SP Tech

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 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 Acquisition Specialist of Galapagos Federal Systems

Describe what your company does in a single sentence.

We provide comprehensive technology and business solutions to federal agencies and enterprise clients, helping them streamline operations, modernize infrastructure, and improve digital efficiency.

OPPORTUNITY / CHALLENGE

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

• We brought SP Tech on board to lead the implementation of Salesforce across multiple business units, integrate existing legacy systems, and build a scalable CRM infrastructure aligned with our operational compliance standards and federal reporting requirements.

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
• Great culture fit
• Good value for cost
• 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.

The scope included a multi-cloud Salesforce implementation comprising Sales Cloud, Service Cloud, and Pardot (now Marketing Cloud Account Engagement), along with integration of Salesforce with our existing procurement and ERP platforms.

A custom-built CRM system aligned with federal compliance needs
Automated workflows for customer onboarding and procurement approvals
Real-time dashboards for internal reporting
Bi-directional API integration with legacy systems
Migration of historical data into Salesforce with field mapping and data integrity validation
Training workshops for 100+ internal users

RESULTS & FEEDBACK

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

Within three months of go-live, we saw a significant reduction in manual entry errors and processing delays. Salesforce adoption rate exceeded expectations, with over 85% of targeted users logging in daily and actively using the system. Our project reporting timelines were cut in half, and customer case resolution time dropped notably thanks to streamlined workflows in Service Cloud.

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

SP Tech's project management was methodical and proactive. They followed an agile methodology with weekly sprints and bi-weekly retrospectives. Every milestone was tracked transparently using JIRA.

Yes, all phases of the project—from discovery to deployment—were completed on schedule.

They're very responsive and adaptive to our evolving needs. Change requests were handled with clear documentation and minimal disruption to the main project flow.

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 deep Salesforce domain knowledge is truly top-tier. But more than that, their ability to immerse themselves in the federal systems landscape, understand nuances of compliance, and deliver a customized solution with minimal guidance is what impressed us the most. SP Tech brings a perfect mix of technical depth, business acumen, and client empathy.

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

If there’s one suggestion, it would be to expand their support hours slightly to accommodate clients across all U.S. time zones. That said, they were always willing to flex during critical stages, so it never became a blocker.

BACKGROUND

Please describe your company and position.

I am the Chief Executive Officer & Board Member of Flores & Associates, LLC

Describe what your company does in a single sentence.

Flores is a premier administrator of employer-sponsored reimbursement plans including Flexible Spending Accounts (FSAs), Health Savings Accounts (HSAs), Health Reimbursement Accounts (HRAs) and Commuter Benefit Accounts (CBAs) as well as Life Balanced Lifestyle Spending Accounts and Student Loan Repayment Assistance and Tuition Assistance. In addition to these account-based benefit options, Flores also handles COBRA and other direct bill services, FMLA and disability leave administration, and compliance solutions including Premium Only Plan (POP) administration, Wrap SPDs, Form 5500 preparation, and an HR Compliance Center. 

Based in Charlotte, NC, Flores has emerged as a leader in the CDHP market through a service model founded upon innovative technology, dedicated professionals, and an uncompromising commitment to remarkable service experiences, evidenced by a 95% client retention rate.

OPPORTUNITY / CHALLENGE

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

• Our primary goal in hiring SP Tech was to optimize and modernize our existing CRM platform, which had become overly complex and inefficient due to years of piecemeal customizations. We needed a system that could better support our client-facing teams, streamline internal workflows, and provide actionable insights into client engagement, sales pipeline tracking, and service delivery. Additionally, we wanted to enhance automation around case management, renewals, and onboarding processes to reduce manual workload and human error.

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.

The scope was extensive. SP Tech was responsible for:

• Conducting a comprehensive audit of our current CRM infrastructure (Salesforce) and identifying inefficiencies and redundancies.
• Designing a scalable, user-friendly solution that included customized modules for sales, client service, and compliance tracking.
• Implementing an automated case-routing system to triage service tickets based on complexity and urgency.
• Integrating our CRM with third-party HR tools, including payroll processors and benefits administration platforms.
• Developing a suite of custom reports and dashboards tailored to different department needs—executive, sales, service delivery, and compliance.
• Migrating historical data while ensuring accuracy and maintaining full audit trails.
• Conducting user training sessions and providing ongoing post-launch support.

Each deliverable was not just completed but well-documented, and they incorporated our feedback iteratively during the process, which ensured alignment every step of the way.

RESULTS & FEEDBACK

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

Since deployment, we’ve seen a tangible improvement in client response times and internal efficiency. Our client service team has reported a smoother workflow thanks to better automation, and sales has greater visibility into lead progress and client health metrics. Additionally, the reporting dashboards have empowered our leadership team with real-time, data-driven decision-making. The CRM system has become a core operational asset—far more than just a sales tool.

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

SP Tech’s project management was both strategic and adaptive. They used an agile methodology, which we appreciated because it allowed for flexibility in the timeline and priorities without losing sight of the end goals. We had weekly touchpoints and detailed progress updates. When unexpected issues arose—like when one of our legacy tools didn’t integrate smoothly—they quickly proposed workable alternatives and transparently communicated potential trade-offs.

What really impressed us was their responsiveness: they didn't just answer emails quickly, they anticipated our needs. For example, our sales team had requested a minor dashboard tweak during user testing, and by the next sprint, it was already prototyped and demoed.

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 stood out most was SP Tech’s ability to balance technical rigor with genuine business empathy. Many consulting firms come in with a one-size-fits-all mindset, but SP Tech took time to understand our business model, our team culture, and even the unique pressures our client service teams face daily.

