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BACKGROUND

Please describe your company and your position there.

I was the SVP Global Sales at Fandom by Wikia managing all revenue producing activities for the web's largest collaborative fan database company.

OPPORTUNITY / CHALLENGE

For what projects/services did your company hire MondayCall?

We hired MondayCall to build out our CRM capabilities and to help us integrate with a sales management software suite.

What were your goals for this project?

To marry our accounting software, CRM and sales process applications into one seamless internal system.

SOLUTION

How did you select MondayCall?

MondayCall had the right combination of talented and experienced developers with an institutional background in digital media and CRM software.

Describe the project in detail.

The first phase of the project was to customize our instance of SFDC (Salesforce.com) for our digital media company. We later retained MondayCall's services to help us integrate our accounting software with SFDC and further that by integrating Operative's order management system in with DoubleClick's DFP ad serving system. All told is was a multi-year engagement and included several different software system integrations.

What was the team composition?

We had an executive sponsor at MondayCall and several dedicate application developers working on our project.

RESULTS & FEEDBACK

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

After over a decade of experience trying to adapt SFDC to the needs of a digital media company, it was a relief to have dedicated professionals take over the heavy lifting. They were a pleasure to work with, reasonably priced and were very efficient in getting the required project done on time and under budget.

How effective was the workflow between your team and theirs?

They conducted daily check-ins and weekly calls to make sure that we were progressing according to plan.

What did you find most impressive about this company?

MondayCall is very adaptable to small to medium organizations needs. There are many workflow automation applications on the market but most do not integrate smoothly out of the box. Having a team dedicated to making your software investments actually work as intended is almost more valuable than the software itself.

Are there any areas for improvement?

Not at this time. The work was done as contracted and as budgeted.

BACKGROUND

Please describe your company and your position there.

I am the founder/CEO of DiNicola Insurance Services. We are a commercial insurance and risk management consultancy firm located in San Francisco and have been in business since 2004.

OPPORTUNITY / CHALLENGE

For what projects/services did your company hire MondayCall?

Customization of Salesforce and Conga for a large direct mail campaign.

What were your goals for this project?

To have an effective solution for managing ongoing direct mail marketing campaigns for our brokerage.

SOLUTION

How did you select MondayCall?

Interviewed multiple consultants, check references and felt that MondayCall was the best fit for our needs and budget.

Describe the project in detail.

We had purchased Salesforce and were unable to accomplish what we wanted with the product. We were over our head with regards customization. We hired MondayCall to handle our initial customization and to create a solution with Conga to handle ongoing direct email mareting campaigns.

What was the team composition?

Our initial contact was with Andrew Yang who paired us with a specialist who was familiar with what we were trying to accomplish.

RESULTS & FEEDBACK

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

We successfully launched a direct mail campaign that we had been struggling to get off the ground, resulting in new business generation.

How effective was the workflow between your team and theirs?

Extremely effective. I worked one on one with our consultant and it was a very easy process. We were provided with a timeline that clearly set expectations on our part and theirs and it was a very smooth process.

What did you find most impressive about this company?

They did a great job of digging in and identifying our needs for this project. The skill set of the consultant we were paired with could not have been better. We could not be happier with the results and would definitely not look to other providers for future Salesforce customization/optimization needs.

Are there any areas for improvement?

None.

BACKGROUND

Introduce your business and what you do there.

We’re a nonprofit advocacy organization that does work surrounding immigration and criminal justice reform. Our organization does policy-based advocacy, focused on the structures of both the immigration and incarceration systems. 

I’m the head of technology, leading several core specializations. I fit within the community department, which functions as a digital marketing department. Additionally, I manage product engineering, IT, cybersecurity, information systems, DevOps, and analytics. I manage many of our technical roles. 

OPPORTUNITY / CHALLENGE

What challenge were you trying to address with MondayCall?

They partner with us for Salesforce implementation and expansion projects.

SOLUTION

What was the scope of their involvement?

We’ve been working with them for several years now. Our collaboration started with Salesforce implementation. They helped us with the initial architecture and setup as we migrated from HubSpot to Salesforce. We’re using the more traditional marketing cloud of Salesforce, so we worked together to figure out how to do political advocacy within the marketing cloud. They were also key in migrating legacy data into Salesforce.   

