Twistellar

BACKGROUND

Please describe your company and position.

I am the General Manager of a construction company. 

Describe what your company does in a single sentence.

Electrical and low voltage contractor

OPPORTUNITY / CHALLENGE

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

• Consolidate digital stack into one place
• Having a user friendly digital platform for the entire operations
• Being able to track metrics

SOLUTION

How did you find Twistellar?

Referral

Why did you select Twistellar over others?

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

How many teammates from Twistellar were assigned to this project?

2-5 Employees

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

 Centralize operations by consolidating all project and service workflows into a unified Salesforce platform Improve project cost visibility through custom reporting and dashboards for real-time budget and expense tracking Optimize time logging and project management with Salesforce Project Management Tools (PMT) and Field Service Lightning (FSL) configurations Enable flexible workflows tailored to Regent5’s complex service delivery model Enhance mobile accessibility with a customized Salesforce mobile app for field teams Support data-driven decisions by implementing comprehensive analytics and reporting tools Deliver Salesforce FSL, PMT, and Inventory Management configuration to optimize scheduling, task assignment, and inventory tracking Integrate MuleSoft, D-Tools, and QuickBooks for seamless data exchange across business systems Migrate legacy system data to Salesforce for centralized access and improved continuityProvide custom dashboards and reports for cost analysis, project progress tracking, and resource utilization 

RESULTS & FEEDBACK

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

The project delivered clear improvements in financial visibility, efficiency, and usability. Automated reporting now provides instant insights into project costs, budgets, and margins, eliminating manual calculations and enabling better decision-making. Operations are fully centralized, with MuleSoft integrations connecting systems for seamless data flow and end-to-end visibility, reducing complexity and streamlining workflows.

User experience has also improved significantly, with mobile-friendly functionality allowing teams to manage key tasks on the go. Additionally, future-ready features like enhanced resource management and forecasting are in development, positioning Regent5 for even greater planning accuracy and operational strength.

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

Twistellar’s project management was highly effective, with clear and timely communication throughout the engagement. Their team demonstrated strong expertise across all Salesforce areas we needed — sales, project, and field management — bringing valuable knowledge to every stage of the project.

They consistently delivered on time, quickly addressing urgent needs and ensuring timelines were met. They were responsive, reliable, and genuinely easy to work with, making them a trusted partner.

What was your primary form of communication with Twistellar?

• Virtual Meeting
• Email or Messaging App

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

Pumped, timely, and efficient — that’s how I’d describe working with Twistellar.

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

The directness and clarity in communication were seen as strengths, though an even stronger focus on upfront scoping would be much appreciated.

BACKGROUND

Please describe your company and position.

I am the Commercial Director of Clive Henry Group

Describe what your company does in a single sentence.

Clive Henry Group is a UK-based group of companies within the healthcare industry that meets client needs through people, processes, and technology. The company focuses on culture, expertise, profitability, and collaboration and operates across three divisions: consultancy, recruitment, and technology.

OPPORTUNITY / CHALLENGE

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

• We brought in Twistellar to help us overcome issues in managing our recruitment processes across three divisions, each using separate CRM systems. Our setup was rather disconnected and had inefficiencies. They caused inconsistent data flows and higher operational costs, making providing a smooth experience for candidates and clients more difficult. We faced roadblocks at nearly every step, from candidate searches and onboarding to compliance and invoicing. We needed a unified solution to streamline workflows, improve collaboration between our three divisions, and enhance efficiency. It ultimately led us to explore Salesforce with Twistellar’s expertise.

SOLUTION

How did you find Twistellar?

Referral

Why did you select Twistellar over others?

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

How many teammates from Twistellar were assigned to this project?

1 Employee

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

• Implementation and customisation of the Seven20 platform, Salesforce-native CRM/ATS.
• Development and integration of automations and integrations across key processes, such as candidate search, applicant journey management, compliance collection and verification, placement and onboarding, document generation and signature, timesheet reporting and approval, and billing and invoicing.
• Configuration of Seven20 platform to meet Clive Henry Group’s business needs.
• Development of a tailored data model and custom components.
• Development and integration of automations to enhance operational efficiency.
• Configuration of quick access to key data for real-time reporting.
• Data migration process.
• Ongoing training and continuous support.

