SP Tech

BACKGROUND

Introduce your business and what you do there.

I’m a technologist and software. We’re an automation platform that integrates with agency management systems to automate renewals, endorsements, and service requests, helping insurance agencies reduce manual work, improve efficiency, and enhance client engagement.

OPPORTUNITY / CHALLENGE

What specific goals or objectives did you hire SP Tech to accomplish for your automation platform?

We needed to integrate with insurance platforms that didn’t have easy APIs or existing connections.

SOLUTION

What was the scope of their involvement?

SP Tech has helped us build Salesforce AMS integrations and tools that are genuinely purpose-built for insurance workflows. The team has also provided long-term support.

What is the team composition?

We’ve worked with 2–5 teammates from SP Tech.

How did you come to work with SP Tech?

We found them through an online search and a referral. We chose them because their pricing fit our budget, they offered good value for the cost, and their company values aligned with ours.

What is the status of this engagement?

We started working together from April 2021 to April 2026.

RESULTS & FEEDBACK

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

SP Tech brings a rare combination of deep Salesforce expertise and cultivated insurance knowledge. That’s hard to find, and it makes a real difference in the quality of what they build. For us, it’s been a partnership we rely on — one we’d choose again without hesitation.Moreover, the integrations help transfer data and allow many agencies to create effective workflows. Overall, SP Tech has taken complex requirements and delivered clean, practical solutions.

How did SP Tech perform from a project management standpoint?

SP Tech gets right to work and develops solutions in a very timely manner. We communicate through virtual meetings, emails, and messaging apps.

What did you find most impressive about them?

What’s stood out consistently is how easy they are to work with. They’re responsive, communicate clearly, and don’t make things more complicated than they need to be.Additionally, insurance is a specialized industry. A lot of Salesforce partners can build things but are scared away by the complexity of the industry. SP Tech is different; they haven’t shied away from learning how insurance works and jumping right into the project.

Are there any areas they could improve?

I can’t think of anything.

BACKGROUND

Please describe your company and position.

I am the Assistant VP for Strategic Resource Group of HCA Healthcare

Describe what your company does in a single sentence.

HCA Healthcare is dedicated to giving people a healthier tomorrow. As one of the nation’s leading providers of healthcare services, HCA Healthcare is comprised of 188 hospitals and 2,400+ sites of care in 20 states and the United Kingdom. In addition to hospitals, sites of care include surgery centers, freestanding ERs, urgent care centers, diagnostic and imaging centers, walk-in clinics and physician clinics. Many things set HCA Healthcare apart from other healthcare organizations; however, at our core, our greatest strength is our people. Every day, more than 290,000 colleagues go to work with a collective focus: our patients. Our focus positively impacts the care experience at the bedside and beyond. We are proud of the impact we have in our communities through employment, investment and charitable giving. HCA Healthcare is a learning health system that uses our approximately 37 million annual patient encounters to advance science, improve patient care and save lives. At HCA Healthcare, we are excited about the future of medicine. We believe we are uniquely positioned to play a leading role in the transformation of care. Note: Be alert for fraudulent job postings, emails, and phone calls. HCA Healthcare will never send you money or ask you to send money during the interview or hiring process.

OPPORTUNITY / CHALLENGE

What specific goals or objectives did you hire SP Tech to accomplish?

• Our primary objective was to streamline and digitize some of our outdated internal systems. We wanted to consolidate multiple legacy platforms into a single, easy-to-navigate portal for our staff, and improve the accuracy and turnaround time of billing and patient onboarding. We also aimed to increase compliance tracking efficiency due to recent regulatory changes in healthcare data security.

SOLUTION

How did you find SP Tech?

• Online Search
• Clutch Site

Why did you select SP Tech over others?

• High ratings
• Pricing fit our budget
• Company values aligned

How many teammates from SP Tech were assigned to this project?

6-10 Employees

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

SP Tech started by running discovery workshops with our internal stakeholders. Their design team created interactive wireframes and prototypes for a responsive portal interface and the custom modules. The web development work included creating a secure login system, role-based access controls, a patient intake module, and a billing engine that integrated with our existing Epic system. On the custom software front, they built a compliance tracker that automated reporting and alerts for HIPAA-related tasks. SP Tech handled comprehensive UAT cycles, conducted in-person and virtual training sessions for our admin teams, and even helped us build SOP documentation post-deployment. They also managed cloud deployment and CI/CD pipeline setup via Azure. A centralized admin portal. Patient intake and onboarding system

RESULTS & FEEDBACK

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

Patient intake processing time reduced significantly, freeing up administrative hours.
Internal support tickets related to billing issues dropped dramatically within the first two months.
Staff adoption rates were high, largely due to the intuitive design and thorough onboarding support.
Our compliance team was able to automate

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

Their project management was one of the standout elements. We worked primarily with their PM, Rachit, who facilitated weekly sprint calls, provided clear timelines, and kept all tasks tracked in Jira. They used agile methodology, and deliverables were broken into two-week sprints.