From there, they’ve assisted with implementation, customization, and continuous expansion of our Salesforce footprint to support the ongoing growth of our organization and advocacy campaigns. We’ve worked together to leverage Salesforce for lobbying work, tracking outreach to congressional offices, and more. That involves third-party integrations such as Phone to Action, which they implemented. Those integrations gave us a broader view of our advocacy actions. 

Most recently, they’ve made the platform a resource to our 501(c)(3), which is a resource to the immigrant community. We’ve built out a way to manage our service provider directory for the website along with the tools and resources needed to manage the backend of the directory through Salesforce. They’ve been instrumental in work for both our 501(c)(4) and 501(c)(3).

What is the team composition?

We work with 3–4 different people on each of our sprints. Currently, we work with two engineers, who handle the day-to-day servicing of our contract. Blake (senior consultant) and John (Solutions Architect & Lead) are key in helping with our weekly sprints.

We also work with Deanna (Project Manager). Kent (Strategic Accounts Director) checks in with us on big-picture ideas to ensure we have the resources we need for the long term. They pull in other resources as needed. For instance, we recently had an engineering resource hop on the project to provide JavaScript services. 

How did you come to work with MondayCall?

They started with us a few months before I joined the organization, so I wasn’t involved in the selection process. There was an RFP process that examined several potential candidates, but their team had the experience of working with similar-sized organizations in the political space.

We were drawn to them because of their technical expertise as well as their success with past clients. They’ve been working with us ever since. 

How much have you invested with them?

We’ve spent about $250,000 on their services over the years. 

What is the status of this engagement?

We’ve been working with them since around August 2017.

RESULTS & FEEDBACK

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

We measure their success by tracking internal adoptions and technical automation benchmarks. Our team also looks closely at feedback from our senior team, staff, and grassroots supporters. We conduct qualitative research through conversations with supporters to gain insight into the way our advocacy Salesforce tools are being used.  

How did MondayCall perform from a project management standpoint?

They’ve been very good at meeting deadlines and maintaining frequents meeting cadences. Their team has been exceptionally responsive in delivering a strong customer experience.

What did you find most impressive about them?

When we come to them with a problem, they can recommend solutions based on the depth of their previous experiences. They’re able to bring a number of ideas to the table when faced with a challenge.

We work at the cutting edge of advocacy, and they’re willing to explore very unique campaign situations. We work together in innovative ways to use Salesforce to align with our campaign objectives. They’re both flexible and experienced. 

Are there any areas they could improve?

No, they’re a great team and a pleasure to work with. 

Do you have any advice for potential customers?

The more you can explain your goals and decision-making as a customer, the faster they’ll be able to find solutions.

BACKGROUND

Introduce your business and what you do there.

I’m the director of systems and enablement at a video conferencing solution. My responsibilities are a mixture of revenue operations, systems architecture, design, and development.

OPPORTUNITY / CHALLENGE

What challenge were you trying to address with MondayCall?

We worked with them to build a Salesforce-based functionality.

SOLUTION

What was the scope of their involvement?

The first project we engaged them for was a functionality for building out contracts through Salesforce CPQ. We were trying to enable the tracking of subscription product purchase, laying the foundation for automatic renewals. There are several functionalities, and MondayCall provided the custom development work that went into it.

The process was very collaborative. We had a good idea of what we wanted the end solution to accomplish, but we still had a month-long discovery phase with the team, going over all the fine details. 

What is the team composition?

We worked with three main team members: an account manager, a project manager, and a solutions architect.

How did you come to work with MondayCall?

I knew MondayCall from a previous company I worked for. In that role, I never had the chance to work with MondayCall, but they were always in the back of my mind as a company I wanted to partner with. When the opportunity came, I gave them a call, and we decided to collaborate.

How much have you invested with them?

The total cost was between $80,000–$150,000.

What is the status of this engagement?

We worked together from February–April 2019.

RESULTS & FEEDBACK

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

With the automation that comes with the solution MondayCall delivered, we’ve vastly improved our internal efficiency. It completely cut out data entry problems as well as manual processes for our users. It makes our processes much easier on our team.

How did MondayCall perform from a project management standpoint?

The project management was amazing. Our project manager was completely on point — she kept everything on track. They have their own internal project management tool for document sharing and task tracking, which we really appreciated. We finished the project way before our scheduled end-date. It was a six or seven month project that only took us about three. 