RESULTS & FEEDBACK

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

The project has already delivered clear progress. The sales team has adopted the CRM and can now use the system for tasks such as recruitment and reporting. They find it much more intuitive and efficient than the previous platform.

Another success was the smooth transition from the old timesheet system to Salesforce, with no drop in submissions during the switch-over week.

CRM adoption has improved a lot. The sales team can now search CVs and track records, view reports, and update Salesforce. These changes have made the system easier to use and a better fit to our processes.

Although it’s still early, the changes are making a noticeable difference, and we anticipate more ongoing improvements for everyone at Clive Henry Group.

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

Twistellar demonstrated strong and adaptable project management. When the initial project manager left early, Dmitri Leichik, the CEO, personally stepped in, ensuring the project stayed on track. His professionalism, direct communication, and ability to address challenges head-on were instrumental in keeping the project moving forward effectively and meeting our needs.

What was your primary form of communication with Twistellar?

• Virtual Meeting
• Email or Messaging App

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

What impressed us most about Twistellar was their exceptional communication and responsiveness. This was crucial due to the complexity of migrating and onboarding three separate companies within the group. We were already committed to the Seven20 platfrom, so the ability to deliver on time was also important.

Twistellar’s clear and transparent approach helped us allocate resources effectively, manage board expectations, and avoid surprises or repeated budget requests.

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

We are largely satisfied with how our collaboration went, and there is nothing significant to report.

BACKGROUND

Please describe your company and position.

I am the CEO of Climkit SA

Describe what your company does in a single sentence.

Since 2017, Climkit has been simplifying energy management in multi-unit buildings by promoting solar power solutions that benefit both property owners and tenants. Our metering and billing systems provide transparency, track individual usage, and enable responsible consumption, with data accessible daily through our app.

OPPORTUNITY / CHALLENGE

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

• We hired Twistellar to help us organize our project and task management, which was previously spread across platforms like Monday, Notion, Freshdesk, and emails. This made collaboration within our team quite challenging. Our goals included improving internal communication tracking, establishing a unified pipeline for managing all customer-related processes, enhancing response times and overall customer service efficiency, and seamlessly syncing our custom-built web app with Salesforce to ensure smooth data flow. Salesforce seemed ideal for these needs, leading us to seek an implementation partner.

SOLUTION

How did you find Twistellar?

• Referral
• We didn’t explore many other options, as they seemed like a natural choice for our needs.

Why did you select Twistellar over others?

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

How many teammates from Twistellar were assigned to this project?

2-5 Employees

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

Salesforce QuickStart implementation
End-to-end implementation of Sales Cloud and Service Cloud
Custom development to support specific business processes
Integration with Mailjet for email communication
Integration with Aircall for Computer Telephony Integration (CTI)

RESULTS & FEEDBACK

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

Already, we are seeing improvements in communication and quicker response times, which have contributed to greater satisfaction among building owners and tenants. So, by centralizing our information in Salesforce, we’ve strengthened customer interaction management and internal communication, leading to higher service quality and improved operational efficiency.

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

It was highly effective, with prompt scheduling of calls—usually within a day or two. We also were really impressed by their quick responsiveness. For example, if I made a request on a Saturday, it was almost done by Monday. This high level of efficiency made a big difference in our project experience.

What was your primary form of communication with Twistellar?

• Virtual Meeting
• Email or Messaging App

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

Twistellar's responsiveness was definitely the most impressive aspect. For instance, if I requested something on a Saturday, it was nearly finished by Monday.

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

Overall, the direct and efficient communication style was appreciated, though some of our team members might have preferred a slower pace.

BACKGROUND

Please describe your company and position.

I am the Senior Manager - Global Revenue Operations of a SaaS company 

Describe what your company does in a single sentence.

