Top Salesforce Gold Consulting Partner

BRONZE VERIFIED

MondayCall is a leading Salesforce Gold Consulting Partner headquartered one block from the Salesforce Tower in San Francisco with clients nation-wide.

MondayCall provides a wide range of consulting services from quick Rapid Deploy services, to large scale implementation and change management projects to managed services. MondayCall specializes in Service Cloud, Field Service Lightning (FSL), Experience Cloud (formerly Community Cloud), PRM,  Salesforce Development, Integrations, Sales Cloud, Pardot, CPQ and more.

MondayCall has over 600 customers including Google, Pinterest, Docker, Slack, Grocery Outlet, Chronicle Books, San Francisco Travel, Accenture, Recology, Tile and more.

MondayCall has a strong team of ecosystem leaders including Salesforce MVP Hall of Famer's, Salesforce User Group leaders and Salesforce User Conference leaders with deep expertise in Salesforce products, business consulting, change management and development execution skills.

MondayCall has deep skills in integration (e.g. ERP, CTI, SSO Identity), Service Voice, Digital Engagement, Omnichannel Routing, Customer and Parter (PRM) portals and more.

 
$1,000+
 
$150 - $199 / hr
 
50 - 249
 Founded
2009
Show all +
San Francisco, CA
headquarters
  • 530 Howard Street, Suite 470
    San Francisco, CA 94105
    United States

Portfolio

Key clients: 

Google, Pinterest, Docker, Slack, San Francisco Travel, California Hydronics Corporation, Big Brothers Big Sisters, Grocery Outlet, Medium, California Family Fitness, Eventbrite, Kymeta, Boyd Corporation, Bushnell, TSG Consumer Partners, Velodyne Lidar, Weebly, Sysco, Fragomen, Vyve Broadband, Synopsys, Sungevity, Watchguard, Avalara, GoAnimate, App Annie, Astia, Optimizely, Pax Labs, Herbl, Califia Farms, Office Express, Fukuda, Grakon, Highfive, Springbrook Software, Key Construction

MondayCall Salesforce Consultants Help Vyond Launch Their Maker Community Using Experience Cloud (formerly Community Cloud)

Vyond's old Customer Community was run on a separate platform from their flagship Studio Platform, and did not integrate with Salesforce, their choice of CRM. So if one wished to access the old Vyond Customer Community, they required a separate set of credentials. A user would then technically have a Studio account, and a Community account - and the associated data with each of these accounts was

separate from each other.

Vyond decided to fix their Customer Community, to integrate their Community with their Salesforce deployment, and make it a more seamless experience. So they decided to explore the Salesforce Customer Community solution, and reached out to MondayCall to assist in getting them started.

Salesforce Consulting and Development for San Francisco Destination Marketing Organization (DMO)

MondayCall just did a video with the San Francisco Travel Association, one of the largest Destination Marketing Organization (DMO) in the world. SF Travel promotes San Francisco and the larger Bay Area as a business and tourist destination and is funded by a network of 1000+ partners and local tax dollars. MondayCall has been working with SF Travel on a number of projects including revamping their sales, marketing, and event

booking infrastructure. Along the way, we have built dozens of integrations with back-end and third-party systems, migrated from numerous systems with decades of data onto the Salesforce platform and continue to provide support through Managed Services. Moving onto the Salesforce platform has enabled their users to use just one fully integrated and modernized system and in addition, consolidate data in one place for both the consumer and business side enabling full visibility of their information. SF Travel is a great customer to work with and we are happy to play a key role in helping them continue to be a visionary leader in the DMO space. https://www.sftravel.com/

Salesforce Consulting Project for Nonprofit

MondayCall has been consulting for Big Brothers and Big Sisters of Orange County and the Inland Empire, the 2nd largest affiliate in the Big Brothers and Big Sisters network. MondayCall helped overhaul their Salesforce instance using the Nonprofit Success Pack. "We are so thankful we partnered with MondayCall -- to this day our employees still rave about how smooth the implementation went. it exceeded our expectations in every

single regard." Sloane Keane, CEO, Big Brothers and Big Sisters of Orange County and the Inland Empire

Salesforce Consulting (CPQ, Sales Cloud, etc.) for Manufacturing and Distributor of HVAC products

California Hydronics Corp (CHC) is a Manufacturers Representative and Package Systems Manufacturer of HVAC Hydronics, Steam, Heat Transfer, and Plumbing Equipment.

https://www.chchydro.com/ MondayCall worked closely with the CHC team, building a custom Salesforce CPQ solution that addressed the demanding needs of their sales team. Interview with Bob Polizzi, President/CEO

Reviews

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Custom Tracking Software for Video Conferencing Platform

"What makes MondayCall different is the attention to detail they paid our product."

