Synebo

BACKGROUND

Please describe your company and position.

I am the Product Portfolio Director of a consulting company.

Describe what your company does in a single sentence.

BTS is a consultancy specializing in the people side of strategy.

OPPORTUNITY / CHALLENGE

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

• Create SalesForce UI app

SOLUTION

How did you find Synebo?

Online Search

Why did you select Synebo over others?

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

How many teammates from Synebo were assigned to this project?

2-5 Employees

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

To produce a SalesForce CRM to show our companies content, dynamic to the users context. This app is connected to our CMS and user platform.

RESULTS & FEEDBACK

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

Functioning app that met specification and SalesForce app security review requirements

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

Synebo was swift and transparent in their communication. There were steps that we faced that required additional advice and consulting which they were quick to respond to. They would exceed our expectations only if the advice was consistently given ahead of when it was required - this would allow us to prepare even better for what was an exploratory project for us.

What was your primary form of communication with Synebo?

• Virtual Meeting
• Email or Messaging App

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

Speed and accuracy of response when a specific issue was discussed.

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

I'd like to see more proactive management around meeting agendas and upcoming milestones. Synebo are the experts in this type of app delivery and I would love to see them lead me a little more as to what I can expect, when, and when I should start preparing for this.

BACKGROUND

Please describe your company and position.

I am the Customer Success Manager of Skyvia

Describe what your company does in a single sentence.

Skyvia is a SaaS cloud-based platform that allows you to integrate, backup, access, and manage your cloud data with an all-in-one cloud service.

OPPORTUNITY / CHALLENGE

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

• Migrate from the client’s old CRM system to Salesforce CRM.
• Develop a comprehensive Salesforce solution for the client.

SOLUTION

How did you find Synebo?

Online Search

Why did you select Synebo over others?

• Great culture fit
• Good value for cost
• Company values aligned

How many teammates from Synebo were assigned to this project?

2-5 Employees

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

For this project, Synebo was hired to migrate the client's old CRM system to Salesforce Finance Cloud and develop a comprehensive Salesforce solution. Their work included data migration, system integration, user training, and thorough testing. Since data retention and transformation are extremely important during migration, the Synebo development team used Skyvia as a backup platform for the client’s data, ensuring secure and reliable data management. 

Additionally, they conducted a detailed business requirements analysis and customized Salesforce to fit the client's needs.  

Synebo's team delivered a fully operational Salesforce CRM system tailored to the client's business requirements, along with detailed training materials and user documentation.

RESULTS & FEEDBACK

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

The client received a fully operational Salesforce CRM that fit their business needs. They observed reduced data entry errors and higher customer satisfaction scores. The integration with other systems made workflows more efficient, and the training led to high user adoption. The client also benefited from improved reporting and analytics, which enhanced their decision-making. Overall, the implemented CRM significantly improved their business operations and customer relationships.

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

Synebo's project management was good. They consistently delivered on time and were highly responsive to the client's needs. Their communication was clear and proactive, ensuring that we were always informed about the project's status. For tracking, they used Jira. 

What was your primary form of communication with Synebo?

• Virtual Meeting
• Email or Messaging App

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

What impressed us the most about Synebo was their business-oriented approach and commitment to delivering scalable Salesforce solutions. They thoroughly understood the client's needs and ensured that the Salesforce system was tailored to their business requirements. Their clear communication and attention to detail made them a reliable and efficient partner.

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

Nothing comes to my mind.

BACKGROUND

Please describe your company and position.

I am the Product Manager of Medisafe

Describe what your company does in a single sentence.

We create solutions for big pharma companies to help monitor patient medication adherence in their patient support programs.

OPPORTUNITY / CHALLENGE

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

• Create a Salesforce Managed package that would give our software capabilities within Salesforce without having users use our stand alone platform
• Easily integrate with Salesforce to minimize effort of our clients

SOLUTION

How did you find Synebo?

Referral

Why did you select Synebo over others?

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

How many teammates from Synebo were assigned to this project?

2-5 Employees

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

The team worked to create a Salesforce managed package which would enable full integration of our standalone platform capabilities into our clients' Salesforce to help streamline their workflow. They helped design the package, worked with us to create the JSONs needed for data transfer, and assisted us in all things Salesforce that were new to us, as we had never developed for SF before.

RESULTS & FEEDBACK

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

We have daily meetings to make sure that we are aligned. We work in biweekly sprints and create goals for each biweekly demo. We have milestones that we define and make sure that the team is aligned and work is moving according to plan.

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

The team is very organized. They easily and happily worked with us on our project management platforms (Slack, ClickUp, Confluence) and were visible and attended meetings, as needed. They were usually on time with deliverables and if not, were able to raise flags when needed. They were very responsive and when needed, worked above and beyond what was expected to help with issues out of standard work hours. The team is a delight to work with.