We are a global industrial Software-as-a-Service (SaaS) leader, with an eye on the future and a drive to digitalize the industrial world. We’ve created a new class of industrial software which allows asset-intensive industries to operate more sustainably, securely, and efficiently. Our core software product is designed to quickly contextualize OT/IT data to develop and scale company solutions. We use technology like hybrid AI, big data, machine learning, and 3D modelling to get there.

We serve oil and gas, power and utilities, renewable energy, manufacturing, and other heavy-asset industries. Our technology helps them operate through transitions, sustainably and to scale, and without sacrificing bottom lines. We believe data must be made accessible, insightful, and open. In other words, we help our customers make data do more.

And with that pave way for a full-scale digital transformation of heavy industry. Founded in 2016, we now number 700 strong, including some of the best software developers, data scientists, designers, and 3D specialists in the field. Hailing from 50 nationalities, we’re talented, curious, and fun to be around. 

OPPORTUNITY / CHALLENGE

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

• Salesforce CRM administration and support
• Workflow enhancement
• User interface development

SOLUTION

How did you find Twistellar?

Referral

Why did you select Twistellar over others?

• Good value for cost
• Referred to me
• Company values aligned

How many teammates from Twistellar were assigned to this project?

1 Employee

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

• Salesforce CRM administration and support: Ensuring seamless operation and optimal functionality, managing user access, security settings, and data integrity.
• Workflow enhancement: improving system efficiency and streamlined workflows.
• User interface development: developing intuitive, user-friendly interfaces.
• Reporting system implementation: established advanced reporting mechanisms for data analysis.
• Salesforce Managed Services: ongoing support and maintenance.
• Salesforce Customer 360 Platform integration: unifying customer data and insights, data migration and synchronization, and platform customization for specific business needs.

RESULTS & FEEDBACK

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

We can report that we are on the way to consistent value from our Salesforce investment.

The key measurable outcomes include:

• Better management of support tickets and resolution of issues
• Intuitive user interfaces that improved  user experience and ease of use
• Streamlined workflows and enhanced productivity 
• Robust reporting that enabled effective data capture and analysis
• Consistent, high-quality maintenance and support 

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

Twistellar's project management has been exceptional. They have consistently delivered high-quality work. Their team was incredibly responsive, quickly addressing our needs.

We had initial concerns about language barriers, but Twistellar addressed them proactively, providing a resource with outstanding communication skills. Twistellar's commitment to delivering top-notch service was evident throughout the engagement.

What was your primary form of communication with Twistellar?

Virtual Meeting

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

Twistellar's responsiveness and ability to overcome any potential issues were particularly impressive. We are very satisfied with their performance and professionalism.

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

I can’t recall any specific areas that need improvement at the moment.

BACKGROUND

Please describe your company and position.

I am the CEO of dc nearshoring

Describe what your company does in a single sentence.

dc nearshoring is a platform business with a presence across Germany, including locations in Hamburg, Nürnberg, Augsburg, and Munich. Our company operates as a marketplace for IT resources, addressing customer demands for skilled personnel.

OPPORTUNITY / CHALLENGE

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

We hired Twistellar to help us manage our data more effectively by creating a data portal. Our old system relied too much on email and Excel, which led to a lot of inefficiencies as we grew. For example, when a customer requested skilled individuals, we'd log them in Excel and email our delivery partners.

Managing responses and matching candidates to opportunities manually became a real struggle, and we often had to clarify details about opportunities and prices. As we scaled up, this disorganized system couldn't keep up with the increased volume. We needed a digital solution to streamline our workflows, improve communication, and handle data more efficiently.

SOLUTION

How did you find Twistellar?

Referral

Why did you select Twistellar over others?

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

How many teammates from Twistellar were assigned to this project?

2-5 Employees

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

• Twistellar developed a customized Partner Portal within Salesforce to address our data management challenges and facilitate scalable operations. The Partner Portal enables dc nearshoring to scale up seamlessly.
• Custom integration of ChatGPT to enhance data handling and efficiency through advanced AI preprocessing tailored to our needs.
• Twistellar provided expert consultation, offering strategic guidance to help us optimize Salesforce tools and functionalities.

