solutions?Online SearchReferralWhy did you select Prism Solutions over others?High ratingsPricing fit our budgetGood value for costHow many teammates from Prism Solutions were assigned to this project?2-5 EmployeesDescribe the scope of work in detail. Please include a summary of key deliverables.The Scope of work covers the consultation, development, Integration and temporary management of our Salesforce CRM **RESULTS & FEEDBACK** What were the measurable outcomes from the project that demonstrate progress or success?As a result of the professionalism and expertise of Prism Solutions, Our business saw an Increased customer retention rate, improved customer service and consequently more salesDescribe their project management. Did they deliver items on time? How did they respond to your needs?The efficiently managed the project, professionally attended to our needs and requirement as well as a timely and prompt deliveryWhat was your primary form of communication with Prism Solutions?Virtual MeetingWhat did you find most impressive or unique about this company?They showed genuine interest in the growth of our company and ensured a collaborative workAre there any areas for improvement or something Prism Solutions could have done differently?No --- #### CRM Dev, Integration & Mgmt for Wholesale Software Company **The Project** - Services: CRM Consulting and SI - Project size: Less than $10,000 - Project length: Jan. - July 2023 **Project Summary**: Prism Solutions provided CRM development, integration, and management services for a wholesale software company. Their pricing schedule matched the client's budget, and their work culture aligned. **Review Rating**: 5.0 - Quality: 5.0 - Schedule: 5.0 - Cost: 5.0 - Willing to Refer: 5.0 **The Reviewer** CEO & Co-Founder, Sadetoptan - Industry: Other industries - Client size: 1-10 Employees - Review Type: Online Review - Verified **The Review** — Jul 28, 2023 **Feedback Summary**: Thanks to Prism Solutions' efforts, the client's customer and sales management operations improved. With their help, the client also increased the overall revenue and customer retention rates. Throughout the engagement, the accommodating team was responsive and delivered items on time.  ""They were very responsive and delivered exceptionally and on time."" **BACKGROUND** Please describe your company and position.I am the CEO & Co-Founder of SadetoptanDescribe what your company does in a single sentence.We provide Simple Software for Wholesalers **OPPORTUNITY / CHALLENGE** What specific goals or objectives did you hire Prism Solutions to accomplish?CRM Dev and Integration **SOLUTION** How did you find Prism Solutions?Online SearchClutch SiteWhy did you select Prism Solutions over others?Pricing fit our budgetGreat culture fitGood value for costHow many teammates from Prism Solutions were assigned to this project?2-5 EmployeesDescribe the scope of work in detail. Please include a summary of key deliverables.The Scope of the Project covers the CRM Development, Integration and Management for our business **RESULTS & FEEDBACK** What were the measurable outcomes from the project that demonstrate progress or success?Thanks to the proficient project execution by Prism Solution, we have experienced a better customer and sales management, Increased revenue and customer retentionDescribe their project management. Did they deliver items on time? How did they respond to your needs?They were very responsive and delivered exceptionally and on time.What was your primary form of communication with Prism Solutions?Virtual MeetingWhat did you find most impressive or unique about this company?They were always ready to attend us at every time and showed exceptional communication skillsAre there any areas for improvement or something Prism Solutions could have done differently?NOT AT ALL --- #### Salesforce CRM Development for Stock Brokerage Firm **The Project** - Services: CRM Consulting and SI - Project size: $10,000 to $49,999 - Project length: Feb. - Aug. 2023 **Project Summary**: Prism Solutions developed, integrated, and managed the Salesforce CRM of a stock brokerage company. **Review Rating**: 5.0 - Quality: 5.0 - Schedule: 5.0 - Cost: 5.0 - Willing to Refer: 5.0 **The Reviewer** Managing Director, KTrade - Industry: Financial services - Client size: 51-200 Employees - Review Type: Online Review - Verified **The Review** — Jul 26, 2023 **Feedback Summary**: Prism Solutions enabled the client to boost customer retention and satisfaction, increase sales by 25%, improve efficiency, and allocate resources properly. The vendor impressed the client with their responsiveness, attentiveness, fast delivery, and excellent project management skills. ""They were very attentive and adhered to our requirements."" **BACKGROUND** Please describe your company and position.I am the Managing Director of KTrade.Describe what your company does in a single sentence.Leading stock brokerage of Pakistan Stock