Melonleaf Consulting

Please describe your company and your position there.

I am the owner of a mortgage brokerage. We are in the financial services sector.

For what projects/services did your company hire Melonleaf Consulting?

We hired Melonleaf to help us completely automate our flow in Salesforce. Everything from how our lead is ported into the system and what happens to that lead after it is entered. As well as how key partners in the process are updated as the financing moves forward. Custom components were also designed in addition to custom PDF generation through the system.

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

I interviews 5 different companies based on their self-reported credentials. The final decision to move foward with Melonleaf was based on the fact that they were 1) familiar in my space and 2) it was apparent that they had a higher level understanding of how to execute what we were looking for.

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

We wanted to automate the Salesforce CRM for frictionless Communication with our user. Phase 1 was setting up all the automated emails to Account and opportunity contact role. Automated Emails functionality also included sending Custom PDF in Email as attachment, created dynamically. Melonleaf also automated custom Twilio bulk and triggered messaging for our clients. Melonleaf helped us building completely customised Email parsers.

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

We worked with an architect, developer and tester.

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

Everything we intended to have designed and created was executed perfectly. In fact, not only did we get the end result we hoped for, but Melonleaf, due to their high level of expertise, was also able to make several suggestions that we did not even think of to improve our process. Another indicator of how familiar they are in the space.

How effective was the workflow between your team and theirs?

Unbelievably seamless. High level of communication and responsiveness.

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

The ability to execute at a very high level. The constant request for a clear understanding so they could create accurately. Additionally, their ability to answer questions in a comprehensive manner at every stage was impressive. Could not say enough great things about them!

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

None.

Please describe your company and your position there.

I am the CTO of an automotive technology company. We help get customer a car and credit 100% from their phone.

For what projects/services did your company hire Melonleaf Consulting?

We hire them to manage all aspects of our Salesforce customisation and ongoing support work. This encompassed systems integration, report building and custom development work in APEX on top of the force.com platform.

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

We went through a rigorous tendering progress to select from many candidates. We looked for experience, certification and positive reviews.

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

The team managed our customisation project end to end. From product planning to development they managed the project. We have retained them for ongoing long-term work as the project goes so well

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

We engaged a team comprising of 1 x dev lead, 1 x architect and a QA team.

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

Our team are very happy with the outcomes of the work completed. It increased our productivity on salesforce significantly.

How effective was the workflow between your team and theirs?

Quiet effective, constant updates with high levels of transparency.

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

Their ability to take business requirements and translate them into dev requirements specific to salesforce. Their knowledge of the platform was second to none.

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

Nothing really comes to mind - I was very happy with the project.

Please describe your company and your position there.

I am the CEO of a privately owned healthcare firm. We built a proprietary solution on SFDC that connects patients to healthcare professionals and treatment plans for men's health.

For what projects/services did your company hire Melonleaf Consulting?

The project was to customize and develop Salesforce Community Cloud to meet the needs of our physician partners. We had some Complex Scenarios to allow physicians to prescribe in the community portal and manage their prescriptions.

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

We found Melonleaf on Upwork and with a recommendation from one of our pharmacies.

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

We have both physicians and patients that log into Community Cloud to access the menMD custom portal. We asked Melonleaf to build out the physician access to allow prescriptions to be sent, the ability to manage prescriptions for their patients, and to approve pending refill requests. Melonleaf Consulting did everything from project planning to development, and all the UI/UX design of the portal.

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

We worked directly with Lalit (CEO , Melonleaf) and a Senior Developer as main point of contact with Melonleaf consulting.

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

Our physician partners can now sign into their portal and send us prescriptions. This is not only more convenient for the physician, but has also made us more efficient by speeding up our turnaround time to get orders out to the patient members.

How effective was the workflow between your team and theirs?

Lalit is always available - No matter what time of day. He also helped us move the project forward by regularly checking in to ensure we were meeting the schedule.

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

Melonleaf's understanding of Salesforce and how to optimize the system and setting up the functionality/fields for long-term success.

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

Everything was delivered as expected - looking forward to using Melonleaf on our next salesforce project later this year.

Please describe your company and your position there.

A business services company focused on connection business strategy to technology and data. As the founder and CEO, I'm focused on ensuring our clients get more than just technology - they get a solution that moves them to growth.

