Propeller Plan

BACKGROUND

Please describe your company and position.

I am the Vice President Special Projects of Armellini Logistics

Describe what your company does in a single sentence.

Armellini Logistics is a large, family-owned company that specializes in temperature-controlled shipping of perishable goods and we offer a full range of services including expedited truckload and LTL service across the US.

OPPORTUNITY / CHALLENGE

What specific goals or objectives did you hire Propeller Plan to accomplish?

• Custom Development in Salesforce for Customer Centric Management
• Integration of Salesforce with Company Developed and Off the Shelf Software

SOLUTION

How did you find Propeller Plan?

Referral

Why did you select Propeller Plan over others?

• Pricing fit our budget
• Good value for cost
• Referred to me

How many teammates from Propeller Plan were assigned to this project?

2-5 Employees

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

Existing data has been successfully imported.

Focusing on the business specifics, Propeller Plan:

• configured Sales Cloud, using Sales Cloud Data Model, Web-to-Lead, Chatter and other features.
• set up Service Cloud using Service Cloud Data Model, Email-to-Salesforce, Omni-Channel, Service Console and other features to improve agents efficiency.
• implemented multiple business logic to handle business management from Salesforce using Custom SObjects, Aura, LWC, Apex Batch, Scheduler, Trigger, Flow and other features.

To sync the data across all the systems, several REST integrations(Armellini’s own web applications, McLeod(JSON); Sage Intacct(XML)), Change Data Capture events, External Objects have been configured.

To improve customer experience, Propeller Plan configured a Community, embedding it to the main customer web-portal, implementing SSO using Auth0 and making it look like one solid portal.

RESULTS & FEEDBACK

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

The Salesforce implementation project achieved several key milestones, including successful data migration and configuration of Sales and Service Clouds.  Custom business logic was implemented to manage specific business needs, and integrations were established with existing systems (Armellini web apps, McLeod, and Sage Intacct) to ensure data synchronization.  
Finally, a customer community was developed and integrated with the main web portal, featuring single sign-on for a seamless user experience.  While specific performance metrics aren't available, the completion of these implementation steps demonstrates significant progress.

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

All goals have been successfully achieved. Our business is thriving. Two thousand consignees and shippers have used the Community so far. Currently Armellini Logistics works with customers over 43 states.

Several means of communication have been used: emails, messengers, online meetings. Propeller Plan’s team has been always responsive, stayed in touch and didn’t hesitate to initiate a conversation. They are qualified enough to raise and solve questions on their own, suggesting several scenarios and explaining pros and cons of every solution.

What was your primary form of communication with Propeller Plan?

• Virtual Meeting
• Email or Messaging App

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

Knowledge. KPI. Client-oriented approach. Software skills.

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

The result of Propeller Plan's work exceeded our expectations in every way. The developers on this project demonstrated exceptional skills and expertise. Every requirement was discussed in a constructive manner, ensuring that the best possible solution was always found for each issue. This naturally played a significant role in the project's success.
The solutions provided by the development team were immediately usable and significantly streamlined our team's daily work, all without requiring extensive training. The project manager responsible for this project did an outstanding job.

The guidance through sessions, session summaries, comprehensive documentation, and budget control were always handled accurately and thoroughly. Overall, we were very satisfied with the results and would not hesitate to recommend the team and collaborate on future projects with Propeller Plan.

The outcome was more than we expected as the solution was ready for use, the Salesforce security review was passed easily and what I really appreciated was that we had a developer that not only built what we asked for but also used his brain to discuss requirements with us and was a very valuable peer to our development team.

They are proactive in their communication and provide regular updates and feedback

It was the first outsourced development team that we could discuss requirements and build a solution together. They've always tried to make our requirements better.

Their main strength is their expertise — they have great Salesforce engineers.

The communication was so easy with their team members! Before we could ask them for updates or share our requirements, they provided us with all the inputs.

They truly wanted to help and were very professional.

Their speed to resource and support, flexibility, and ability to deliver at a high standard were impressive.

They are well equipped to complete projects with the best solution and always offer their advice on best practices. It feels like they are a part of our team!

Communication was always timely and professional. There was a clear willingness to support us, and the attitude and skill sets of all of their staff were of very high quality.

BACKGROUND

Please describe your company and position.

I am the CEO of Global RADAR Solutions, Inc.