Quality: 
5.0
Schedule: 
5.0
Cost: 
4.0
Willing to refer: 
5.0
The Project
 
$50,000 to $199,999
 
Feb. - Apr. 2019
Project summary: 

MondayCall delivered a Salesforce solution to a video conferencing platform. The tool allows for subscription tracking and other customized functionalities.

The Reviewer
 
51-200 Employees
 
Redwood City, California
Director, Video Conferencing Platform
 
Verified
The Review
Feedback summary: 

The tool MondayCall developed automated several functions, improving process efficiency for users and internally. Throughout the collaboration, the team was extremely collaborative, organized, and engaged with the success of the project. 

A Clutch analyst personally interviewed this client over the phone. Below is an edited transcript.

BACKGROUND

Introduce your business and what you do there.

I’m the director of systems and enablement at a video conferencing solution. My responsibilities are a mixture of revenue operations, systems architecture, design, and development.

OPPORTUNITY / CHALLENGE

What challenge were you trying to address with MondayCall?

We worked with them to build a Salesforce-based functionality.

SOLUTION

What was the scope of their involvement?

The first project we engaged them for was a functionality for building out contracts through Salesforce CPQ. We were trying to enable the tracking of subscription product purchase, laying the foundation for automatic renewals. There are several functionalities, and MondayCall provided the custom development work that went into it.

The process was very collaborative. We had a good idea of what we wanted the end solution to accomplish, but we still had a month-long discovery phase with the team, going over all the fine details. 

What is the team composition?

We worked with three main team members: an account manager, a project manager, and a solutions architect.

How did you come to work with MondayCall?

I knew MondayCall from a previous company I worked for. In that role, I never had the chance to work with MondayCall, but they were always in the back of my mind as a company I wanted to partner with. When the opportunity came, I gave them a call, and we decided to collaborate.

How much have you invested with them?

The total cost was between $80,000–$150,000.

What is the status of this engagement?

We worked together from February–April 2019.

RESULTS & FEEDBACK

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

With the automation that comes with the solution MondayCall delivered, we’ve vastly improved our internal efficiency. It completely cut out data entry problems as well as manual processes for our users. It makes our processes much easier on our team.

How did MondayCall perform from a project management standpoint?

The project management was amazing. Our project manager was completely on point — she kept everything on track. They have their own internal project management tool for document sharing and task tracking, which we really appreciated. We finished the project way before our scheduled end-date. It was a six or seven month project that only took us about three. 

What did you find most impressive about them?

A lot of third-party vendors charge a lot of money just to make a solution look good. What makes MondayCall different is the attention to detail they paid our product. They didn’t sell us any bells and whistles, they wanted to really think through the tool and build it right. To me, that’s the most important thing, and it’s where they really shine in my eyes.

Are there any areas they could improve?

From a communications standpoint and an overall partnership standpoint, MondayCall was excellent. I have a great relationship with them today.

Do you have any advice for potential customers?

Understand what you need as a company and what your goals are, especially going into the discovery phase. Also, having some sort of technical background is going to help a lot.

4.5
Overall Score
  • 5.0 Scheduling
    ON TIME / DEADLINES
  • 4.0 Cost
    Value / within estimates
  • 5.0 Quality
    Service & deliverables
  • 5.0 NPS
    Willing to refer

B2B Ecommerce Portal for Consumer Technology Brand

“This has probably been the smoothest, most enjoyable project that I’ve worked on in my career.”

Quality: 
5.0
Schedule: 
5.0
Cost: 
5.0
Willing to refer: 
5.0
The Project
 
Confidential
 
Dec. 2019 - June 2020
Project summary: 

MondayCall provided development services for a cannabis electronic goods manufacturer. Their work included implementing a new Salesforce B2B e-commerce portal.

The Reviewer
 
201-500 Employees
 
San Francisco, California
Steve Karthan
Business Systems Manager, PAX, Inc.
 
