Cloudcache Consulting Private Limited

BACKGROUND

Introduce your business and what you do there.

I’m the COO of a digital media network company. We have partners in the healthcare space that have web and mobile properties with healthcare-related content that targets physicians. We also sell ad space on those digital properties to pharmaceutical companies through their advertising agencies. 

OPPORTUNITY / CHALLENGE

What challenge were you trying to address with Cloudcache Consulting Private Limited?

We had two consulting firms when I joined the company. I had a fair amount of experience in building Salesforce apps for businesses, so I knew that one of the consulting firms was horrible — I fired them. Meanwhile, we only had a junior-level specialist supporting our needs; I needed somebody who could do more. As a result, I engaged Cloudcache. 

SOLUTION

What was the scope of their involvement?

In our first project with Cloudcache, we’ve built a Salesforce app that has a proposal request process and can leverage our products in our Salesforce server. No pre-made app can do this for us, so we’ve had to customize the program. The app also lets us customize how we use our products. Our team can add proposed products to Salesforce using the app. Once we win a deal, another team marks items as booked or lost. From there, we build our forecasts for the ads we’ll do. 

Essentially, we’ve used Salesforce as a booking system where we can see proposals, bookings, and revenue forecasts. I’ve also built an earned revenue object. Overall, Cloudcache and our team have built a dashboard where we can see everything we need without having to use offline materials or spreadsheets. 

From there, we’ve done many more projects. We’ve implemented ticketing systems for our reporting, analytics, and account management teams. Our teams are going to create another ticketing component for our ad operations team. On top of that, we’ve created sophisticated communications systems. For instance, we receive emails whenever we book a deal. The emails provide all the details surrounding the deal, and they’re only sent to users who need to see such information. 

We’re also integrating QuickBooks, ShareFile, Vonage, and Pardot into Salesforce. Overall, we’re doing a lot of things, and Cloudcache serves as our main resource for capacity and experience as we do these projects. 

What is the team composition?

I mainly talk with Vivek (Founder, Consultant & Architect), but I also talk with one other person from their team every once in a while. 

How did you come to work with Cloudcache Consulting Private Limited?

I went on Upwork and interviewed a few people, including Vivek. At that time, I simply knew he was the right person for the project. I did a walkthrough with them, and Cloudcache hit the ground running. 

How much have you invested with them?

We’ve spent more than $25,000; our average investment is about $4,000 per month. 

What is the status of this engagement?

We started working together in June 2021, and the engagement is ongoing. 

RESULTS & FEEDBACK

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

We’ve improved our on-time deliveries to our internal stakeholders by about 40%. On top of that, we deliver client reports on time with 100% accuracy. We’ve also reduced the amount of time needed to track and revise bookings and revenue because everything is in Salesforce now. Booking accuracy has also increased by at least 60%. 

Moreover, since we have a ShareFile integration now, we’ve also reduced our Salesforce docking and storage needs. We’re no longer loading documents up on Salesforce, so our costs have also been reduced. Overall, Cloudcache’s work has had a great positive impact on our business.

How did Cloudcache Consulting Private Limited perform from a project management standpoint?

Cloudcache’s project management has been great. In terms of tools, we’re using Quip by Saleforce. People can tag me there so I can understand their needs. Sometimes, the tags turn into projects. We’ve thought about using Asana, but Quip works well for us right now. To communicate, we use either Zoom or Teams. We’re also on Slack.

What did you find most impressive about them?

Before Cloudcache does anything, they try to truly understand what we’re trying to accomplish. If I want to solve a problem, they work to understand that problem. If it’s a bigger request, they want to understand our workflow. In other words, they don’t just rush to do something and then redo it. 

Moreover, the team doesn’t go down any rabbit hole. They only do some of the work and then show me what it looks like so I can give my feedback. I love this iterative process — they don’t go so far down the lane that we’ll have to start over when something’s wrong. 

Are there any areas they could improve?

They can have better due diligence in terms of testing. 

Do you have any advice for potential customers?

Communicate frequently with Cloudcache, and don’t hesitate to send reminders. They won’t hesitate to communicate with you when they want to understand something or when they want to schedule a quick call — constant communication is key. 

Our teams have a nine-hour time difference, and they make themselves available to me. However, I try to be cognizant and schedule anything before noon our time. Sometimes, I get on the phone early in the morning because I know it’s a more appropriate time for them. Overall, you need to be a little more flexible when working with them. 

BACKGROUND

Please describe your company and position.

I am the FOUNDER of Wolfspeed

Describe what your company does in a single sentence.

The market leader in the global adoption of silicon carbide technology, which underpin the most revolutionary inventions in the world, is Wolfspeed (NYSE: WOLF).

OPPORTUNITY / CHALLENGE

What specific goals or objectives did you hire Cloudcache Consulting Private Limited to accomplish?

