360 Degree Cloud Technologies Pvt Ltd

BACKGROUND

Please describe your company and position.

I am the Integrations Manager of a real estate investing company.

Describe what your company does in a single sentence.

Realt Estate Investor Farmers

OPPORTUNITY / CHALLENGE

What specific goals or objectives did you hire 360 Degree Cloud Technologies Pvt Ltd to accomplish?

• Get us organized in Salesforce CRM
• Get us set up in Salesforce Account Engagement

SOLUTION

How did you find 360 Degree Cloud Technologies Pvt Ltd?

Upwork

Why did you select 360 Degree Cloud Technologies Pvt Ltd over others?

• Pricing fit our budget
• Good value for cost

How many teammates from 360 Degree Cloud Technologies Pvt Ltd were assigned to this project?

6-10 Employees

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

The scope of work with particularly about getting experts in Salesforce Account Engagement to coach us into the right direction, while setting up our Marketing Campaigns. We also needed assistance with getting more organized in Salesforce CRM and the 360 Team was able to assist with all of that.

One-on-one coaching was provided along with multiple weekly sessions to provide updates and collaborate on the project. Additionally, videos were provided for key deliverables such as:

• Properly set up Einstein Insights
• Setup / rebooting Google Drive Custom Component 
• Add / Modify Management Approval Notifications
• Setup 'Webform to Lead' assignment flow and notifications
• Modify 'Create Property' window in Opportunity Object
• Work with Campaigns in relations to Automation Flows (Account Engagement)
• Setup Stages properly for Properties Kanban View

We are very hands on and so collaborating with the 360 Team was truly a pleasure and we were able to learn a lot through their assistance and guidance.

RESULTS & FEEDBACK

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

All project objectives were completed, are functional and were followed up with tutorials on how we can do it ourselves. They checked off all the boxes.

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

Yes, the team was timely for the most part. They communicated very well and very often. If anything took longer than anticipated it was due to us requiring custom components to be built out. 

What was your primary form of communication with 360 Degree Cloud Technologies Pvt Ltd?

Virtual Meeting

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

We were impressed with how well they understood our needs and how they were able to cater to them or do their best to find solutions that would suit our use case. 

Are there any areas for improvement or something 360 Degree Cloud Technologies Pvt Ltd could have done differently?

Over all we were impressed with their performance. They did an awesome job!

BACKGROUND

Please describe your company and position.

I am the Email Specialist of DGTLmart Technologies Private Limited

Describe what your company does in a single sentence.

Website Development, Mobile App Development and Digital Marketing Company.

OPPORTUNITY / CHALLENGE

What specific goals or objectives did you hire 360 Degree Cloud to accomplish?

They have recently undertaken a customization initiative on our Salesforce database, making tailored adjustments to enhance its functionality and alignment with our specific business processes. This customization involves fine-tuning various elements within the database, such as workflows, data structures, and features, to better suit our organizational needs. 

The goal is to optimize the Salesforce platform, ensuring it seamlessly integrates with and supports our unique operations, ultimately improving our overall efficiency and user experience.

SOLUTION

How did you find 360 Degree Cloud?

Referral

Why did you select 360 Degree Cloud over others?

• High ratings
• Pricing fit our budget
• Good value for cost
• Company values aligned

How many teammates from 360 Degree Cloud were assigned to this project?

2-5 Employees

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

We communicated our requirements, and they conducted thorough research. Subsequently, they formulated a comprehensive plan detailing the approach for each aspect, which we reviewed and approved. The majority of their work is conducted remotely. Their primary focus is configuring our QuickBooks app to streamline our processes, eliminating the need to input information into multiple databases. 

With this setup, data entered into Salesforce seamlessly transfers to QuickBooks and our estimating software with a single click. Additionally, they established synchronization among all the calendars we utilize. This ensures a cohesive and integrated system, enhancing the efficiency of our data management across various platforms.