We experienced zero surprises in timelines. SP Tech was highly responsive—often available outside business hours when urgent clarification or support was needed. For instance, during one critical deployment window, their lead DevOps engineer stayed online with us well past midnight to troubleshoot an integration error that was on our end, not theirs. That kind of commitment was rare and deeply appreciated.

What was your primary form of communication with SP Tech?

• Virtual Meeting
• Email or Messaging App

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

What I found most impressive about SP Tech was their ability to understand the complexities of the healthcare sector and translate that understanding into technology solutions. They didn’t just apply a one-size-fits-all approach; instead, they tailored every element of the system to our specific needs. They also had a strong focus on security and compliance, which is critical in healthcare. The way they communicated with us was incredibly transparent—they made sure we fully understood the technical aspects of the project without using overly complex jargon. This allowed us to make informed decisions at every stage. Additionally, their post-launch support has been superb. They don’t just deliver a product and walk away; they’ve been there to troubleshoot, provide updates, and ensure the system remains effective.

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

Overall, our experience with SP Tech has been highly positive, but if I had to pinpoint an area for improvement, it would be around providing more proactive user training for our staff post-launch. While they did provide some training during the handover phase, there was a slight learning curve for some of our team members, especially with the more complex features of the software. Perhaps having a dedicated training period or more hands-on support during the initial adoption phase would have made the transition even smoother. That said, the team was always available to answer questions, so this wasn’t a significant issue—it’s more of a suggestion for continuous improvemen

BACKGROUND

Please describe your company and position.

I am the Creative Producer, Creator, and Data Analyst of Treeline Bamboo Partners

Describe what your company does in a single sentence.

Treeline Bamboo Partners creates, curates, and distributes multimedia broadcast content across national and international platforms.

OPPORTUNITY / CHALLENGE

What specific goals or objectives did you hire SP Tech to accomplish?

• We brought in SP Tech to overhaul our CRM ecosystem. We needed a more integrated, scalable solution to manage our affiliate relationships, streamline our content licensing workflows, and improve our sales pipeline tracking. Our previous CRM setup was disjointed and not suited for our expanding operations.

SOLUTION

How did you find SP Tech?

Online Search

Why did you select SP Tech over others?

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

How many teammates from SP Tech were assigned to this project?

2-5 Employees

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

The scope included auditing our current CRM infrastructure, redesigning and migrating our entire system into Salesforce, and integrating it with our distribution tracking and licensing platforms. They also set up a custom dashboard for performance analytics and built automated workflows for client onboarding and renewal processes.

Key deliverablea include:

• CRM system audit and roadmap
• Custom Salesforce implementation
• Automated licensing workflow integrations
• Real-time analytics dashboard for affiliate metrics
• Staff training modules and documentation

RESULTS & FEEDBACK

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

We noticed a tangible improvement in turnaround times for licensing requests. Affiliate engagement also increased, likely due to improved visibility into content performance and faster onboarding workflows. Our sales team reported a more consistent pipeline and significantly fewer CRM-related delays. Reporting accuracy also increased due to the real-time dashboards.

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

Their project management was structured but flexible. They used a sprint-based Agile approach and conducted weekly check-ins and progress updates. Yes, each deliverable was either on time or delivered slightly ahead of schedule. In cases where additional customization was needed, they were transparent about timelines and ensured alignment before proceeding. Exceptionally well. They adjusted scope without compromising quality whenever we encountered unforeseen requirements. They made us feel like partners rather than clients.

What was your primary form of communication with SP Tech?

• Virtual Meeting
• Email or Messaging App

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

SP Tech’s ability to translate broadcast-specific challenges into CRM solutions was remarkable. They didn’t try to force a generic system on us—instead, they built one that actually understands and supports our business model. Also, their commitment to post-launch support was far beyond what we’ve seen with other vendors.

