TrueSolv

BACKGROUND

Please describe your company and position.

I am the Sales Enablement Director of IPONWEB

Describe what your company does in a single sentence.

AdTech - Technology Provider. 

OPPORTUNITY / CHALLENGE

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

• Rebuild SalesForce CRM

SOLUTION

How did you find TrueSolv?

Online Search

Why did you select TrueSolv over others?

• Pricing fit our budget
• Good value for cost
• Deep tech knowledge

How many teammates from TrueSolv were assigned to this project?

2-5 Employees

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

I had an established business of 300 people, with around 10-15 people directly involved in sales. But I had a very obsolete Salesforce setup. Cumbersome processes, lack of integration to other systems, CRM was a formality that did not help us to sell but created lots of overhead. TrueSolve helped us to get rid of the tech depth. They figured out how to remove everything that was not needed, and then based on our requirements, they created new code and settings to implement key sales management processes and reports. 

RESULTS & FEEDBACK

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

Less time to create and update opportunities. Clear reporting. 

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

Very professional team, flexible, responsive, and ready to address the needs even if the needs are changing along the project. 

What was your primary form of communication with TrueSolv?

• Virtual Meeting
• Email or Messaging App

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

Very reliable and trustworthy people. They have a true desire to help businesses and solve problems.

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

The only thing that comes to mind is that I would prefer a more low-code / settings-based approach, while TrueSolv is really focused on development. 

BACKGROUND

Please describe your company and position.

I am the CEO of Manifestly Checklists

Describe what your company does in a single sentence.

Manifestly's B2B SaaS helps teams never miss a thing in their recurring workflows, SOPs, and checklists. 

OPPORTUNITY / CHALLENGE

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

• Develop the Manifestly Checklist SalesForce integration

SOLUTION

How did you find TrueSolv?

Online Search

Why did you select TrueSolv over others?

High ratings

How many teammates from TrueSolv were assigned to this project?

2-5 Employees

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

Developed our custom integration with SalesForce from beginning to end. They provided consultation regarding scope as well as a roadmap going forward which were important due to our lack of experience with SalesForce apps. 

RESULTS & FEEDBACK

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

The integration was delieved into the Salesforce marketplace and has been used by our customers for Salesforce integrations. 

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

They were highly dependable and communication was consistently professional and timely. 

What was your primary form of communication with TrueSolv?

• Virtual Meeting
• Email or Messaging App

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

As a business owner, I can't stress enough how important communication is when working with suppliers. TrueSolv was fantastic at communication, and they delivered exactly what we were looking for in the budget we desired. 

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

None. They were an exceptional supplier. 

BACKGROUND

Introduce your business and what you do there.

I’m the former head of marketing of a robotics company. We provide autonomous wheels to turn existing infrastructure into self-driving robots, enabling businesses to improve indoor mobility, efficiency, and automation.

OPPORTUNITY / CHALLENGE

What challenge were you trying to address with TrueSolv?

We needed Salesforce admin and development support that we didn’t have in-house.

SOLUTION

What was the scope of their involvement?

TrueSolv helped us build a sales and marketing funnel and integrate it with our website and lead generation tools. They also helped us redo all the object layouts, set up the architecture, and make everything user-friendly and easy to use with the help of automations, success paths, and more. The team also worked on data cleanup, data protection strategies, and data integrity strategies.

TrueSolv launched the service cloud and helped us rebuild the sales cloud. A lot of data was messy, dashboards were broken, there was no sales process, and there were no automations. Therefore, we had to build an integrated sales and marketing funnel with clean data flowing through it.

In terms of features and functionalities, TrueSolv implemented website integration, auto-task assignment, sales sequences, data tagging, reworking all object layouts, and lead and opportunity processes.

What is the team composition?

We worked with one teammate from TrueSolv.

How did you come to work with TrueSolv?

I found them through Upwork, where they had good reviews.

How much have you invested with them?

I don’t remember.

What is the status of this engagement?

We worked together from October 2023–October 2024.

RESULTS & FEEDBACK

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

TrueSolv delivered on time and had good communication.

How did TrueSolv perform from a project management standpoint?

They delivered on time and had good communication.

What did you find most impressive about them?

TrueSolv had good technical skills, was quick, and had a good cost.

Are there any areas they could improve?

No, there weren’t any.

BACKGROUND

Introduce your business and what you do there.

I’m a project manager at Gradelink, a software company. We provide an online student information system that streamlines grading, attendance, enrollment, and communication for schools. Our platform connects administrators, teachers, parents, and students in one easy-to-use platform.

OPPORTUNITY / CHALLENGE

What specific goals or objectives did you hire TrueSolv to accomplish for your business?

We hired TrueSolv for custom Salesforce development projects.

SOLUTION

What was the scope of their involvement?

TrueSolv set up several flows to help automate parts of our support process. The team automated case assignment rules and built the base for a new help site.

What is the team composition?

We worked with two teammates from TrueSolv.

How did you come to work with TrueSolv?

We found them on Upwork. In the initial meeting, they asked a lot of great questions to understand the project instead of just showcasing their expertise.

What is the status of this engagement?

We worked together from April to July 2025.

RESULTS & FEEDBACK

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

TrueSolv's automations worked.

How did TrueSolv perform from a project management standpoint?

TrueSolv delivered on time. We communicated via emails.

What did you find most impressive about them?

TrueSolv’s communication and timeliness were impressive.

Are there any areas they could improve?

No, there aren't any.

BACKGROUND

Please describe your company and position.

I am an Executive of TEFS

Describe what your company does in a single sentence.

Prop-Trading

OPPORTUNITY / CHALLENGE

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

• Salesforce setup
• Extending Salesforce functionality
• Integrating Salesforce with phone solution

SOLUTION

How did you find TrueSolv?

Online Search

Why did you select TrueSolv over others?

• High ratings
• Great culture fit
• Good value for cost

How many teammates from TrueSolv were assigned to this project?

1 Employee

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

All-around Salesforce support and extentindg

RESULTS & FEEDBACK

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

Fast implementation of users stories and satisfied sales team

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

Everything was delivered on time, and their communication was excellent.

What was your primary form of communication with TrueSolv?

• Virtual Meeting
• Email or Messaging App

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

Quick responses and deep knowledge of Salesforce

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

not really