Peekssot

BACKGROUND

Please describe your company and position.

I am the Owner of DanceMe

Describe what your company does in a single sentence.

Manufacturing and sales of dance wear and dance shoes.

OPPORTUNITY / CHALLENGE

What specific goals or objectives did you hire Peekssot to accomplish?

• To build a contact center

SOLUTION

How did you find Peekssot?

Online Search

Why did you select Peekssot over others?

• Pricing fit our budget
• Great culture fit
• Good value for cost

How many teammates from Peekssot were assigned to this project?

2-5 Employees

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

The work was divided into several milestones:

1. Needs Assessment:
   1. Identify the specific requirements and goals of the contact center. 
   2. Determine the desired features and functionalities of the CRM system. 
   3. Assess the current infrastructure and technology in place. 
2. CRM Selection: 
   1. Research and evaluate different CRM software options. 
   2. Consider factors such as scalability, integration capabilities, user-friendliness, and cost. 
   3. Choose a CRM solution that aligns with the contact center's needs and budget. 
3. Infrastructure Setup: 
   1. Ensure the availability of necessary hardware and network infrastructure. 
   2. Install and configure the required servers, routers, switches, and other networking equipment. 
   3. Establish a reliable internet connection with sufficient bandwidth. 
4. CRM Customization: 
   1. Customize the CRM software to meet the specific requirements of the contact center. 
   2. Configure user roles, permissions, and access levels. 
   3. Set up data fields, workflows, and automation rules based on the contact center's processes. 
5. Data Migration: 
   1. Plan and execute the migration of existing customer data to the CRM system. 
   2. Cleanse and validate the data to ensure accuracy and consistency. 
   3. Map the data fields from the legacy system to the CRM system.
6. Integration:
   1. Integrate the CRM system with other relevant tools and systems. 
   2. Connect telephony systems for inbound and outbound calls. 
   3. Enable integration with email, chat, social media, and other communication channels.
7. Agent Training: 
   1. Provide comprehensive training to contact center agents on using the CRM system. 
   2. Familiarize them with the features, functionalities, and best practices. 
   3. Train agents on handling customer interactions, managing leads, and tracking customer data. 
8. Quality Assurance: 
   1. Implement quality monitoring processes to ensure consistent service delivery. 
   2. Define key performance indicators (KPIs) and metrics to measure agent performance.
   3. Conduct regular quality assessments and provide feedback for improvement. 
9. Ongoing Support and Maintenance: 
   1. Establish a support system to address any technical issues or user queries.
   2. Regularly update and maintain the CRM system with the latest patches and upgrades.
   3. Continuously monitor system performance and optimize as needed. 
10. Reporting and Analytics:
    1. Set up reporting and analytics capabilities within the CRM system.
    2. Generate customized reports on key metrics, such as call volume, response time, and customer satisfaction.
    3. Utilize data insights to make informed decisions and improve contact center operations.

RESULTS & FEEDBACK

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

Increase in online sales

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

The CRM company showcased exceptional project management skills, ensuring a smooth and successful implementation of the CRM system. Their professionalism, organization, and attention to detail were commendable, resulting in a reliable and user-friendly solution. Highly recommended for efficient project management in CRM initiatives.

What was your primary form of communication with Peekssot?

Virtual Meeting

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

The CRM company demonstrated a remarkable level of care and attentiveness throughout our collaboration. They actively listened to our needs and concerns, going above and beyond to address them promptly and effectively. Their dedication to ensuring our satisfaction was evident in their proactive communication, timely responses, and willingness to go the extra mile to meet our requirements. 
Their caring and attentive approach fostered a strong sense of partnership and trust, making the entire experience with the company truly exceptional. Copy

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

no

BACKGROUND

Please describe your company and position.

I am an Executive of Courierica

Describe what your company does in a single sentence.

Creating and developing a product for delivery services

OPPORTUNITY / CHALLENGE

What specific goals or objectives did you hire Peekssot to accomplish?

• Optimization of business process

SOLUTION

How did you find Peekssot?

Online Search

Why did you select Peekssot over others?

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

How many teammates from Peekssot were assigned to this project?

1 Employee

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

Team helped us to setup CRM functionality and automations within CRM PipeDrive and other services.

