Synebo

BACKGROUND

Please describe your company and position.

 I am the Exec of an information technology company 

Describe what your company does in a single sentence.

work management and project management platform

OPPORTUNITY / CHALLENGE

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

• SaleForce audit

SOLUTION

How did you find Synebo?

Online Search

Why did you select Synebo over others?

High ratings

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.

SaleForce Internal Audit

• technical
• organisational 

RESULTS & FEEDBACK

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

Audit story points

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

Yes on time all good

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?

Their technical knowledge of the domain was impressive.

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

Include Execurive summary on each audit draft 

BACKGROUND

Please describe your company and position.

I am the Director Of Business Applications of Bright Data

Describe what your company does in a single sentence.

web scraping

OPPORTUNITY / CHALLENGE

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

• professionalism

SOLUTION

How did you find Synebo?

I know them

Why did you select Synebo over others?

• Pricing fit our budget
• 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.

salesforce, dealhub, titan, sales, service, development.

RESULTS & FEEDBACK

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

Since go-live, every key area you touched shows clear, quantifiable improvement

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

we don't use their project management only implantation and development, I have my own project managers

What was your primary form of communication with Synebo?

Email or Messaging App

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

Their professionalism is impressive.

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

No

BACKGROUND

Please describe your company and position.

I am the Director of Enterprise Applications of an automotive technology company.

Describe what your company does in a single sentence.

Automatic Vehicle Inspection

OPPORTUNITY / CHALLENGE

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

• Salesforce platform maintenance and expansion
• Salesforce service and field service

SOLUTION

How did you find Synebo?

Worked with them in the past

Why did you select Synebo over others?

• Pricing fit our budget
• Good value for cost
• Previous positive experience

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.

• Service cloud implementation
• Field service cloud implementation
• Ongoing Salesforce maintenance

RESULTS & FEEDBACK

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

Sucessful go live and adpotion

bug free solutions provided

Reaction time to issues

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

Project management was on both sides. Items were deliveted on time

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?

Synebo has multiple people they can bring in with different skill sets when needed.

Delivery turnaround is quick

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

Not really

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.

BACKGROUND

Please describe your company and position.

I am the CTO of a software development firm. 

Describe what your company does in a single sentence.

Salesforce ISV Partner

OPPORTUNITY / CHALLENGE

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

Help develop our AppExchange app

SOLUTION

How did you find Synebo?

• Online Search
• Salesforce Community Event

Why did you select Synebo over others?

• Close to my geographic location
• Pricing fit our budget
• Great culture fit
• 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.

Scope:

• UI/UX Design
• Application Development

Deliverables:

• Figma mocks
• Code
• Documentation

RESULTS & FEEDBACK

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

• Release of managed package to be listed on AppExchange
• Passed Salesforce AppExchange Security Review

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

Deliverables were produced on time and within our budget. The team was skilled in Salesforce development and flexible to our needs and timeline.

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?

The team is young, extremely bright and a pleasure to work with.

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

One time there were staffing challenges when vacation/holiday times werent announced far enough in advance, but those were quickly resolved and we worked through it with the team.

BACKGROUND

Please describe your company and position.

I am the Education Team Lead of Optibus

Describe what your company does in a single sentence.

Helping public transportaion agencies manage and optimize their operation.

OPPORTUNITY / CHALLENGE

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

• Develop new help center/customer community on Salesforce.
• Improve and develop Support functionality on SF.

SOLUTION

How did you find Synebo?

Referral

Why did you select Synebo over others?

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

How many teammates from Synebo were assigned to this project?

6-10 Employees

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

• Creation from scratch of SF customer community/help center/support center.
• Consulted on framework of functionality and best practices.
• Helped create detailed requirement documents.
• Developed many custom components and functionality while collaborating with all internal stakeholders. 
• Provided QA and bug fixes and saw the project through until successful.
• Provided support throughout post-launch phase and in the ongoing phase developed further improvements.

RESULTS & FEEDBACK

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

• Successful launch
• Increased customer usage over time
• Positive CSAT

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

A great experience. Synebo project managers are kind, responsive, flexible and have a can-do attitude. We were very happy with communications and SLAs. Agreed upon methods of collaboration ensure there are no surprises when it comes to deliverables/timelines/billing.

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?

• Value for money
• Very responsive and kind
• Professional and helpful
• Constantly asking for feedback to improve

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

I think Synebo seeks to improve constantly and proactively, which creates trust and confidence.

BACKGROUND

Please describe your company and position.