Verified
The Review
Feedback summary: 

MondayCall’s efforts have gone above and beyond. The portal was completed on time and on budget, with the knowledge and guidance from the team. Customers can expect a seamless and organized project with a team of seasoned professionals.

A Clutch analyst personally interviewed this client over the phone. Below is an edited transcript.

BACKGROUND

Introduce your business and what you do there.

I’m the business systems manager at a company that creates electronic consumer goods for the cannabis industry.

OPPORTUNITY / CHALLENGE

What challenge were you trying to address with MondayCall?

We needed help implementing a new B2B e-commerce portal since our old one was at the end-of-life. We’re in a very heavily regulated market, internationally, and the portal does service the US and international business clients. It’s a complicated B2B program because of the heavy regulations, so the main challenge was to complete something that usually takes 12-18 months completed in 6 months.

SOLUTION

What was the scope of their involvement?

MondayCall helped us implement Salesforce’s B2B e-commerce portal. MondayCall brought a strong core team to the table that allowed us to complete that portal in just six months. We spent about a month doing in-depth discovery to assess exactly what we needed to include with this portal. There was a lot of complexity behind it, but since the team was knowledgeable about the system and our industry, and they were able to guide us on best practices.

What is the team composition?

We worked with a team of project managers and developers.

How did you come to work with MondayCall?

We had worked with them previously on a separate project, so we knew each other’s capabilities already.

What is the status of this engagement?

We started in December 2019 and wrapped up in June 2020.

RESULTS & FEEDBACK

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

One of our measurements for success was the timeline. A lot of times with these large projects, you get really close to finishing, and then a dozen problems will spring up, extending things for another 6-12 months. With this project, because we listened to MondayCall’s guidance on best practices, we finished everything on time.

Another measurement for success was the budget, and we wanted to make sure that we stayed within our financial boundaries, and we did. The team did its due diligence to make sure that they met what was on our scope of work.

Finally, we wanted to make sure that the tool satisfied the needs of all of our departments, which it did. It meets their needs and is very simple to use. Overall, this project has been a resounding success and it’s getting high marks from the end-users too.

How did MondayCall perform from a project management standpoint?

We had regular almost daily meetings, and then we had more in-depth weekly meetings. Additionally, we had in-depth project meetings on the dependencies. They helped our team ensure that everything fell into place properly.

What did you find most impressive about them?

The communication was excellent, as it needs to be with a project of this size. They did a great job of communicating with us and making sure all of our meetings were set up.

Are there any areas they could improve?

No, this has probably been the smoothest, most enjoyable project that I’ve worked on in my career.

5.0
Overall Score
  • 5.0 Scheduling
    ON TIME / DEADLINES
  • 5.0 Cost
    Value / within estimates
  • 5.0 Quality
    Service & deliverables
  • 5.0 NPS
    Willing to refer

Salesforce CRM Implementation for Automotive Manufacturer

"MondayCall was a great partner for our Salesforce implementation. They finished before the deadline and under budget."

Quality: 
5.0
Schedule: 
5.0
Cost: 
5.0
Willing to refer: 
5.0
The Project
 
$10,000 to $49,999
 
Apr. 2020 - May 2020
Project summary: 

An automotive manufacturing company hired MondayCall to assist with Salesforce CRM implementation. After extensive calls, MondayCall offered suggestions and real-world applications to maximize efficacy.

The Reviewer
 
10,000+ Employees
 
San Francisco, California
Tom Slage
Business Model Incubation Leader, Automotive Manufacturer
 
Verified
The Review
Feedback summary: 

Coming in under budget and ahead of schedule, the project was an overwhelming success. MondayCall was punctual, productive, timely, and flexible. They respected the automotive manufacturing company, ensuring success.

The client submitted this review online.

BACKGROUND

Please describe your company and your position there.

We're an automotive manufacturing company. I'm currently in a position working on business model innovation.

OPPORTUNITY / CHALLENGE

For what projects/services did your company hire MondayCall?

We retained MondayCall for Salesforce CRM implementation.

What were your goals for this project?

Overall implementation of the Salesforce CRM was the immediate goal of the project, with the downstream goal of maturing our business development processes around new business models.

SOLUTION

How did you select this vendor?