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

We hired Melonleaf Consulting to assist with a high-impact project with a growing childcare services company. We needed a custom Salesforce implementation including design and development of the families and childcare professionals databases, custom matching and scheduling tool, payment system integration and external and internal system development.

The goals were full system operation, client training and self-sufficiently to re-launch business on new platform with positive ROI in less than 6 months of deployment.

How did you select Melonleaf Consulting and what were the deciding factors?

We talked to several different vendors, but selected Melonleaf Consulting due to their experience with Salesforce Solution designing and Customization. We liked their flexibility with the approach to the project as well as their ability to talk with my team and the client strategically and translate needs into tactical and technical planning and execution.

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

We needed a custom Salesforce implementation including design and development of the families and childcare professionals databases, custom matching and scheduling tool, payment system integration and external and internal system development.

Steps included high level architecture design, agile development for database, scheduler, matching, customer cloud, payment integrations, email automation and survey response.

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

There were 3 people that we worked with:

• Technical Architect
• Lead Salesforce Developer
• QA

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

Key success metrics included time saved in on boarding and customer fulfillment as well as increase in overall order volume due to efficiencies gained. My company consulted with client in partnership with Melonleaf to advise on improved subscription model and user flow. We achieved these metrics within the first month due to ongoing improvements that were rolled out during the build.

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

We used to have regular meetings Melonleaf and they are really flexible to hop the call any time, they communicate well via email and on Zoom. 

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

They were always receptive to feedback and quickly implemented changes. Strategic understanding of business needs and ability to translate into technical plans and execution.

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

There isn’t anything I can think of. Incredible experience and highly recommend!

Introduce your business and what you do there.

I’m the CEO of a real estate company that visits all the shopping centers in South Florida and looks to invest in them.  

Our drivers go to the shopping centers, collect the data, and enter it into Salesforce for us. They do this twice a year; they also make calls and send emails to leasing agents and brokers to get updated rents on the properties. We update the database as well based on received emails, news stories, calls, and other sources. 

What challenge were you trying to address with Melonleaf Consulting?

I reached out to them to help me with Salesforce implementation. I needed things to be done in Salesforce that I, as a non-developer, just couldn’t do. 

What was the scope of their involvement?

Melonleaf first helped us with a Salesforce-coded program that allowed us to manage install packages. 

Along the way, they have done other assignments and products that have helped us increase functionality on Salesforce. For example, instead of manually sending email requests one by one to each leasing agent and broker, the team has created an automated Salesforce program that sends all these emails with the click of a button. 

What is the team composition?

My main point of contact has been Lalit (Founder & CEO). I’m not sure how many team members work on the projects behind the scenes. 

How did you come to work with Melonleaf Consulting?

I posted a job request on Upwork for someone to help me with an installed package that I needed to serve multiple users, which was greater than the number of licenses I had for that. I talked to 4–5 agencies that said it couldn’t be done and wouldn’t work. 

Melonleaf was the only agency that said they could do it. I went with them and was very pleased with the deliverable. From that point on, I’ve never submitted a public job offer again; whenever I need something done, I just go with Melonleaf. 

How much have you invested with them?

Our business has invested less than $10,000. 

What is the status of this engagement?

Our partnership started in July 2020, and we are currently working on new projects.

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

Like the email example I mentioned, Melonleaf’s solutions have helped us save a lot of time on work we did manually because we didn’t know how to automate it within Salesforce. 

How did Melonleaf perform from a project management standpoint?

We communicate primarily through the messaging chat on Upwork and send emails when needed.

What did you find most impressive about them?

Since the first job posting about the install package, they have had a can-do attitude and know ideas on how to solve things. They had never done something like that, but they found a solution to it because of their experience, track record, and time spent on Salesforce. The others that I interviewed didn’t come up with a solution because of maybe a lack of creativity or understanding on their part.  

From start to finish, Melonleaf Consulting has been very responsive to understand my business needs and excellent to work with. It’s been a real pleasure and they’ve been able to help me with every single job. Their ability to deliver sets them apart. Once they prove themselves, there’s no need to go with anyone else.

Are there any areas they could improve?

No, I don’t have anything for them to improve. 

Any advice for potential customers?

My advice to them is to explain clearly the challenge or situation to the team. Provide them with as much information as you can; they will take it from there and do a very good job. Nonetheless, if you don’t provide enough information, the team will ask questions to find out more about the project so they can propose a better solution to the problem.

