Peeklogic, LLC

BACKGROUND

Please describe your company and position.

I am the Salesforce Consultant

Describe what your company does in a single sentence.

We are specialists in optimising and automating end-to-end actuarial and financial processes.

OPPORTUNITY / CHALLENGE

What specific goals or objectives did you hire Peeklogic, LLC to accomplish?

• Create a custom Timesheet app
• Create a custom Resource Forecasting app
• Integrate Salesforce with other platforms

SOLUTION

How did you find Peeklogic, LLC?

Upwork

Why did you select Peeklogic, LLC over others?

• High ratings
• Pricing fit our budget
• Good value for cost

How many teammates from Peeklogic, LLC were assigned to this project?

2-5 Employees

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

Over the years, Peeklogic built us a custom Timesheet app (that we designed), Resource Forecast app (that we designed), and integrated Power BI and Xero with Salesforce.

RESULTS & FEEDBACK

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

To build a Timesheet and Resource Forecast app that our team enjoys using on a daily basis.

To integrate Power BI and Salesforce so that we could create dashboards with data from Salesforce.

To integrate Xero and Salesforce so that we could automate our invoicing process.

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

Our dedicated project manager is excellent at keeping everything on track and within budget, giving us peace of mind throughout the process. The team is very responsive and consistently delivers on time. Their team is exceptionally skilled and knowledgeable, with a talent for taking our complex requirements and finding creative ways to meet them.

What was your primary form of communication with Peeklogic, LLC?

• Virtual Meeting
• Email or Messaging App

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

Their Salesforce developers are exceptionally skilled and are always willing to implement our evolving ideas and feedback.

Are there any areas for improvement or something Peeklogic, LLC could have done differently?

Some of their team members could continue to improve in their confidence speaking English but this has not hindered project success. They have always done their very best to communicate clearly and ask question if clarification or deeper understanding in English was needed.

BACKGROUND

Please describe your company and position.

I am the Operations Support Systems Lead of Megaport

Describe what your company does in a single sentence.

Megaport built a better way for networks and clouds to interconnect. Complex Networks, Simplified. Deploy global private connectivity in minutes

OPPORTUNITY / CHALLENGE

What specific goals or objectives did you hire Peeklogic, LLC to accomplish?

• Megaport Support Ticketing PORTAL

SOLUTION

How did you find Peeklogic, LLC?

Customer

Why did you select Peeklogic, LLC over others?

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

How many teammates from Peeklogic, LLC were assigned to this project?

2-5 Employees

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

Project Overview:

Community Portal Development:

The purpose of this project is to build a customised community portal. The proposed solution aims to provide a seamless, visually appealing, and highly functional customer support experience through Salesforce. Develop a custom community portal with four primary components:
 - Home Page (Landing Page)
 - Case List (View all associated cases)
 - Case Creation (Form for submitting new cases)
 - Case View (View detailed case information and post updates)
 - Align the portal’s styling with Megaport’s existing CSS and branding guidelines.
 - Ensure compatibility with Salesforce Single Sign-On (SSO) functionality.

RESULTS & FEEDBACK

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

The project will be considered completed once the new customised community portal are deployed and validated in the pre-production environment and UAT completed successfully

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

Peeklogic's excellent project management. Their detailed planning from start to finish was commendable, and they effectively utilised Smartsheet to track the project.

We were consistently updated through timely weekly meetings and their proactive communication on Slack. The project was completed successfully, on time, and bug-free.

The Peeklogic team demonstrated exceptional professionalism, handling all our requirements diligently and carefully. They also developed and delivered all additional requirements on time and without any issues.

What was your primary form of communication with Peeklogic, LLC?

• Virtual Meeting
• Email or Messaging App

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

Peeklogic's commitment and clarity on the project scope and delivery schedule have been exceptional, largely due to their talented Salesforce-certified team.

Another key aspect that stands out is their fast turnaround time and the delivery of bug-free solutions for critical tasks. Their professionalism throughout the project was key to our success.

Are there any areas for improvement or something Peeklogic, LLC could have done differently?

I don't have any complaints or concerns to share at this time. The team has been very accommodating and agreeable to all requests.

BACKGROUND

Please describe your company and position.

I am the Director of Firm Operations of Commerce Law Partners

Describe what your company does in a single sentence.

Complex business litigation. 

OPPORTUNITY / CHALLENGE

What specific goals or objectives did you hire Peeklogic, LLC to accomplish?

• Develop a robust legal specific Salesforce platform
• Eliminate silos

SOLUTION

How did you find Peeklogic, LLC?