We did a fairly extensive vendor selection process by identifying key service providers that could scale to our small team's level. MondayCall was extremely reasonable and responsive during the RFQ process.

Describe the project in detail.

After signing with MondayCall, we conducted a requirements gathering process to make sure we built our Salesforce instance the way that would most benefit our team. After that, MondayCall conducted extensive calls to go over each and every part of the software and configuration, offering suggestions and real-world applications to make sure we got the most out of our tool. Finally they helped us with training our team of business development players.

What was the team composition?

We worked with a project manager and an implementation specialist for the most part (in addition to the account manager of course). It was a small team and that was perfect because we were able to make a couple key pivots throughout the project without a whole lot of bureaucratic overhead.

RESULTS & FEEDBACK

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

First, the project came in under budget, which was a huge win for us. In addition the team delivered the project several days ahead of schedule, which was also very critical for us as we were launching a critical project and wanted the CRM in place prior to that launch. Salesforce is a huge system, but we do feel reasonable well equipped to handle our BD needs in the system, and that's thanks to MondayCall's training.

How effective was the workflow between your team and theirs?

The collaboration of workflows was nearly flawless. Lots of communication, very responsible email correspondence. Meetings were on time, punctual and productive. There were a few very slight hiccups in the project in terms of understanding what we wanted in terms of training, but the confusion was driven from our end as our requirements changed last minute.

What did you find most impressive about this company?

MondayCall was a great partner for our Salesforce implementation. They were above all very flexible with us, respected our goals for the project, and we finished before the deadline and under budget. Not sure what else you could as for as a project owner! Highly recommend them.

Are there any areas for improvement?

No meaningful suggestions for improvement! Excellent team.

5.0
Overall Score Keep it up guys!
  • 5.0 Scheduling
    ON TIME / DEADLINES
    No drama in this process either.
  • 5.0 Cost
    Value / within estimates
    By far the most reasonable partner out there.
  • 5.0 Quality
    Service & deliverables
    Got what we wanted without unnecessary complexity.
  • 5.0 NPS
    Willing to refer
    100% I would refer MondayCall to other professionals

Custom Event Sales & Booking Calendar for Travel Association

"The team is able to understand complex business processes and translate them into functional requirements."

Quality: 
5.0
Schedule: 
5.0
Cost: 
5.0
Willing to refer: 
5.0
The Project
 
$10,000 to $49,999
 
Jan. - Mar. 2017
Project summary: 

MondayCall developed a custom booking calendar to allow users to research and reserve spaces in an event center. The solution uses automated notifications and reproduces functionality from a legacy application.

The Reviewer
 
51-200 Employees
 
San Francisco, California
Frederico Malinis
Director CRM, San Francisco Travel Association
 
Verified
The Review
Feedback summary: 

The product has been crucial to the success of the business and sales department. It allows users to easily determine current and future availability in the event center. An agile group, MondayCall excelled at collaborating with stakeholders throughout the project build.

The client submitted this review online.

BACKGROUND

Please describe your company and your position there.

San Francisco Travel Association is a destination management organization that markets San Francisco and the surrounding area as a global tourism and convention destination. My role in San Francisco Travel as the Director of CRM Administration and Integrations is the configuration, customization, implementation and administration of Salesforce.com Sales Cloud to support the organization's global marketing and sales initiatives.

OPPORTUNITY / CHALLENGE

For what projects/services did your company hire MondayCall?

We hired MondayCall to develop a custom booking calendar to allow our sales managers and our Moscone venue partner to properly research and reserve available space in the Moscone Center. The new solution will be a replacement of a legacy application that will be no longer supported.

What were your goals for this project?

  • Reproduce useful functionality from the legacy application
  • All reservation made on the booking calendar must be related to an opportunity
  • Ease of use when rescheduling or changing of booking status
  • Automated alerts notifying particular users with a certain action was executed
SOLUTION

How did you select this vendor?

We partnered with Mondcall for our Salesforce implementation so we had a previous working relationship with them.  They did an excellent job understanding the complexities of our business processes during the Salesforce implementation that I wanted to hire them again for other projects.

Describe the project and the services they provided in detail.

Mondaycall provided a highly complex solution using Visual Force pages, Apex Triggers, Process Builders and Flow Builders.

What was the team composition?