Please describe your company and your position there.

I am the Sales Operations Manager for a Southern California based business to business direct lender. The company has approximately 50 employees, and we provide financing in all 50 states and have structured transactions abroad when companies have a US presence.

For what projects/services did your company hire Melonleaf Consulting?

Our initial requirement was for Salesforce Lightning Migration from Salesforce Classic. We further engaged with Melonleaf to provide a full optimization of our Salesforce Org which included custom business development using Lightning Aura.

What were your goals for this project?

To maximize the features of Salesforce Lightning, transition seamlessly, and improve the overall efficiency of our Salesforce instance.

How did you select Melonleaf Consulting?

We spoke with several consultants while researching our needs for this project. The Melonleaf Salesforce Architect understood our exact requirements and was able to suggest the best solutions for the Salesforce Org. He was clearly an expert in this field and we were confident in moving forward with Melonleaf immediately.

Describe the project in detail.

Our Salesforce Org. was over 5 years old and needed to be migrated over from Classic to Lightning. This included several Visualforce Pages that needed to be converted to Lightning. Additionally, we had a rather complex business flow that needed to be automated using Lightning customization and auto-triggered processes.

What was the team composition?

We worked with 1 Architect and 1 Developer at Melonleaf.

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

Our Salesforce Org was migrated to Lightning successfully and the transition was extremely smooth for our entire team. The automations that Melonleaf designed and implemented have eased our sales team efforts considerably, and brought much needed efficiency to our System.

How effective was the workflow between your team and theirs?

Communication was top notch, and we typically met every other day via video conference. In addition to the strong communication skills, the Architect always cleared the estimate of deliveries.

What did you find most impressive about this company?

The team at Melonleaf certainly brings with them a tremendous amount of Salesforce experience. They were extremely effective in carrying out the work we required, and added tremendous value by suggesting additional solutions to the Salesforce platform that we didn't know were possible. They are our go-to team for any Salesforce related work.

Are there any areas for improvement?

Nothing that I can think of. We are extremely impressed with this company.

Please describe your company and your position there.

Our company is in the entertainment sector; I am the Head of Growth.

For what projects/services did your company hire Melonleaf Consulting?

We obtained their services for SalesForce integration and workflow process improvement.

What were your goals for this project?

Our primary goal was to improve the end-to-end workflow process while automating and consolidating the process as much as possible.

How did you select Melonleaf Consulting?

We worked with the Melonleaf Architect while searching for the best candidate, and he provided the optimum longterm-scalable solution.

Describe the project in detail.

We needed an integrated SalesForce solution to automate and incorporate several APIs, ultimately streamlining the workflow process and making the tracking of organizational goals and KPI's available at a glance.

What was the team composition?

We worked with one architect and one developer. We maintained direct communication with the same team members throughout the entire project.

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

The SalesForce program is now capable of keeping and generating functional uses of the data used in our business operations.

How effective was the workflow between your team and theirs?

Melonleaf Team was supportive and provided us with frequent updates. We used to have daily sync-up meetings with the architect for optimizing and finalizing the details.

What did you find most impressive about this company?

We felt like strong communication provided by Melonleaf was an essential component of the success of the project. We were consistently informed of the Project Management Timeline and our Melonleaf associate was quick to keep us on schedule and in budget.

Are there any areas for improvement?

Deliveries can be done faster, but we never wanted to compromise on the quality of deliverables, so I cannot think of any areas of improvement. We are more than satisfied with the process and the project outcomes. We will use Melonleaf again for future projects.

Please describe your company and your position there.

I'm the head of business development responsible for building and scaling our sales team.

For what projects/services did your company hire Melonleaf Consulting?

They helped us set up and configure our new instance of salesforce from scratch, they are also helping us maintain and continue to develop the system.

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

We searched via Upwork and selected the vendor based on a combination of track record, expertise, and cost.

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

Stages included initial kick off to determine our requirements for the project, configuration, testing, and roll out.

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

We worked directly with the Architect and salesforce developer.

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

We now able to handle the complete CRM solution for our business process.

How effective was the workflow between your team and theirs?

Very effective

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

Very attentive to detail, quick to respond and they were easy to communicate and work with.

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

Nothing as of yet