What was your primary form of communication with Synebo?

Virtual Meeting

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

The attention to detail and their responsiveness. They are willing to teach and explain things that are new to us in the world of Salesforce.

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

No.

BACKGROUND

Introduce your business and what you do there.

I’m a manager at a cloud-based consultancy company.

OPPORTUNITY / CHALLENGE

What challenge were you trying to address with Synebo?

We needed development assistance with projects that our in-house team couldn’t fulfill. At the same time, these projects didn’t require enough working hours to justify hiring a direct team.

SOLUTION

What was the scope of their involvement?

Synebo provides us with outsourced remote developers and engineers that support our in-house delivery services team. Synebo’s team performs software development and implementation tasks heavily focused on the cloud sphere. They work mainly with Salesforce and Conga. 

When Synebo starts working on a project, we usually already have the project on the flight. Synebo’s team works alongside our team of solution architects and has worked on several projects, including projects around administrative and data work. One of Synebo’s developers has assisted with our largest account, which requires a team of 4–5 developers for that project.

For large projects, we request Synebo to interview teammates before bringing them on the project. Once they pass our interview process, we integrate them into the team. 

What is the team composition?

We've worked with seven teammates from Synebo, including two project managers, two developers, and three engineers of various levels.

How did you come to work with Synebo?

I’m unsure how we initially contacted Synebo since I wasn’t involved in the hiring process.

How much have you invested with them?

We’ve invested around $10,000–$15,000 with Synebo. 

What is the status of this engagement?

We started working with Synebo in October 2022, and our partnership is ongoing. Although we don’t have active projects at the moment, we plan to work with them again.

RESULTS & FEEDBACK

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

Our in-house development team has provided excellent feedback about Synebo’s teammates, who have integrated effectively into our team. Synebo meets our expectations, and the only issue we’ve had was due to our DevOps process that we were still establishing. They were open and understanding when we talked to Synebo about the situation. As soon as we had the method established, they adopted it immediately. 

How did Synebo perform from a project management standpoint?

Synebo does a great job in terms of project management. They report the hours they track in their system so that I can contrast them with our system’s register. The only issue we’ve had was due to an internal problem where we failed to correctly forecast the necessary hours for a project. We discussed the situation with Synebo, and they understood. 

Moreover, Synebo’s team is responsive and raises questions when they don’t understand a task, which we highly value. They work autonomously and immediately start working on a task when we open a ClickUp ticket — they aren’t just waiting for indications.

Synebo’s team communicates effectively through email, Slack, Microsoft Teams, and Zoom. They’ve adapted to our tools to collaborate with us.  

What did you find most impressive about them?

I’m most impressed by Synebo’s project managers’ efficiency. When we give them our expectations for a project, they execute strictly based on that and keep a lean process, which we appreciate. 

Additionally, Synebo’s developers jump on a task as soon as we assign it and send questions immediately. We really appreciate this since we’re in different time zones, and by the time we start working on a project, we already have questions from Synebo’s team waiting to be answered. 

Are there any areas they could improve?

My only constructive feedback would be aligning the skill levels of their resources with the appropriate project. At one point, we noticed that we had different understandings of our developers’ specialty levels — what we considered a senior developer was different than what Synebo considered a senior developer. We resolved this through our interview process to ensure we assigned the appropriate teammate to each project.  

Do you have any advice for potential customers?

I recommend reaching out to Synebo’s project manager because they’re assigned to manage their resources and support you as a client. Synebo provides a good work structure, and you need to take advantage of that structure.

BACKGROUND

Please describe your company and your position there.

I used Synebo as a salesforce.com 3rd party\SubContractor development team, I was the leading integrator

OPPORTUNITY / CHALLENGE

For what projects/services did your company hire Synebo?

Quick response and time to market, requirements that cannot be implemented with customizations only and required extensive APEX coding.

What were your goals for this project?

salesforce.com Lead to Cash and integration to ERP and other back office applications

SOLUTION

How did you select this vendor?

Word of mouth, good reputation and successful proof of concept.

Describe the project in detail.

salesforce.com Lead to Cash and integration to ERP and other back office applications

What was the team composition?

The Synebo team allocated a dedicated remote team leader, the remote work wasn't an issue since we had daily statuses to monitor the progress, the TL was always approachable and eventually, the Synebo team delivered quality results quickly and ahead of schedule.

RESULTS & FEEDBACK

Can you share any outcomes from the project that demonstrate progress or success?

The customizations and coding were by the exact planned design, the quality was very good, any further corrective iterations were done efficiently to a good outcome. The Synebo TL was service-oriented and provided outstanding deliverables.

How effective was the workflow between your team and theirs?

Very effective, we had daily statuses and from time to time corrective iterations, the collaboration was smooth although the long distance.

What did you find most impressive about this company?

Hunger to help and to bring extra value, service orientation, and customer obsession.