Online Search

Why did you select Peeklogic, LLC over others?

• High ratings
• Close to my geographic location
• Pricing fit our budget
• Great culture fit
• Good value for cost
• Company values aligned

How many teammates from Peeklogic, LLC were assigned to this project?

2-5 Employees

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

Build a robust Salesforce system for legal 

• Implement and integrate phone systems to Salesforce
• Implement and integrate email client to Salesforce
• Implement and integrate case management system to Salesforce
• Implement and integrate E-sign platform to Salesforce
• Implement and integrate document storage to Salesforce
• Create Automations 
• Create activity plans 
• Create portals

RESULTS & FEEDBACK

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

A complete robust Salesforce system for legal 

Implement and integrate phone systems to Salesforce
Implement and integrate email client to Salesforce
Implement and integrate case management system to Salesforce
Implement and integrate E-sign platform to Salesforce
Implement and integrate document storage to Salesforce
Create Automations 
Create activity plans 
Create portals

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

Very responsive, intelligent, and understanding. I would recommend them in a heartbeat. 

What was your primary form of communication with Peeklogic, LLC?

• Virtual Meeting
• Email or Messaging App

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

1. The people. They listen, they are quick, they are fantastic to work with, and their skill is impressive.
2. Building off of skill, Maksym has been incredible. He has put together an outstanding program. He is very good at understanding what we are looking for, pushing for goals in the project, and getting things done -- fast.
3. Peeklogic is no nonsense. Straight to the point and efficient with a skilled staff. 

Are there any areas for improvement or something Peeklogic, LLC could have done differently?

I have no complaints. 

BACKGROUND

Please describe your company and position.

I am the CEO of Cast Capital Funding

Describe what your company does in a single sentence.

Cast Capital provides same-day funding solutions for small and medium-sized businesses with less-than-perfect credit, focusing on personalized financing to support entrepreneurs' growth and success.

OPPORTUNITY / CHALLENGE

What specific goals or objectives did you hire Peeklogic, LLC to accomplish?

• Create a website for clients to apply for funding
• Develop A structured series of communications (emails, notifications) designed to keep clients engaged and moving forward in the workflow
• Various salesforce changes and fixes to automate processes; Move Salesforce from one org to another

SOLUTION

How did you find Peeklogic, LLC?

• Online Search
• upwork

Why did you select Peeklogic, LLC over others?

Good value for cost

How many teammates from Peeklogic, LLC were assigned to this project?

2-5 Employees

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

Configure a series of automated marketing/notification emails Using Klavio and Salesforce;
Configure proper connection and functionality between Salesforce and Calendly for clients to have the ability to book meetings at any time;

Develop a website to capture leads and with features as record updates and document uploads;

Move salesforce data and metadata from one org to another;

Implement Meta lead capture statistic using Everflow functionality;

Connect Native Meta lead capture with salesforce and update backend logic to work with it;

RESULTS & FEEDBACK

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

Properly working website with all functionality and design;
Properly working Klavio and Calendly integrations;

Properly working Everflow statistic reports;

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

The team used Trello and was flexible with changes and new tasks.

What was your primary form of communication with Peeklogic, LLC?

• Virtual Meeting
• Email or Messaging App

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

A team with a high level of qualification with high availability and close to on-demand support.

Are there any areas for improvement or something Peeklogic, LLC could have done differently?

Fast response and feedback. Improve planning at the start of the project.

BACKGROUND

Please describe your company and position.

 I am the CTO of a consulting company 

Describe what your company does in a single sentence.

We are a consutling company and a s Salesforce Crest (Gold) partner and Hubspot Elite Partner

OPPORTUNITY / CHALLENGE

What specific goals or objectives did you hire Peeklogic, LLC to accomplish?

• Data Migration
• Build an App

SOLUTION

How did you find Peeklogic, LLC?

• Online Search
• Referral

Why did you select Peeklogic, LLC over others?

• Good value for cost
• Referred to me
• Company values aligned

How many teammates from Peeklogic, LLC were assigned to this project?

2-5 Employees

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

This project involves seamless data migration to transfer and consolidate data from legacy systems while ensuring accuracy, security, and integrity. It includes ongoing maintenance to optimize performance, address issues, and implement updates for sustained system reliability. Additionally, a custom solution will be developed to address the client's specific business needs, integrating seamlessly with existing workflows and providing scalable functionality to support their long-term goals.

RESULTS & FEEDBACK

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

The project delivered measurable outcomes by ensuring high data accuracy and integrity during migration, with no reported issues or disruptions. System efficiency improved significantly, with faster processing times for critical workflows and reduced downtime through proactive maintenance. The custom solution enhanced operational productivity, streamlined workflows, and provided scalable functionality to support long-term business growth, demonstrating clear progress and success.