RESULTS & FEEDBACK

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

The project's measurable outcomes and indicators of success include:

1. Streamlined Data Entry: By configuring the QuickBooks app and integrating it with Salesforce, we've significantly reduced the manual effort required for data entry. This has resulted in time savings and increased accuracy. 
2. Efficient Information Flow: With the one-click transfer of information from Salesforce to QuickBooks and our estimating software, we've achieved a seamless and efficient information flow. This has minimized the chances of data discrepancies and improved overall data integrity. 
3. Calendar Synchronization: The successful setup of synchronization among all calendars used in our operations ensures better coordination and planning. This has led to improved scheduling efficiency and reduced the likelihood of conflicts. 
4. Remote Work Facilitation: The project's remote work focus has proven successful, demonstrating that complex database customizations and configurations can be effectively managed and implemented remotely. This showcases adaptability and efficiency in the current work landscape. 
5. User Adoption and Approval: The fact that the proposed plan was reviewed and approved indicates a successful alignment with our requirements. Positive user feedback and adoption of the new processes further validate the project's success. Overall, these outcomes demonstrate tangible progress and success in optimizing our database and workflow management systems.

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

Their project management was commendable, characterized by effective planning and timely delivery of items. After communicating our requirements, they conducted thorough research and presented a comprehensive plan, which we reviewed and approved. The majority of their work was carried out remotely, showcasing adaptability and efficiency. 

In terms of delivery timelines, they demonstrated punctuality in executing the planned customizations. Updates and adjustments were implemented according to the agreed-upon schedule, ensuring a smooth progression of the project. Their responsiveness to our needs was notable. During the planning phase, they actively sought our input, ensuring that the proposed solutions aligned with our expectations. 

Throughout the project, they maintained open lines of communication, promptly addressing any queries or concerns that arose. This responsiveness contributed to a collaborative and transparent project management approach. In summary, their project management was characterized by timely delivery, adaptability to remote work, and a proactive response to our needs, resulting in a successful and well-executed customization of our Salesforce database.

What was your primary form of communication with 360 Degree Cloud?

• 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 their adept project management, combining effective planning, timely delivery, and a responsive approach to our needs. Their ability to execute complex database customizations remotely showcased adaptability and efficiency. Additionally, their commitment to streamlining our processes by integrating QuickBooks with Salesforce demonstrated a unique and impactful solution tailored to our specific business requirements.

Are there any areas for improvement or something 360 Degree Cloud could have done differently?

While 360 Degree Cloud exhibited strong project management and delivered effective solutions, there's always room for improvement. One area that could be enhanced is in providing even more detailed progress updates. Clearer and more frequent communication regarding the status of the project could further enhance transparency and keep stakeholders consistently informed. 

Additionally, exploring options for further optimizing processes, perhaps by leveraging additional tools or methodologies, could contribute to even greater efficiency in future projects. Overall, these suggestions aim to build upon an already successful approach to ensure continuous improvement.

BACKGROUND

Please describe your company and your position there.

We offers an outpatient procedure that treats trauma/ PTSD symptoms. I manage Email/ CRM program.

OPPORTUNITY / CHALLENGE

For what projects/services did your company hire 360 Degree Cloud, and what were your goals?

Ad hoc projects that require expertise in a variety of Salesforce Marketing Cloud tools including: Email Studio, Journey Builder, Contact Builder, and Content Builder.

SOLUTION

How did you select this vendor and what were the deciding factors?

Upwork. I interviewed two other candidates and felt that 360 Degree Cloud had the most robust team with experience I could trust and work hours that were compatible with my schedule. I also believe that everyone on the team is driven to deliver high-quality work efficiently and consistently.

Describe the scope of work in detail, including the project steps, key deliverables, and marking tools used.

We have worked on a range of projects including but not limited to: - launching a new, more sophisticated Welcome Series - Data Extension creation and discussion of best practices - email deliverability audit and discussion of best practices - AMPscript in email templates

How many resources from the vendor's team worked with you, and what were their positions?

Four.

1. Marketing Cloud Expert – We meet daily for live working sessions. He also works on projects outside (discovery, configuration, testing, etc.).

2. MC Consultant – He discusses and advises on the more technical configuration details with the MC Expert.

3. Health Cloud expert – He works MC resources when the project requires a HC-based solution.

4. Account Manager – He coordinates resources and checks in regularly to guarantee my and my team's satisfaction.

RESULTS & FEEDBACK

Can you share any measurable outcomes of the project or general feedback about the deliverables?

- Email engagement is trending up

- Email deliverability is much healthier

- The triggered campaigns we launched have replaced tedious manual processes, giving me and the Patient Care Team time valuable back

How effective was the workflow between your team and theirs?

Extremely! I meet with the Marketing Cloud expert every day. Additionally, the entire team is available via Slack and email.

