Hear what our clients say
REINVIGORATING BUSINESS PROCESS
"What started as a simple Sales Cloud revamp has turned into a multi-business unit set of processes. We moved Airtable usage onto Salesforce, eliminating an extra paid tool; took a clunky checkbox process and built a custom solution that expanded from 1 to 3 business units, with easy scalability to accommodate additional business units. We configured their Salesforce user interface to be more user friendly and to take advantage of all the Lightning functionality. We were able to transition their asset and product tracking and reporting from Excel to Salesforce. We helped them navigate integrating their Pardot with Salesforce and trained them on advanced functionalities. Currently working on replacing Timely with a Salesforce app for more advanced time tracking capture and analytics."
SALESFORCE IMPLEMENTATION
"Peergenics was an excellent fit for our Salesforce implementation. The product was kept in scope while applying an agile framework to allow for changes and modifications. We had a hard deadline for the Salesforce MVP that Peergenics was able to meet. Kelly, Randi, Nick, and the entire team at Peergenics are fantastic! When our resources were constrained with the year-end sales push, there were issues with meeting deadlines. The Peergenics team helped us overcome that obstacle and filled in when necessary. In doing this, Salesforce was released within budget and time. Great, job, Peergenics!"
SALESFORCE IMPLEMENTATION
"Took a paper-based flavor formula set of processes and converted to a holistic, 360 degree view of a customer’s formula requirements including data validation, automation, and advanced analytics. In addition, what had been a burdensome, complicated communication process using only email was transformed using Chatter, for specific formula and project conversations that was easily digestible and in context."
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