Automyze

BACKGROUND

Please describe your company and position.

I am the Manager of Everlast Group

Describe what your company does in a single sentence.

Construction

OPPORTUNITY / CHALLENGE

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

• Automate a process

SOLUTION

How did you find Automyze?

Referral

Why did you select Automyze over others?

• Referred to me
• Company values aligned

How many teammates from Automyze were assigned to this project?

1 Employee

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

Help us with a database application

RESULTS & FEEDBACK

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

Working DB

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

Efficient

What was your primary form of communication with Automyze?

Virtual Meeting

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

They were responsive.

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

-

BACKGROUND

Please describe your company and position.
I am the President of a lead generation company

Describe what your company does in a single sentence.

My company is the leader in merchant cash advance leads, provides brokers with the tools to increase their return on investment (ROI) by generating consistent and scalable opportunities for businesses seeking funding

OPPORTUNITY / CHALLENGE

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

• Automate Workflow

SOLUTION

How did you find Automyze?

Referral

Why did you select Automyze over others?

• Great culture fit
• Good value for cost
• Referred to me
• Company values aligned

How many teammates from Automyze were assigned to this project?

2-5 Employees

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

Overview: Our company, specializing in lead generation and distribution, collaborated with Automyze to develop a custom CRM system designed to consolidate our operations and streamline processes. Previously, our operations were fragmented across multiple software tools, leading to inefficiencies and the necessity for a larger workforce. 

Objectives: The project with Automyze aimed to create a unified CRM platform that integrates our various tools, automates key processes, and allows for downsizing our team from 12 members, thereby saving costs while enhancing efficiency. 

Key Deliverables: Automyze successfully delivered a tailored CRM that supports real-time data processing and user-friendly management features. The integration of our existing tools into this new system was seamless, with no significant data loss or downtime. Moreover, the automation of routine tasks like lead management, distribution, and reporting has significantly reduced the need for manual intervention. 

Outcome: The engagement resulted in a significant transformation in our operational workflow, allowing us to manage and distribute leads more efficiently and with fewer resources. This not only met but exceeded our expectations, providing us with a robust system that enhances our operational capabilities and reduces costs. 

Conclusion: Automyze has been instrumental in enhancing our business processes through their expertise in CRM solutions and process automation. The project completion has left us with a streamlined, more efficient operation that is well-equipped to handle the complexities of lead management.

RESULTS & FEEDBACK

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

The project with Automyze yielded several measurable outcomes that underscore its success and the progress made in optimizing our operations: 

1. Team Reduction and Cost Savings: We effectively downsized our operational staff from 12 to fewer members, resulting in significant payroll reductions and ancillary cost savings without compromising on efficiency. 
2. Enhanced Lead Processing Efficiency: The automation of key tasks within the CRM system accelerated our lead processing times from hours to minutes, improving both efficiency and customer response rates. 
3. Successful System Integration: Integrating multiple software tools into a single CRM platform was achieved with minimal downtime and no significant data loss, maintaining business continuity and data integrity. 
4. Improved Reporting and Data Management: The CRM's advanced reporting features now enable us to generate real-time insights, enhancing our decision-making and strategic planning capabilities. 

These outcomes not only reflect the effectiveness of the new system but also demonstrate substantial improvements in operational efficiency and cost management.

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

Automyze's project management approach was highly professional and effective, especially in terms of adherence to timelines and responsiveness to our needs. For the initial scope of work, Automyze demonstrated exceptional efficiency by delivering the project earlier than expected. This early delivery was a significant benefit, allowing us to begin reaping the advantages of the new CRM system ahead of schedule. 

Their ability to meet our core requirements promptly underscored their commitment to customer satisfaction and project efficiency. However, as often happens with software development, as we began to utilize the new system, additional needs and potential enhancements became apparent. These additional features extended the overall project timeline slightly. Despite these extensions, Automyze's response remained highly proactive and accommodating. 

They were always ready to discuss these new requirements, assess their feasibility, and integrate them into the ongoing project plan. Throughout the project, Automyze maintained clear and open communication, ensuring that any changes or delays were fully explained and agreed upon. 

Their responsiveness to adjusting the project scope and adding new features without significantly disrupting the original timeline was particularly noteworthy. The team's flexibility and willingness to adapt to our evolving needs contributed greatly to the project's success and left us highly satisfied with their service.

What was your primary form of communication with Automyze?

• Virtual Meeting
• Email or Messaging App

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

What truly set Automyze apart was their exceptional blend of technical expertise and proactive customer engagement. Their deep understanding of our specific needs allowed for a highly customized CRM system, tailored perfectly to our business processes. Additionally, their flexibility in project adjustments and responsiveness to our evolving requirements made them not just a service provider, but a valuable partner in our business operations.

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

While our overall experience with Automyze was highly positive, there were occasional scheduling conflicts that arose during the project. These instances of misalignment in timing could sometimes delay immediate responses or scheduled meetings. However, these were minor issues and did not significantly impact the project's overall success. 

Despite these small bumps, the quality of work and the results delivered by Automyze left little room for complaint. Their performance was commendable, and any minor scheduling issues were handled professionally and resolved quickly.