I am the Director of Finance Operations of Feedvisor

Describe what your company does in a single sentence.

Feedvisor is a SaaS Company- we developped an algorithmic to assist our clients to repric and advertise on e-commerce marketplaces.

OPPORTUNITY / CHALLENGE

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

• Daily tasks -Salesforce Operations
• Project: move from Salesforce Classic to Lightning version

SOLUTION

How did you find Synebo?

Referral

Why did you select Synebo over others?

• High ratings
• Pricing fit our budget
• Great culture fit
• 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.

Synebo provides daily assistance for Salesforce Operations- from Marketing, Sales, Customer Sucess and Finance departement. They are committed to the deliverables, easy to work with and provide professional support.

RESULTS & FEEDBACK

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

Yes, the Company moved from Salesforce Classic to Salesforce Lightning version (including Dashboards, reports ...).

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

Project was delivered on time, they respected the budget and replied to all training questions.

What was your primary form of communication with Synebo?

Virtual Meeting

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

Very easy to work with and fast reply/ support.

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

.

BACKGROUND

Please describe your company and position.

I am an executive of TEC Software Solutions

Describe what your company does in a single sentence.

Software Development Services

OPPORTUNITY / CHALLENGE

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

• Salesforce Development Services
• Salesforce Solution Services
• Salesforce Design Services

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?

6-10 Employees

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

Salesforce Design, Solution and Development Services to achieve defined client deliverables.

RESULTS & FEEDBACK

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

Fully functioning on time delivery of the Salesforce project

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

Synebo had an inhouse Project Manager to drive the day to day aspects of the project and used Agile scrum to keep us informed of the progress.

What was your primary form of communication with Synebo?

• In-Person Meeting
• Virtual Meeting

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

They were a talented team with good communication skills

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

they ae a good rounded team that support each other. Their UX/ UI design capability continues to grow.

BACKGROUND

Please describe your company and your position there.

Self-employed Salesforce consultant

OPPORTUNITY / CHALLENGE

For what projects/services did your company hire Synebo?

Salesforce implementation for Lead-to-Opportunity sales process with integration to HubSpot.

SOLUTION

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

We have a long history of working together on several Salesforce projects in the past.

Describe the project in detail and walk through the stages of the project.

Our Customer wanted to improve efficiency of their Sales Team by implementing Salesforce Sales Cloud. The requirement was beyond the standard setup because it included several complicated automations and customization. After we got a detailed overview of customer's business process, the team mapped it to Salesforce framework and created a concept of the future solution, which was discussed and adjusted with the customer. Implementation was split into several stages, covering main milestones. For each of the stages we created a proof of concept and in several iterations developed it in final solutions. An important part of the project was integration with HubSpot tool used by Customer's Marketing Team

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

1 Project Manager, 1 Consultant, 1 Developer/Admin

RESULTS & FEEDBACK

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

We were able to successfully implement all project requirements using standard Salesforce setup as well as Flow builder for complex automations, such custom lead assignment, custom lead evaluation based on lead contact history, Integration with HubSpot, Opportunity process and Quote process.

How effective was the workflow between your team and theirs?

Very effective, at the beginning we agreed on how we are going to deal with requirements, create tickets, assign tasks, collaborate working on complex tickets, testing and communicating with Customer.

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

Flexibility and the speed with which the team was able to work on assignments. I would also like to note the ability of the team to communicate in case of the difficulties or uncertainty.

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

I was quite happy how it was done, it basically exceeded my expectations.

BACKGROUND

Please describe your company and your position there.

I'm the company's CFO and COO. We develop an online marketplace that allows home buyers to find their next home.

OPPORTUNITY / CHALLENGE

For what projects/services did your company hire Synebo?

We implmeneted Salesforce for our B2C operations, which is not straightforward for Salesforce. A lot of logic, connectivity to our data warehouse.

What were your goals for this project?

Make sure Salesforce delivers the best service for our 20 reps

SOLUTION

How did you select this vendor?

I interviewed the project manager

Describe the project and the services they provided in detail.

Very complex operations. We have outgoing calls, callbacks, sending leads to an external DB, and over 1M Person Accounts records to handle.

What was the team composition?

Project Manager + developers

RESULTS & FEEDBACK

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

We are very happy with the result - this is why we continue to work with Synebo.

How was project management arranged and how effective was it?

Excellent, could not have done it without.

What did you find most impressive about this company?

They always deliver on the promise, even if it's a complex project.

Are there any areas for improvement?

Time estimations