• For years, we had been struggling to choose a CRM, trying out various options, running campaigns, and failing to get the results we wanted. Our group considered options like Salesforce and HubSpot. We discovered that HubSpot was a complicated solution and that we required a partner to assist us in selecting a package and navigating all of the procedures.

SOLUTION

How did you find Cloudcache Consulting Private Limited?

• Online Search
• Clutch Site

Why did you select Cloudcache Consulting Private Limited over others?

• Pricing fit our budget
• Good value for cost

How many teammates from Cloudcache Consulting Private Limited were assigned to this project?

2-5 Employees

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

Our sales department receives HubSpot consultation and support services from Cloudcache consultation Private Limited.  We first spoke over the phone, outlining our procedures and ongoing efforts.  I presented our agreements and the constraints we had with regard to automation and email-related problems to Cloudcache Consulting Private Limited.  We weren't sure if we should move forward with HubSpot at that time. 

 But on a number of our calls, the team at Cloudcache Consulting Private Limited has described how HubSpot operates and which aspects we should focus on and can benefit from the most, such progressive lead scoring, which aids in assessing the quality of a lead.  They have utilized their knowledge of the CMS's limitations to demonstrate to us how to manage an active campaign.

RESULTS & FEEDBACK

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

Working with high-quality leads has allowed us to increase our fees by 30% to 40%, thanks to the efforts of Cloudcache Consulting Private Limited.  Additionally, our leads are well-structured and segmented.  Sales representatives no longer have to waste time on low-quality leads because the Cloudcache Consulting Private Limited team has clearly recognized which leads would not work for us and automated the process.  We can now concentrate on better leads as a result.

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

They complete projects on schedule and under budget.  Cloudcache Consulting Private Limited also responds quite quickly.

What was your primary form of communication with Cloudcache Consulting Private Limited?

• Virtual Meeting
• Email or Messaging App

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

The staff at Cloudcache Consulting Private Limited works extremely hard.

Are there any areas for improvement or something Cloudcache Consulting Private Limited could have done differently?

NO, NOT AT ALL

BACKGROUND

Please describe your company and position.

I am the Founder of Sea Waves Inc

Describe what your company does in a single sentence.

Sea Waves Inc helps military members and their families understand and get help for eating disorders and mental health struggles.

OPPORTUNITY / CHALLENGE

What specific goals or objectives did you hire Cloudcache Consulting Private Limited to accomplish?

• We needed help making HubSpot work better for our nonprofit. We wanted it to match how we run programs, connect our donor and marketing work, and train our team to use it.

SOLUTION

How did you find Cloudcache Consulting Private Limited?

Referral

Why did you select Cloudcache Consulting Private Limited over others?

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

How many teammates from Cloudcache Consulting Private Limited were assigned to this project?

2-5 Employees

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

They looked at how we were using HubSpot, moved and cleaned our data, set up dashboards, and gave our team training and guides so we could use it on our own.

RESULTS & FEEDBACK

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

By the end, we had a HubSpot setup tailored to our needs, a clear view of our donor and volunteer data, and training materials that our team could refer back to. The project made our operations more efficient and gave our team the confidence to manage campaigns and track results without confusion.

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

They were organized, checked in regularly, and adjusted to our needs. They were patient and made sure everything worked for us.

What was your primary form of communication with Cloudcache Consulting Private Limited?

• Virtual Meeting
• Email or Messaging App

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

They really cared about teaching us and making it easy to use. By the end it felt like they were part of our team not just outside consultants.

Are there any areas for improvement or something Cloudcache Consulting Private Limited could have done differently?

Nothing. They did everything we needed.

BACKGROUND

Please describe your company and position.

I am the FOUNDER of WAYE

Describe what your company does in a single sentence.

WAYE is a place where people talk with experts about new tech stuff and how it might change the way we live and work someday.

OPPORTUNITY / CHALLENGE

What specific goals or objectives did you hire Cloudcache Consulting Private Limited to accomplish?

• We needed help setting up HubSpot, getting the word out about a new service, and making it easier for people to book time with us.

SOLUTION

How did you find Cloudcache Consulting Private Limited?

Referral

Why did you select Cloudcache Consulting Private Limited over others?

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

How many teammates from Cloudcache Consulting Private Limited were assigned to this project?

2-5 Employees

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

They helped us set up HubSpot from scratch, taught us how to build and run campaigns, and showed us how to track what was working. They also gave us tips to make things easier moving forward.

RESULTS & FEEDBACK

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

We got our campaigns up and running and now feel good doing it on our own. We understand the platform better and know how to use it well.

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

They were always on time and very responsive. They gave us small tasks each week so we could keep learning and moving forward. If we had to move a meeting, they always made it work.