What did you find most impressive about them?

A lot of third-party vendors charge a lot of money just to make a solution look good. What makes MondayCall different is the attention to detail they paid our product. They didn’t sell us any bells and whistles, they wanted to really think through the tool and build it right. To me, that’s the most important thing, and it’s where they really shine in my eyes.

Are there any areas they could improve?

From a communications standpoint and an overall partnership standpoint, MondayCall was excellent. I have a great relationship with them today.

Do you have any advice for potential customers?

Understand what you need as a company and what your goals are, especially going into the discovery phase. Also, having some sort of technical background is going to help a lot.

BACKGROUND

Introduce your business and what you do there.

I’m the business systems manager at a company that creates electronic consumer goods for the cannabis industry.

OPPORTUNITY / CHALLENGE

What challenge were you trying to address with MondayCall?

We needed help implementing a new B2B e-commerce portal since our old one was at the end-of-life. We’re in a very heavily regulated market, internationally, and the portal does service the US and international business clients. It’s a complicated B2B program because of the heavy regulations, so the main challenge was to complete something that usually takes 12-18 months completed in 6 months.

SOLUTION

What was the scope of their involvement?

MondayCall helped us implement Salesforce’s B2B e-commerce portal. MondayCall brought a strong core team to the table that allowed us to complete that portal in just six months. We spent about a month doing in-depth discovery to assess exactly what we needed to include with this portal. There was a lot of complexity behind it, but since the team was knowledgeable about the system and our industry, and they were able to guide us on best practices.

What is the team composition?

We worked with a team of project managers and developers.

How did you come to work with MondayCall?

We had worked with them previously on a separate project, so we knew each other’s capabilities already.

What is the status of this engagement?

We started in December 2019 and wrapped up in June 2020.

RESULTS & FEEDBACK

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

One of our measurements for success was the timeline. A lot of times with these large projects, you get really close to finishing, and then a dozen problems will spring up, extending things for another 6-12 months. With this project, because we listened to MondayCall’s guidance on best practices, we finished everything on time.

Another measurement for success was the budget, and we wanted to make sure that we stayed within our financial boundaries, and we did. The team did its due diligence to make sure that they met what was on our scope of work.

Finally, we wanted to make sure that the tool satisfied the needs of all of our departments, which it did. It meets their needs and is very simple to use. Overall, this project has been a resounding success and it’s getting high marks from the end-users too.

How did MondayCall perform from a project management standpoint?

We had regular almost daily meetings, and then we had more in-depth weekly meetings. Additionally, we had in-depth project meetings on the dependencies. They helped our team ensure that everything fell into place properly.

What did you find most impressive about them?

The communication was excellent, as it needs to be with a project of this size. They did a great job of communicating with us and making sure all of our meetings were set up.

Are there any areas they could improve?

No, this has probably been the smoothest, most enjoyable project that I’ve worked on in my career.

BACKGROUND

Please describe your company and your position there.

We're an automotive manufacturing company. I'm currently in a position working on business model innovation.

OPPORTUNITY / CHALLENGE

For what projects/services did your company hire MondayCall?

We retained MondayCall for Salesforce CRM implementation.

What were your goals for this project?

Overall implementation of the Salesforce CRM was the immediate goal of the project, with the downstream goal of maturing our business development processes around new business models.

SOLUTION

How did you select this vendor?

We did a fairly extensive vendor selection process by identifying key service providers that could scale to our small team's level. MondayCall was extremely reasonable and responsive during the RFQ process.

Describe the project in detail.

After signing with MondayCall, we conducted a requirements gathering process to make sure we built our Salesforce instance the way that would most benefit our team. After that, MondayCall conducted extensive calls to go over each and every part of the software and configuration, offering suggestions and real-world applications to make sure we got the most out of our tool. Finally they helped us with training our team of business development players.

What was the team composition?

We worked with a project manager and an implementation specialist for the most part (in addition to the account manager of course). It was a small team and that was perfect because we were able to make a couple key pivots throughout the project without a whole lot of bureaucratic overhead.