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

While the implementation was smooth overall, we would have appreciated a bit more visual mockups during the early planning phase—it would have helped our less technical stakeholders visualize the end state. However, this is a minor suggestion, and SP Tech was very receptive when we brought it up.

BACKGROUND

Please describe your company and position.

I am the Co-Founder of Bridolog

Describe what your company does in a single sentence.

wedding planning, online tools, planning inspiration, online marketing, online advertising, and technology

OPPORTUNITY / CHALLENGE

What specific goals or objectives did you hire SP Tech to accomplish?
We collaborated with SP Tech to improve patient involvement by using a single platform and automated messaging. In order to enhance care coordination and offer data-driven insights, the project concentrated on connecting Salesforce with current technologies, including EHRs. 
SP Tech designed a scalable and secure system that enables future development, assures compliance, and promotes patient outcomes. This partnership aimed to deliver seamless, individualized care experiences for patients and healthcare professionals.

SOLUTION

How did you find SP Tech?

• Online Search
• Clutch Site

Why did you select SP Tech over others?

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

How many teammates from SP Tech were assigned to this project?

2-5 Employees

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

Salesforce was set up to accommodate new reporting, new sales procedures, and new sales organization while guaranteeing that it would expand with us.

RESULTS & FEEDBACK

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

Delivery on a sprint basis, as agreed upon between Bridolog and SP Tech

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

They were extremely well-organized, had outstanding communication skills, and were driven and eager to ensure we succeeded. They delivered on time.

What was your primary form of communication with SP Tech?

• Virtual Meeting
• Email or Messaging App

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

Their exceptional Salesforce expertise and ability to align it with their comprehension of our objectives and company make them stand out.

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

No improvements are needed.

BACKGROUND

Please describe your company and position.

I am the Founder & CEO of SGHealth Pharmatech

Describe what your company does in a single sentence.

We provide comprehensive pharmaceutical and healthcare solutions, including clinical data management, drug safety, medical writing, and healthcare therapy services, ensuring excellence and compliance in every aspect of care and operations.

OPPORTUNITY / CHALLENGE

What specific goals or objectives did you hire SP Tech to accomplish?

• Streamline CRM Operations
• Enhance Efficiency in Pharmaceutical Sales and Marketing
• Integrate Healthcare and Pharma Systems

SOLUTION

How did you find SP Tech?

• Referral
• Clutch Site

Why did you select SP Tech over others?

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

How many teammates from SP Tech were assigned to this project?

2-5 Employees

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

We hired SP Tech to implement and customize Salesforce CRM to streamline our operations, from pharmaceutical sales to clinical trial management. We’ll integrate our systems, automate workflows, and ensure compliance with healthcare regulations like HIPAA and FDA standards. Our goal is to empower our teams with real-time insights through dashboards and reports while simplifying processes. 

RESULTS & FEEDBACK

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

The project led to significant time savings through automated workflows, improving efficiency across sales and clinical teams. By centralizing data in Salesforce, we enhanced accuracy and compliance, ensuring a smoother audit process. Real-time insights empowered teams to make informed decisions, while improved patient and customer engagement boosted retention. Ultimately, the system brought everyone together, fostering collaboration and driving our growth and success.

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

SP Tech’s project management was highly organized and efficient, ensuring that all milestones were met on time. They adhered to the project timeline, delivering each phase such as Salesforce customization, system integrations, and user training on schedule. Whenever our needs evolved or adjustments were required, SP Tech was responsive and flexible, adapting quickly to provide solutions. Their proactive communication kept us informed at every stage, and their team was always available to address any concerns or provide guidance, ensuring the project’s success and seamless implementation.

What was your primary form of communication with SP Tech?

• Virtual Meeting
• Email or Messaging App

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

The level of collaboration, flexibility, and expertise they brought to the table made the entire process smooth and ensured a lasting impact on our operations.

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

None I can think of

BACKGROUND

Introduce your business and what you do there.

I’m a project manager at a gaming company.

OPPORTUNITY / CHALLENGE

What challenge were you trying to address with SP Tech?

We needed help executing our email campaigns.

SOLUTION

What was the scope of their involvement?

SP Tech helps us execute our email campaigns. They step in to help with most of the campaigns we run. Their primary responsibility is to implement our campaigns. We feed them the information and tell them what we want the campaign to be. They then input that information into our email service provider (ESP). They also make adjustments as needed.

When they first started working with us, they helped create templates based on our needs. After we set everything up, the engagement became a straightforward execution. We give them many files and things to send, and they do that on our ESP.

What is the team composition?

