Everpeak

BACKGROUND

Please describe your company and position.

I am the Chief Administrative Officer of a consumer products & services company 

Describe what your company does in a single sentence.

Debris removal

OPPORTUNITY / CHALLENGE

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

• fix, update, revise, etc SalesForce.com

SOLUTION

How did you find Everpeak?

Referral

Why did you select Everpeak over others?

talent, knowledge, listening ability, value and BEST quality

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

We inherited a salesforce.com account that was already set up but the build out was done poorly and had alot of problems. 

RESULTS & FEEDBACK

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

changes to our crm showing improvements, input ability, flow, reporting, collection of data...

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

Randy and his team have been wonderful to work with. Randy does a great job listening to our pain points and needs and has matched us up with consistently great partners to execute on each item. We have worked with a few programmers but each time Randy has matched up with great talented knowledgeable professionals that solve problems!

What was your primary form of communication with Everpeak?

• Virtual Meeting
• Email or Messaging App

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

Their ability to take a brief amount of time to know our system, actively listen to our needs and help predict what will be needed in the future so that as they are fixing things they are able to put in place building blocks for future needs while working in our budget.

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

Absolutely nothing. I wish we had found them sooner!

BACKGROUND

Please describe your company and position.

I am the Senior Director of IT of i4cp

Describe what your company does in a single sentence.

Supported by a powerful community of human capital practitioners, i4cp provides HR research and insights that help organizations better anticipate, adapt, and act in a constantly changing business environment.

OPPORTUNITY / CHALLENGE

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

• Opportunity workflow process refinement
• Territory management project
• Guidance and assistance for salesforce admin best practices

SOLUTION

How did you find Everpeak?

previous relationship

Why did you select Everpeak over others?

• Pricing fit our budget
• Great culture fit
• Good value for cost
• Company values aligned

How many teammates from Everpeak were assigned to this project?

2-5 Employees

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

Everpeak Consulting was initially engaged in September 2023 to provide an in-depth review of our Salesforce organization, focusing on best practices for standard administrative tasks. Following that, they played a key role in enhancing our opportunity workflow process, automating the transition of prospects to members by assigning them to the appropriate departments and triggering initial tasks.

Additionally, the workflow automated the renewal process for members, streamlining ongoing membership management. This project also included the implementation of a visual path with success guidance, and Everpeak was instrumental in building the backend flows to ensure seamless functionality.

In a subsequent project, Everpeak also helped in developing custom objects and workflows to accurately define and assign sales territories to the appropriate sales partners. This allowed us to standardize our country and state/province entries and enable the State and Country Territory picklists. Throughout both projects, Everpeak consistently delivered timely updates, with meticulous attention to detail and a thorough approach to ensuring smooth execution of all initiatives.

Key deliverables included:

• Salesforce organization review and best practices for admin tasks
• Automation of opportunity workflows and department assignments
• Implementation of a visual path with success guidance
• Automation of the renewal process for members
• Development of custom objects and workflows for sales territories
• Standardization of country and state/province entries with picklists

RESULTS & FEEDBACK

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

The projects with Everpeak Consulting delivered significant measurable outcomes that streamlined our Salesforce processes and enhanced overall efficiency.

•  Opportunity Workflow Enhancement: The automated opportunity process created consistency in how our opportunities are managed, ensuring that renewals are always in the correct stage. This improved the accuracy of our financial reporting and streamlined subsequent workflows, leading to a more efficient post-opportunity process.
•  Standardization of State/Country Picklists: The implementation of standardized state, province, and country picklists made it much easier to define sales territories, global regions and assign sales partners, eliminating the inconsistencies we previously encountered with formula-based solutions. This improvement not only enhanced accuracy but also simplified the assignment process, significantly improving operational efficiency.

Additionally, Everpeak’s guidance helped me grow as a Salesforce administrator, demystifying complex issues and enabling me to better manage day-to-day tasks with more confidence.

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

Everpeak Consulting demonstrated excellent project management throughout our engagements. They were highly responsive, ensuring that we stayed on track with our project items while also accommodating our busy schedules, particularly during our hectic conference timeframe.

Their ability to work with our timeline and effectively manage deadlines made the entire process seamless. Their attention to detail and timeliness, especially when we were ready to move forward, was impressive and contributed greatly to the success of the projects.

What was your primary form of communication with Everpeak?