Project Manager, Sr. Developer and Developer

RESULTS & FEEDBACK

Can you share any information that demonstrates the impact that this project has had on your business?

This was a highly impactful project that is critical to the business process of our sales department.  Without this solution within our Salesforce Org, the sales department would not be able to determine current and future availablity within the Moscone Center in a timely manner which slows the sales process and possibly the lost of sales. 

How was project management arranged and how effective was it?

MondayCall took an agile approach to the project.  It was an effective methodology to use because it was a complex solution that needed stakeholders input on particular functionality throughout the project build. 

What did you find most impressive about this company?

MondayCall has a stong knowledge base with their team.  The MondCall team is able to understand complex business processes and translate them into functional requirements in Salesforce.

Are there any areas for improvement?

None

5.0
Overall Score
  • 5.0 Scheduling
    ON TIME / DEADLINES
  • 5.0 Cost
    Value / within estimates
  • 5.0 Quality
    Service & deliverables
  • 5.0 NPS
    Willing to refer

Salesforce Migration to Lightning for Private Equity Firm

"Each person I have interacted with maintains a high level of professionalism and genuine desire to help."

Quality: 
5.0
Schedule: 
5.0
Cost: 
4.5
Willing to refer: 
5.0
The Project
 
Confidential
 
Feb. - Mar. 2020
Project summary: 

A private equity firm hired MondayCall to move from Salesforce Classic to Lightning. They guided the private equity firm throughout the process over two years.

The Reviewer
 
11-50 Employees
 
San Francisco, California
Executive Services, TSG Consumer Partners
 
Verified
The Review
Feedback summary: 

Thanks to MondayCall's assistance, the Lighting layouts were quickly embraced and received only positive feedback. The team at MondayCall is professional and dedicated to helping the client.

The client submitted this review online.

BACKGROUND

Please describe your company and your position there.

TSG Consumer Partners is a private equity firm. I have a part-time role as administrator for the firm's Salesforce org.

OPPORTUNITY / CHALLENGE

For what projects/services did your company hire MondayCall?

The firm has been using Salesforce Classic for three years. We trusted MondayCall to guide us in the process to migrate the data, users and processes to Lightning.

What were your goals for this project?

Ensure the move to Lightning was done efficiently and correct with minimal disruption to the users experience. Address outdated processes and apply improvements as needed.

SOLUTION

How did you select this vendor?

TSG Consumer Partners has relied on the expertise of MondayCall consultants for over two years. Based on this experience no other vendors were considered.

Describe the project in detail.

Through a series of efficient calls with screen sharing the MondayCall team guided us through the areas to address, decisions that needed to be made and allowed time for testing. The team made the update to Lightning a smooth process.

What was the team composition?

We were assigned a project manager and senior consultant.

RESULTS & FEEDBACK

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

The users embraced the new Lightning layouts very easily. We received only positive feedback from users regarding the new Lightning experience.

How effective was the workflow between your team and theirs?

We had no issues in this area.

What did you find most impressive about this company?

Each person I have interacted with maintains a high level of professionalism and genuine desire to help address areas of concern.

Are there any areas for improvement?

No recommendations for improvement come to mind.

5.0
Overall Score
  • 5.0 Scheduling
    ON TIME / DEADLINES
  • 4.5 Cost
    Value / within estimates
  • 5.0 Quality
    Service & deliverables
  • 5.0 NPS
    Willing to refer

Salesforce Implementation

"Their implementation team was extremely knowledgeable."

Quality: 
5.0
Schedule: 
5.0
Cost: 
5.0
Willing to refer: 
5.0
The Project
 
$10,000 to $49,999
 
Dec. 2019 - Apr. 2020
Project summary: 

MondayCall provided Salesforce development. Their team integrated user data into a cloud-based infrastructure. 

The Reviewer
 
51-200 Employees
 
Costa Mesa, California
Nicholas Mancini
Vice President, The Office Express
 
Verified
The Review
Feedback summary: 

MondayCall has increased client resolution and morale. Their team was excellent and very knowledgeable. 

The client submitted this review online.

BACKGROUND

Please describe your company and your position there.

I am the VP of a company that works with restaurants on marketing and delivery. We currently service California and Phoenix.

OPPORTUNITY / CHALLENGE

For what projects/services did your company hire MondayCall?

Our company was looking for a CRM to handle client requests.

