Peeklogic, LLC

BACKGROUND

Please describe your company and position.

I am the Customer Success Lead of Chorus One

Describe what your company does in a single sentence.

Provide infrastructur blockchain networks.

OPPORTUNITY / CHALLENGE

What specific goals or objectives did you hire Peeklogic, LLC to accomplish?

• Improve our Salesforce setup.
• Integrate the Conga platform for contract signing with Salesforce.
• Ongoing maintenance and support for our Salesforce integration.

SOLUTION

How did you find Peeklogic, LLC?

Online Search

Why did you select Peeklogic, LLC over others?

• High ratings
• Pricing fit our budget
• Great culture fit
• Good value for cost

How many teammates from Peeklogic, LLC were assigned to this project?

1 Employee

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

We collaborate with Peeklogic to integrate and enhance Salesforce within our workflow. Additionally, Peeklogic has assisted us in implementing Conga for contracting directly from Salesforce, along with providing ongoing maintenance and improvements.

RESULTS & FEEDBACK

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

All tasks and projects have been completed on time, efficiently, and to our satisfaction.

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

We held regular calls to discuss project progress, upcoming tasks, and maintained them in a shared ClickUp task list. The team was quick, responsive, adhered to agreed timelines, and was always upfront about any changes to the plan. We are very satisfied with the project management provided.

What was your primary form of communication with Peeklogic, LLC?

• Virtual Meeting
• Email or Messaging App

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

What stood out to me was Roman’s developer skills. He was adept at implementing our technical requirements and integrating with the platforms we wanted. His technical expertise was impressive. I previously worked with a different consultant who, compared to Roman, seemed to have no clue what he was doing.

Are there any areas for improvement or something Peeklogic, LLC could have done differently?

We're very satisfied with the collaboration, and Peeklogic was also very open and responsive to feedback or any questions that arose during the project. Anything we wanted to see done differently or any challenges we encountered were quickly resolved.

BACKGROUND

Please describe your company and position.

I am the President of a men's education company.

Describe what your company does in a single sentence.

Our company is for men who take their future seriously and want to make huge strides spiritually, relationally, and vocationally.

OPPORTUNITY / CHALLENGE

What specific goals or objectives did you hire Peeklogic, LLC to accomplish?

• Salesforce Integration
• Website Development
• Course development

SOLUTION

How did you find Peeklogic, LLC?

Upwork

Why did you select Peeklogic, LLC over others?

• High ratings
• Pricing fit our budget
• Good value for cost

How many teammates from Peeklogic, LLC were assigned to this project?

2-5 Employees

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

The project they are working on now is taking two of our online courses and integrating all student data - past, present, (and set up for future student activity) into our Salesforce CRM so that we can run better reports.

RESULTS & FEEDBACK

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

The company has provided excellent communication throughout our collaboration. They were quick to respond and frequently followed up, ensuring we were always informed about the status of our project. Their regular check-in meetings were especially helpful, as they provided clear updates on their progress.

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

As they are currently in a project, we have been happy with the deliverables so far. They are staying within their hourly estimated budget and deadlines are being met. Great response time.

What was your primary form of communication with Peeklogic, LLC?

• Virtual Meeting
• Email or Messaging App

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

One thing I will mention is that their representative was going to be nearby for a conference and they offered to meet up with me. I thought that was very thoughtful. Everyone is very considerate on their team and periodically sends friendly reminders. They have a special touch I haven't experienced with other teams who work for us.

Are there any areas for improvement or something Peeklogic, LLC could have done differently?

None to my knowledge.

UPDATED REVIEW

This review was published on February 26, 2024.
Project summary
Peeklogic, LLC provides web development for a men's education company. The team's tasks have included automated email creation and integrations of Salesforce, site courses, and third-party services.

Feedback summary
Peeklogic, LLC's deliverables work smoothly, and the team quickly applies changes when needed. Peeklogic, LLC meets deadlines, responds within 24 hours, and communicates through virtual meetings, emails, and messages. Peeklogic, LLC is also knowledgeable and runs a smooth process, which stands out.
BACKGROUND

Please describe your company and position.

I am the Director of Administration of Unravel Groups

Describe what your company does in a single sentence.

Unravel is for men who take their future seriously and want to make huge strides spiritually, relationally, and vocationally.

OPPORTUNITY / CHALLENGE

What specific goals or objectives did you hire Peeklogic, LLC to accomplish?

• Salesforce integration
• web development

SOLUTION

How did you find Peeklogic, LLC?

Online Search

Why did you select Peeklogic, LLC over others?

• High ratings
• Pricing fit our budget

How many teammates from Peeklogic, LLC were assigned to this project?

2-5 Employees

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

They have done a lot of integration with Salesforce for us, creating automated emails, also some web development on our site, using integration with courses on our site, also some form integration from third party services. Lots of things

RESULTS & FEEDBACK

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

• Everything works smoothly since the beginning. 
• Quick to change anything if something doesn't match up. 
• Very knowledgable.

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

Yes, always meeting deadlines in a timely manner. Response time is always less than 24 hours. We are in different time zones so there has never been an immediate need for response and it's not expected to but I think they could be if we asked.

What was your primary form of communication with Peeklogic, LLC?

• Virtual Meeting
• Email or Messaging App

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

• Their knowledge of Salesforce is impressive.
• Every works so smoothly.

Are there any areas for improvement or something Peeklogic, LLC could have done differently?

N/A
Star Ratings
Overall rating: 5

Quality: 5

Cost: 5

Schedule: 5

Willing to refer: 5

BACKGROUND

Please describe your company and position.