• Virtual Meeting
• Email or Messaging App

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

What stood out most about Everpeak was the professionalism, approachability, and expertise of their team, particularly Cory and Bryton. Working with them was a seamless experience—I always felt comfortable and confident that they would listen to our needs and offer reasonable, effective solutions. Brighton’s expertise in handling complex Salesforce flows, especially in our opportunity process, was truly impressive and showcased a deep understanding of the platform.

Cory’s broad knowledge and friendly demeanor consistently inspired confidence, and he delivered exceptional results on every project. Their ability to provide both comfort and confidence throughout the process made working with Everpeak an outstanding experience.

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

Honestly, there’s nothing that stands out in terms of areas for improvement for Everpeak Consulting. They did a fantastic job, and if there were any limitations, they were more related to our own time, availability, and budget constraints. I can't offer any constructive criticism or think of anything they could have done differently—overall, I was very satisfied with their work.

BACKGROUND

Please describe your company and position.

 I am the Director of Sales of a construction company 

Describe what your company does in a single sentence.

We are a single source solution for maintenance, restoration and construction of multifamily housing.

OPPORTUNITY / CHALLENGE

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

• Help with Salesforce
• flows in salesforce

SOLUTION

How did you find Everpeak?

Referral

Why did you select Everpeak over others?

Referred to me

How many teammates from Everpeak were assigned to this project?

2-5 Employees

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

helped with CPQ for salesforce, created flows and fixed issues.

RESULTS & FEEDBACK

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

I am not sure.

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

delivery times were good.

What was your primary form of communication with Everpeak?

Virtual Meeting

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

They helped.

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

n/a

BACKGROUND

Please describe your company and position.

I am the Director of Marketing of Alma

Describe what your company does in a single sentence.

Alma products improves school operations, fosters better student outcomes, and creates the greatest generation of educators, so they can create the greatest generation of students.

OPPORTUNITY / CHALLENGE

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

• Salesforce Account Engagment <--> Mailchimp migration

SOLUTION

How did you find Everpeak?

Referral

Why did you select Everpeak over others?

• Pricing fit our budget
• Referred to me

How many teammates from Everpeak were assigned to this project?

2-5 Employees

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

Our Salesforce was implemented by untrained folks years ago, and had many issues - namely with integrations to email marketing platforms. Everpeak helped address efficiencies and fixed some of the integration issues we were suffering from.

RESULTS & FEEDBACK

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

Leads from mailchimp are being properly added into SF

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

Many after hours, different time zones and conversations - always very responsive.

What was your primary form of communication with Everpeak?

• Virtual Meeting
• Email or Messaging App

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

Their responsiveness and follow-up testing were unique.

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

nothing

BACKGROUND

Please describe your company and position.

 I am the Vice President of Sales of a consumer products company 

Describe what your company does in a single sentence.

Wholesale Fuel & Lubricant Distributor

OPPORTUNITY / CHALLENGE

What specific goals or objectives did you hire Everpeak to accomplish?
Assist with Salesforce implementation

SOLUTION

How did you find Everpeak?

Referral

Why did you select Everpeak over others?

Referred to me

How many teammates from Everpeak were assigned to this project?

2-5 Employees

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

Worked with the team to get our CRM setup for our outsdie sales team.  

RESULTS & FEEDBACK

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

Took great first initial step to get our CRM set up.

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

Yes, the team (led by Jordan Linville) was extremely prompt, attentive, and thorough for our team.

What was your primary form of communication with Everpeak?

• Virtual Meeting
• Email or Messaging App

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

Personal touch.  Paid very close attention to detail.

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

We were extremely happy with all team members.

BACKGROUND

Please describe your company and position.

I am the GM of Ticketing of Spokane Chiefs Hockey Club

Describe what your company does in a single sentence.

We are a Major Junior Hockey Team

OPPORTUNITY / CHALLENGE

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

• Automate our Sales Path for new employees
• Set up Einstein capture and other features

SOLUTION

How did you find Everpeak?

Salesforce

Why did you select Everpeak over others?

Referred to me

How many teammates from Everpeak were assigned to this project?

2-5 Employees

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

We were able to automate our Sales Path journeys for our junior sales positions to utilize to maximize efficiency and time management.

RESULTS & FEEDBACK

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

• We have now entered the best sales season for the second year in a row. 
• We have been able to hire additional employees.
• The new employees have been able to use the tools Everpeak helped set up to find success in their roles.

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

• Everything was done in a timely manner.
• Everything was clearly communicated to us. 
• Everpeak solved all our problems and helped automate our sales process.

What was your primary form of communication with Everpeak?

• Virtual Meeting
• Email or Messaging App

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

Their communication was top notch.

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

I appreciate all that was done for us.