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

The project management was highly efficient and responsive, ensuring all deliverables were completed within the agreed timelines. They maintained clear and open communication throughout the process, proactively addressing any challenges and adapting to evolving requirements. Their collaborative approach ensured they thoroughly understood and prioritized our needs, delivering solutions that aligned with our goals while maintaining a seamless and organized workflow.

What was your primary form of communication with Peeklogic, LLC?

• Virtual Meeting
• Email or Messaging App

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

What stood out most about this company was their ability to combine deep technical expertise with a highly personalized and client-focused approach. They consistently went above and beyond to understand our unique needs, offering tailored solutions that not only addressed immediate challenges but also supported long-term growth. Their commitment to delivering high-quality results, paired with their proactive communication and adaptability, set them apart as a truly exceptional partner.

Are there any areas for improvement or something Peeklogic, LLC could have done differently?

While the overall experience was very positive, one area for improvement could be enhancing the speed of initial project scoping and planning to streamline the kickoff process further.

BACKGROUND

Please describe your company and position.

I am the Manager of Customer Success of a logistics & supply chain company 

Describe what your company does in a single sentence.

Data Mining and Presentation

OPPORTUNITY / CHALLENGE

What specific goals or objectives did you hire Peeklogic, LLC to accomplish?

• Integrate with SFDC
• Optimize SFDC Workflow
• Mitigate double entry of data into 2 systems

SOLUTION

How did you find Peeklogic, LLC?

• Referral
• Other

Why did you select Peeklogic, LLC over others?

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

How many teammates from Peeklogic, LLC were assigned to this project?

2-5 Employees

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

The developers at Peeklogic demonstrated strong project management skills and technical acumen, ensuring efficient and organized development processes. Their collaborative approach and expertise contributed to the successful execution and continuous improvement of multiple projects, ultimately driving the company's growth and innovation

RESULTS & FEEDBACK

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

We had meetings, at the meetings developer showed in detail the work done for the week + we set goals for the next day. The Peeklogic team met all deadlines. Takes responsibility for work.

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

The project management team was very proactive, participated in every cadence all and rapidly tended to any and all shifts in scope and schedule.  All the work was done on time and with high quality, and all my needs and requirements were considered.

What was your primary form of communication with Peeklogic, LLC?

• Virtual Meeting
• Email or Messaging App

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

Andrii is a professional who truly loves his work. He always responds quickly and explains any questions that arise. Andrii is always pleasant to interact with and creates a friendly atmosphere within the team. His enthusiasm and professionalism make working with him an absolute pleasure, enhancing both efficiency and the quality of the work performed.

Are there any areas for improvement or something Peeklogic, LLC could have done differently?

none

UPDATED REVIEW

This review was published on July 23rd, 2024
Manager of Customer Success, Logistics Software CompanySoftware

Scottsdale, Arizona

51-200 Employees

Dec 2023 - Feb 2024

Verified
Project summary
Peeklogic, LLC developed a sales process solution for a logistics software company. The team created a functioning SalesForce environment with quotes, approvals, and contract signing with DocuSign features.

Feedback summary
Peeklogic, LLC's work provided the SalesForce environment the client requested. The team encountered very few issues during the project and was responsive throughout the engagement. Their response time was impressive. Peeklogic, LLC communicated via virtual meetings, emails, and messages.

Quote
"Peeklogic, LLC's response time was impressive. I wonder if they sleep at all."

BACKGROUND

Please describe your company and position.

I am the Manager of Customer Success of a logistics software company 

Describe what your company does in a single sentence.

Provide clients with actionable intelligence using data from in field assets.

OPPORTUNITY / CHALLENGE

What specific goals or objectives did you hire Peeklogic, LLC to accomplish?

• Create a Sales Process
• Help Develop a functioning SFDC environment suited for growth expected
• Find new opportunities to utilize SFDC in our business processes

SOLUTION

How did you find Peeklogic, LLC?

referral from internal

Why did you select Peeklogic, LLC over others?

• Good value for cost
• Referred to me

How many teammates from Peeklogic, LLC were assigned to this project?

1 Employee

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

Provide a quote to cash process to replace existing process. Including:

• quotes
• approvals
• contract signing through DocuSign
• delivery back to the Sales owner

RESULTS & FEEDBACK

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

The ability for a sales manager to add products and services to a contract, get approvals internally, and send to client for signature.

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

They were fine, very few issues.

