CRMJetty

Please describe your company and your position there.

We are the leading provider of packaging and printing solutions to the wine, beer, spirits and food industries. I'm the IT Program Director.

For what projects/services did your company hire CRMJetty, and what were your goals?

We initially hired CRMJetty to help setup the integration between our WordPress website and CRM. However, the scope of work we assigned to this team quickly grew due to their expertise, professionalism and ability to respond.

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

Their ability to quickly integrate WordPress to CRM.

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

We had a discovery/kick-off meeting to discuss review our website roadmap, goals and objectives. From there, we used Jira to manage our workload into Sprints. Each feature was documented in a ticket and we used the ticket to collaborate on development, testing and releases.

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

We work with primarily 2 dev associates that we work with but there are a total of 3 dev associates and one leader that we interact with.

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

Our website releases have been on time with the estimates and deliverables we have agreed on.

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

This development team has been incredibly responsive and thorough. They deliver high-quality work based on their estimates and timelines.

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

We started using the CRMJetty team to help with our website/portal project but we quickly expanded the work we assigned out to this team due to their high capabilities and ease to work with.

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

No, so far, everything has been great!

Introduce your business and what you do there.

I’m the COO at Cliftons. We provide event spaces for organizations like corporates and governments. We manage events from 10–200 people for everything from computer training, soft skills, and other large events. People use our venues across Australia, New Zealand, and Asia-Pacific. More and more, we’re also doing hybrid virtual events.

What challenge were you trying to address with CRMJetty?

We use Microsoft (MS) Dynamics 365 as our CRM, and since we’re an event management company, we need a good calendaring system. However, our provider’s standard system isn’t suitable for our purposes. We had been using a previous company to supply a calendaring system for 5–6 years. When we went to the cloud version of MS Dynamics 365, our calendar wasn’t suitable anymore, so we needed to find a new vendor. 

What was the scope of their involvement?

CRMJetty provides us with their calendaring system. We gave them extensive requirements because we have customizations within our CRM environment. They’ve worked with our customizations. They also provide a client portal where our customers can manage their events online. We previously used an MS product called Azure Data Explorer (ADX) for this feature, and after speaking with them, we decided to change to CRMJetty’s product. 

They’ve integrated their products with MS Dynamics 365, and they now pull live information from our CRM system and present it to the users. Additionally, we’re currently using CRMJetty for general MS Dynamics 365 support, including performance improvements and new functions. 

What is the team composition?

Our project manager is our main contact, and we work with two developers; one works on the portal side, and the other handles MS Dynamics 365 support. 

How did you come to work with CRMJetty?

I researched online for a vendor that offered an event calendaring to replace our previous one. After meeting with CRMJetty, we did a trial of their product, which seemed to suit our needs. Then, I did a little bit more research on the company, and we decided to use them.

How much have you invested with them?

We’ve spent around $35,000 AUD (approximately $25,000 USD). Now, we also have a maintenance agreement, so I expect our yearly spending to go up to $50,000 AUD (approximately $36,000 USD). 

What is the status of this engagement?

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

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

CRMJetty is very professional and has a strict process, which is very good for us. They've driven us to ensure everything goes through a dev-side sandbox to get signed off and checked before moving it to production. The quality of their work is very high. We've seen very few bugs, even in the first user testing stage, where we've found their work is 90%–95% ready to go live. We haven't found any issues when they move any features to a working state. Additionally, we were able to use the calendaring system very quickly after we started the engagement. 

There's an expectation that if our relationship continues to grow, CRMJetty might become our primary CRM development partner. So far, the chances are high because everything they've done for us has been very professional, and their communication is very good and consistent. 

How did CRMJetty perform from a project management standpoint?

They're very good at project management. They provide accurate estimates of assets and budgets and meet the timeframes. So far, they've never gone over the deadline for something to go live. Overall, I'm very happy with their ability to estimate. 

Our communication is through Skype, which I initially found to be a bit old-school. However, it's working quite well; we catch up daily in the afternoon to adjust for the time difference between us. We also use email. The team is readily available, and whenever I call for a catch-up, they always respond within an hour despite the time difference. 

What did you find most impressive about them?

I'm impressed with CRMJetty's professionalism. They deliver as per their estimates, and the quality of their work is very good. I can be very particular as a manager because of the prominence of our customers. Attention to detail is important, and I also expect it from our suppliers. CRMJetty has met our standards, so expect to keep working with them a long way into the future. 

Are there any areas they could improve?

The only thing I would suggest is working more around the time difference. Some larger companies have 24/7 support, while we're restricted by the time difference between Australia and India. That's not really on them, though, and the fortunate thing is we haven't had any significant issues. We've never needed immediate support and had to wait, which is a testament to the quality they deliver. 