Exchange. KTrade provides investment research and execution services. Our aim is to democratize investment by providing 10 million Pakistanis access to financial education, information and financial markets. KTrade is Pakistan's most downloaded investment app. **OPPORTUNITY / CHALLENGE** What specific goals or objectives did you hire Prism Solutions to accomplish?Salesforce CRM Dev and Integration **SOLUTION** How did you find Prism Solutions?Online SearchClutch SiteWhy did you select Prism Solutions over others?High ratingsClose to my geographic locationPricing fits our budgetGood value for the costHow many teammates from Prism Solutions were assigned to this project?2-5 EmployeesDescribe the scope of work in detail. Please include a summary of key deliverables.The scope of this project covers the development, integration, and management of the Salesforce CRM for our business. **RESULTS & FEEDBACK** What were the measurable outcomes from the project that demonstrate progress or success?With the success of this project, our business recorded an increase in customer retention and satisfaction, a 25% Increase in sales, greater work efficiency, and proper resource allocationDescribe their project management. Did they deliver items on time? How did they respond to your needs?Excellent project management skillsImpeccable responsivenessRapid deliveryWhat was your primary form of communication with Prism Solutions?Virtual MeetingWhat did you find most impressive or unique about this company?They were very attentive and adhered to our requirements.Are there any areas for improvement or something Prism Solutions could have done differently?No, I think they are great --- #### Salesforce Integration & Management for Entertainment Firm **The Project** - Services: CRM Consulting and SI - Project size: $50,000 to $199,999 - Project length: Jan. 2020 - Jan. 2023 **Project Summary**: A digital entertainment company hired Prism Solutions to integrate a Salesforce CRM system into a third party's operations. The team also provided data analytics, CRM management, and after-service support.  **Review Rating**: 5.0 - Quality: 5.0 - Schedule: 5.0 - Cost: 5.0 - Willing to Refer: 5.0 **The Reviewer** General Manager, Rusk Media - Industry: Arts, entertainment & music - Client size: 51-200 Employees - Review Type: Online Review - Verified **The Review** — Jul 20, 2023 **Feedback Summary**: Thanks to Prism Solutions, the client achieved a 40% increase in audience retention and a 43% increase in revenue growth in the last two years. The team was highly professional, and their workflow was effective. Their members were responsive and showed a genuine interest in the client's success.  ""They were very effective and professional In their service delivery."" **BACKGROUND** Please describe your company and position.I am the General Manager of Rusk MediaDescribe what your company does in a single sentence.Rusk media is a full stack GenZ-first digital entertainment company with a premium content studio delivering social & OTT video IPs and a social UGC-gaming platform. **OPPORTUNITY / CHALLENGE** What specific goals or objectives did you hire Prism Solutions to accomplish?To Integrate Salesforce CRM system into a construction company's operations, enabling them to manage client information and project details. They also provided the client with data analytics and reporting.CRM Management **SOLUTION** How did you find Prism Solutions?Online SearchWhy did you select Prism Solutions over others?Pricing fit our budgetGood value for costHow many teammates from Prism Solutions were assigned to this project?2-5 EmployeesDescribe the scope of work in detail. Please include a summary of key deliverables.Prism solutions job scope was to ensure proper project planning, CRM Integration and management, Deployment and After service support. Key deliverables Includes a functioning salesforce platform for our business **RESULTS & FEEDBACK** What were the measurable outcomes from the project that demonstrate progress or success?We saw a 40% Increase in Audience retentiona 43% increase in revenue growth within the last 2 yearsDescribe their project management. Did they deliver items on time? How did they respond to your needs?They were very effective and professional In their service delivery and responded promptly and accordingly to all our needs.What was your primary form of communication with Prism Solutions?Virtual MeetingWhat did you find most impressive or unique about this company?They showed a genuine interest in our company's growthAre there any areas for improvement or something Prism Solutions could have done differently?I believe they did great --- #### Salesforce Integration for Car Repair & Maintenance Company **The Project** - Services: CRM Consulting and SI - Project size: Confidential - Project length: Mar. 2021 - July 2023 **Project Summary**: Prism Solutions was hired by a car repair and maintenance company to integrate