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

360 Degree Cloud is incredibly efficient. I am able to achieve so much more with their help than I could on my own. They have also taught me a tremendous amount about Salesforce Marketing Cloud – things that I could not learn without hours of research or trial and error.

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

No.

BACKGROUND

Introduce your business and what you do there.

I’m the manager of a siding and windows sales and installation company.

OPPORTUNITY / CHALLENGE

What challenge were you trying to address with 360 Degree Cloud?

They’re doing customization to our Salesforce database.

SOLUTION

What was the scope of their involvement?

We told them what we wanted, and they did extensive research on that. They later came up with a scope of how to do everything, and we approved it — it’s primarily a remote work that they do.

What they do is that they arrange our QuickBooks app for us, so we don’t have to enter information into multiple databases. We enter the information to Salesforce, and it’ll go to QuickBooks and our estimating software with one click. They also set up synchronization between all of the calendars we use. 

What is the team composition?

Our main point of contact has been Nav (Salesforce Account Manager). There are also around five people working on the project, from account representatives to developers.

How did you come to work with 360 Degree Cloud?

We found them on Upwork. We gave them a chance because their pricing was almost half of what we were paying at that moment, and they assured us that they could provide the same quality of work for us.

How much have you invested with them?

We’ve invested around $5,000 with them so far.

What is the status of this engagement?

We started working with them in October 2020, and the engagement is ongoing.

RESULTS & FEEDBACK

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

Their work is saving us 10 hours a week on having to manually duplicate entries in multiple databases. I’m also sure that there’s a profit increase because I can devote my time to other tasks.

How did 360 Degree Cloud perform from a project management standpoint?

They’re good. We have a person who coordinates everything with the project. It’s good to have someone to communicate with and be able to also talk to the developers in case we have the need. We usually talk to each other over Zoom, emails, or phone calls.

What did you find most impressive about them?

Their responsiveness is what stands out the most about them.

Are there any areas they could improve?

I don’t think there’s anything they can improve on. We had a couple of struggles due to COVID-19, but that’s not their fault.

BACKGROUND

Introduce your business and what you do there.

We’re a consulting partner for NetSuite and Salesforce. We offer implementation, custom development, and consulting services for both products. We have 35 people working full time and 15 additional administrative people and contractors that we bring into various projects.

OPPORTUNITY / CHALLENGE

What challenge were you trying to address with 360 Degree Cloud?

A client of ours was building a custom portal and backend process to clean firefighting equipment, and we were building out a Salesforce community site for that client.

One of our employees, a technical developer, left in the middle of the project, so we reached out to 360 Degree Cloud to fill the gap and help us with some of the technical work.

SOLUTION

What was the scope of their involvement?

360 Degree Cloud has been helping us not only design but also build out our client’s frontend web functionality. This Salesforce community custom web frontend is basically a customized website interface that customers can interact with.

There, customers can submit orders to get their equipment cleaned, and our client can submit the pricing, work on the orders, update the order status, and arrange the equipment pick up. 360 Degree Cloud has helped us implement various types of functionalities around that area.

We provided them with all the documentation and did the backend design for them to see how everything was working. Then, 360 Degree Cloud came in to do the actual development.

They’ve used Salesforce Experience Cloud and built a Lightning web component using the Salesforce Lightning platform. We’ve also had to build custom web components for all aspects of the site, and 360 Degree Cloud has helped us make them all come together.

Their work has been based on some wireframe designs and mockups that another company did for us. They didn’t help us specifically in designing the theming, but they helped us put all the elements together.

What is the team composition?

We work with an account manager, a developer, and a UX engineer.

How did you come to work with 360 Degree Cloud?

I believe that we found them through Upwork or another platform similar to it. We interviewed them along with a few other people and felt that they had high availability and resources capable of coming in and assisting us — we went with them because they could ramp up immediately.

How much have you invested with them?

We’ve invested around $25,000.

What is the status of this engagement?

We started working together in March 2021, and our engagement is coming to an end. We have around two weeks of work left.

RESULTS & FEEDBACK

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

Our client has been able to go live with this project and have their first beta customer using their system. They were also able to replicate the designs as we have them built.

How did 360 Degree Cloud perform from a project management standpoint?

From a project management standpoint, 360 Degree Cloud has been pretty good. They’ve been consistently and continuously checking in with us about the project and staying in touch to let us know where their resources are at.