What was your primary form of communication with Cloudcache Consulting Private Limited?

• Virtual Meeting
• Email or Messaging App

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

They didn’t just do the work for us—they made sure we knew how to do it ourselves. That made a big difference. 

Are there any areas for improvement or something Cloudcache Consulting Private Limited could have done differently?

Nope, they were great.

BACKGROUND

Please describe your company and position.

I am the EVP of Business Operations of Brabo

Describe what your company does in a single sentence.

We handle payroll, HR, Benefits and Insurance services for businesses.

OPPORTUNITY / CHALLENGE

What specific goals or objectives did you hire Cloudcache Consulting Private Limited to accomplish?

• Changing our ticketing system from Zendesk to Salesforce Cases.
• Automations within Salesforce for efficiencies.

SOLUTION

How did you find Cloudcache Consulting Private Limited?

Upwork

Why did you select Cloudcache Consulting Private Limited over others?

• High ratings
• Pricing fit our budget
• Good value for cost
• Enjoyed working with Vivek Singh

How many teammates from Cloudcache Consulting Private Limited were assigned to this project?

2-5 Employees

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

Define the scope and requirements of the project: This involves identifying the specific use cases, requirements, and success criteria for the project. 

• Evaluate Salesforce cases and set up your instance: Conduct a detailed analysis of Salesforce cases and configure your instance to meet your specific requirements. 
• Develop a data migration plan: Define the data migration strategy, determine the scope of the data to be migrated, and develop a plan for migrating the data from Zendesk to Salesforce. 
• Develop a training plan: Develop a training plan that includes training on Salesforce cases as well as any new processes or workflows that are being introduced as part of the migration. 
• Develop a testing plan: Develop a testing plan that includes unit testing, integration testing, and user acceptance testing to ensure that the system is working as expected. 
• Execute the migration: Execute the migration plan, including migrating data, testing the system, and training users. Post-migration support: Provide support to users and address any issues that arise after the migration. 
• Measure success: Measure success against the success criteria identified in step 1 to ensure that the project has achieved its goals.

RESULTS & FEEDBACK

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

We successfully moved our ticketing from Zendesk to Salesforce Cases. We are still working on efficiencies according to employee needs but was a very successful move.

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

In my interactions with Vivek and Cloud Cache, I've been genuinely pleased with their performance. They consistently showed a high level of responsiveness and timeliness in their work, greatly contributing to the project's success. Their willingness to accommodate changes and adapt to evolving project requirements has been invaluable. Overall, I'm quite satisfied with the engagement.

What was your primary form of communication with Cloudcache Consulting Private Limited?

• Virtual Meeting
• Email or Messaging App

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

This was my first experience outsourcing a major project. I was very pleased with the outcome.

Are there any areas for improvement or something Cloudcache Consulting Private Limited could have done differently?

Not that I can think of currently.

BACKGROUND

Please describe your company and position.

I am the Sr. Director of Field Operations of Broadview Inc

Describe what your company does in a single sentence.

Provides technical field services for project implementation and break/fix clients.

OPPORTUNITY / CHALLENGE

What specific goals or objectives did you hire Cloudcache Consulting Private Limited to accomplish?

• Initial development and implementation of Salesforce to support our dispatch services.
• Create a client portal to ensure visibility of work status and deliverables

SOLUTION

How did you find Cloudcache Consulting Private Limited?

Upwork

Why did you select Cloudcache Consulting Private Limited over others?

• High ratings
• Great culture fit
• Good value for cost
• Company values aligned

How many teammates from Cloudcache Consulting Private Limited were assigned to this project?

2-5 Employees

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

Provide consulting and development services for an initial implementation of our Salesforce Lightning org. Create custom objects and relationships to align with our operational model. Create custom workflows and automation to enhance efficiency and improve user experience.

RESULTS & FEEDBACK

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

Ability to demonstrate relationship between existing and custom objects. Ability to show how system aligned with defined workflows. Confirmation that portal was enabled and client visibility was limited to associated records.

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

The project was managed very well even with multiple change requests from our side. We collectively tracked status of each development requirement associated with project objectives. CloudCache provided regular updates and would notify us of any delays or risks in the project. They were very responsive to needs and collaborative in resolving identified risks or challenges.

What was your primary form of communication with Cloudcache Consulting Private Limited?

• Virtual Meeting
• Email or Messaging App

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

I really appreciated the culture of CloudCache and how they worked with us. Upon project launch, they took the time to understand our business model and how we needed Salesforce Lightning to align with those workflows and our customer requirements. Their team was very supportive and collaborative in solving challenges that arose during development. They responded to our needs and ensured the system would enhance our business operations.

Are there any areas for improvement or something Cloudcache Consulting Private Limited could have done differently?

N/A. The level of service provided was excellent, and we are already moving into additional development projects with them.