RESULTS & FEEDBACK

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

Twistellar developed a custom Salesforce-based Partner Portal for us, digitizing our previously manual processes. This portal now allows us to track project opportunities, submit and approve partner offers, and book financial parameters and engagement metrics. They also implemented automation features within the portal to enhance efficiency with timely notifications.

Additionally, Twistellar integrated a custom ChatGPT solution, improving our data handling and overall efficiency. Alongside these technical developments, Twistellar provided expert Salesforce consulting, offering strategic guidance to optimize our use of Salesforce tools and functionalities.

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

Twistellar quickly brought our project to production with outstanding responsiveness. They exceeded our expectations in every aspect, delivering excellent communication, quality work, and responsiveness.

What was your primary form of communication with Twistellar?

• Virtual Meeting
• Email or Messaging App

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

The best part of working with Twistellar was their help in defining processes and solutions within our budget. They found cost-effective ways to meet our business needs without overspending.

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

Though there were occasional minor communication gaps about production timelines, they were quickly resolved, and we could always promptly check our project's status.

BACKGROUND

Please describe your company and position.

I am the Head of Applications & Processes of EXTRA Computer GmbH

Describe what your company does in a single sentence.

Our company, EXTRA Computer GmbH, was established over 30 years ago and specializes in manufacturing, assembling, and supplying PCs and industrial solutions. With around 200 employees, we innovate and grow, leveraging tools like Salesforce with the support of Twistellar to achieve our goals.

OPPORTUNITY / CHALLENGE

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

• Setup Salesforce Sales Cloud
• Working with Salesforce
• Deployment and Development

SOLUTION

How did you find Twistellar?

• Referral
• Recommendation

Why did you select Twistellar over others?

• Close to my geographic location
• Pricing fits our budget
• Good value for cost
• Referred to me

How many teammates from Twistellar were assigned to this project?

2-5 Employees

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

• Salesforce Sales Cloud implementation. This involved setting up the Salesforce platform to streamline sales and customer relationship management processes.
• Configuring the Salesforce platform according to our company's specific needs and requirements, ensuring that it aligns with their business processes and objectives.
• Sales Cloud customization to optimize sales activities, lead management, opportunity tracking, and other sales-related functions.
• Project management, including coordinating with our team and ensuring that timelines and objectives are met effectively.
• Onboarding and training sessions on Salesforce platform proficiency.

RESULTS & FEEDBACK

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

Our sales reps noted improvement in processes, team communications, and customer relationships, so we can definitely call it a success. 

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

Twistellar's project management was effective. While there were initial concerns about aligning two teams, Twistellar was nothing but flexible and responsive. They ensured that timelines were met and responded to our requests promptly, making the collaboration smooth.

What was your primary form of communication with Twistellar?

• Virtual Meeting
• Email or Messaging App

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

Twistellar has this really hard-to-find approach among service companies that is based on adaptability and attentiveness to the client’s needs. 

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

There are no specific areas that need improvement at the moment.

BACKGROUND

Please describe your company and position.

I am the CCO - Global Sales Director of SproutWorld Aps

Describe what your company does in a single sentence.

Sprout World, the company behind the world’s only patented plantable pencils, was established in 2013. We started with the Sprout pencil, patented by our CEO, and now we operate in 85 countries, with two production sites – in Poland and in the US for the North American market.

OPPORTUNITY / CHALLENGE

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

• Our main goal was to clean up our system's structure (on the customer and account levels). We were using Salesforce for both ERP and CRM, causing many issues. We wanted to streamline and focus on CRM, and Twistellar helped us achieve that.

SOLUTION

How did you find Twistellar?

Theycalled me

Why did you select Twistellar over others?

• Pricing fit our budget
• Good value for cost

How many teammates from Twistellar were assigned to this project?

2-5 Employees

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

Sales Cloud and Service Cloud advisory and implementation services. The team focused on streamlining order management processes, ensuring efficient calculation of attributes for proper management. A comprehensive health check was conducted, and the results were provided to assess and enhance system performance. Improvements in order management, streamlined attribute calculations, and a detailed health check report to optimize overall functionality.

