SP Tech

BACKGROUND

Introduce your business and what you do there.

I’m the technical director at Banjaxed Solutions, a Salesforce service provider. We do app development implementations, integrating pretty much anything into our clients’ organizations.

OPPORTUNITY / CHALLENGE

What challenge were you trying to address with SP Tech?

Our main challenge was having the right bandwidth to service our clients. Originally, we needed to ensure that we could deliver 1,000 hours of development work over a two-month period. Specifically, we needed Salesforce Marketing Cloud expertise, which we didn’t have in-house.

SOLUTION

What was the scope of their involvement?

Whenever a client needs work that exceeds our internal capabilities, we got o SP Tech to help us out. Initially, they worked on a Salesforce Marketing Cloud project, providing us with a very niche expertise we didn’t have. From there, we started scaling up our partnership. Now, SP Tech is integrated into our business processes, including the way we conduct documentation and do user training.

SP Tech has helped design and implement work for a large client, including website design and debugging. They’ve also trained our team on how to better handle the client and convey professionalism and experience. Basically, they’re an IT consultancy agency, but they also provide consulting services on internal business processes and development projects, and they help us execute those as well.

What is the team composition?

We’ve worked with around 15 teammates from SP Tech, including the CEO, the COO, 2–3 project managers, and around 10 developers. 

How did you come to work with SP Tech?

We found them either on Upwork or the Salesforce App Exchange because they were listed as an agency there. When we were looking for a service provider, we found out that SP Tech was responsible for the Salesforce Marketing Cloud implementation for a large videogame development company.

How much have you invested with them?

We’ve spent around $200,000–$250,000.

What is the status of this engagement?

I started working with SP Tech around February 2022, and our engagement is ongoing. Now, we have a long-standing partnership with them for our clients and our company as a whole.

RESULTS & FEEDBACK

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

Our biggest added value of working with SP Tech is that they give us the ability to work for our clients 24/7. They’ve delivered solutions for six-figure projects, helping us get better reviews from our clients. Their efforts have also allowed us to quickly deliver large projects, helping us improve our client relationships.

Thus far, we’ve worked with SP Tech for around 5,000 hours, and they’ve been responsible for generating between $600,000–$700,000 in revenue for us. Moreover, our team is more effective now, thanks to the training and recommendations SP Tech has provided. Although this result is very hard to measure, our employees now produce more value for the company with SP Tech’s help.

How did SP Tech perform from a project management standpoint?

SP Tech is capable of executing high-demand work with very quick turnaround times. For example, if a client needs something to be developed in a week, SP Tech works with our team and helps us deliver under the required timeline. Additionally, they always deliver within budget because they never go outside the scope. They prioritize our budget in the same way we would.

As for project management, SP Tech works within the management system we want to use, whether it is Agile or Scrum, because they’re very knowledgeable of various methodologies. Moreover, they’ve helped us evolve our methodologies over time to meet our business needs.

In addition to that, SP Tech has gone above and beyond in providing training, documentation, and communication, making themselves available whenever we need them. They’re great communicators. We communicate daily, and they provide us with the information we need within 24 hours.

Additionally, we meet once per month with SP Tech’s leadership team, and we have reviews of the team once per week. During those reviews, SP Tech goes through the documentation and provides recommendations.

The CEO and the COO have taken a very hands-on role in serving us. We have personalized meetings with them, the project managers, and the developers. They feel like members of our team, and we feel like we’re worth their time. As for collaboration tools, we use Slack to communicate, as well as ClickUp, Jira, Ayoa, Salesforce, and Wrike for project management.

What did you find most impressive about them?

SP Tech constantly provides recommendations on how to work with our clients, making us better consultants, even when we simply need some development work. Other companies only focus on delivering the tasks they get assigned. However, if SP Tech gets assigned something that our team can’t do, they work with our team to ensure that they can do it in the future so that they can always focus on their most valuable work. Overall, SP Tech is a consulting company that empowers their clients to be better and more knowledgeable consultants themselves.

Are there any areas they could improve?

There’s nothing about SP Tech that I would change. We’ve worked together for a while now, so they’re effectively integrated into our systems.

Do you have any advice for potential customers?

Have a discovery process, introduce them to your team, and talk to them about how they can help you. They can speak for themselves.

