Blue Engine Salesforce Consultants

BACKGROUND

Introduce your business and what you do there.

I'm the owner of MacTax CPA, a company that provides comprehensive tax and accounting services for individuals and businesses, including income tax filing, bookkeeping, payroll, cryptocurrency tax reports, consulting, and entity registration.

OPPORTUNITY / CHALLENGE

What challenge were you trying to address with Blue Engine Salesforce Consultants?

We needed help building our Salesforce to integrate with our systems, including QuickBooks, Google Drive, Gmail, and websites. We also needed to have accountability systems within Salesforce to keep everything accounted for.

SOLUTION

What was the scope of their involvement?

Blue Engine Salesforce Consultants has developed a lead-to-customer process in Salesforce. The team has also created website-to-lead custom integrations, built a custom report for tracking unread emails, integrated QuickBooks to Salesforce invoicing, and enabled client file upload from the website to the customer profile within Salesforce. Blue Engine Salesforce Consultants has also provided setup, customization, and ongoing support.

What is the team composition?

We've worked with one teammate from Blue Engine Salesforce Consultants.

How did you come to work with Blue Engine Salesforce Consultants?

We found them through an online search. We chose them because they had high ratings, their pricing fit our budget, they had a great culture fit, they offered good value for the cost, and their company values aligned with ours.

How much have you invested with them?

We've spent $10,000–$49,999.

What is the status of this engagement?

We started working with them in April 2026, and the engagement is ongoing.

RESULTS & FEEDBACK

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

Blue Engine Salesforce Consultants has delivered a report that shows if my team answered emails or not. The team has also delivered a lead-to-customer documented process in Salesforce that's custom-built for our team. Moreover, Blue Engine Salesforce Consultants has delivered Salesforce and QuickBooks integration. The team has helped with refining reports and ongoing fixes of our system prior to when they started.Currently, I have a report that shows all emails were answered by my team. The report also shows when deliverables get done, who brought in the business, when leads were last spoken to, and more. Overall, our lead conversion rates and task completion times have increased by 4x.

How did Blue Engine Salesforce Consultants perform from a project management standpoint?

We communicate through virtual meetings, emails, and messaging apps.

What did you find most impressive about them?

Blue Engine Salesforce Consultants actually listens to my problems and builds a solution that fits. The team also knows when to push back and make suggestions.

Are there any areas they could improve?

I don't think they can do anything better.