Are there any areas for improvement?

No

BACKGROUND

Please describe your company and your position there.

We were a Salesforce services provider as silver partner, delivering SFDC projects across Europe and US. Currently have been acquired by a Software Development Company of US. Was Director of Operations, now Program Director.

OPPORTUNITY / CHALLENGE

For what projects/services did your company hire Synebo?

Field Services Lightning (FSL) implementation for a enterprise-level client in Germany.

What were your goals for this project?

Our original contractor for FSL was drawn for another project and we were looking for a new consultant to deliver new functionalities for FSL with several sprints.

SOLUTION

How did you select this vendor?

Personal contacts

Describe the project in detail.

Once selected, we put the consultant directly in the team to start working on delivery of sprint.

What was the team composition?

three consultants and two developers

RESULTS & FEEDBACK

Can you share any outcomes from the project that demonstrate progress or success?

All the necessary functionalities were delivered on time and were high-quality. Client was happy about the person. Sometimes, because the consultant was not there from the beginning, he lacked all knowledge, but this was none of his issue.

How effective was the workflow between your team and theirs?

Quite OK, using agile framework, it works well..

What did you find most impressive about this company?

The guy allocated for the project was experienced enough to help us immediately.

Are there any areas for improvement?

No, cooperation was very much OK.

BACKGROUND

Please describe your company and your position there.

Tailored-ICS offers Salesforce Implementation and Consultancy Services. We are located in the Netherlands, but due to the (Salesforce) Cloud we work for a number of customers within Europe. I am the founder and managing partner of the company and besides managing the company, I am also actively involved in some of our customer projects.

OPPORTUNITY / CHALLENGE

For what projects/services did your company hire Synebo?

For one of our customers we needed to implement a custom solution on the Salesforce platform and for that we hired Synebo to provide additional Development capacity.

What were your goals for this project?

Providing our customer with a qualitative and user friendly solution

SOLUTION

How did you select this vendor?

Tailored-ICS's other managing partner has been in contact with Synebo for a while, hence we contacted them to see if they were able to provide us with the needed development skills.

Describe the project and the services they provided in detail.

Based on the requirements we collected before and during the project, Synebo provided the development work for that. This included Apex triggers, Apex classes, Lightning pages, Lightning Components, setting up the Customer Community and providing additional pages and mapping.

What was the team composition?

It was a team of 2 till 3 experienced developers that were involved in the project besides our own team. In order to streamline the planning and projectmeetings, they added a Synebo project lead who took care of the work distribution within Synebo.

RESULTS & FEEDBACK

Can you share any information that demonstrates the impact that this project has had on your business?

The impact for our customer is that their 'customers' can fulfill a request online via the Customer Community in a user-friendly manner. This saves them time as before this was put in manually or via a webpage. The webpage was not user friendly as their customer could not save any request, so if additional information needed to be gathered they had to fill out the form several times. By starting a new form every time, this also resulted in a lot of uncompleted requests that had to be handled by our customer.

How was project management arranged and how effective was it?

The project was managed by Tailored-ICS, however as mentioned before Synebo also provided a project manager to streamline the work distribution, planning, and communication on their side, which worked very pleasantly.

What did you find most impressive about this company?

I was impressed by their ability to provide the right skills at the right time and the manner in which they handled any change during the project.

Are there any areas for improvement?

There are not many areas that they need to improve, the only things we experienced that maybe could be improved is the way they estimate the work (understanding of the high-level processes at the start) and how to adjust to work together. This last point is I believe also due to us, as this was our first project together it is always hard to know in which manner it is best to provide the information. Once we reached that common ground, it worked out very well.

BACKGROUND

Introduce your business and what you do there.

I am the CEO of Pharmbills which is an organization that hires teams remotely in Ukraine for American companies.

OPPORTUNITY / CHALLENGE

What challenge were you trying to address with Synebo?

We were looking for someone to automate our payroll, hiring, and HR objectives for us.

SOLUTION

What was the scope of their involvement?

They’ve worked on our Salesforce integrations portal interface to make sure anything we need on the payroll and HR front is being met. There’s a lot of development going on there. It’s a multi-stack project which began a while ago and is still ongoing.

The next sprint should be finished in August. Everything is being built on Salesforce, but I am not sure which technologies they are using.

What is the team composition?

We work with four people including the CEO, a PM, and a developer.

How did you come to work with Synebo?

They are located in the same city where we are. I was introduced to the CEO at an event. We exchanged different challenges that we are facing, and they said they could help us with our challenge.

They first started with a trial and created a mini product for something small that we needed, and then we engaged with them in a full contract. 

How much have you invested in them?

We have spent over $50,000 USD.

What is the status of this engagement?

We began working with them in February of 2017 and the work is ongoing.