BACKGROUND

Please describe your company and your position there.

Hometown Firefighters sells insurance products to Fire Departments in the state of New York I am the Chief Technology Officer for the company.

OPPORTUNITY / CHALLENGE

For what projects/services did your company hire SP Tech, and what were your goals?

We were using a very manual process to service our clients and we couldn't find a CRM that could match exactly what we needed for compliance and other challenges in this Niche market.

SOLUTION

How did you select this vendor and what were the deciding factors?

We interviewed a few companies and felt SP Tech had the most qualified team to get the job done.

Describe the scope of work in detail, including the project steps, key deliverables, and technologies used.

The scope of work was to customize Salesforce in a way that it would do things that it would not out of the box or with plugins. Things like Date and Timestamp entries into the system, windows like filing system with drag and drop capabilities. There were many more customizations, too long to list out.

How many people from the vendor's team worked with you, and what were their positions?

We had one project manage Bhanu and I am not really sure how many in total they had on the project. It was at least 2 in addition to Bhanu

RESULTS & FEEDBACK

Can you share any measurable outcomes of the project or general feedback about the deliverables?

We have the product we need now and it has streamlined our operations.

Describe their project management style, including communication tools and timeliness.

Bhanu and my development manager worked on this closely together, Bhanu was always communicated very well with us and they kept the deliverables on time.

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

Salesforce is not an easy system to code on to say the least. I was very impressed with the team's talent to push through and get the job done.

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

No, the whole team was great and all around great experience and would definitely use them again if needed.

BACKGROUND

Introduce your business and what you do there.

I’m the president of MyLendingPal and we’re a lending and mortgage company.

OPPORTUNITY / CHALLENGE

What challenge were you trying to address with SP Tech?

We were trying to migrate a lot of our sales and operations into a Salesforce platform, so we needed to consult with a Salesforce expert who could visualize the solutions that we need, and implement them into Salesforce at a reasonable cost.

SOLUTION

What was the scope of their involvement?

SP Tech is providing us with Salesforce integration. We first started with a call to scope out the project, talk about their services, and how their team works. After that was done, they set up a daily scrum meeting with me every day at 12:30 pm to go through the process.

From there, we started the development that involves the user testing area and quality assurance. This is to ensure that the iteration that they’re working on is working well before it gets deployed into production.

The process then gets repeated for every project over the course of our engagement.

What is the team composition?

We work with a project manager, three full-time developers, and two QA engineers.

How did you come to work with SP Tech?

I had initially found out about SP Tech on the Salesforce app exchange. I then requested a consultation with them via their Upwork profile, but I did initially discover them while browsing through the Salesforce app exchange catalog of partners. I interviewed several different companies that reached out to me and ultimately chose SP Tech because they were closer to my office, and I found their pricing per hour and per developer to be very reasonable.

Moreover, as far as the solutions that they built in the past and what they showed me, everything looked really good. They were able to deliver the results I wanted from the initial project we gave them and it was clear that they were the right people for the job.

How much have you invested with them?

So far, we’ve spent $150,000 USD.

What is the status of this engagement?

The ongoing partnership started in May 2021.

RESULTS & FEEDBACK

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

In the timeframe that we started working together, we’ve completed six individual projects, which isn’t the number you would normally complete in such a short period of time. They move very quickly and they’ve saved us $300,000 USD for development work — which is a lot compared to the average rate for the same type of work.

How did SP Tech perform from a project management standpoint?

SP Tech has a really good project management process established and a great system built on ClickUp. They essentially gave me access to it so I can keep track of the project’s progress and organize the development. 

We mostly talk through Microsoft Teams and we use Slack internally.

What did you find most impressive about them?

One of their biggest strengths is they’re able to communicate with me every day, and I believe that’s one of the reasons why we ended up being more successful than others. The management is very transparent and we’re able to interact in a meaningful way.

Are there any areas they could improve?

Personally, I don’t think there’s anything negative about working with them so far, so I don’t have any complaints.

Do you have any advice for potential customers?

I don’t know if SP Tech does this for everybody, but I would highly suggest setting up daily phone calls with at least the project manager. Make sure you check the development often and familiarize yourself with their platform.

BACKGROUND

Please describe your company and your position there.