At some point, we had issues regarding speed, and they were able to stay on top of it and react quickly. The team is very responsive, and they’re always available for every meeting — that’s really good. We mostly communicate via Slack and Zoom.

What did you find most impressive about them?

The best aspect about working with 360 Degree Cloud is that they’ve been very available and responsive. They’ve listened to our requirements very well and made sure that things are set up to be successful.

Are there any areas they could improve?

The only issue I’ve experienced working with 360 Degree Cloud was around the speed. However, I believe that it was a communication issue from our end. Once we escalated it to them and let them know that we wanted to see a faster development pace, they increased the speed of things and got engaged pretty well.

Do you have any advice for potential customers?

Be very clear about your requirements and make sure that you have good, consistent, and continuous communication with them.

BACKGROUND

Please describe your company and your position there.

I am the managing partner of a middle-market private equity firm. We invest in companies (opportunities) that are originated by deal professionals (contacts) from intermediary firms (accounts). We also work with various service professionals such as lawyers/accountants/consultants/etc.

OPPORTUNITY / CHALLENGE

For what projects/services did your company hire 360 Degree Cloud, and what were your goals?

I had many customization requirements for my Salesforce Professional Edition. The requirements included adding custom fields, enhance workflow automation, and processes.

SOLUTION

How did you select 360 Degree Cloud and what were the deciding factors?

By assigning a business analyst and a developer (who were working together throughout the project), we had an initial call to discuss requirements, another call to review work to date, and a final call to review the scope (after quality assurance).

Describe the scope of work in detail, including the project steps, key deliverables, and technologies used.

The work required was to insert custom fields, adding workflow automation, and viewing salesforce data in multiple ways under Accounts, Contacts, and Opportunities as well as set up reports and dashboards. All of this was handled via Salesforce.

How many people from the vendor's team worked with you, and what were their positions?

I had a business developer, a salesforce business analyst, and a salesforce developer.

RESULTS & FEEDBACK

Can you share any measurable outcomes of the project or general feedback about the deliverables?

I was able to improve my workflow process significantly will which ultimately improve my firm's ROI. In addition, those processes will ensure that my CRM data is of high integrity and useful for future marketing,

Describe their project management style, including communication tools and timelines.

All communications were handled via Zoom and SOW was handled via MS Excel. We would have zoom calls for reviewing the requirements, calls to review work to date, and a final call (after quality assurance) to finalize the work.

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

All of my communications were returned very quickly considering the time zone changes. In addition, they would make recommendations to improve my workflow process. In addition, they would make short videos using my Salesforce screen to reiterate certain processes.

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

I did not see anything deficient.

BACKGROUND

Please describe your company and your position there.

I'm the VP, Information Technology at a financial services company.

OPPORTUNITY / CHALLENGE

For what projects/services did your company hire 360 Degree Cloud, and what were your goals?

We needed to integrate our Salesforce instance with a partner's platform via API. This would streamline our data entry process improve accuracy/efficiency.

SOLUTION

How did you select 360 Degree Cloud and what were the deciding factors?

I interviewed multiple companies and received as many quotes. I am already a customer of 360 Degree Cloud's SMS 360 product for Salesforce so I decided to ask them for a quote.

The process with 360 Degree Cloud was professional and organized. Their approach to the process and competitive bid was the deciding factor.

Describe the scope of work in detail, including the project steps, key deliverables, and technologies used.

Scope included a custom endpoint for the external partner to post a response as well as multiple APIs to get information from the partner.

How many people from the vendor's team worked with you, and what were their positions?

My experience started with the company founder for the initial project estimate and I interacted with 2 more people during the project development and rollout (developer and business analyst).

RESULTS & FEEDBACK

Can you share any measurable outcomes of the project or general feedback about the deliverables?

The final project resulted in the automation of 40% of our daily data entry which frees up our team to focus on higher value-adding projects.

Describe their project management style, including communication tools and timelines.

Communication was mostly done through Skype chatting and some video calls. This worked best because of the time differense (IST vs. PST). They were always willing to be available when a call was necessary to go over details or troubleshoot issues.

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

The ability of 360 Degree Cloud to quickly understand a unique business use case and develop a solution within a short timeframe was the most impressive. I was unfamiliar with the platform and 360 Degree Cloud made me feel confident we were making the right decisions.