Describe what your company does in a single sentence.

Global RADAR is an all-in-one regulatory compliance & anti-money laundering software platform providing risk management solutions to businesses since 2007.

OPPORTUNITY / CHALLENGE

What specific goals or objectives did you hire Propeller Plan to accomplish?

• faciliate integration between the Global RADAR API and Saleforce
• Automate and integrate the Global RADAR platform with Salesforce
• optimize the salesforce process to improve workflow

SOLUTION

How did you find Propeller Plan?

Referral

Why did you select Propeller Plan over others?

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

How many teammates from Propeller Plan were assigned to this project?

2-5 Employees

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

Propeller Plan was tasked with helping Global RADAR integrate with Salesforce.  This process was complex in nature because of client base.  We are a software platform that faciliates KYC for financial service providers around the work.  We regularly have to integrate with many difference platforms and Salesforce was just one example.  The implementation process what extremely complex since we have may difference fields that have to be mirrored in Salesforce.  Once the fields were matched, we needed to ensure that connectivity to corresponding API's was also functional.  Independent of the API connectivity to external data sources, workflow processes also needed to be developed within the Salesforce platform to faciliate client onboarding and risk management by compliance officers.  The entire project lasted many months and in the end, we were extremely successful and our clients were very pleased.  This allowed us to expand out marketing efforts to now include all users of the Salesforce platform.

RESULTS & FEEDBACK

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

As mentioned previously, the entire project lasted many months and in the end, we were extremely successful and our clients were very pleased.  This allowed us to expand out marketing efforts to now include all users of the Salesforce platform.

The mesaureable outcome came in teh way of client retention, client growth and the opening of an entire market not previously available to us.

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

Everything was delivered on time.  All parties participated in regular meeting updates and also technical discussions when needed.  They did an exceptional job in supporting us.

What was your primary form of communication with Propeller Plan?

• Virtual Meeting
• Email or Messaging App

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

The most impressive and unique thing about them was their high level of expertise and their ability to understand the requirements.  This is the criticla aspect of any project to ensure that partners don't go down the wrong bath.  Their understand of expertise allowed us to spend money once, without having to re-do things, as had been our experience with other vendors.

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

I cannot think of any areas where they could have improved.

BACKGROUND

Please describe your company and position.

I am the Managing Partner of OMI

Describe what your company does in a single sentence.

We are trusted advisors in CRM business transformation

OPPORTUNITY / CHALLENGE

What specific goals or objectives did you hire Propeller Plan to accomplish?

• Staff augmentation

SOLUTION

How did you find Propeller Plan?

Industry connection and relationship

Why did you select Propeller Plan over others?

• High ratings
• Great culture fit
• Good value for cost

How many teammates from Propeller Plan were assigned to this project?

2-5 Employees

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

We have been a partner for several years and utilize Propeller Plan to augment our project teams that deliver professional services related to Salesforce and Business Process Automation and Integration. We have also collaborated on several Apps that we have deployed to the Salesforce AppExchange primarily in the email marketing and marketing automation space.

RESULTS & FEEDBACK

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

With every project the measurable outcomes were successfule customer implementations and ongoing services being rewarding to our teams. We also receive many referalls from existing customers and partners.

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

Deliverables were always on time and the response from all that were involved was always timely and accurate.

What was your primary form of communication with Propeller Plan?

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

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

Their ability to adjust on the fly, make changes as needed and help find the best solution and way forward.

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

We would not change a thing!

BACKGROUND

Please describe your company and position.

I am the Onboarding Lead of a food & beverage company 

Describe what your company does in a single sentence.

Food Delivery

OPPORTUNITY / CHALLENGE

What specific goals or objectives did you hire Propeller Plan to accomplish?

• CRM
• Easier access to Data
• Automation

SOLUTION

How did you find Propeller Plan?

.

Why did you select Propeller Plan over others?

• High ratings
• Good value for cost

How many teammates from Propeller Plan were assigned to this project?

2-5 Employees

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

Automate different processes. Mass update huge numbers of Data. Easy access to different reports.

RESULTS & FEEDBACK

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

Swiftness in taking actions, developing features and working on requests.

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

Very fast in terms of development & replies

What was your primary form of communication with Propeller Plan?

• Virtual Meeting
• Email or Messaging App

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

How all the people working there are skilled and aligned on the type of work needed is impressive.

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

No