RESULTS & FEEDBACK

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

They met deadlines and the level of QA. Their team checked for errors even before we even started testing so when we were testing, the changes were really minor. They have over-delivered in whatever they promised us at every stage.

We use the product daily. It’s our design, but like in any company, there are people who are happier and those who are less happy. The transition from the tool we were using before wasn’t easy because people are used to whatever they are used to.

How did Synebo perform from a project management standpoint?

We have internal project management tools. In terms of communication, we use the phone and Skype.

What did you find most impressive about them?

They overdeliver, which is impressive.

Are there any areas they could improve?

Sometimes they have more of a demand than they can accommodate. I think they have improved in the last year on it.

BACKGROUND

Introduce your business and what you do there.

I am an IT consultant working with Israeli technology companies in the CRM/ERP [customer resource management/enterprise resource planning] area.

OPPORTUNITY / CHALLENGE

What challenge were you trying to address with Synebo?

Two years ago, I had a client project for which I needed development.

SOLUTION

What was the scope of their involvement?

Most of my business involved Salesforce development, which I outsource to Synebo, but we will also work on web or mobile applications. I build scopes and create estimates together with their team.

How much have you invested with Synebo?

Syenbo has an average rate of $30 per hour. Our projects are fixed price.

What is the status of this engagement?

I started working with Syenbo three years ago. The relationship had been ongoing.

RESULTS & FEEDBACK

Could you share any evidence that would demonstrate the productivity, quality of work, or the impact of the engagement?

Synebo has a very professional team, and I enjoy working with them. We have had typical issues and successes. I'm very happy to work with Synebo, and I haven't had any issues with the team. They are professional and dedicated.

How did Synebo perform from a project management standpoint?

Synebo's team is dedicated to our goals. We work in a dynamic area that requires a lot of time for debugging and testing. Typically, they have been able to deliver projects and close issues.

What did you find most impressive about Synebo?

I appreciated their loyalty, skillsets, and professionalism.

Are there any areas Synebo could improve?

No. Everything has been okay, which is why I've been working with Synebo for such a long time.

BACKGROUND

Please describe your company and position.

I am the Head of Operation of Cooby, Inc.

Describe what your company does in a single sentence.

Using WhatsApp Web extension to sync the message to Salesforce

OPPORTUNITY / CHALLENGE

What specific goals or objectives did you hire Synebo to accomplish?
Salesforce integration

SOLUTION

How did you find Synebo?

I am not sure

Why did you select Synebo over others?

Pricing fit our budget

How many teammates from Synebo were assigned to this project?

2-5 Employees

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

1. Requirements Gathering & Analysis

• Document and analyze the business needs for the Salesforce-Cooby integration.
• Identify key features and functionalities required for the integration.
• Collaborate with stakeholders to understand workflow and use cases.

2. Salesforce API Integration Design

• Design the integration architecture for connecting Salesforce with Cooby.
• Define the data flow between Cooby and Salesforce (e.g., messages, contacts, tasks).
• Establish security protocols for data exchange (OAuth, REST API access).

 3. Cooby Package Development

•  Build the Cooby package for seamless integration with Salesforce.
•  Include features such as contact linking, message syncing, and task management.
•  Develop custom objects and fields to handle Cooby-specific data in Salesforce.

 4. Public Application Submission

• Prepare the Cooby package for public release in Salesforce AppExchange.
• Ensure compliance with Salesforce security and performance standards.
•  Complete AppExchange submission process, including required documentation.

 5. User Interface (UI) Integration

• Design and implement the Cooby interface within the Salesforce platform.
• Ensure the UI is intuitive for users to create, link, and sync WhatsApp contacts.
• Provide functionality for viewing synced messages directly in Salesforce records.

 6. Testing & Quality Assurance

• Perform unit, integration, and end-to-end testing of the Salesforce-Cooby integration.
• Conduct user acceptance testing (UAT) to ensure functionality meets business requirements.
• Resolve any bugs or issues found during testing.

 7. Documentation & User Guides

• Provide detailed technical documentation for the integration, including setup and configuration.
• Create user guides for administrators and end-users explaining how to use the integration.
• Include troubleshooting tips for common issues.

 8. Deployment & Go-Live

• Deploy the Cooby package to Salesforce production environments.
• Monitor initial usage to ensure smooth operation and address any immediate issues.
• Provide support for the transition to the live environment.

 9. Post-Launch Support & Maintenance

• Offer ongoing support for users after launch, addressing any questions or issues.
• Regularly update the integration with new features or improvements based on user feedback.
• Ensure compatibility with future Salesforce updates.

RESULTS & FEEDBACK

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

We gather more Slaeforce integration users.

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

Yes, they promptly fulfilled project items and responded to our inquiries.

What was your primary form of communication with Synebo?

• Virtual Meeting
• Email or Messaging App

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

Responsive and reliable.

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

No improvements needed.