Salesforce into their business. They worked with the client in consultation, planning, integration, and management. **Review Rating**: 5.0 - Quality: 5.0 - Schedule: 5.0 - Cost: 5.0 - Willing to Refer: 5.0 **The Reviewer** General Manager, Car Repair Company - Industry: Utilities - Client size: 11-50 Employees - Review Type: Online Review **The Review** — Jul 14, 2023 **Feedback Summary**: Thanks to Prism Solutions, the client increased their customer retention rate by 40% andy received higher ratings from customers. They delivered tasks on time and were responsive to the client's needs. Moreover, their effective communication skills and professionalism stood out. ""They are truly exceptional."" **BACKGROUND** Please describe your company and position.I am the General ManagerDescribe what your company does in a single sentence.We provide exceptional Car repair services, Maintenance products and car parts **OPPORTUNITY / CHALLENGE** What specific goals or objectives did you hire Prism Solutions to accomplish?Salesforce Management **SOLUTION** How did you find Prism Solutions?Online SearchClutch SiteWhy did you select Prism Solutions over others?High ratingsPricing fit our budgetGood value for costCompany values alignedHow many teammates from Prism Solutions were assigned to this project?2-5 EmployeesDescribe the scope of work in detail. Please include a summary of key deliverables.Our Project with Prism Solutions was one with a clearly defined goal. Starting from Consultation and Planning to Salesforce integration into our business and eventually Management. The scope of the project was to ensure seamless salesforce and Customer relationship automation. **RESULTS & FEEDBACK** What were the measurable outcomes from the project that demonstrate progress or success?With the help Prism solutions, we were able to scale up our customer retention rate by 40%, received higher ratings from previous and existing clients and recorded a faster discharge of dutiesDescribe their project management. Did they deliver items on time? How did they respond to your needs?They always delivered on time all through the course of the project and responded to our needs excellentlyWhat was your primary form of communication with Prism Solutions?Virtual MeetingEmail or Messaging AppWhat did you find most impressive or unique about this company?The Most Intriguing thing about the company is the effective and excellent communication skills as well professionalismAre there any areas for improvement or something Prism Solutions could have done differently?My entire management team was satisfied with their discharge of services and feel they are truly exceptional --- #### Custom Salesforce Platform Dev for Real Estate Firm **The Project** - Services: Custom Software Development - Project size: $10,000 to $49,999 - Project length: Dec. 2019 - Ongoing **Project Summary**: Prism Solutions has been hired by a commercial real estate firm to develop a Salesforce-based platform with multiple API integrations. The team has also customized the pages based on the client's preferences. **Review Rating**: 5.0 - Quality: 4.5 - Schedule: 5.0 - Cost: 5.0 - Willing to Refer: 5.0 **The Reviewer** Managing Director & CTO, Commercial Real Estate Firm - Industry: Real estate - Client size: 11-50 Employees - Review Type: Online Review - Verified **The Review** — Jan 13, 2023 **Feedback Summary**: Prism Solutions has met the client's scope and development plan as they continue to build new features. They mainly use Asana and Zoom to manage the project and communicate with the client. The QC could still be improved, but the client is satisfied with their partnership overall. ""They are always willing to make features happen."" **BACKGROUND** Please describe your company and your position there. We are a top commercial real estate firm in the nation, I am managing director and head of development for our tech. **OPPORTUNITY / CHALLENGE** For what projects/services did your company hire Prism Solutions, and what were your goals? We hired Prism Solutions to create a fully custom Salesforce based platform used prospecting and deal and career management. **SOLUTION** How did you select this vendor and what were the deciding factors? I selected Prism based on their technical know how, experience, and overall professionalism when it comes to managing their projects. Describe the scope of work in detail, including the project steps, key deliverables, and technologies used. Sales force lighting custom pages, with multiple API integrations. There is not much this team cannot do when it comes to Salesforce dev. How many people from the vendor's team worked with you, and what were their positions? We typically have a development team of 2-3 programmers and a project manager / QC person. **RESULTS & FEEDBACK** Can you share any measurable outcomes of the project or general feedback about the deliverables? The project has met my original scope and development