What were your goals for this project?

To implement our current software to the Salesforce CRM

SOLUTION

How did you select this vendor?

They were recommended by Salesforce.

Describe the project in detail.

We used our internal system to handle client issues. We out grew the capacity for oversight and needed a CRM. We chose Salesforce but needed a way to convert our information into Salesforce. We first worked on our user stories, then Mondaycall worked on the Salesforce platform to meet the user stores. Then we had to integrate our existing data into the Salesforce Cloud. Next we tested the platform and made sure the data was accurate. They helped put together a training module so my team could get familiar with the system. Finally they were available for support after our go live date.

What was the team composition?

We were assigned a Project Manager and a few engineers.

RESULTS & FEEDBACK

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

Our agents are now more efficient at handling client resolutions. The moral has improved since we have empowered our agents with a useful tool.

How effective was the workflow between your team and theirs?

Mondaycall was fantastic to work with. Our project manager, Aisha, made sure we stayed on track to meet our deadlines. We worked a lot with their lead engineer, Tyler, to resolve any issues. Their entire team was easy to work with and very knowledgeable.

What did you find most impressive about this company?

Their entire team made it easy to work with. Our account manager, Jonathan, handled the sales process without being pushy. Their implementation team was extremely knowledgeable and guided us on how to use the Salesforce platform. The entire implementation team far exceeded my expectations.

Are there any areas for improvement?

None. They were great.

5.0
Overall Score
  • 5.0 Scheduling
    ON TIME / DEADLINES
  • 5.0 Cost
    Value / within estimates
    We had received quotes from other companies and they were competitive.
  • 5.0 Quality
    Service & deliverables
  • 5.0 NPS
    Willing to refer

Salesforce Consulting for Mentorship Organization

"Their business knowledge and friendly customer service was unrivaled."

Quality: 
5.0
Schedule: 
5.0
Cost: 
5.0
Willing to refer: 
5.0
The Project
 
Confidential
 
June 2018 - Jan. 2019
Project summary: 

MondayCall converted an existing Salesforce nonprofit platform to the Nonprofit Success Pack. This involved data migration and integrations with third-party systems.

The Reviewer
 
51-200 Employees
 
Santa Ana, California
Laurie Peterson
VP of Finance, Mentorship Nonprofit
 
Verified
The Review
Feedback summary: 

Now, data management has become more efficient and accurate, saving internal processing time. MondayCall was a responsive, deadline-oriented team that strove to exceed expectations. The specialists were personable and proactive, facilitating a seamless process. Their technical expertise stood out.

The client submitted this review online.

BACKGROUND

Please describe your company and your position there.

I am the Vice President of Finance for Big Brothers Big Sisters of Orange County and the Inland Empire. We are a non-profit that provides one-to-one mentors for children to strengthen their self esteem, improve academic success, and ignite their potential.

OPPORTUNITY / CHALLENGE

For what projects/services did your company hire MondayCall?

We were using a customized Salesforce non-profit platform that a previous vendor had built for us. Unfortunately, this customized platform was not user friendly and required an IT professional to make changes. We hired MondayCall to convert our customized SF platform to the Non Profit Success Pack, which included data migration and subsequent integration with other systems.

What were your goals for this project?

Our goals were to migrate the data smoothly, integrate SF with our other systems, streamline our data flow process, and enpower our users to be able to make changes on their own.

SOLUTION

How did you select this vendor?

MondayCall was very highly recommended to our CEO. Because this project was quite complex due to the prior customization, we needed a consultant that was very highly rated with their Salesforce technical expertise. We interviewed MondayCall first, and all the team members were so extremly impressed, that we decided not to interview any other consultants.

Describe the project in detail.

We had a series of meetings to discuss our current IT challenges (custom software) and our goals and objectives of the project. Monday Call interviewed several employees to fully understand how we ran our business. They did all their homework up front so there were no surprises down the line. We came up with a detailed gameplan (including timeline, responsibilities, etc) to switch out the software, migrate the data, integrate with other systems, and achieve efficiencies with our data flow processes. We did not have a high level of technical expertise in house so MondayCall took full control from there. This project went extremely smooth and MondayCall exceeded all of our expectations.

What was the team composition?

We were assigned an amazing project manager to support us and serve as our point of contact. I know others worked behind the scenes, but we did not have direct contact with them.

