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

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.

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.

BACKGROUND

Please describe your company and your position there.

My company is a Salesforce Consultancy providing professional services to clients to get the most out of Salesforce using best practice. I am the founder and Managing Director of the company. I started this company from my experience within this industry over many years.

OPPORTUNITY / CHALLENGE

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

I had a request from one of my clients to develop 3 integrations that required 2 way sync's between salesforce and KYC and Banking systems.

What were your goals for this project?

My goal for this project was to make sure all requirements within the integration were met and applied some logic to future proof for further development.

SOLUTION

How did you select this vendor?

I was looking for a development partner that I could trust. The reviews on this vendor were very good and my initial calls with the company gave me a lot of confidence.

Describe the project and the services they provided in detail.

The team provided development support creating Apex classes & triggers and connecting the salesforce API with 3 party platforms.

What was the team composition?

The team provided were very capably and went about the task in a professional manner. I was provided with an account manager, a Business Analyst, and 2 developers. This team didn't change throughout the process.

RESULTS & FEEDBACK

Can you share any information that demonstrates the impact that this project has had on your business?

The impact for me is to have an extra development resource that I know I can trust and understands my requirements.

How was project management arranged and how effective was it?

The project was managed very well and was delivered within the timeline required. Regular communication was provided through Skype messaging and Zoom conference calls.

What did you find most impressive about this company?

The quality of work given was the most impressive part. Only a few minor adjustments were needed before going live.

Are there any areas for improvement?

A project management portal that I could log into to see progress rather than needing to bother the team would have been good.

BACKGROUND

Please describe your company and position.

I am the CEO of Ventus Rex

Describe what your company does in a single sentence.

Peer support software that helps organizations simply operations and reporting while taking a peer-centric approach to data and outcomes.

OPPORTUNITY / CHALLENGE

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

• Build PDF export and signature functionalist

SOLUTION

How did you find 360 Degree Cloud?

Online Search

Why did you select 360 Degree Cloud over others?

• High ratings
• Pricing fit our budget
• Good value for cost

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.

Deliver a package that can export PDFs and signatures from our custom app.

RESULTS & FEEDBACK

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

Delivery of finalized package and installation into customer org,

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

They were extremely responsive and iterated very fast!

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?

They were able to understand the scope, ask clarifying questions, and deliver extremely efficiently and effectively.

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

No