Zimmic

BACKGROUND

Please describe your company and position.

I am the Gerente TI of Investement company

Describe what your company does in a single sentence.

Asesores inversión, Intermediario de valores

OPPORTUNITY / CHALLENGE

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

• Optimización de procesos
• Customización e implementación de Salesforce
• Integración Whatsapp Hopper-Salesforce
• Integración con Meta

SOLUTION

How did you find Zimmic?

Referral

Why did you select Zimmic over others?

• High ratings
• Close to my geographic location
• Pricing fit our budget
• Referred to me

How many teammates from Zimmic were assigned to this project?

2-5 Employees

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

Setup Salesforce Servicios de administración y desarrollo de pequeñas modificaciones, consistiendo en modificaciones a campos, validaciones, soporte a pequeños cambios en flujos existentes, modificaciones de layouts, perfiles, mantenimiento de usuarios y permisos, recomendaciones de arquitectura y mejores prácticas para que se pueda comenzar a utilizar la plataforma Salesforce. Integración con las plataformas Instagram y Facebook Configuración de Hopper para la integración con Whatsapp

RESULTS & FEEDBACK

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

Salesforce: 

• Integración para captura de leads desde Meta 
• Customización del CRM para nuestras necesidades 
• Integración con Whatsapp

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

Comunicación fluida, entienden las necesidades y dado su expertise te guían por el buen camino. Entregables acertados, cumpliendo los plazos establecidos.

What was your primary form of communication with Zimmic?

• In-Person Meeting
• Virtual Meeting
• Email or Messaging App

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

Muchas empresas tratan de integrar al cliente como parte del equipo, pero Zimmic lo logra naturalmente. Es algo que se valora muchísimo ya que se genera una sinergia entre las partes que aseguran el éxito del proyecto. Es innegable el conocimiento y el valor que aporta Zimmic a nuestra organización.

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

En retrospectiva siempre hay cositas para mejorar, pero eso no dice que lo que se haya echo estuviese incorrecto.

BACKGROUND

Introduce your business and what you do there

I am the CEO of a financial services company.

OPPORTUNITY / CHALLENGE

What challenges were you trying to address with Zimmic?

We hired them for a project related to our CRM and client analytics.

SOLUTION

What was the scope of their involvement?

The Zimmic team worked closely with us to determine the requirements of the project, after which they revamped our entire CRM system. They built out significant improvements in our client analytics capabilities and made changes to the backend interface as well.

What is the team composition?

There were more than 5 people involved.

How did you come to work with Zimmic ?

I knew personally the company’s founder, as a financial company we really needed a partner that we could trust deeply and I knew I could trust them. Also, I knew they were very good at CRM solutions and that was what we needed so they were just the best choice for us. 

How much have you invested in them?

About 400,000 USD.

What is the status of this engagement?

I don’t remember the exact date when we started our collaboration but we continue working constantly with them in different projects. 

RESULTS & FEEDBACK

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

They were able to adapt to our needs and that was very important for us. Thanks to that, the results of the project were key to our company.

How did Zimmic perform from a project management standpoint?

They met every deadline and were able to guide us on defining the right schedules for our projects. At the time we didn’t have an IT area so that was very helpful for us.

What did you find most impressive about them?

We felt completely confident working with them because they offered levels of trust and innovation that were very important for us. Also, every member of the team was in tune with the project and was in the same high level of professional skills.