Peeklogic, LLC

BACKGROUND

Introduce your business and what you do there.

I’m the director of IT for The Aleph Institute, a nonprofit Jewish organization that supports isolated populations such as prisoners, military personnel, and the institutionalized. We provide religious, educational, and advocacy services and promote criminal justice reform and rehabilitation.

OPPORTUNITY / CHALLENGE

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

We needed help customizing our Salesforce instance by building out inventory and order management and interfacing with shipment carriers. We also wanted to utilize AI and OCR to create and categorize cases automatically.

SOLUTION

What was the scope of their involvement?

Peeklogic, LLC has built out new objects, workflows, Lightning components, and integrations with third-party websites to create the required functionality. Initially, we showed them via videos and conversations over Slack what we wanted Salesforce to look like and the functionality we needed.

What is the team composition?

We’ve worked with 2–5 teammates from Peeklogic, LLC.

How did you come to work with Peeklogic, LLC?

We found them through a referral. We chose them because their pricing fit our budget, they were a great culture fit, and they offered good value for the cost.

What is the status of this engagement?

We started working together in December 2024, and the engagement is ongoing.

RESULTS & FEEDBACK

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

We’ve provided Slack communication, videos, screenshots, and sandbox demos along the way. The success of the project will be when we deploy these solutions in our workspace. So far, we’ve seen time savings of approximately 50% in shipping and tracking packages.

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

Peeklogic, LLC is extremely dependable. They deliver on time and always communicate for clarification and provide daily updates. We communicate via virtual meetings, emails, and messaging apps.

What did you find most impressive about them?

Peeklogic, LLC’s knowledge is impressive. They’re also very communicative.

Are there any areas they could improve?

There’s nothing they need to improve.

BACKGROUND

Please describe your company and position.

I am the COO of a financial broker

Describe what your company does in a single sentence.

B2B Finance Broker

OPPORTUNITY / CHALLENGE

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

• Continual upgrading of our SF instance
• Creation of Dyanic submission system

SOLUTION

How did you find Peeklogic, LLC?

Online Search

Why did you select Peeklogic, LLC over others?

• Great culture fit
• Good value for cost
• Company values aligned

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.

We curerntly have someone on to constantly upgrade and build up our SF instance, as well as work on bigger projects and then well typically loop another person from Peek in. Currently they are finishing up our new Suite where we can have streamlined submissions, AI integration for automation and a smoother experince for our employees

RESULTS & FEEDBACK

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

Every time we get an idea from our team and its implemented quickly and seamlessly, thats how we measure outcome. and that happens every time

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

Our need are always responded to on time. most of our stuff is ongoing but it is delivered in a very timely manor, and when projects have deadlines they are met

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 CEO is a wonderful person, and everyone you meet on the dev side is very personable and easy to work with

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

No, theyre doing great

BACKGROUND

Introduce your business and what you do there.

 I’m the director of the advisor team and partnerships for NFN8 Group. We operate a machine-created digital asset marketplace, offering accredited investors fixed monthly cash flow through sale/leaseback of cryptocurrency mining machines, with profits reinvested into expanding mining operations.

OPPORTUNITY / CHALLENGE

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

 We needed help scrubbing our database of bad data, removing duplicates, and cleaning it up for migration.

SOLUTION

What was the scope of their involvement?

Peeklogic, LLC cleaned and prepared our database. The team scrubbed the database, removed bad data, and merged duplicate leads.

What is the team composition?

We worked with three teammates from Peeklogic, LLC.

How did you come to work with Peeklogic, LLC?

My assistant had used Peeklogic, LLC before and recommended them to me. We chose them because of the referral from my colleague, who had a positive previous experience with Peeklogic, LLC.

What is the status of this engagement?

We worked with Peeklogic, LLC in July 2025.

RESULTS & FEEDBACK

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

Peeklogic, LLC showed us reports of the data and how many duplicates they merged and how much bad data they removed. The team even did extra work free of charge when we needed their help after the project was completed.

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

Peeklogic, LLC was wonderful and outstanding. I recommend Peeklogic, LLC to others and would use them again. We communicated via Slack, email, and web-sharing tools like Zoom and Google Meet.

What did you find most impressive about them?

They were kind, generous, and experts at what they did. Overall, they were outstanding and easy to work with.

Are there any areas they could improve?

I didn't think there was anything they could have improved on.

BACKGROUND

Introduce your business and what you do there.
I'm the TPM of Amen, a healthcare company.

OPPORTUNITY / CHALLENGE

What challenge were you trying to address with Peeklogic, LLC?
We needed help with Salesforce integration with our new EHR system.

SOLUTION

What was the scope of their involvement?

Peeklogic, LLC has been mapping all the workflows, fields, bidirectional sync, planning, development, testing, UAT, and regression. The team has been working in sprints, which have included planning, mapping pieces, starting the integration, troubleshooting, support, and testing.

What is the team composition?

We've been working with three members of Peeklogic, LLC's team.

How did you come to work with Peeklogic, LLC?

We found Peeklogic, LLC through research. We chose them because of their integrity and good feedback.

What is the status of this engagement?

We started working with Peeklogic, LLC in April 2025, and our engagement is ongoing.

RESULTS & FEEDBACK

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

Peeklogic, LLC has completed the mapping and integration. We also have ongoing support and feedback, and the team is pivoting when needed.

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

Peeklogic, LLC's project management is good, and they deliver on time. We communicate via Slack and weekly meetings.

What did you find most impressive about them?

Peeklogic, LLC's collaboration is great.

Are there any areas they could improve?

I don't think there's anything they can improve on.

BACKGROUND

Please describe your company and position.