I'm the Director of Client Services & Marketing at Apex Technology Group. We are headquartered in Cranston, RI with offices in Massachusetts and New York.

OPPORTUNITY / CHALLENGE

For what projects/services did your company hire SP Tech, and what were your goals?

We acquired SP Tech services initially to transition our Salesforce CRM from the Classic interface to the new Lightning interface. Our goals were to improve company efficiency using the available work flow tools and other amenities Salesforce offers, and we needed a partner to help us accomplish these goals.

SOLUTION

How did you select this vendor and what were the deciding factors?

We found SP Tech through UpWorks online. We reviewed numerous candidates applications for the project. We selected 3 different companies to interview and after our conversations came to select SP Tech for the project. Our decision was made based on the range of skillset SP Tech was able to offer as well as their competitive pricing for a long term project.

Describe the scope of work in detail, including the project steps, key deliverables, and technologies used.

The SOW for our initial request was to transition our current Classic interface to the new Lightning Interface. We communicated frequently via web meetings and emails throughout this entire process. We felt up-to-date and informed each step of the way. This process included training sessions to ensure our team was set up for success.

Once this project was complete, we entered into an ongoing time and materials contract to accomplish other new request. Monthly Reporting for internal and external send, Community Partner Portals development and custom build, DocuSign integration with a custom solution for our sales team. This included how-to training documents and videos. Daily break/fix request as well as web-to-case form and client satisfaction surveys with reports built to monitor and audit all of these new systems.

How many people from the vendor's team worked with you, and what were their positions?

There were a range individuals working on our request. The team consisted of a project manager as well as 2-4 different developers actively working on our projects.

RESULTS & FEEDBACK

Can you share any measurable outcomes of the project or general feedback about the deliverables?

The work completed by SP Tech has changed the way that our company does business. Their efforts have helped us scale and create a sustainable model for future growth.

Describe their project management style, including communication tools and timeliness.

The project management style has been great. They used checklist software to keep track of the stage of the request and held frequent meetings to review outstanding task live and complete during screen-share sessions to ensure all questions have been answered and the request was completed to our satisfaction.

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

We have been impressed with the teams professionalism and consistency. We have also been impressed with their ability to solve any problem. They are responsive and friendly as well as knowledgeable about every area of Salesforce. There has not been one request we have made that the SP Tech team could not figure out how to accomplish. Even when Salesforce was limited, they came up with a custom solution to meet the need. This team has been highly valuable to us and we would highly recommend their services.

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

At this time, I have not been dissatisfied with their work in any way.

BACKGROUND

Introduce your business and what you do there.

I’m the CEO of Ariche Technologies, a software and marketing development firm.

OPPORTUNITY / CHALLENGE

What challenge were you trying to address with SP Tech?

We hired them to help with Salesforce.

SOLUTION

What was the scope of their involvement?

SP Tech helped us with customer engagement and acquisition, using the metrics that Salesforce offers. The team did all of the setup work. They had their developers on hand to sit with us and help find the potential business we were missing. They helped us figure out how to target them.

What is the team composition?

I’ve worked directly with two developers.

How did you come to work with SP Tech?

I found SP Tech on Upwork. I decided to work with them because of their communication and knowledgebase.

How much have you invested with them?

We’ve invested about $100,000.

What is the status of this engagement?

Our engagement with SP Tech started in May 2019.

RESULTS & FEEDBACK

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

Our engagement is currently paused because of the coronavirus pandemic, but we plan to start back up again in the next year. Through looking at sales, it seems that everything they’ve done is working well.

How did SP Tech perform from a project management standpoint?

They were prompt at meeting deadlines.

What did you find most impressive about them?

Their hardworking team is great at communication.

Are there any areas they could improve?

No.

Do you have any advice for potential customers?

Customers should work with SP Tech. They do an extremely good job. They go above and beyond, delivering quality results that are worth the money.

BACKGROUND

Introduce your business and what you do there.

I’m the founder of Sandip Sheth & Associates, a global law firm.

OPPORTUNITY / CHALLENGE

What challenge were you trying to address with SP TECH Inc?

I wanted to have a website developed to make doing business in India much easier.

SOLUTION

What was the scope of their involvement?

They developed my website according to my requirements and also provided ideas.

What is the team composition?

