SP Tech

BACKGROUND

Please describe your company and position.

I am the Chief Growth Officer of Kaizen Analytix LLC

Describe what your company does in a single sentence.

Service provider that helps companies have big impacts and drive real value from their data, analytics, and technology initiatives.

OPPORTUNITY / CHALLENGE

What specific goals or objectives did you hire SP Tech to accomplish?

• Improve our use of Salesforce

SOLUTION

How did you find SP Tech?

SP Tech Outreach

Why did you select SP Tech over others?

• Close to my geographic location
• Pricing fit our budget
• Great culture fit
• Good value for cost
• Company values aligned
• Delivery Approach

How many teammates from SP Tech were assigned to this project?

2-5 Employees

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

Configured Salesforce to (1) support new sales processes, new sales organization, and new reporting; and (2) ensure it will scale with our growth.

RESULTS & FEEDBACK

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

Sprint-based deliveries that were mutually agreed between SP Tech and Kaizen

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

Highly organized and excellent communication; very hungry and motivated to ensure our success. On-time delivery.

What was your primary form of communication with SP Tech?

• In-Person Meeting
• Virtual Meeting
• Email or Messaging App

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

Their extreme knowledge of Salesforce and ability to match that with their understanding of our business and goals stand out.

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

Would have liked to manage the engagement with a joint list of to-do's, but that's probably on Kaizen...and in the end it didn't really matter because they were organized.

BACKGROUND

Please describe your company and position.

I am the President of Equinox Home Financing

Describe what your company does in a single sentence.

We are a mortgage lender based in the US

OPPORTUNITY / CHALLENGE

What specific goals or objectives did you hire SP Tech to accomplish?

• Develop Salesforce
• Integrate Salesforce with other platforms
• Customize Salesforce to our needs

SOLUTION

How did you find SP Tech?

• Online Search
• Referral

Why did you select SP Tech over others?

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

How many teammates from SP Tech were assigned to this project?

2-5 Employees

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

SP Tech was hired to create a custom design so that it would integrate with many other software programs that we use such as Encompass, Box, DocuSign, and many other programs we depend on to run our business.

RESULTS & FEEDBACK

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

Everything that we have scheduled to create or develop has happened and been completed. We still have a lot of development to complete but this will happen as planned.

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

All tasks have been completed on time and communication has always been good. We communicate via email and have weekly meeting is needed.

What was your primary form of communication with SP Tech?

• Virtual Meeting
• Email or Messaging App

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

The communication and their pricing is awesome. We have worked with other similar companies and pricing with SP Tech has been much better.

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

Not much we can think of.

BACKGROUND

Introduce your business and what you do there.

I’m an executive at an accounting firm. We connect with business owners and provide accounting consulting about the employees’ retention credit.

OPPORTUNITY / CHALLENGE

What challenge were you trying to address with SP Tech?

We mainly receive leads through Facebook and work with a company that manages our Facebook campaigns. The leads we receive on Facebook later go into Salesforce and then into Airtable, which is our actual processing machine. We needed assistance connecting all these different services and setting up customized fields. Our leads are expensive, and when a new lead comes in, we need to send them to one of our account executives immediately since speed is one of our biggest conversion rates.

SOLUTION

What was the scope of their involvement?

SP Tech has helped us integrate all the technologies we use for our sales funnel, which include Facebook, Salesforce, and Airtable. SP Tech has made an overhaul to our Salesforce platform and presented us with three different possible solutions. 

Our project’s scope of work is integrating Facebook with Salesforce by creating round robin lead assignments, listviews, and customized fields so we can understand the incoming data and better serve our end clients. Some of the project’s deliverables SP Tech has helped us with are Facebook integration, Airtable integration, lead integration, and customizing Salesforce views and management dashboards. 

What is the team composition?

My primary contact is with Bhanu (Co-Founder) and another of SP Tech’s leaders. I know a development team of 4–5 specialists is also working on our project. 

How did you come to work with SP Tech?

I found SP Tech on Upwork. Our original job listing was for Facebook optimization leads connected to Salesforce. We realized our project required much more customization than we thought and ran into problems we didn’t know we had, so the original project’s scope increased drastically. 

We interviewed 5–6 companies that contacted us through Upwork, and SP Tech showed us the solution approach they would take on our project and answered our questions immediately. SP Tech had calls with me despite our time difference and showed their professionalism and knowledge — that’s why I decided to go with them.  

How much have you invested with them?

We have a $3,600 budget for this project, and I’ve asked SP Tech to work on a proposal for the project’s next two phases. We want to maximize our usage of Facebook, Salesforce, and Airtable. 

What is the status of this engagement?

We started working with SP Tech in March 2023, and our relationship is ongoing.

RESULTS & FEEDBACK

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

SP Tech has gone above and beyond to meet our expectations. SP Tech is highly technical and smart. We had a conception of how we wanted our pipeline and layout to look, and SP Tech was great at sketching the layout on a whiteboard. SP Tech is so fast at sketching the layout that it seemed like a pre-recorded video, and SP Tech would have the discussed layout by the next day. I’m impressed by how quickly SP Tech has delivered the work.

How did SP Tech perform from a project management standpoint?

I’m the one that delays work, but SP Tech meets every single deadline. SP Tech is always ahead of us, and if I ask them to deliver something by a certain date, SP Tech surely does it. We communicate through text messages, email, and Microsoft Teams. I feel as if SP Tech is part of my company. 

What did you find most impressive about them?

I’m most impressed with SP Tech’s quick responses and technical ability. SP Tech is also nice to work with, and we always have good conversations during our meetings.

Are there any areas they could improve?

I can’t think of anything for SP Tech to improve. They’re focused on delivering the project and have done exactly what they said.

Do you have any advice for potential customers?

I recommend laying out the entirety of your project’s needs and doing as much research as possible before contacting SP Tech. My biggest issue has been thinking my project was simpler than it is, and I then realized there are many more steps to it that I hadn’t considered in the beginning.