RESULTS & FEEDBACK

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

First, the project came in under budget, which was a huge win for us. In addition the team delivered the project several days ahead of schedule, which was also very critical for us as we were launching a critical project and wanted the CRM in place prior to that launch. Salesforce is a huge system, but we do feel reasonable well equipped to handle our BD needs in the system, and that's thanks to MondayCall's training.

How effective was the workflow between your team and theirs?

The collaboration of workflows was nearly flawless. Lots of communication, very responsible email correspondence. Meetings were on time, punctual and productive. There were a few very slight hiccups in the project in terms of understanding what we wanted in terms of training, but the confusion was driven from our end as our requirements changed last minute.

What did you find most impressive about this company?

MondayCall was a great partner for our Salesforce implementation. They were above all very flexible with us, respected our goals for the project, and we finished before the deadline and under budget. Not sure what else you could as for as a project owner! Highly recommend them.

Are there any areas for improvement?

No meaningful suggestions for improvement! Excellent team.

BACKGROUND

Please describe your company and your position there.

San Francisco Travel Association is a destination management organization that markets San Francisco and the surrounding area as a global tourism and convention destination. My role in San Francisco Travel as the Director of CRM Administration and Integrations is the configuration, customization, implementation and administration of Salesforce.com Sales Cloud to support the organization's global marketing and sales initiatives.

OPPORTUNITY / CHALLENGE

For what projects/services did your company hire MondayCall?

We hired MondayCall to develop a custom booking calendar to allow our sales managers and our Moscone venue partner to properly research and reserve available space in the Moscone Center. The new solution will be a replacement of a legacy application that will be no longer supported.

What were your goals for this project?

• Reproduce useful functionality from the legacy application
• All reservation made on the booking calendar must be related to an opportunity
• Ease of use when rescheduling or changing of booking status
• Automated alerts notifying particular users with a certain action was executed

SOLUTION

How did you select this vendor?

We partnered with Mondcall for our Salesforce implementation so we had a previous working relationship with them.  They did an excellent job understanding the complexities of our business processes during the Salesforce implementation that I wanted to hire them again for other projects.

Describe the project and the services they provided in detail.

Mondaycall provided a highly complex solution using Visual Force pages, Apex Triggers, Process Builders and Flow Builders.

What was the team composition?

Project Manager, Sr. Developer and Developer

RESULTS & FEEDBACK

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

This was a highly impactful project that is critical to the business process of our sales department.  Without this solution within our Salesforce Org, the sales department would not be able to determine current and future availablity within the Moscone Center in a timely manner which slows the sales process and possibly the lost of sales. 

How was project management arranged and how effective was it?

MondayCall took an agile approach to the project.  It was an effective methodology to use because it was a complex solution that needed stakeholders input on particular functionality throughout the project build. 

What did you find most impressive about this company?

MondayCall has a stong knowledge base with their team.  The MondCall team is able to understand complex business processes and translate them into functional requirements in Salesforce.

Are there any areas for improvement?

None

BACKGROUND

Please describe your company and your position there.

TSG Consumer Partners is a private equity firm. I have a part-time role as administrator for the firm's Salesforce org.

OPPORTUNITY / CHALLENGE

For what projects/services did your company hire MondayCall?

The firm has been using Salesforce Classic for three years. We trusted MondayCall to guide us in the process to migrate the data, users and processes to Lightning.

What were your goals for this project?

Ensure the move to Lightning was done efficiently and correct with minimal disruption to the users experience. Address outdated processes and apply improvements as needed.

SOLUTION

How did you select this vendor?

TSG Consumer Partners has relied on the expertise of MondayCall consultants for over two years. Based on this experience no other vendors were considered.

Describe the project in detail.

Through a series of efficient calls with screen sharing the MondayCall team guided us through the areas to address, decisions that needed to be made and allowed time for testing. The team made the update to Lightning a smooth process.

What was the team composition?

We were assigned a project manager and senior consultant.

RESULTS & FEEDBACK

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

The users embraced the new Lightning layouts very easily. We received only positive feedback from users regarding the new Lightning experience.

How effective was the workflow between your team and theirs?

We had no issues in this area.

What did you find most impressive about this company?

Each person I have interacted with maintains a high level of professionalism and genuine desire to help address areas of concern.

Are there any areas for improvement?

No recommendations for improvement come to mind.

BACKGROUND

Please describe your company and your position there.