I am the CEO of Qtax

Describe what your company does in a single sentence.

online Tax returns 

OPPORTUNITY / CHALLENGE

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

• new website for the end users
• crm

SOLUTION

How did you find Peeklogic, LLC?

Online Search

Why did you select Peeklogic, LLC over others?

• High ratings
• Great culture fit
• 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.

Exceptional work on our new website and CRM development project (Salesforce). The team delivered a modern, user-friendly website that integrates perfectly with the CRM solution. Both systems have enhanced our customer management and operational efficiency. Professional implementation with excellent attention to detail and on-time delivery

RESULTS & FEEDBACK

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

• Substantial increase in lead capture
• Significant reduction in data entry time
• Notable improvement in customer retention
• Much faster customer response times
• Higher website conversion rate

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

Great PM. We worked with Marta, and she was very professional and pleasant. 

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

Virtual Meeting

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

What I found most impressive about this company was their exceptional ability to understand our unique business needs and translate them into technical solutions. Their collaborative approach and responsive communication have made them stand out from other vendors we've worked with.

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

No 

BACKGROUND

Please describe your company and position.

I am the Sr. Design Quality Engineer of a medical device company.

Describe what your company does in a single sentence.

Medical Device Manufacturer 

OPPORTUNITY / CHALLENGE

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

• Connect sales force cases to Jira for complaint management

SOLUTION

How did you find Peeklogic, LLC?

Online Search

Why did you select Peeklogic, LLC over others?

• Pricing fit our budget
• Good value for cost

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

As a medical device start up we need an IT solution to manage our complaints.  It's crucial to have ease between SF case creation to Jira where complaints will be managed and investigated to meet regulatory requirements. 

RESULTS & FEEDBACK

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

Ease of integration between SF and Jira cases. 

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

Communication has been steady and timely. We are pleased with the communication style. 

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?

Tech support has been accessible. 

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

N/A 

BACKGROUND

Please describe your company and position.

I am the Salesforce System Administrator of an IT recruitment agency. 

Describe what your company does in a single sentence.

IT recruitment agency

OPPORTUNITY / CHALLENGE

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

• Salesforce Data Migration

SOLUTION

How did you find Peeklogic, LLC?

Online Search

Why did you select Peeklogic, LLC over others?

• High ratings
• 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.

This project consists in migrating a huge amount of data from a source Salesforce org to the target Salesforce org.

Fields mappings;

Data transformation;

Full database migration;

RESULTS & FEEDBACK

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

The project is still on the beggining. So far, we migrated 3 objects cosisting in thousands of hundreds of receords from the source to the target.

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

The project management is super straightforward. They are very organized and deliver all the items on time.

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

Virtual Meeting

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

The company’s focus on innovation and straightforward approach to problem-solving and efficiency were impressive.

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

No improvements needed

BACKGROUND

Please describe your company and position.

I am the Founder of Vivi Consulting

Describe what your company does in a single sentence.

Service Amazon Sellers with Amazon Account Health

OPPORTUNITY / CHALLENGE

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

• Build out full Salesforce

SOLUTION

How did you find Peeklogic, LLC?

Referral

Why did you select Peeklogic, LLC over others?

Referred to me

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.

Built out Salesforce to fit my companie's needs. This included subscription based products, client CRM and more

RESULTS & FEEDBACK

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

High

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

Yes, they were proactive and efficient.

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

Virtual Meeting

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

How they dont just understand salesforce, they learn to understand your company and then they use their knowledge of salesforce to make it work for you

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

Reporting

BACKGROUND

Please describe your company and position.

I am the Database Manager of BDI Agency

Describe what your company does in a single sentence.

Marketing Agency

OPPORTUNITY / CHALLENGE

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

• Developers

SOLUTION

How did you find Peeklogic, LLC?

Up Work

Why did you select Peeklogic, LLC over others?

• High ratings
• Pricing fit our budget

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.

Connected to platforms
Found Corresponding Column names off a list provided
Migrated data from API Call to Google Bigquery
Created functionality to eliminate duplicate data and to call data daily

RESULTS & FEEDBACK

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

Completion and deployment of client data migrations. 

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

Peek Logic has been punctual and very responsive. The Team at Peek Logic engaged and communicated deliverables on a daily basis and were prompt in responding via slack channel.  Our partner has provided exceptional customer service to help our customers.

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

Virtual Meeting

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

The Company upholds the standard that we require with professionalism and integrity. They are motivated to do the work and are self starters. Overall I am impressed with their commitment and professionalism to handle our clients' sensitive data with confidentiality. We would definitely recommend Peek Logic as a service provider.

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

Language barrier.

BACKGROUND

Please describe your company and position.

I am the Head of Revenue Operations of Closinglock

Describe what your company does in a single sentence.

Real estate and title transaction management and fraud prevention software.

OPPORTUNITY / CHALLENGE

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

• Implement Docusign Gen

SOLUTION

How did you find Peeklogic, LLC?

Outreach to a colleague

Why did you select Peeklogic, LLC over others?

• Pricing fit our budget
• Free hours to get started

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.

Implement DocusignGen for our SFDC instance

RESULTS & FEEDBACK

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

Ability to send order forms through Docusign

Ability to map salesforce fields to DocuSign gen templates

Ability to send order forms to contacts listed in SFDC

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

I feel as though our requirements were not accurately scoped to start. Originally, he worked on Docusign templates, not Docusign Gen, and did not realize the error until we hopped on a call together. Thankfully, the mapping was transferable. However, we have encountered many roadblocks regarding testing, causing the work needed, time taken, and money required to expand beyond the initial scope of the proposed engagement.

In conclusion, I think the work they did was satisfactory, but the time and communication needed were larger than expected.

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?

The willingness to let us trial the services

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

More upfront scoping and communication around workstyle, available hours and requirements.