We regularly work with three people from their team, including SP Tech's co-founder.

How did you come to work with SP Tech?

They had already been working with us for a year before I joined the company. Then, I took over the position and started to manage them a bit more. The working relationship has been pretty solid.

How much have you invested with them?

We spend around $40,000 a year.

What is the status of this engagement?

We started working with them in April 2022, and the engagement is ongoing.

RESULTS & FEEDBACK

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

After a year, SP Tech's performance has been excellent. They meet our standards, and our stakeholders are happy when they work with them, so we consistently renew our engagement. They are very prompt when getting started on the work, are close, pay close attention to detail, and do a phenomenal job. Overall, they help us move faster.

How did SP Tech perform from a project management standpoint?

SP Tech is excellent to work with. We communicate via Slack, Zoom, and Google Sheets. And, of course, the ESP that we use.

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

Bhanu has been phenomenal. He goes above and beyond whenever we ask for something. He ensures that things are completed, his response time is swift, and he's a fantastic person to work with. It's because of his effort that our partnership has been a success.

What did you find most impressive about them?

SP Tech is willing to jump on calls and respond to emergencies and urgent priority items. Their response time is speedy. Whenever things come up that we haven't predicted, I can expect an answer from them almost any time of the day, which is helpful because our company is running 24/7.

Are there any areas they could improve?

No, they're perfect.

Do you have any advice for potential customers?

SP Tech is very helpful and good at what they do. As long as you clarify your expectations and what you need help with, they'll follow that to a tee.

BACKGROUND

Please describe your company and position.

I am the COO & Co-Founder of Upfront Healthcare

Describe what your company does in a single sentence.

We specialize in guiding patients to the care they need through personalized, data-driven patient engagement solutions. 

OPPORTUNITY / CHALLENGE

What specific goals or objectives did you hire SP Tech to accomplish?

• We partnered with SP Tech to enhance patient engagement through automated communications and a unified platform. The project focused on integrating existing systems, such as EHRs, with Salesforce to improve care coordination and provide data-driven insights. SP Tech developed a scalable and secure solution that supports future growth, ensures compliance, and enhances patient outcomes. This collaboration was designed to empower both patients and healthcare providers with seamless, personalized care experiences.

SOLUTION

How did you find SP Tech?

Referral

Why did you select SP Tech over others?

• High ratings
• Pricing fit our budget
• Referred to me
• Company values aligned

How many teammates from SP Tech were assigned to this project?

2-5 Employees

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

HIPAA compliant customized Salesforce solution designed to enhance patient engagement, integrate existing systems, and streamline care coordination. 

Key deliverables include tailored workflows, Health Timeline, Patient Profiles, Care Teams, Care Plans, Assessments, Clinical Data Management, Case Management, predictive analytics, and seamless telehealth integration. 

RESULTS & FEEDBACK

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

Integration of EHR and Salesforce resulting in streamlined data flow and more efficient workflows. Data-driven insights enabled proactive care, while the platform’s scalability ensured that we can expand seamlessly. 

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

SP Tech team onboarded us on their Clickup PM tool to manage User Stories and Tasks. Transparent process to manage timeline, due dates and deliverables. Team was able to meet timelines and exceed expectations.

What was your primary form of communication with SP Tech?

• Virtual Meeting
• Email or Messaging App

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

I was impressed with SP Tech’s healthcare expertise and responsiveness.

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

None

BACKGROUND

Introduce your business and what you do there.

I'm the Salesforce director at Daniel Stark Law, a personal injury law firm.

OPPORTUNITY / CHALLENGE

What challenge were you trying to address with SP Tech?

We needed help with Salesforce UI-focused development for a web app and custom software development.

SOLUTION

What was the scope of their involvement?

SP Tech focuses on Salesforce UI development, which is helpful because we have a lot of backend knowledge but don't know how to make the UI work in-house. They've done two projects with us so far, and we have some ongoing projects.

We've had a discovery phase for both projects. We've already done some work on our end, and I act as the architect on our side. We know the plan and what we want to build. We walk through the entire plan with them, and they get a deep understanding of what we're attempting to do.

We did some in-house development for the first project, and they did just the UI. We developed an audit system alongside them. I was creating the backend, and they were developing the frontend. They built an interface and custom software that lived on top of Salesforce.

We also started with a discovery phase for the most recent project. SP Tech aimed to help us understand all the ins and outs of the plan before we got going.

What is the team composition?

