Tero

BACKGROUND

Please describe your company and position.

I am the IT Manager of an agriculture company

Describe what your company does in a single sentence.

It is a company that sells Agricultural, Road / Construction and Forestry machinery, dealer for Uruguay exclusively for John Deere

OPPORTUNITY / CHALLENGE

What specific goals or objectives did you hire Tero to accomplish?

• CRM development for the sales force
• Business Opportunity Tracking

SOLUTION

How did you find Tero?

Online Search

Why did you select Tero over others?

• High ratings
• Close to my geographic location
• Pricing fit our budget
• Good value for cost

How many teammates from Tero were assigned to this project?

2-5 Employees

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

Interaction between users and development of their requests, support, generation of reports. The deliverables are the production of the changes generated.

RESULTS & FEEDBACK

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

Generation of entered business opportunities, users who request access to the tool. It has become the main work tool for our sales force.

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

Times have been keeping pace with our requests, some more urgent than others.

What was your primary form of communication with Tero?

• Virtual Meeting
• Email or Messaging App

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

They have a good knowledge of the tool, as well as the projects we have developed in a very good way.

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

What is always difficult is the control of the hours.

BACKGROUND

Please describe your company and position.

I am the Technology Manager

Describe what your company does in a single sentence.

We are a religious non profit organization

OPPORTUNITY / CHALLENGE

What specific goals or objectives did you hire Tero to accomplish?

• Microsoft CRM Dynamics architecture
• Microsoft CRM Dynamics development
• Microsoft CRM Dynamics integrations

SOLUTION

How did you find Tero?

Referral

Why did you select Tero over others?

Great culture fit, Good value for cost, Company values aligned

What was the size of Tero’s team?

2-5 Employees

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

Microsoft Dynamics 365 CRM architecture, security, and development for a volunteer management system, including integrations with a front-end web application, Customer Voice, marketing automation system, document signature system, and transactional email system.

RESULTS & FEEDBACK

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

• Adoption by internal staff and volunteers, number of volunteer applications processed, satisfaction of our internal operational departments

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

Project management was excellent. Good projection of timelines and delivery was on time.

What was your primary form of communication with Tero?

Virtual Meeting

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

Their culture was great, and they offered good consultancy support. Highly reliable and proactive. Quick to get the job done. Their security thinking is strategic.

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

None