I am the VP of a company that works with restaurants on marketing and delivery. We currently service California and Phoenix.

OPPORTUNITY / CHALLENGE

For what projects/services did your company hire MondayCall?

Our company was looking for a CRM to handle client requests.

What were your goals for this project?

To implement our current software to the Salesforce CRM

SOLUTION

How did you select this vendor?

They were recommended by Salesforce.

Describe the project in detail.

We used our internal system to handle client issues. We out grew the capacity for oversight and needed a CRM. We chose Salesforce but needed a way to convert our information into Salesforce. We first worked on our user stories, then Mondaycall worked on the Salesforce platform to meet the user stores. Then we had to integrate our existing data into the Salesforce Cloud. Next we tested the platform and made sure the data was accurate. They helped put together a training module so my team could get familiar with the system. Finally they were available for support after our go live date.

What was the team composition?

We were assigned a Project Manager and a few engineers.

RESULTS & FEEDBACK

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

Our agents are now more efficient at handling client resolutions. The moral has improved since we have empowered our agents with a useful tool.

How effective was the workflow between your team and theirs?

Mondaycall was fantastic to work with. Our project manager, Aisha, made sure we stayed on track to meet our deadlines. We worked a lot with their lead engineer, Tyler, to resolve any issues. Their entire team was easy to work with and very knowledgeable.

What did you find most impressive about this company?

Their entire team made it easy to work with. Our account manager, Jonathan, handled the sales process without being pushy. Their implementation team was extremely knowledgeable and guided us on how to use the Salesforce platform. The entire implementation team far exceeded my expectations.

Are there any areas for improvement?

None. They were great.

BACKGROUND

Please describe your company and your position there.

I am the Vice President of Finance for Big Brothers Big Sisters of Orange County and the Inland Empire. We are a non-profit that provides one-to-one mentors for children to strengthen their self esteem, improve academic success, and ignite their potential.

OPPORTUNITY / CHALLENGE

For what projects/services did your company hire MondayCall?

We were using a customized Salesforce non-profit platform that a previous vendor had built for us. Unfortunately, this customized platform was not user friendly and required an IT professional to make changes. We hired MondayCall to convert our customized SF platform to the Non Profit Success Pack, which included data migration and subsequent integration with other systems.

What were your goals for this project?

Our goals were to migrate the data smoothly, integrate SF with our other systems, streamline our data flow process, and enpower our users to be able to make changes on their own.

SOLUTION

How did you select this vendor?

MondayCall was very highly recommended to our CEO. Because this project was quite complex due to the prior customization, we needed a consultant that was very highly rated with their Salesforce technical expertise. We interviewed MondayCall first, and all the team members were so extremly impressed, that we decided not to interview any other consultants.

Describe the project in detail.

We had a series of meetings to discuss our current IT challenges (custom software) and our goals and objectives of the project. Monday Call interviewed several employees to fully understand how we ran our business. They did all their homework up front so there were no surprises down the line. We came up with a detailed gameplan (including timeline, responsibilities, etc) to switch out the software, migrate the data, integrate with other systems, and achieve efficiencies with our data flow processes. We did not have a high level of technical expertise in house so MondayCall took full control from there. This project went extremely smooth and MondayCall exceeded all of our expectations.

What was the team composition?

We were assigned an amazing project manager to support us and serve as our point of contact. I know others worked behind the scenes, but we did not have direct contact with them.

RESULTS & FEEDBACK

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

Our data flow process has became much more efficient and accurate, thus saving quite a bit of our employee's processing time. We also used other recommended Salesforce Add On's to streamline the process even more.

How effective was the workflow between your team and theirs?

Our communication worked perfectly because our team was fully invested in the process, and MondayCall was incredibly responsive. They managed the project so well that it was virtually effortless on our part. We met all deadlines and they exceeded all of our expectations throughout the entire conversion.

What did you find most impressive about this company?

MondayCall's high level of technical expertise was paramount, because we did not have a high level of technical expertise in house and we trusted their recommendations without hesitation. Their project management was proactive, responsive, and organized. Their business knowledge and friendly customer service was unrivaled. Our team loved working with MondayCall. They are seriously an 11 out of 10, and I'm not an easy grader!

Are there any areas for improvement?

We cannot think of any areas for improvement.