RESULTS & FEEDBACK

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

• Our team in PipeDrive grew up from 1 till 6. 
• We were able to grow our sales almost 5 times.

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

They have been all the time in touch in messengers and ready for zoom. Responding in time, accurately and efficiently.

What was your primary form of communication with Peekssot?

• Virtual Meeting
• Email or Messaging App

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

Peekssot's prompt response times and readiness to help are impressive.

Are there any areas for improvement or something {provider_name} could have done differently?

As usual, a lot of thing could be tuned in the product (PipeDrive) to make it even better. All the rest is fine.

BACKGROUND

Please describe your company and position.

I am the head of the sales department of NVT Technology

Describe what your company does in a single sentence.

production of agricultural machinery

OPPORTUNITY / CHALLENGE

What specific goals or objectives did you hire Peekssot to accomplish?

• optimization of business processes

SOLUTION

How did you find Peekssot?

Referral

Why did you select Peekssot over others?

• High ratings
• Great culture fit

How many teammates from Peekssot were assigned to this project?

1 Employee

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

Pipedrive system was implemented, training was conducted for the sales department, tools for efficient work were integrated

RESULTS & FEEDBACK

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

customized analytics according to custom metrics

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

respond on time, give good and professional advice

What was your primary form of communication with Peekssot?

In-Person Meeting

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

I was impressed by their technical expertise and professional ethics.

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

expand the grocery basket

BACKGROUND

Please describe your company and position.

I am the Manager of ReisenAP

Describe what your company does in a single sentence.

Employment agency

OPPORTUNITY / CHALLENGE

What specific goals or objectives did you hire Peekssot to accomplish?

• Not to forget about customers, keep communications in one place, organize sales control
• implementation of the СRM system

SOLUTION

How did you find Peekssot?

Online Search

Why did you select Peekssot over others?

saw a similar project on the company website

How many teammates from Peekssot were assigned to this project?

2-5 Employees

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

• Setting up a SRM system
• setting up sales funnels
• training employees
• organizing business process automation

RESULTS & FEEDBACK

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

• Improving the quality of lead processing 
• organization of sales control
• automation of managers' work
• increase in sales
• organization of document flow
• organization and storage of necessary information from clients

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

All answers to our questions were provided on time and in full

What was your primary form of communication with Peekssot?

• Virtual Meeting
• Email or Messaging App

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

We only worked with this company, so we have nothing to compare it to

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

Everything worked fine

BACKGROUND

Please describe your company and position.

I am the CEO of INTTEKS

Describe what your company does in a single sentence.

Our company is engaged in the development and production of access control and time recording systems

OPPORTUNITY / CHALLENGE

What specific goals or objectives did you hire Peekssot to accomplish?

• Increase in sales
• Optimization of business processes in the company

SOLUTION

How did you find Peekssot?

• Online Search
• Clutch Site

Why did you select Peekssot over others?

• Close to my geographic location
• Great culture fit
• Good value for cost
• Company values aligned

How many teammates from Peekssot were assigned to this project?

2-5 Employees

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

Business processes in CRM Pipedrive were established

RESULTS & FEEDBACK

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

Sales processes are optimized

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

Tasks were performed in a timely and professional manner

What was your primary form of communication with Peekssot?

• In-Person Meeting
• Virtual Meeting
• Email or Messaging App

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

Professionalism of the team and good service

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

Peekssot completed all the assigned tasks

BACKGROUND

Please describe your company and position.

I am the chief operating officer of Top lohystik

Describe what your company does in a single sentence.

cargo transport

OPPORTUNITY / CHALLENGE

What specific goals or objectives did you hire Peekssot to accomplish?

• for the development of business processes
• to implement a crm system

SOLUTION

How did you find Peekssot?

Referral

Why did you select Peekssot over others?

• High ratings
• Company values aligned

How many teammates from Peekssot were assigned to this project?

2-5 Employees

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

комплексне впровадження crm системи, телефонія, sms сервіс

RESULTS & FEEDBACK

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

the project was divided into many tasks that were successfully implemented

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

The work was well organised. The team responded quickly to all our needs, and after the implementation, everything worked and nothing needed to be changed

What was your primary form of communication with Peekssot?

Virtual Meeting

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

The feeling of working with professionals was great.

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

I can't answer