What was your primary form of communication with Peeklogic, LLC?

• Virtual Meeting
• Email or Messaging App

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

Peeklogic, LLC's response time was impressive. I wonder if they sleep at all.

Are there any areas for improvement or something Peeklogic, LLC could have done differently?

not that I can think of.
STAR RATINGS
Overall rating: 5

Quality: 5

Cost: 5

Schedule: 5

Willing to refer: 5

BACKGROUND

Please describe your company and position.

I am the Salesforce Project Manager of VAST

Describe what your company does in a single sentence.

VAST Data is a privately held technology company focused on artificial intelligence and deep learning computing infrastructure.

OPPORTUNITY / CHALLENGE

What specific goals or objectives did you hire Peeklogic, LLC to accomplish?

• Minimize errors
• Improve efficiency

SOLUTION

How did you find Peeklogic, LLC?

Online Search

Why did you select Peeklogic, LLC over others?

High ratings

How many teammates from Peeklogic, LLC were assigned to this project?

2-5 Employees

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

Peeklogic have exceptional support team. Whenever we've encountered an issue or had a question, their support team has been incredibly responsive and helpful. They consistently provide quick answers and effective solutions, ensuring that our operations run smoothly without interruption.

Peeklogic's team is highly receptive to implementing new requests. They take our feedback seriously and added features that meet our specific needs. Their commitment to customer satisfaction is truly impressive. 

it's easy to configure from an admin side, making setup and ongoing management an easy task.

• Live connection between Jira-Salesforce without syncing/code issues 
• They ensured that the solutions were seamlessly integrated into our sf environment.

RESULTS & FEEDBACK

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

Improved Integration Efficiency

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

Peeklogic managed our project effectively by delivering items on time and responding promptly to our needs with clear communication and adaptability.

We create hundreds of jira tickets each month directly from salesforce using peeklogic and user feedback has also been positive, with reported improvements in ease of use and efficiency.

What was your primary form of communication with Peeklogic, LLC?

Email or Messaging App

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

Fast responded. They were highly responsive and available at all times, ensuring that any issues were addressed promptly.

Are there any areas for improvement or something Peeklogic, LLC could have done differently?

no

BACKGROUND

Introduce your business and what you do there.

I’m the co-founder and COO of a SaaS platform for independent schools.

OPPORTUNITY / CHALLENGE

What challenge were you trying to address with Peeklogic, LLC?

We needed to develop a totally customized software based on our strategy. We aimed to help the admissions team enroll students more efficiently and increase the number of applications from current inquiries.

SOLUTION

What was the scope of their involvement?

Peeklogic, LLC, has developed everything from scratch. My two co-founders and I initially had ideas about what we wanted to see. We first met with Peeklogic, LLC’s CEO to walk them through what we were looking for. He let us know about their team and how they operated. Then, they sent us the scope of work to review and see how many hours the project would be quoted on. We accepted and approved that.

Afterward, we had our kickoff meeting. We had a mock-up design of what it should look like, but the functionality and process were based on the three co-founders and the designer. From there, Peeklogic, LLC has built the app using Salesforce. 

The portal allows users to log in and provide us with their information. From there, the automated communication goes out through SMS and email. Additionally, dashboards are available for reporting, so everything is customized for the end user.

What is the team composition?

We’ve worked with 5–8 teammates, including a project manager and a mix of developers.

How did you come to work with Peeklogic, LLC?

I’m not entirely sure how we found them. It could’ve been through LinkedIn, searching for Salesforce developers on Google, or through Upwork, and then we spoke with them directly.

How much have you invested with them?

We’ve spent around $50,000.

What is the status of this engagement?

We began working with them in November 2023, and our partnership is ongoing.

RESULTS & FEEDBACK

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

We measure success by the program's functionality. We’ve been testing it and running QA, so we're satisfied as long as it passes our QA tests. 

How did Peeklogic, LLC perform from a project management standpoint?

Project management is excellent. Peeklogic, LLC sends us weekly reports, and we’ve met with them every week throughout our engagement. Moreover, they’re easy to reach.

We communicate through Slack, Google Meet, and email. They also used Trello at one point.

Are there any employees from the service provider's team that you would like to give a shout-out to in this review?

Olha (IT Project Manager) is fantastic. Sergii (CEO, Founder & Salesforce Architect) leads the organization and is easy to deal with. On the programming side, Martha (Head of the Recruitment Department), Roman, and Khrystyna (Salesforce Developers) are all fantastic, and we continue to work with them.

What did you find most impressive about them?

They’re highly efficient and well-organized. Moreover, Peeklogic, LLC has skilled programmers, and all team members have done a great job.