RESULTS & FEEDBACK

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

Our data flow process has became much more efficient and accurate, thus saving quite a bit of our employee's processing time. We also used other recommended Salesforce Add On's to streamline the process even more.

How effective was the workflow between your team and theirs?

Our communication worked perfectly because our team was fully invested in the process, and MondayCall was incredibly responsive. They managed the project so well that it was virtually effortless on our part. We met all deadlines and they exceeded all of our expectations throughout the entire conversion.

What did you find most impressive about this company?

MondayCall's high level of technical expertise was paramount, because we did not have a high level of technical expertise in house and we trusted their recommendations without hesitation. Their project management was proactive, responsive, and organized. Their business knowledge and friendly customer service was unrivaled. Our team loved working with MondayCall. They are seriously an 11 out of 10, and I'm not an easy grader!

Are there any areas for improvement?

We cannot think of any areas for improvement.

5.0
Overall Score
  • 5.0 Scheduling
    ON TIME / DEADLINES
  • 5.0 Cost
    Value / within estimates
  • 5.0 Quality
    Service & deliverables
  • 5.0 NPS
    Willing to refer

Ongoing Sales Ops for Education Consulting Firm

"MondayCall has met every one of my expectations. Stakeholders have been very satisfied."

Quality: 
5.0
Schedule: 
5.0
Cost: 
4.5
Willing to refer: 
4.5
The Project
 
$10,000 to $49,999
 
Oct. 2019 - Ongoing
Project summary: 

An education consulting company hired MondayCall to repair its Salesforce site. They evaluated, diagnosed, and implemented best practices throughout so it can run smoothly and scale as they grow.

The Reviewer
 
51-200 Employees
 
San Francisco, California
Martin Wernick
Growth, Entangled
 
Verified
The Review
Feedback summary: 

Salesforce changes have been successfully implemented, all running smoothly. Stakeholders are very satisfied with MondayCall work, as their team is communicative, responsive, knowledgable, personable, and friendly.

The client submitted this review online.

BACKGROUND

Please describe your company and your position there.

I run sales and marketing operations for an education consulting company.

OPPORTUNITY / CHALLENGE

For what projects/services did your company hire MondayCall?

Our SFDC instance was in dire need of repair. The company had been using other consultants that were ineffective and off base.

What were your goals for this project?

Our goals were to evaluate, diagnose, and implement best practices throughout our instance so it can run smoothly and scale as we grow.

SOLUTION

How did you select this vendor?

I have worked with MondayCall in the past at previous companies and always been impressed with their level of work.

Describe the project in detail.

We needed ongoing support for our SFDC needs. We needed someone to basically un-do and re-do what other consultants had been doing with our instance.

What was the team composition?

We were assigned an account manager, project manager, and project lead.

RESULTS & FEEDBACK

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

We have successfully ieplmtemed best practices to run smoothly as as a start-up sales ops team. MondayCall has met every one of my expectations. Stakeholders have been very satisfied with what we have accomplished since bringing MondayCall onboard.

How effective was the workflow between your team and theirs?

The workflow has been great. Their team has been very responsive over email, phone, and voip/screen-share calls.

What did you find most impressive about this company?

I found everyone I have worked with to be not only very knowledgeable, but personable and friendly. We can refer, in internal team meetings, to MondayCall's project lead on a first name basis and people know who we're talking about. That's the level of relationship we are able to have.

Are there any areas for improvement?

Everyone always wants things to be less expensive. It's understandable. But you get what you pay for...quality.

5.0
Overall Score
  • 5.0 Scheduling
    ON TIME / DEADLINES
  • 4.5 Cost
    Value / within estimates
    Expensive, but you pay for quality.
  • 5.0 Quality
    Service & deliverables
  • 4.5 NPS
    Willing to refer
    High cost, but worth it if you can afford it.
Verification

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BRONZE VERIFIED
Business Entity
Business Entity Name
MondayCall LLC
Status
Active
Jurisdiction of Formation
California
Id
200905710327
Date of Formation
Feb 25, 2009
Last updated
Oct 22, 2020
Client Reviews
VERIFIED CLIENT REVIEWS
8
OVERALL REVIEW RATING
4.9
Source
Clutch
LAST UPDATED
August 3, 2020