Routine Automation

BACKGROUND

Please describe your company and your position there.

I am the CEO and founder of Trigerz.io a native Salesforce application that analyse sales user behaviors which uses AI and push notification to improve overall sale performance and create coaching plans.

OPPORTUNITY / CHALLENGE

For what projects/services did your company hire Routine Automation?

The goal for this project is to understand what are the development consideration that need to take place as the product moves from an MVP to a full product launch.

SOLUTION

How did you select this vendor?

The selection was done by review past work completed and by reviewing a clear proposal.

Describe the project in detail.

The project was to evaluate and provide a comprehensive review of a Salesforce application

1. Review existing application
   1. code
   2. design
   3. UX/UI
   4. security
2. Provide a report of the above
   1. issues
   2. recommendations
3. Future road-map
   1. make recommendation on how the application can scale e.g integrating with Einstein, other SF applications or improving workflow.

What was the team composition?

I had a 1 to 1 relationship and reporting line with Pavel, who was extremely helpful and informative throughout the review.

RESULTS & FEEDBACK

Can you share any outcomes from the project that demonstrate progress or success?

We are still working on the next stage so do not have anything to present here.

How effective was the workflow between your team and theirs?

The communication and documented information provided was extremely efficient and effective.

What did you find most impressive about this company?

The communication, the additional support and advise that was provided throughout the project. Pavel and his team are not just order takers, but they're true consultants that listen to requirements and provide productive feedback.

Are there any areas for improvement?

None.

BACKGROUND

Introduce your business and what you do there.

I’m the CTO of InstaMotion, an e-commerce company that sells and delivers automobiles to our customers with financial registration and other services.

OPPORTUNITY / CHALLENGE

What challenge were you trying to address with Routine Automation?

For managing our customers and our relationship with dealers, we use Salesforce as our primary CRM tool. We needed Routine Automation to develop and work with Salesforce development.

SOLUTION

What was the scope of their involvement?

We have a dedicated developer that’s based in Minsk. She’s an Apex developer that helps with consulting if we need to install or set up new models or plugins. She also helps out when we need to change the flow of Salesforce.

Recently, they implemented a live chat omnichannel for working with customers. The customers will have a chat solution that is then downloaded into our history of leads. They can talk with a salesperson through Salesforce.

We have wireless channels because one part is when the customer comes as a lead, and there’s a point where the lead is converted to an opportunity. After the customer pays to buy a car, the second part of the process begins with car registration. We need to get all the financial information and find a partner to deliver the car. Salesforce has been a core tool in our business for managing all those relationships.

There’s a specific flow with a lot of automation that’s triggered by Salesforce, but it depends on which stage the customer is, like sending the information to the delivery partner or receiving information from the registration partners and updating their Salesforce profile.

What is the team composition?

We work with the one developer.

How did you come to work with Routine Automation?

The salesperson that connected me with Routine Automation worked with me at another company. When I joined InstaMotion, we needed help with our current setup, and the managing director of Routine Automation was working for another company at the time.

We hired them to do the assessment of the setup, and he assessed us. Later on, he split and created his own company. We decided to partner with him and work with his developers.

What is the status of this engagement?

Our engagement with Routine Automation started in October 2019.

RESULTS & FEEDBACK

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

We plan on continuing our engagement with them. The developer is the best we’ve had.

Last year, we also worked with another provider for Salesforce, and it speaks to their work as we’re now only working with Routine Automation. Compared to others, they’re not the least expensive. But the amount of work, how fast the work is delivered, and the fact that it doesn’t require any rework speaks to the quality.

How did Routine Automation perform from a project management standpoint?

The developer keeps us organized and updated. She’s part of our team. We have our own onsite project manager who manages the Salesforce team and the other team. It’s one cross-functional team with Salesforce capabilities.

What did you find most impressive about them?

In our case, it’s the quality of delivery. It’s high-level.

Are there any areas they could improve?

For now, I don’t see any areas, but I think they’ve improved a lot.

Do you have any advice for potential customers?

Try them. Get in contact with Routine Automation and see for yourself. It worked for me. While I don’t know if it will work for others, I think they’re flexible enough to help anyone out.

BACKGROUND

Please describe your company and position.

I am the Partner of an education company

Describe what your company does in a single sentence.