RESULTS & FEEDBACK

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

We transitioned to working with a CRM, eliminating numerous obstacles that were previously causing frustration. Now, we have the essential tools we need, leading to increased transparency, particularly in our interactions with customers. Communication has become more streamlined, and the information we receive is well-organized. Achieving transparency was a significant goal for us, and we can confidently say that this objective has been successfully accomplished.

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

Throughout the project, Twistellar demonstrated a high level of organization and efficiency, ensuring that milestones were met according to the agreed-upon schedule. The team's proactive approach and effective communication played a crucial role in keeping us informed about the project's progress.

What was your primary form of communication with Twistellar?

• Virtual Meeting
• Email or Messaging App

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

The experience was thoroughly professional, creating a strong sense of security right from the start. It was crucial for us to swiftly establish trust. We felt confident that the Twistellar team was well-versed in what they were doing.

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

NO

BACKGROUND

Please describe your company and position.

I am the Project & Stakeholder Manager of Human Practice Foundation

Describe what your company does in a single sentence.

Human Practice Foundation focuses on constructing and upgrading government schools in areas that require it urgently (including but not limited to Nepal and Kenya), recognizing the transformative impact of education on lives.

OPPORTUNITY / CHALLENGE

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

• Our primary goal was to streamline and enhance our data management processes by addressing the significant challenge of integrating extensive Excel sheets containing 10 years' worth of donor and lead information. We needed to implement Salesforce Nonprofit Cloud successfully and seamlessly migrate historical data to support our noble cause.

SOLUTION

How did you find Twistellar?

Online Search

Why did you select Twistellar over others?

• Good value for cost
• Referred to me

How many teammates from Twistellar were assigned to this project?

2-5 Employees

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

Twistellar assisted us in implementing Salesforce Nonprofit Cloud Twistellar played a pivotal role in migrating historical data – extensive Excel sheets containing 10 years' worth of donor and lead information Twistellar helped us with such Salesforce products as the Customer 360 Platform, and such products of Salesforce nonprofit solutions as engagement, process automation, fundraising, grantmaking, and program management.

RESULTS & FEEDBACK

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

The project yielded significant measurable outcomes, primarily in the successful migration of the required data, marking a substantial achievement. The background setup and system flow were effectively established by Twistellar, contributing to the project's success. 

Despite our occasional delays in providing necessary information, Twistellar demonstrated flexibility, understanding the unique challenges faced by our organization. Their ability to adapt to our schedule and acknowledge the constraints of a small team made the collaboration particularly positive.

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

Twistellar exhibited commendable project management, with prompt responses that conveyed a strong commitment to task completion. The responsiveness was notable, and the engagement was perceived as serious and dedicated.

What was your primary form of communication with Twistellar?

• Virtual Meeting
• Email or Messaging App

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

The most impressive aspect of this company was its notable flexibility, which proved to be a significant asset throughout the engagement.

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

All functions are operating smoothly, and there are no particular areas requiring enhancement. Possibly, due to us being less tech-savvy, explaining technical Salesforce aspects in more detail would be much appreciated.

BACKGROUND

Please describe your company and position.

I am the Marketing Manager of a Software Development company

Describe what your company does in a single sentence.

We are a single automated platform for effective online presence and online reputation management on 30+ location-based services: maps, search engines, popular directories, GPS devices and social networks.

OPPORTUNITY / CHALLENGE

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

• Marketing Cloud Implementation and Synchronisation with Sales Cloud
• Data Migration and Synchronisation, Segmentation
• IP Warming and Journey Building

SOLUTION

How did you find Twistellar?

Online Search

Why did you select Twistellar over others?

Good value for cost

How many teammates from Twistellar were assigned to this project?

2-5 Employees

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

• Marketing Cloud was set up and integrated with Sales Cloud 
• Marketing data was migrated into Salesforce to provide a consistent data management flow 
• MC automations were utilised to run data attribution and separation to facilitate further customer segmentation for journeys 
• Segments were built with SQL querying for journeys, journeys went through A/B testing 
• Cloud Pages and Smart Capture forms were built and embedded into email sends 
• IP Warming was performed With the consistent data flow, the marketing team could deliver more personalised content based on individual customer behaviour and capture relevant information for further campaigns.