I interacted with their main developer.

How did you come to work with SP TECH Inc?

A friend in Chicago recommended them to me because he was acquainted with them.

How much have you invested with them?

The amount is less than $10,000.

What is the status of this engagement?

We started working together in March 2016 until May 2016.

RESULTS & FEEDBACK

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

I’m satisfied with their work and I have no complaints. They built exactly what I wanted and delivered it on time. I get feedback from three or four clients every month saying that they find the site very useful for gathering the information they need.

How did SP TECH Inc perform from a project management standpoint?

They were very responsive.

What did you find most impressive about them?

They were very committed, sticking to timelines and coming up with good ideas. They were competent for handling the scope of work.

Are there any areas they could improve?

On the IT side, no. From a commercial side, they should focus a little more on other commercial laws.

Do you have any advice for potential customers?

I would recommend them.

BACKGROUND

Introduce your business and what you do there.

I’m an executive at an accounting firm. We connect with business owners and provide accounting consulting about the employees’ retention credit.

OPPORTUNITY / CHALLENGE

What challenge were you trying to address with SP Tech?

We mainly receive leads through Facebook and work with a company that manages our Facebook campaigns. The leads we receive on Facebook later go into Salesforce and then into Airtable, which is our actual processing machine. We needed assistance connecting all these different services and setting up customized fields. Our leads are expensive, and when a new lead comes in, we need to send them to one of our account executives immediately since speed is one of our biggest conversion rates.

SOLUTION

What was the scope of their involvement?

SP Tech has helped us integrate all the technologies we use for our sales funnel, which include Facebook, Salesforce, and Airtable. SP Tech has made an overhaul to our Salesforce platform and presented us with three different possible solutions. 

Our project’s scope of work is integrating Facebook with Salesforce by creating round robin lead assignments, listviews, and customized fields so we can understand the incoming data and better serve our end clients. Some of the project’s deliverables SP Tech has helped us with are Facebook integration, Airtable integration, lead integration, and customizing Salesforce views and management dashboards. 

What is the team composition?

My primary contact is with Bhanu (Co-Founder) and another of SP Tech’s leaders. I know a development team of 4–5 specialists is also working on our project. 

How did you come to work with SP Tech?

I found SP Tech on Upwork. Our original job listing was for Facebook optimization leads connected to Salesforce. We realized our project required much more customization than we thought and ran into problems we didn’t know we had, so the original project’s scope increased drastically. 

We interviewed 5–6 companies that contacted us through Upwork, and SP Tech showed us the solution approach they would take on our project and answered our questions immediately. SP Tech had calls with me despite our time difference and showed their professionalism and knowledge — that’s why I decided to go with them.  

How much have you invested with them?

We have a $3,600 budget for this project, and I’ve asked SP Tech to work on a proposal for the project’s next two phases. We want to maximize our usage of Facebook, Salesforce, and Airtable. 

What is the status of this engagement?

We started working with SP Tech in March 2023, and our relationship is ongoing.

RESULTS & FEEDBACK

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

SP Tech has gone above and beyond to meet our expectations. SP Tech is highly technical and smart. We had a conception of how we wanted our pipeline and layout to look, and SP Tech was great at sketching the layout on a whiteboard. SP Tech is so fast at sketching the layout that it seemed like a pre-recorded video, and SP Tech would have the discussed layout by the next day. I’m impressed by how quickly SP Tech has delivered the work.

How did SP Tech perform from a project management standpoint?

I’m the one that delays work, but SP Tech meets every single deadline. SP Tech is always ahead of us, and if I ask them to deliver something by a certain date, SP Tech surely does it. We communicate through text messages, email, and Microsoft Teams. I feel as if SP Tech is part of my company. 

What did you find most impressive about them?

I’m most impressed with SP Tech’s quick responses and technical ability. SP Tech is also nice to work with, and we always have good conversations during our meetings.

Are there any areas they could improve?

I can’t think of anything for SP Tech to improve. They’re focused on delivering the project and have done exactly what they said.

Do you have any advice for potential customers?

I recommend laying out the entirety of your project’s needs and doing as much research as possible before contacting SP Tech. My biggest issue has been thinking my project was simpler than it is, and I then realized there are many more steps to it that I hadn’t considered in the beginning.