Winobell Inc

BACKGROUND

Please describe your company and position.

I am the Director of a digital marketing agency.

Describe what your company does in a single sentence.

Digital Marketing Agency

OPPORTUNITY / CHALLENGE

What specific goals or objectives did you hire Winobell Inc to accomplish?

• Salesforce Integration
• Salesforce Management

SOLUTION

How did you find Winobell Inc?

Referral

Why did you select Winobell Inc over others?

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

How many teammates from Winobell Inc were assigned to this project?

2-5 Employees

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

• Automation of manual processes 
• Better visibility into operations and resource allocation
• Real-time data which is essential for our industry
• Improved targeting and effectiveness of marketing campaigns, leading to higher ROI.

RESULTS & FEEDBACK

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

Better lead tracking and nurturing of every campaign 

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

Took longer than expected but it wasn't of major concern to us

What was your primary form of communication with Winobell Inc?

In-Person Meeting

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

They listen, understand, and then deliver.

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

May be faster calls and meetups 

BACKGROUND

Please describe your company and position.

 I am the CTO of a retail company 

Describe what your company does in a single sentence.

Our company needed immediate assistance with Salesforce optimization as we weren't getting the desired results from it. 

OPPORTUNITY / CHALLENGE

What specific goals or objectives did you hire Winobell Inc to accomplish?

• Salesforce Optimization
• CRM integration

SOLUTION

How did you find Winobell Inc?

Referral

Why did you select Winobell Inc over others?

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

How many teammates from Winobell Inc were assigned to this project?

2-5 Employees

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

The team has been extremely helpful in strategizing and streamlining the entire process for us. In fact, we have an ongoing contract that allows them to help us manage throughout.

RESULTS & FEEDBACK

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

A must include outcome would be a significant growth in sales revenue due to improved lead management and sales forecasting.

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

No compains here

What was your primary form of communication with Winobell Inc?

Virtual Meeting

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

Dedication

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

NA