There were 2–3 developers on the first project, and for the second project, we have two developers. I don't necessarily hear from everybody who's involved in the project, but those are the people who are on the regular calls. That's always in addition to the project manager. So Bhanu is our project manager for both and is always on those calls.

How did you come to work with SP Tech?

We found them through a referral from an employee working with us at the time. Once we started talking with SP Tech, we found their rates reasonable and very competitive. We also got a good sense of direction from the principals—the co-founders, Bhanu and Neeraj—whom we spoke to, so we decided to proceed.

How much have you invested with them?

We've spent under $10,000.

What is the status of this engagement?

We've hired them twice on a project basis: the first time from November 2023 to February 2024, and the second time we started in October this year, so we have an ongoing agreement.

RESULTS & FEEDBACK

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

Both of the projects have been efficiency gains. Since the newer project is recent, I can't exactly say what the impact has been yet. The older one is an audit system. We review how well our team performs their jobs by looking at the data in Salesforce. The way we were handling it before was very challenging. It was a lot of getting in touch with me or another developer to make changes.

We provide a framework on the backend, and SP Tech creates a UI that looks at the current framework and pulls it in live. Now, our team no longer has to wait for changes to that structure. They no longer have to wait for development time or have to know tricky stuff to figure it out. They can go in and make new questions, surveys, or audits whenever they want. They can make changes, and all the past and future audits have been and will be well handled. It makes it easy, which has been a massive gain for us, especially with the turnaround time.

It's around 70% easier for them to go in and get things moving and make those changes.

How did SP Tech perform from a project management standpoint?

They've communicated well throughout, and we had weekly sync meetings during the first project. Usually, when we start a project, we later have little add-ons, but they always communicate when it will go over the initial quote, which is fine. The rates are so reasonable that it rarely matters to us.

They've delivered on time both times. During the second project, we stacked needs and feature requests higher towards the end, and they still delivered faster than we initially asked them to. We had to shave a whole month off the timeframe, and they still got it in on time with all the add-ons.

We primarily use Microsoft Teams, some email, and Jira. They have an internal project management tool called ClickUp. We've been using Jira, but for ease of use, we'll get access to their instance of ClickUp to collaborate directly with the tool they use daily.

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

Bhanu and our other developer are both excellent to work with. And they just make it easy. Many developers, especially in this line of business, can be stubborn for different reasons, but they're very receptive.

What did you find most impressive about them?

Sometimes, getting your ideas through to other developers can be challenging, or they want to do things their way. However, SP Tech is open, and they make it easy to fulfill your vision as you're working with them.

Are there any areas they could improve?

I'd like to see them adopt a more consultative approach. I'd like to know how they come up with the solutions when I engage them and say I want to solve a problem. I want to bounce some ideas off the people making those decisions. They usually come up with something and bring it back to you.

I'm an ideas person, so I like to be involved and walk through it. I want more visibility there, but it's a minor nitpick overall.

Do you have any advice for potential customers?

You need someone who knows your stuff very well and has a grasp on the technical side. You always benefit from that when you hire any developer. SP Tech will meet you further down the way than many developers will. It's not a requirement, but having somebody on your team with that institutional knowledge is always helpful. They can get that from you and apply their development and organizational expertise on the Salesforce side to the projects.

BACKGROUND

Introduce your business and what you do there.

I’m the president and CEO of Avnew Health, a musculoskeletal care coordination company. We focus on improving the lives of healthcare participants and minimizing the expenditures that occur in a traditional model by providing therapies directly to participants within five minutes. Although we don’t provide medical advice, we maintain compliance for our clients, plan sponsors, and participants.

OPPORTUNITY / CHALLENGE

What challenge were you trying to address with SP Tech?

We’re not medical professionals providing virtual care, but we’re providing things that if you were the son of a physical therapist or orthopedic surgeon, you could get therapies that you wouldn’t know about otherwise. We’re giving those to the laypeople a program where they can receive support from our staff if needed.

SOLUTION

What was the scope of their involvement?

We've worked together on a concept where each client gets their toll-free number through Salesforce and Twilio. Their participants are given the number to call when they have joint pain or discomfort and get core therapies that otherwise they'd have to go to the doctor or physical therapist for; this is a patent-pending process.

When a participant calls the toll-free number, all the data interacting with an IVR is captured in Salesforce. We used Microsoft Visio to diagram the step-by-step processes for the IVR. We ask five questions, and within five minutes, they receive therapy from our website based on the location of that pathology. Four days later, if the individual has identified that they use their cell phone or can receive SMS messages, we send them a follow-up asking whether the therapy was good. If not, they're steered to talk to our core staff, who work with them directly to work through the process within the medical industrial complex of primary care.