plan. We continue to build new features to give our agents the absolute best platform in the industry. Describe their project management style, including communication tools and timeliness. The team primarily uses Asana, combined with video/Zoom calls. What did you find most impressive or unique about this company? They are always willing to make features happen. This is a refreshing attitude. Are there any areas for improvement or something they could have done differently? Quality control could be improved. We are developing quickly and sometimes this creates bugs that need to be fixed frequently. --- #### Software Dev for Management Company **The Project** - Services: Custom Software Development - Project size: $50,000 to $199,999 - Project length: January 2022 **Project Summary**: A management company hired Prism Solutions to migrate their data from an old database to Salesforce. **Review Rating**: 5.0 - Quality: 5.0 - Schedule: 5.0 - Cost: 4.5 - Willing to Refer: 5.0 **The Reviewer** Director of IT, Management Company - Industry: Other industries - Client size: 51-200 Employees - Review Type: Online Review - Verified **The Review** — Jan 13, 2023 **Feedback Summary**: Thanks to Prism Solutions' work, the client received a functioning CRM. They communicated frequently and promptly via Asana, ensuring an effective workflow. Their professionalism, documentation skills, and responsiveness were hallmarks of their work. They were easygoing and helpful. ""All we can say is that we were very happy with the professionalism of the team. "" **BACKGROUND** Please describe your company and your position there. I'm the Director of the IT department. We are a professional management company based in Chicago **OPPORTUNITY / CHALLENGE** For what projects/services did your company hire Prism Solutions, and what were your goals? We had to move all of our data from an old database to Salesforce. Prism Solution and the team where hired to move data from a 30M company with big operations in 3 states. **SOLUTION** How did you select this vendor and what were the deciding factors? We research the web trying to find the right company to do such a big data transaction. Prism Solutions came up with the best strategy and that's how we made our decision. Based on the professionalism of your strategy to deliver the project. Describe the scope of work in detail, including the project steps, key deliverables, and technologies used. We had 3 meetings with them before making the decision to grant them the project. Prism solutions presented us with a very professional proposal where they explained the steps they would take and the way to execute the work seemed correct to us. The technologies to use were Asana as a communication tool with the team. and the technologies to implement were custom code for Salesforce integration. We also use Docusign to integrate as a plugin. How many people from the vendor's team worked with you, and what were their positions? Prism Solution assigned a team of 5 people to our project. We were very happy with their work and perform. **RESULTS & FEEDBACK** Can you share any measurable outcomes of the project or general feedback about the deliverables? Today we have salesforce as the CRM system in our company thanks to Prism Solutions. All we can say is that we were very happy with the professionalism of the team. They deliver every section of the salesforce project on time. We had some issues with one customer but the team was able to came up with a good solution. Describe their project management style, including communication tools and timeliness. Prism solutions uses Asana to communicate. We never use that tool before. We were concern of using a new technology to communicate with them. But in the end everything was easy and well documented. What did you find most impressive or unique about this company? I found very impressive the professionalism and leadership of Aasia. She was available most of the time to respond all of our questions. She is highly recommended and capable of undertaking large scale projects Are there any areas for improvement or something they could have done differently? Overall we had an excellent experience with Prism Solutions --- ## Portfolio & Awards ### Case & Financial Management Solution Developed an application 'Kinship' which is a Commercial-Off-The-Shelf (COTS) Case & Financial Management solution customized for Local Departments of Social Services and is designed to meet the needs of diverse user groups. Designed following features for the customer's needs.  