CloudXperts Consulting

BACKGROUND

Please describe your company and position.

I am the Sales Ops of a fintech company

Describe what your company does in a single sentence.

AI Based Solutions for Digitizing KYC and Onboarding

OPPORTUNITY / CHALLENGE

What specific goals or objectives did you hire CloudXperts Consulting to accomplish?

• Salesforce Professional Implementation

SOLUTION

How did you find CloudXperts Consulting?

• Referral

Why did you select CloudXperts Consulting over others?

• Referred to me

What was the size of CloudXperts Consulting’s team?

2-5 Employees

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

Understand and capture the sales process and implementation requirement Recommend best practices Implement and set up Salesforce as per BRD scope. Support during UAT and go live

RESULTS & FEEDBACK

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

Salesforce implementation was completed as per scope and in a very short span of time. The team extended exceptional support during migration, UAT and during go live support. We completed the implementation a year ago and they are responsive on queries and support requests.

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

They completed the project in less than the scheduled timeline which were already very aggressive. They were responsive to queries and provided effective resolutions.

What was your primary form of communication with CloudXperts Consulting?

• Virtual Meeting
• Email or Messaging App

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

They went out of their way to match our availability and help accomplish the tasks in the given aggressive timelines.

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

The can improve a little on their response times.