We also want to get them to a physical therapist quickly. The first and last sections of the call are modular and can be used for any client through Twilio; the stuff in the middle is already locked in. We have a voiceover actor who has done the voiceovers, and we have the capability in Twilio to track and report everything.

Additionally, we've integrated Ruby on Rails into the CRM so that when a participant calls our number, it collects the information and provides it to our care coordinating group to schedule a participant's convenience interaction. I came up with the idea, and then SP Tech put all that integration together within Salesforce.

What is the team composition?

I've worked with two key partners of SP Tech based in Atlanta: Neeraj and Bhanu.

How did you come to work with SP Tech?

I had worked with another service provider to get all of my account stuff set up in Salesforce, but it was too expensive when we wanted to build this new concept with them. After that, my Salesforce account executive introduced me to SP Tech.

What is the status of this engagement?

We've been working together since January 2023, and the engagement is ongoing.

RESULTS & FEEDBACK

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

SP Tech has been integral in our work to maintain data in a HIPAA-compliant environment for our clientele. The team has helped us create a positive, unique care delivery.

Additionally, we anticipate that 70% of the time, the therapies we provide will resolve the joint pain and discomfort that participants currently experience. The way this has been put together, we can handle hundreds of thousands of participant interactions.

How did SP Tech perform from a project management standpoint?

Whenever we have a question or something isn't operating correctly, my contact in Atlanta is very easy to work with. He has the team working on it immediately, and I get a turnaround within 24–48 hours without a problem. We communicate through phone calls, Zoom, and Google Meet.

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

Bhanu and I have become very close. When we were working on something, Bhanu was on a cruise with his family. I left a message asking for help to resolve an issue; he then called me back and helped. When I meet him, I will take him and his family to dinner.

What did you find most impressive about them?

I can't speak highly enough about SP Tech. I make a call, and they pick up. They're highly responsive, and I get what I want delivered on time. I'd use them for anything I need to have done technology-wise, and I know I'll get great work at a reasonable expenditure.

Are there any areas they could improve?

Sometimes, there's a bit of a language barrier when dealing with people who didn't grow up in the US. I can't always determine what was said. That's not a complaint; it's just adjusting to people I'm not used to hearing. As I mentioned, they used Microsoft Visio to diagram the language used in the IVR. When they built and integrated it into the IVR system a couple of times, they either cut it off or made it too long, but it was no problem. After all, we were working through developing something no one had ever done before and making it professional and easy to use.

BACKGROUND

Please describe your company and position.

I am the Founder of FTRE

Describe what your company does in a single sentence.

We buy and sell residential real estate investment properties.

OPPORTUNITY / CHALLENGE

What specific goals or objectives did you hire SP Tech to accomplish?

• To migrate our org to a new org on salesforce
• Plan, implement, develop new customizations and changes to our new org.
• Build a self sustaining model that's functioning with in house Salesforce team where SP Tech consults us to get there.

SOLUTION

How did you find SP Tech?

Online Search

Why did you select SP Tech over others?

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

How many teammates from SP Tech were assigned to this project?

2-5 Employees

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

We initially engaged SP Tech to help us migrate our Org to a new Org in SaleForce and now we're utilizing their expertise to customize our new Org to better serve our team. They have been great with communication, timeline and planning. They have stayed on top of development and their deadlines. They're competitively priced and have an awesome team of developers who know what they're doing.

RESULTS & FEEDBACK

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

Successfully migrated our entire Org from another vendor to a new Org controlled by us without any hiccups or delays. Project started, planning was done, implementation happened without any interruptions to our employees and team. They did what they said they would and now we're continuing to work with them on new projects.

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

They utilized clear communication and updates to keep us informed on progress. They delivered projects and tasks on time and implemented the plan according to what they communicated to us throughout the project.

What was your primary form of communication with SP Tech?

• Virtual Meeting
• Email or Messaging App

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

Their communication and detail oriented workflow. They have a great team with experienced people in their relevant fields. They were absolutely professional in handling our projects.

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

I'm sure there are but I believe they do what they say they're going to do and that's as good as it gets. They would know more about how they can improve their company but from a client's perspective we are very happy with our engagement with SP Tech. Neeraj, Bhanu and Anant are great people and they're all true problem solvers.