Case Management Every piece of the workflow is an integrated lifecycle starting from assessments, agreements and authorizations and moves through the financial module giving case workers more time to focus on what matters the most. Service Planning Productivity tools to plan and organize service delivery. Caseworkers, administrators, and community & joint teams work and collaborate seamlessly. Contract Management Move through contract cycles faster and avoid bottlenecks from tedious data entry. Negotiate contracts with easy-to-use redlining tools, e-signatures, and vendor rates catalog. Move through contract cycles faster and avoid bottlenecks. Intake & Front Desk Gain a master-view of your organization across programs and implement standard operating procedures within Kinship. Financial Management Track, manage and deliver funding programs across multiple fiscal year budgets on both the city and state levels. Manage federal, state, and local funds with our state-of-the-art financial solution designed specifically for Local Departments of Social Services. Resource Home Management Streamline day-to-day tasks and improve client service. Manage foster care placements, enhanced maintenance rates, ### Integration from .Net to Salesforce This project requested by the client required transfer of data primarily, billing information to be migrated/transferred in Salesforce. Problem at hand: - Multi relational data was unsorted and stored in a single file - The data required to be sorted into different independent Tables/objects - Connecting .Net with Salesforce was one of the challenges - Major problem in governor limitations Solution implemented: - Divided a single the multi relational file into required objects files - Created a connected app and used its credentials to connect Salesforce with .Net - To resolve the issue of less than required available API calls, started sending bulk data per API call - Wrote custom triggers to create a relation between parent account and the bill   ### Visualforce Pages The client's requirement was to have Tables and maps customized and developed as per his will. In addition, a meeting arrangement page using the calendar was also required. Solution implemented: - Customized tables were made - Develop views for maps and added all the relevant tabs as per requirement. - Using a calendar set up an interface to manage meetings and other scheduled tasks. less   ### SalesForce Health cloud The goal of the project was to customize Salesforce health cloud as per the needs of the client. The project was delivered successfully on time with all the deliverables addressed. Project Deliverables: - Make individual patient records -Able to record session time, patient's complete info and health/consultancy history with the doctor. -A complete history chart of patients profile - A detailed customizable care plan of the patient with the inclusion of fields such as (Bio of the patient, case history, session times, dates of sessions and priority status etc). - A calendar of upcoming meetings or session of each patient. - A patient card and patient profile with details such as previous consumption patterns, diagnosis history, and income bracket etc. ### TraceAnything Developed a world-class modern project management platform in the Salesforce platform to manage the iterative development set the value-based prioritization, improve collaboration, and bring traditional waterfall principles to effectively manage the overall project in a hybrid environment. ### FreightPrint™ - Manage your freight seamlessly! Developed an application in Salesforce Sales cloud for logistics companies to track, organize and manage shipments efficiently. Freight management software creates uniquely identifiable FreightPrints™ which are transmitted securely and trackable in real-time by all related parties. Keep sensitive information private with our encrypted, secure service. Our goal is to make complex processes simple, and automate much of mundane tasks so that you can focus on revenue-generating tasks.   Electronic BOL and POD signature and pictures → Free Mobile App for drivers (Apple and Android) → Receive all paperwork instantly upon delivery. No need for faxing or emailing ▸ Load Tracking with any Carrier/Trucking Company → Know where your load is all the time → Your customers receive auto-status-update of their shipment ▸ Easy to use and flexible pricing options → Invite carriers, shippers, brokers, dispatchers to see your load board → Receive instant quotes from carriers and brokers ### Proco App Salesforce Integration with ESG Companies   We have built an ESG corporate data sales intelligence app in Salesforce for George Burton. This ESG App insight helps customers to sell more ESG-improving solutions faster. ### BKP Commerce Website The project is specifically built for Kraka Business Solution. It is an e-commerce website where customers can purchase the company's products and can take membership for discounts and vouchers.   ### The Big Platform The Big Platform   The business use case was an application that could help users and managers generate/track leads and manage the sales process of properties. It is important that the information is accurate and up to date in order to stay in compliance with state and federal regulations. The solution was a Salesforce Lightening Web Component Sales Cloud and Community Cloud application and an automation engine that used properties' up-to-date information to generate "Leads/Potential Buyers" that agents could then monitor and track. Instead of using a manual way of entering data using excel sheets, with the help of LWC implementation, the Client's business processes are fully automated now. Automating processes resulted in saving time for agents and increased data accuracy and work efficiency. https://www.thebogiegroup.com/ ### AdobeSign Integration The client wanted to integrate the Salesforce application with AdobeSign App.  Their requirement was to have the ability to quickly and securely get electronic signatures or approvals for any document directly from Salesforce.  ### CCTG CRM System will provide later. ### Salesforce Recruiter Portal Created re-usable LWC that embedded a PDF react component. The react component allows users to add highlight text or sections, and put comments and emojies. The added comments are also available on the sidebar and user can render them on the pdf.  The comments are stored on the Salesforce object for history tracking. ### Kinhip Avonni Designs All Salesforce custom screens of the application were designed with Avonni ### Salesforce Integration with PropertyBase Propertybase is the leading global real estate platform designed for brokerages and teams looking to stimulate long-term growth, connect in more meaningful ways with clients, and help agents close more deals, faster.   ### Project Management Office solution Project Management Office solution provides a simple way to create a Gantt chart to help visualize and track your project natively within Salesforce. Some of the benefits of the PMO solution: - Project Management Solution for the Front Office (Sales, Marketing, and Customer Service) - Modern project management platform to manage the iterative development, - Set the value-based prioritization - Improve collaboration - Bring traditional waterfall principles to effectively manage the overall project in a hybrid environment. ### AppyRecruiting Recruiting, Talent Staffing, Job Applications, Hiring, Interview, Applicant AppyRecruiting is a talent staffing tool native on Force.com that helps employers automate their recruiting process. It’s a CRM for recruiting that connects hirers, recruiters, and HR together making the overall process a lot easier, manageable, and efficient.      AppyRecruiting integrated with Salesforce.com CRM. This application is a robust application in Salesforce that any company that follows some recruiting procedures can adapt to easily, quickly, and without paying. It is secure, reliable, and efficient  https://appexchange.salesforce.com/listingDetail?listingId=a0N300000057AdwEAE ### Salesforce Integration with NICE inContact We integrated the NICE CXone Agent application into Salesforce.  to handle interactions of Agents directly instead of jumping between applications.  ### Custom Calender for Reservations The client's requirement was to have a calendar where they could see all car bookings and reservations. We have built a custom calendar in LWC with a Javascript library. This calendar has multiple views for daily, weekly, monthly, and yearly.  They can also select dates from the calendar and see bookings specific to the relevant date range. They can book cars directly from the calendar screen.  ### Industry Recognitions - Prism Career Page - We are at rozee - Prism Solutions at 6sense - Find us on google - Prism Solutions on Facebook - Prism Solutions on Linked-In - SalesForce Registered Consulting Partner - Our Client Greg Smith's Reviews - Our Client George Badra's Reviews - Our Client Bryan Swink's reviews - #1 in Inc 500 Fastest Growing Companies - Prism Solutions Intro ## Key Clients - Diaz Group LLC ## Packages ### CRM Consulting and SI Packages | Feature | Small ($2,000/month) | Medium ($4,000/month) | Large ($6,000/month) | |---------|---------|---------|---------| | Salesforce consulting to map your business objectives into Salesforce features | ✓ | ✓ | ✓ | | Migrating your old business solutions and databases to Salesforce platform | ✓ | ✓ | ✓ | | Implementation of process automation components and automated workflows | — | ✓ | ✓ | | Number of revisions | 2 | 2 | 2 | | Developers | 2 | 5 | 10 | | Monthly Project Support Hours | 40 | 80 | 160 | --- ## Locations (2) ### Lahore, Pakistan (Headquarters) - 419, Block E PIA housing society - Lahore 54770 - Pakistan - 21 - 30 employees - Phone: +923110147695 ### Evanston, IL - 704 Florence Avenue - Evanston, IL 60202 - United States - 16 - 20 employees - Phone: +1 (503) 333-1028 ## Contact Prism Solutions [Send a message](https://clutch.co/profile/prism-solutions) ### Connect on Social - [LinkedIn](https://pk.linkedin.com/company/prism-solutions-salesforce) - [Facebook](https://www.facebook.com/prismsolutions.io) - [X](https://twitter.com/prismsolutions2) - [Instagram](https://www.instagram.com/prismsolutions_/)