Salesforce consulting

OPPORTUNITY / CHALLENGE

What specific goals or objectives did you hire Routine Automation to accomplish?

Pardot Setup and Automation

SOLUTION

How did you find Routine Automation?

Online Search

Why did you select Routine Automation over others?

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

How many teammates from Routine Automation were assigned to this project?

2-5 Employees

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

Pardot setup and automation

RESULTS & FEEDBACK

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

None quite yet. We are still in the process on onboarding

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

Yes, project work was delivered on time and efficiently.

What was your primary form of communication with Routine Automation?

• Virtual Meeting
• Email or Messaging App

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

The responsiveness of the project members was exceptional.

Are there any areas for improvement or something Routine Automation could have done differently?

none at the time

BACKGROUND

Please describe your company and position.

I am the Salesforce Administrator of an online gambling company.

Describe what your company does in a single sentence.

i-gaming

OPPORTUNITY / CHALLENGE

What specific goals or objectives did you hire Routine Automation to accomplish?

• Salesforce Development
• Salesforce expertise

SOLUTION

How did you find Routine Automation?

Referral

Why did you select Routine Automation over others?

• Pricing fit our budget
• Good value for cost
• Referred to me

What was the size of Routine Automation’s team?

2-5 Employees

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

Salesforce developments and tasks

RESULTS & FEEDBACK

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

not really measurable, but everything worked as designed

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

They deliver on time and answer on time.

What was your primary form of communication with Routine Automation?

• Email
• Messaging App

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

Fast-reaction, very knowledgable and very friendly/easy to work with.

Are there any areas for improvement or something Routine Automation could have done differently?

No

BACKGROUND

Please describe your company and position.

I am the Project Delivery Manager of a Salesforce Consultancy

Describe what your company does in a single sentence.

Salesforce Consultancy

OPPORTUNITY / CHALLENGE

What specific goals or objectives did you hire Routine Automation to accomplish?

• Outsourced Development

SOLUTION

How did you find Routine Automation?

• Other

Why did you select Routine Automation over others?

• Great culture fit
• Company values aligned

What was the size of Routine Automation’s team?

2-5 Employees

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

Salesforce administration and development

RESULTS & FEEDBACK

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

• Development against requirements

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

Daily calls and updates, time estimates when required, time tracking against requirements.

What was your primary form of communication with Routine Automation?

• Virtual Meeting
• Email
• Messaging App

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

They were super helpful and responsive to requests and always keen to help and assist.

Are there any areas for improvement or something Routine Automation could have done differently?

None currently

BACKGROUND

Please describe your company and your position there.

I am the MD of a consulting firm

OPPORTUNITY / CHALLENGE

For what projects/services did your company hire Routine Automation, and what were your goals?

Ongoing technical architecture design and integration development

SOLUTION

How did you select this vendor and what were the deciding factors?

Good communication, reasonable rates and capability.

Describe the scope of work in detail, including the project steps, key deliverables, and technologies used.

Ongoing technical architecture design and integration development

How many people from the vendor's team worked with you, and what were their positions?

5 people - Project Managers, Technical Architect, Developers

RESULTS & FEEDBACK

Can you share any measurable outcomes of the project or general feedback about the deliverables?

They are excellent and helpful.

Describe their project management style, including communication tools and timeliness.

Agile style. Very flexible and good results.

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

They act as a partner for us so we work with them on an ongoing basis.

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

No.

BACKGROUND

Please describe your company and your position there.

MD of Valuent GmbH, a Salesforce Partner.

OPPORTUNITY / CHALLENGE

For what projects/services did your company hire Routine Automation?

Salesforce Development and Consulting

What were your goals for this project?

Develop excellent technical infrastructure for our clients.

SOLUTION

How did you select this vendor?

Long standing trusting relationship with Pavel Klochkov, the Lead Architect of Routine Automation.

Describe the project in detail.

RA is supporting us on various projects with our clients, providing development and solution design support.

What was the team composition?

We typically involve 3-5 ft staff of RA ongoing on our projects. Mainly senior developers and consultants.

RESULTS & FEEDBACK

Can you share any outcomes from the project that demonstrate progress or success?

Very good impression.

How effective was the workflow between your team and theirs?

Very smooth communication and flexible approaches. Very hard working

What did you find most impressive about this company?

All consultants are very driven and excel at what they do.

Are there any areas for improvement?

No.