Forcery Salesforce Consultants New York City

BACKGROUND

Please describe your company and position.

I am the CEO

Describe what your company does in a single sentence.

Software Development

OPPORTUNITY / CHALLENGE

What specific goals or objectives did you hire Forcery Salesforce Consultants New York City to accomplish?

• CRM enhancement
• Pardot integration
• Marketing efficiency

SOLUTION

How did you find Forcery Salesforce Consultants New York City?

Referral

Why did you select Forcery Salesforce Consultants New York City over others?

• High ratings
• Great culture fit
• Good value for cost

How many teammates from Forcery Salesforce Consultants New York City were assigned to this project?

1 Employee

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

Detailed CRM customization and Pardot integration, with key deliverables including a tailored Salesforce implementation to fit our specific software development processes, a sophisticated marketing automation setup, and comprehensive training for our team.

RESULTS & FEEDBACK

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

Improved customer data analytics, streamlined sales cycles, and enhanced digital marketing performance.

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

Forcery's project management was efficient and responsive. They consistently delivered items on time and were highly attentive to our needs, adapting their approach as required to ensure project success.

What was your primary form of communication with Forcery Salesforce Consultants New York City?

• Virtual Meeting
• Email or Messaging App

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

What stood out the most about Forcery Salesforce Consultants New York City was their exceptional expertise in Salesforce and Pardot. His deep understanding and strategic application of these platforms were unique, providing tailored solutions that significantly enhanced our CRM capabilities and marketing effectiveness.

Are there any areas for improvement or something Forcery Salesforce Consultants New York City could have done differently?

Forcery's services were excellent overall

BACKGROUND

Please describe your company and your position there.

I work as the CIO for mid-sized, rapid-growth hedge fund in New York City. We've quadrupled in size over the past several years, but very careful in adopting new tech.

OPPORTUNITY / CHALLENGE

For what projects/services did your company hire Forcery Salesforce Consultants New York City?

We felt like we were barely scratching the surface of our Salesforce org, and were doing no marketing to speak of, so decided to implement an email marketing solution.

What were your goals for this project?

We wanted to build out Pardot Marketing Automation with the most experienced Salesforce and Pardot Consultants in NYC, and streamline our marketing with our sales prospecting process.

SOLUTION

How did you select Forcery Salesforce Consultants New York City?

I had heard about poor results from using one of the big Salesforce / management consultancies, and wanted a firm that was hungry and experienced, and truly understood Pardot and how to align with Salesforce. We met with several other companies, none of whom had executive level experience, and Forcery seemed to be the clear winner.

Describe the project in detail.

We were provided a 6 week implementation, that started out with a technical discovery session, as well as clear milestones and deliverables broken down by responsible party. Each week we were provided a project update until the implementation was completed.

What was the team composition?

There were several other people behind the scenes, but we worked mostly with the delivery lead Tigh and the technical lead Boris. Their knowledge of Salesforce and Pardot was better than anyone we've met before.

RESULTS & FEEDBACK

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

We were up and running as a firm sending emails within a month; two weeks before our slated final delivery date. While it took a little longer to get our sales team trained, it was amazing to have a tech project completed ahead of schedule.

How effective was the workflow between your team and theirs?

The communication was seamless. Not only were regular updates provided, but the Forcery team was responsive to questions and even helped outside of the scope of our implementation with some Salesforce guidance.

What did you find most impressive about this company?

The domain expertise of the people we talked to was amazing. I think they mentioned that the two founders have over 25 Salesforce certifications, and have over 100 Salesforce projects completed to date. I can't believe there are that many people out there that know that much about Pardot and Salesforce.

Are there any areas for improvement?

Product knowledge, communication and helpfulness was perfect. We needed some help with training, and I wish we did a little more, as some of the tools are a little more complex than we expected. However, we would definitely work with Forcery again.