RESULTS & FEEDBACK

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

Our marketing team was completely new to the system, and now we have a high level of adoption, which is the result of the structured setup and clear communication with Twistellar, including onboarding initiatives and well-documented user guides. We have run several campaigns, and are satisfied with the segmentation features that allow us to target based on any of our needs, delivering a personalised and well-thought approach to our communication.

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

We were impressed by the approach from the initial discussions to the implementation part. The team took a really profound interest in our business needs to help us not just implement the tool, but to align it to what we were trying to achieve, providing us with very useful suggestions. When we had any kind of request, they responded quickly and we really appreciated their flexibility in terms of the requirements and change management. It was a very successful partnership.

What was your primary form of communication with Twistellar?

• Virtual Meeting
• Email or Messaging App

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

We felt like we were working with our team members. It wasn’t a robotic approach, on the contrary, they listened carefully to what we wanted to gain with the system and helped us achieve it quickly and efficiently. That’s what made this collaboration a successful project.

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

No

BACKGROUND

Please describe your company and position.

I am the Global Head of Business Support of Gexcon

Describe what your company does in a single sentence.

Gexcon is a world-leading company in the field of safety and risk management and advanced dispersion, explosion, and fire modelling, providing comprehensive process safety software solutions and consulting.

OPPORTUNITY / CHALLENGE

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

• Gexcon is a world-leading company in the field of safety and risk management and advanced dispersion, explosion, and fire modelling, providing comprehensive process safety software solutions and consulting.
• Content (email templates, files, landing pages) and data migration from HubSpot
• Recreate and align with best practices the lead generation, qualification, and assignment processes in MCAE, including data migration, custom campaign attribution and lead scoring models, as well as user onboarding and training

SOLUTION

How did you find Twistellar?

Online Search

Why did you select Twistellar over others?

• Great culture fit
• Company values aligned

How many teammates from Twistellar were assigned to this project?

2-5 Employees

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

The main result of this project was MCAE implementation, migration of the database and all assets from HubSpot, as well as customizations made in MCAE and Sales Cloud to meet specific business requirements. Some of these include: 

• MCAE setup, including domain management and synchronization with Sales Cloud 
• Content migration (email templates, files, landing pages) 
• Creation of tailored adaptive layouts for forms and email templates 
• Database cleansing, data mapping, and migration from HubSpot 
• Update and improve Lead and Contact Management 
• Design and enablement of a custom preference centre 
• MCAE integration with Zoom 
• Custom scoring model enablement 
• Introducing Campaign Management (creating the logic of the Campaigns, their types, and automated management through MCAE and Sales Cloud) 
• New assignment rules were created to mirror business logic 
• Forms included custom Web2Case solutions that allowed creating cases based on the purpose of the message, eliminating the need to create multiple form types for different goals

RESULTS & FEEDBACK

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

We now have a single source of truth about our customers through MCAE and Salesforce integration, and can nurture and assign leads according to our business logic. The onboarding and training was conducted to let the users master the new system themselves and minimize the need for additional support. The successful implementation of MCAE gave the start to new project phases dedicated to the improvement of internal processes and Sales Cloud configuration.

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

We were really happy with the customer-first approach Twistellar took. The system is quite broad and not too straightforward for beginners, and I was happy with the team’s approach to guiding us when setting it up step by step. Valentine went the extra mile to help us, e.g., he provided a training liveshop like a demo on how to do things, recorded and sent to us, and gave a written guide on how to do things. 

He’s reactive; he responds quickly to our requests, and he has been solving everything that we asked so far, being also a great mentor

What was your primary form of communication with Twistellar?

• Virtual Meeting
• Email or Messaging App

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

Twistellar came up with a very insightful conclusion on what we were doing, how we were doing it, and how they’d do it. And that really caught our attention because it was a thorough job that was carried out, and that impressed us quite a bit. It wasn’t an easy choice at the beginning, but it became very evident as we progressed.

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

There was nothing they needed to improve on.