Do you have any advice for potential customers?

Consider that CRMJetty will require a proper, up-to-date sandbox environment that works with your latest technologies. I would recommend them to anybody, provided they cover the items you're looking for.

Please describe your company and your position there.

I'm a Salesforce Administrator for a regional food bank.

For what projects/services did your company hire CRMJetty, and what were your goals?

We wanted to provide our volunteers with a more robust user interface to sign up for shifts and view their volunteer history. This information is kept in our Salesforce installation, so we needed an external-facing product that would interface with Salesforce in the desired way.

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

They appeared to have a product that would work for us with some additional customization.

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

Their Salesport product needed to be modified for volunteer use rather than for sales use. We have complex business processes around our volunteer registrations, and the product needed to assess a number of different criteria to determine which shifts to display to a given volunteer as well as how their registration should be processed.

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

I worked with a project manager as well as a development lead, in addition to occasionally seeing other development team members during demo calls.

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

Too early to say, as we have only just begun bringing users in to the new portal.

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

Communication for this project was mainly over email due to the time zone difference, which occasionally caused issues to take extra time to resolve if a significant amount of back and forth was needed to get our expectations aligned with the dev team's understanding. That aside, the dev lead was always responsive to any queries we made within a day.

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

Their technical skills with regard to their software as well as Salesforce were commendable, and they were able to implement most of our customization requests.

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

Documentation for their product is functional, but not very user friendly. I think putting some extra effort into that would make their customers much more confident about supporting the product for their own users.

Please describe your company and your position there.

I work for a non-profit organization in the area of data and analytics as a manager.

For what projects/services did your company hire CRMJetty, and what were your goals?

We needed a donor and volunteer portal to assist donors and volunteers in being able to run receipts of individual or annual donations as well as receipts of volunteer hours. We also wanted donors to be able to visually "see" their giving over time and track this information on a dashboard. This review is for the support they have provided.

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

This vendor was selected by a former CTO due to their ability to customize the product.

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

AppJetty has provided support when we have run into technical issues with the donor and volunteer hub. We appreciated their rapid and skilled response.

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

A developer and a project manager worked with me.

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

We have found that AppJetty has provided efficient and knowledgeable technical support.

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

Zoom calls and flexible scheduling has been utilized. We appreciate their willingness to offer this flexibility.

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

This company has provided support to ensure our donor and volunteer hub continues to be up and running. We greatly appreciate this.

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

Not in the area of technical support.

Please describe your company and your position there.

I'm Salesforce Project Manager and i work for a Bonfiglioli Riduttori SPA, multinational company based in Italy with 23 branches all over the world.

For what projects/services did your company hire CRMJetty, and what were your goals?

We used the CRM Jetty portal for give to our customers the possibility to have a smart portal for manage the service issues (claim) and for have a one point connection with our Bonfiglioli After Sales department

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

I select this vendor when i find it in Salesforce app exchange and we decide to proceed with CRM Jetty for the support from consultant and for the design and easy interface of the portal

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

The portal is a web portal based on Wordpress with the connection with our Salesforce environment using the CRM Jetty plugin

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

We were in 3 core team with one PM and 2 developer

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

We have 700 active users worlwide level with a good feedback from the customers

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

Using a waterfall style with a PM and developers We are using emails and meeting for the communication and for the timelines we using Clarizen tool

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

They are flexible and can work in stressful conditions. 

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

More precise during the deployment

Please describe your company and your position there.

I'm the CEO of a startup pawn shop in Scandinavia.

For what projects/services did your company hire CRMJetty?

Our Company did hire CRMJetty for developing our loan management system connected with Salesforce.

How did you select CRMJetty and what were the deciding factors?

We searched online for IT Companys with knowledge in both Salesforce and custom system development. We ended up choosing CRMJetty.

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

CRMJetty was with us in every step of the development of the system. From the first planning to the last phase.

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

I will be honest and say that I do not know how many people worked on our project, but every time we had video meetings, there were at least 5 people in the conversation. Everything from Salesforce experts to server developers.

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

I had a vision to create a system together with CRMJetty that would revolutionize the pawnshop industry in Sweden. This system has really helped us do that!

How effective was the workflow between your team and theirs?

With the help of this system, we reduce working hours by 80%

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

CRMJetty is friendly and professional. Most surprising, however, must be their commitment and fast response times. Whatever I needed help with or asked about, they have ALWAYS answered within 24 hours. Mostly already within a few minutes.

I love working with people who have the same mindset as myself and that's really all the staff at CRMJetty.

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

To be honest no.