One specific moment that stood out: during a strategy session, one of their consultants pointed out a pain point in our onboarding flow we hadn’t clearly articulated ourselves. They not only identified the gap but designed a solution that ended up becoming one of the most valuable features of the new system—a guided client setup wizard that drastically reduced back-and-forth between departments.

Their focus wasn't just on delivering a system that "works"—they wanted to make sure it works for us, and that human-centered approach made a real difference.

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

If there was one area for improvement, it would be the early documentation phase. While their verbal walkthroughs were thorough, our internal IT team would have appreciated a more structured format for the initial architecture blueprint. However, once we provided that feedback, they quickly adjusted their approach and provided clear, organized technical docs for the remaining stages. It was a minor issue, and their responsiveness to it only reaffirmed their professionalism.

BACKGROUND

Please describe your company and position.

I am the General Contractor of a construction company.

Describe what your company does in a single sentence.

remodeling to accommodate disability

OPPORTUNITY / CHALLENGE

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

• customize our CRM

SOLUTION

How did you find SP Tech?

SAlesforce rep

Why did you select SP Tech over others?

• Pricing fit our budget
• Referred to me

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.

customized fields and forms, integrated docusign into salesforce. added products and set up quotes. email template. 

RESULTS & FEEDBACK

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

new functionality to salesforce

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

the developments took much longer than we thought. There were some errors or things that we had to pay again to be corrected. They used up 88 out of 100 docusign envelopes just testing the different fields, so we had to buy more a few times. They were responsive on the email requests for information or feedback/edits, everything just took a very long 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?

friendly

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

timing could be improved, discount for continued contract work. I'd love it if we had more time to review the developments before closing things out. We just discovered a major omission on a form we paid to have updated, so now we will have to pay them again to fix what should have been configured the first time. 

BACKGROUND

Introduce your business and what you do there.

I’m a training specialist manager at a software company. We specialize in EMR software, which we sell across the US. I help with implementation and training needs.

OPPORTUNITY / CHALLENGE

What challenge were you trying to address with SP Tech?

We needed project tracking, communication, and all-in-one compensation software. We purchased Salesforce, but we weren’t sure how to set it up and utilize it, so we reached out to SP Tech.

SOLUTION

What was the scope of their involvement?

SP Tech assists us in building and configuring our Salesforce instance and provides ongoing consulting. The initial discovery phase consisted of an hour-long meeting where we described our wants, deliverables, and what we were trying to achieve within the system. About three days later, they returned with a statement of work (SOW).

We signed the SOW and delivered it back to them within the week. They started working on our project the following week. We didn't compose the SOW; we just described what we wanted, and they put it into a nice format and broke the schedule into a weekly timeline.

We focus on accounts, management companies, facilities, project tracking, email, and tasks. We rely on them as subject matter experts of the product. For example, when I need to schedule training inside of Salesforce and track it. They show me how to create a training email template and schedule it on Salesforce's calendar. All we do is tell them what we want. They suggest what to do and show us how to manage that data.

What is the team composition?

We work with two people from SP Tech. Bhanu is our project manager, and the other teammate is our account builder, who builds everything in Salesforce.

How did you come to work with SP Tech?

Our tech manager found SP Tech on Google. We reached out to another set of contractors, but we didn't get any motion or movement. We kept sending emails for over a month and got one response in four weeks. We decided not to go with those other suppliers and tried our chances with someone else. That's when we luckily stumbled upon SP Tech.

How much have you invested with them?

We've spent between $10,000–$25,000.

What is the status of this engagement?

We began the partnership in September 2024 and signed the SOW in October 2024. The project lasted six weeks, and we ended around mid-November 2024. They have delivered the project but are still available for us. They offer consulting when necessary, so it is an ongoing engagement.

RESULTS & FEEDBACK

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

Even though the implementation has ended, we're still communicating with them on Microsoft Teams. If we're confused about something, they're willing to help. We can say, "Hey, how do you do this?" and they quickly respond. We're putting in some of our data, and it's gone seamlessly. It's working pretty well. We will begin to implement more objects in Salesforce around January.

How did SP Tech perform from a project management standpoint?

They've performed excellently. I've implemented many projects over 17 or 18 years, and this is one of the smoothest projects I've been involved in. They've handled it very well.

They've set up an entire Microsoft Teams channel for us to communicate and are in constant communication. We can communicate with them and get feedback if we need an update before our weekly calls. Our following meetings are more productive, and we can see what they built out.

We use Microsoft SharePoint, Microsoft Teams, and note-takers inside of Teams for project tracking and visibility. We communicate through emails and Microsoft Teams and have weekly meetings.

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

Bhanu is absolutely thorough. He is responsive, understands what it is that we're communicating, and provides deliverables on time. So I wanna give a shout-out to him. He is on it.

Also, our account builder does an excellent job building the accounts. He delivers all the suggestions and views we want inside of Salesforce within a few days. And he also intelligently talks about Salesforce in different areas and shows us features we didn't know existed. He is on it as well.

What did you find most impressive about them?

Their turnaround time is impressive. When you get on a project, they often say they'll deliver it within a week. A month later, you're still waiting on that deliverable. If SP Tech told us they'd have something by next Friday's meeting, it's usually done by Wednesday. Their turnaround time on the deliverables is the central standout for me.

Are there any areas they could improve?

I can't think of anything they could improve on.

Do you have any advice for potential customers?

Have a list of what you want to see and deliverable action items. We could've improved upon this as a team. We could've logged into Salesforce beforehand to see what was in there. If you have a list of the items you need built, that will help improve the project and speed things along. We lacked knowledge, but if you have a list of actionable items for SP Tech before signing the SWO or the initial meeting, that would be helpful.