CRM Consulting and SI
Confidential
Dec. 2022 - Ongoing

5.0

Quality: 5.0

Schedule: 5.0

Cost: 4.0

Willing to Refer: 4.5

"They understand customer's needs well."

May 16, 2023

Marketing Manager, SaaS App Management Platform

Anonymous

Other industries
Bengaluru, India
51-200 Employees
Online Review
Verified

Windfomi Technologies helps a SaaS app management platform with their Salesforce development needs. They've been in charge of Salesforce setup and maintenance, as well as dashboard and workflow setup.

Thanks to Winfomi Technologies, the client has saved a considerable amount of time setting up their Salesforce environment. Winfomi Technologies is very professional and responsive. They've understood the client's needs and proactively responded to those to deliver work on time.

The client submitted this review online.

BACKGROUND

Please describe your company and position.

I am the Marketing Manager of a software company

Describe what your company does in a single sentence.

Our company empowers enterprise IT teams to discover, manage & optimize, secure and automate their SaaS Applications from a single dashboard. With our SaaS Management Platform (SMP), IT, Finance and Procurement teams can easily maximize the value and productivity of their subscription-based software ecosystem. Our platform integrates seamlessly with 800+ of the most popular SaaS applications.

OPPORTUNITY / CHALLENGE

What specific goals or objectives did you hire Winfomi Technologies to accomplish?

Salesforce Set-up and Maintenance

SOLUTION

How did you find Winfomi Technologies?

Online Search

Why did you select Winfomi Technologies over others?

High ratings
Close to my geographic location
Pricing fit our budget
Great culture fit

How many teammates from Winfomi Technologies were assigned to this project?

2-5 Employees

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

Salesforce set up
Salesforce maintenance
Dashboard set up
Workflows set up

RESULTS & FEEDBACK

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

Time spent setting up Salesforce reduced considerably

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

Team of thorough professionals. They understand customer's needs well, are active in responding and finish the work on time.

What was your primary form of communication with Winfomi Technologies?

Virtual Meeting
Email or Messaging App

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

Responsiveness

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

Can't think of any at the moment.

RATINGS

5.0

Winfomi Technologies

Salesforce Consulting Partner

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