BACKGROUND

Please describe your company and position.

I am the Director of CORE

Describe what your company does in a single sentence.

We are a crisis response organization that brings immediate aid and recovery to underserved communities across the globe.

OPPORTUNITY / CHALLENGE

What specific goals or objectives did you hire Cloudcache Consulting Private Limited to accomplish?

• Roll out Salesforce Program Management Module

SOLUTION

How did you find Cloudcache Consulting Private Limited?

• Online Search
• Referral

Why did you select Cloudcache Consulting Private Limited over others?

• High ratings
• Good value for cost

How many teammates from Cloudcache Consulting Private Limited were assigned to this project?

2-5 Employees

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

Roll out of Salesforce Program Management Module.

RESULTS & FEEDBACK

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

There were planned timelines and deliverables.

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

The initial timeline did not account for the scope of the project, but the project also evolved. Overall, the deliverables were met, and the team was responsive.

What was your primary form of communication with Cloudcache Consulting Private Limited?

• Virtual Meeting
• Email or Messaging App

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

Flexibility

Are there any areas for improvement or something Cloudcache Consulting Private Limited could have done differently?

More clarity on timelines and needs to meet the timelines estimated.

BACKGROUND

Please describe your company and position.

I am an executive at TM

Describe what your company does in a single sentence.

Medical Services and Patient Solutions

OPPORTUNITY / CHALLENGE

What specific goals or objectives did you hire Cloudcache Consulting Private Limited to accomplish?

• Salesforce Data Import
• Pardot Setup
• Email Campaign

SOLUTION

How did you find Cloudcache Consulting Private Limited?

Online Search

Why did you select Cloudcache Consulting Private Limited over others?

High ratings

How many teammates from Cloudcache Consulting Private Limited were assigned to this project?

2-5 Employees

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

Setup Pardot, Import Leads, and Setup an Email Campaign

RESULTS & FEEDBACK

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

We were able to setup an Email Campaign and Run it for our needs.

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

They were on time, and they did respond to our communication.

What was your primary form of communication with Cloudcache Consulting Private Limited?

• Virtual Meeting
• Email or Messaging App

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

They were knowledgeable and easy to communicate with.When they did not know something, they said they need to research the topic and get back to us with an answer.

Are there any areas for improvement or something Cloudcache Consulting Private Limited could have done differently?

I don't really have any complaints.

BACKGROUND

Please describe your company and your position there.

We are a leading distributor of textiles and wallcovering for the hospitality, healthcare, corporate and residential markets.

OPPORTUNITY / CHALLENGE

For what projects/services did your company hire Cloudcache Consulting Private Limited?

We were looking to integrate our ERP system with Salesforce. Cloudcache helped fully integrate and automate between the two systems and continue to provide customizations to fully utilize SalesForce and our ERP system.

SOLUTION

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

They came highly recommended and they were very knowledgeable about Salesforce and systems. We began work with them and continue to use them on retainer as they have delivered on several projects.

Describe the project in detail and walk through the stages of the project.

We needed our ERP system to push and pull data from SalesForce to fully sync with the CRM system.

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

Multiple people worked on this project including the founder who was heavily involved.

RESULTS & FEEDBACK

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

Our ERP and SalesForce CRM continue to work well together with the integration they implemented. We continue to work with them on further customization projects.

How effective was the workflow between your team and theirs?

Very efficient.

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

How hands on they were with the project and quick response times.

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

No.

BACKGROUND

Please describe your company and your position there.

I am the Senior Salesforce Administrator at a large Telecommunications Company

OPPORTUNITY / CHALLENGE

For what projects/services did your company hire Cloudcache Consulting Private Limited, and what were your goals?

Vivek was hired to do a Hook integration between two systems that allowed data to be passed between the two to return results of an algorithm for ranking deals

SOLUTION

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

I had worked with this vendor on several other projects and his performance and professionalism was hands down second to none.

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

There were 4 milestones we needed. We needed three hook integrations built, one for each object that would have a ranking live on it where a number of fields would be sent to the third party's algorithm. The final milestone was to build an integration log to identify issues and then a batch script to clear out the records every 10 days to keep data storage low.

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

I only worked with Vivek.

RESULTS & FEEDBACK

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

Vivek delivered on all deadlines. He was able to be flexible with deadlines as well and communicated affectively with the third party to resolve all roadblocks and issues that arose during building and testing.

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

Vivek works quickly and professionally. He is helpful with discovery if needed, he will use upwork messages to communicate as well as google meets. He is happy to get on a call with the third party and walk through any issues to help them where he can by giving guidance as to what they are missing.

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

Their professionalism and project execution are amazing. Vivek is easy to work with and is very flexible. He goes above and beyond for his clients and helps to make sure everything tests and is executed 100%.

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

N/A