Are there any areas they could improve?

No, they’re great. When you work with a new partner, there are some ebbs and flows that you must understand first. Once we understood each other, everything was fantastic.

Do you have any advice for potential customers?

Be organized and know what you want to do so they can execute it.

BACKGROUND

Please describe your company and position.

 I am the Salesforce Administration of a financial services company 

Describe what your company does in a single sentence.

Financial Services Technology company

OPPORTUNITY / CHALLENGE

What specific goals or objectives did you hire Peeklogic, LLC to accomplish?

• Integration Salesforce and Jira

SOLUTION

How did you find Peeklogic, LLC?

Online Search

Why did you select Peeklogic, LLC over others?

• High ratings
• Pricing fit our budget
• Good value for cost
• Software met all our requirements

How many teammates from Peeklogic, LLC were assigned to this project?

2-5 Employees

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

We utilized the Peeklogic Connector for Salesforce.  The functionality of the tool met all our needs that other tools do not.   It has a simple to use interface for set up, flexibility to prepopulate and default values when creating jira issues, provides for individual user authentication into Jira if needed (or a single named integration user) and provides a great user interface for creating, finding/associating, and viewing Jira information.   The reporting capabilities are also better than other connectors as the Jira data is copied into custom objects in Salesforce, giving the ability to report on Jira issues just like any other salesforce data.   

RESULTS & FEEDBACK

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

Not complete with the project yet, but the expecation is:

Less time spent on interaction between teams who work in Salesforce and teams who work in Jira (less hunting for a jira ticket to check on the status)
This should lead to better customer experience and a reduction in time to resolution of customer tickets

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

We opted to implement ourselves due to it being SO simple to manage.   We have an open channel for any questions we can't resolve on our own and the team is very responsive to get back to us with answers.   If we wanted to, we could have had Peeklogic do all the setup and implementation, but we wanted to dive into it ourselves and be able to support it post go live on our own.

What was your primary form of communication with Peeklogic, LLC?

• Virtual Meeting
• Email or Messaging App

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

They are willing to address any concerns or questions we have, even the potential of making enhancements to the tool as we grow and business needs change.

Are there any areas for improvement or something Peeklogic, LLC could have done differently?

None that have come up so far

BACKGROUND

Please describe your company and position.

I am the Co-founder & CRO of Aryval Ltd.

Describe what your company does in a single sentence.

Aryval is a SaaS event management platform for private and independent K-12 schools that automates communication, enhances check-in processes, and organizes families for improved ROI tracking. 

OPPORTUNITY / CHALLENGE

What specific goals or objectives did you hire Peeklogic, LLC to accomplish?

• Build a functioning MVP for our product

SOLUTION

How did you find Peeklogic, LLC?

Online Search

Why did you select Peeklogic, LLC over others?

• High ratings
• Pricing fit our budget
• Good value for cost

How many teammates from Peeklogic, LLC were assigned to this project?

6-10 Employees

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

We set out to build our custom software on Salesforce.

Peeklogic came on very early to the project when most of what we had was early wireframes. They were able to understand what we were looking for and built a scope of work.

One of the key challenges we brought to the table was that we didn't want Aryval to look like a Salesforce system, and every element needed to be customly designed.

RESULTS & FEEDBACK

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

The current version of Aryval is technically version 1.0, but in reality it is much more developed than that. With it, we have live customers and have already run successful events. The Peeklogic team was able to bend Saleforce to their will as there is nothing about Aryval that looks like Salesforce. The design is a 1-to-1 recreation of what our UI designer was able to produce.

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

Even with the best laid plans, software development can be unpredictable.

While the overall project took quite a bit longer than originally estimated, the additional time was due to the scope of work expanding. Whenever there was a need for a development sprint, Peeklogic was able to meet our timelines.

With us located in Canada, we knew there would be challenges with our entire development team being on an opposite timezone to us. Outside of having thoughtful overcommunication each night and multiple standing meetings throughout the week the development went really smoothly. Peeklogic even made themselves available in their evening (our afternoon) during any emergencies.

What was your primary form of communication with Peeklogic, LLC?

• Virtual Meeting
• Email or Messaging App

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

You can tell — based on every single interaction with them — that customer service is a priority.

It is easy to provide good customer service when things are going smoothly, but Peeklogic was always easy to work, even during the tough conversations that inevitably crop up during development.

Are there any areas for improvement or something Peeklogic, LLC could have done differently?

I think we both iterated and improved our processes/communications together throughout development.

With that said, there is nothing that comes to mind as a big issue they need to improve on.