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

I don't have any recommendations for improvement.

BACKGROUND

Please describe your company and your position.

I'm the CMO of the business and I help with all aspect of marketing and technology development. We needed a better platform to scale and I have supported the growth of the system with direction.

OPPORTUNITY / CHALLENGE

For what purpose did your company hire 360 Degree Cloud?

Integrate with our web platform and migrate user data

What were your goals for this engagement?

Build an integration and migrate user data

SOLUTION

How did you select 360 Degree Cloud?

Upwork.com, we had 2 other main considerations but they met our price point and were very professional

Describe the engagement in detail.

It was a software project.

We have evolved the project a lot to make new tools with their support. It started as just an integration with web forms and data migration. The scope was over my head and so i need to get the experts. 360 Degree Cloud brought the professionalism we wanted.

What was the team composition?

About 6-7 people and others behind the scenes. They were able to grow and put in new team members as we scaled.

RESULTS & FEEDBACK

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

So far the techology is what we expected and we are starting to get better matches now.

How effective was the workflow between your team and theirs?

Mostly good

What did you find most impressive about this company?

Their ability to do work quickly and execut on a large variety of CRM related task types. Very flexible.

Are there any areas for improvement?

Project management is always an issue and the language barrier was somewhat difficult in the beginning, but we have a really good system going now and a project manager who is doing great.

BACKGROUND

Please describe your company and your position there.

We are a B2B wholesale booking engine for the Travel Trade mainly in UK and Ireland. We sell global accommodation, flights and services.

OPPORTUNITY / CHALLENGE

For what projects/services did your company hire 360 Degree Cloud?

Implementation of Sales Force to include select Q's, dashboard reporting and other automation processes.

What were your goals for this project?

As we had two days to move from one platform to the new Salesforce platform without an inhouse IT support team we basically needed them to transfer the existing data, set up the new system, train the team as quickly as possible which they did.

SOLUTION

How did you select 360 Degree Cloud?

We looked for contractors who had prior Salesforce knowledge particularly in the area of Travel.

Describe the project in detail.

Export of information from our current DESK.com platform into Salesforce. Complete the import of all our agents information and provide a working solution for our team to adapt certain Q's, automated responses and dashboard reporting.

What was the team composition?

One main contact (co-ordinator) and then we had two of the same contractors working on the project.

RESULTS & FEEDBACK

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

The team made suggestions to us and work arounds that would cost less money whereby we didn't have to add in other apps to work along side our current Salesforce Set up

How effective was the workflow between your team and theirs?

Excellent. Always available to assist.

What did you find most impressive about this company?

Extremely knowlegable in the IT sector. I have worked with other IT contractors so I was weary about the level of English, however this was not a problem. All of the contractors we came across were fluent in English.

Are there any areas for improvement?

None that I can suggest. We were extremely happy with all they did for us and we highly recommend them. We would not hesitate in putting more projects their way in the future.

BACKGROUND

Please describe your company and your position there.

CEO and Founder

OPPORTUNITY / CHALLENGE

For what projects/services did your company hire 360 Degree Cloud, and what were your goals?

Pardot does provide life cycle reporting nor actions on google re-marketing clicks. We could see the data existed, but could not access it.

We spoke with four expensive consultants about this and none offered satisfactory solutions. Cloud360 understood the problem and was confident in working with the Pardot API to succeed.

Their solution was exactly what we needed and we later signed on for more projects.

SOLUTION

How did you select 360 Degree Cloud and what were the deciding factors?

Deep technical knowledge and ease of communication on our schedule.

Describe the scope of work in detail, including the project steps, key deliverables, and technologies used.

The project was broken into three phases.

How many people from the vendor's team worked with you, and what were their positions?

3

RESULTS & FEEDBACK

Can you share any measurable outcomes of the project or general feedback about the deliverables?

They were efficient with plenty of technical expertise. We liked them so much, we have hired them for many more projects since.

Describe their project management style, including communication tools and timelines.

Skype is principal, but they also now communicate via Zoho Cliq for addressing user errors. Also, Gsuite.

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

They know what they are doing, period. We have worked with others, but the technical expertise is so limited.

Here we have a project manager who understands the default tools, but also knows when it is best to utilize APEX and APIs.

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

We are delighted with them. As I said, we have since hired them for many more projects.