I am the Salesforce Administrator of an IT Services Company

Describe what your company does in a single sentence.

We manage Salesforce Configuration projects, Data Migrations, and Litify/Salesforce implementations.

OPPORTUNITY / CHALLENGE

What specific goals or objectives did you hire Peeklogic, LLC to accomplish?

• Create a PDF Generation Automation

SOLUTION

How did you find Peeklogic, LLC?

Referral

Why did you select Peeklogic, LLC over others?

• Pricing fit our budget
• Referred to me

How many teammates from Peeklogic, LLC were assigned to this project?

2-5 Employees

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

• High Level: Configure S-Docs & Standard Salesforce Quote Functionality to generate a highly stylized quotes with accurate data 
• Deliverables: 
  • Match the design of client template 
  • Create multiple tables that display on the quote 
  • Map Fields from Quote to Account

RESULTS & FEEDBACK

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

Document Generation is a success! The critical fields also display onto the account now for easy access.

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

They are very timely and understanding when there are project delays. After communicating with them, they started updating with the time they took to work on something as well. The work was always to the specifications of the instructions!

What was your primary form of communication with Peeklogic, LLC?

Email or Messaging App

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

Configuring S-Docs is extremely difficult and finicky to work with, but it was done with ease by Peeklogic. Very happy with the results!

Are there any areas for improvement or something Peeklogic, LLC could have done differently?

Make sure that you are transparent with hours worked. It was a little frustrating to continue asking for how long it took to do some things in the beginning. However, even throughout this project the contractors started volunteering that info on their own! After that I had no complaints

BACKGROUND

Please describe your company and position.

I am the Sales and Marketing Automation Manager of Tyfone

Describe what your company does in a single sentence.

Creates online banking software for Financial Institutions

OPPORTUNITY / CHALLENGE

What specific goals or objectives did you hire Peeklogic, LLC to accomplish?

• Integrate JIRA with Salesforce

SOLUTION

How did you find Peeklogic, LLC?

Online Search

Why did you select Peeklogic, LLC over others?

• High ratings
• Pricing fit our budget

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

A current Salesforce Service Cloud and JIRA customer we were looking to integrate the two systems for better visibility and smoother customer support experience. This included bi-directional internal communication for Salesforce and JIRA users and customer access to selected information.

RESULTS & FEEDBACK

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

Our internal team has complete visibility on support cases regardless of what system they are using, JIRA or Salesforce. The data is the same and up to date.

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

We received all requested deliverables in a timely manner. In addition, when unforeseen requirements were provided to Peeklogic, the team was quick to address and provide an update.

What was your primary form of communication with Peeklogic, LLC?

Email or Messaging App

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

The willingness to partner with us to make our customers happy and our internal stakeholders even though it was out of the original scope. Meeting with us in person whenever we requested it to assist in configurations.

Are there any areas for improvement or something Peeklogic, LLC could have done differently?

Maybe providing best practices during the project kick off of similar company use cases. This would help with configuration and options.

BACKGROUND

Please describe your company and position.

I am the SaaS Platform Systems Engineer 

Describe what your company does in a single sentence.

We offer website building, hosting and security tools and services to construct, expand and protect your online presence.

OPPORTUNITY / CHALLENGE

What specific goals or objectives did you hire Peeklogic, LLC to accomplish?

• Improve collaboration and efficiency within teams
• Save money on licensing
• Provide visibility into both Salesforce and Jira

SOLUTION

How did you find Peeklogic, LLC?

Online Search

Why did you select Peeklogic, LLC over others?

• High ratings
• Pricing fit our budget
• Good value for cost
• Other

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

1. Providing visibility into both Jira and Salesforce for sales and fulfillment teams. 
2. Allowing for limited licenses for tools that one team doesn't need, while still providing visibility on pertinent information. 
3. Saving money on licensing by limiting access to tools. 
4. Improving collaboration and efficiency within teams. 
5. Providing outstanding support with responses to questions or issues within 12 hours. 
6. Prompt development team that adds features based on feedback and use-cases.
7. Cost-effective solution. 
8. Abundance of documentation available for the plugin. 

Key deliverables include improved visibility into both Jira and Salesforce, cost savings on licensing, improved collaboration and efficiency, outstanding support, prompt development of new features, cost-effectiveness, and abundant documentation available.

RESULTS & FEEDBACK

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

• Improved collaboration and efficiency within teams 
• Savings on licensing costs 
• Positive impact on workflow 
• Exceeded expectations in terms of usability, support, and cost-effectiveness 

These outcomes demonstrate that the Salesforce Peeklogic Jira Connector plugin has been successful in achieving its goals and providing value to the team.

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

Their project management is impeccable. Every time we reach out with a question or an issue, we receive a response within 12 hours. The development team is prompt and has even added in multiple features based on our feedback and use-cases. They always hit our promised deadlines.

What was your primary form of communication with Peeklogic, LLC?

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

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

The support from the Peeklogic team has been outstanding. Every time we reach out with a question or issue, we receive a response within 12 hours. The development team is prompt and has even added in multiple features based on our feedback and use-cases. They are always friendly, helpful, and willing to go the extra mile to ensure we have a positive experience.

Are there any areas for improvement or something Peeklogic, LLC could have done differently?

No.

BACKGROUND

Please describe your company and position.

I am the Business Development Assistant of a staking provider. 

Describe what your company does in a single sentence.

We are an institutional Staking Provider that operates infrastructure for 50+ Proof-of-Stake networks.

OPPORTUNITY / CHALLENGE

What specific goals or objectives did you hire Peeklogic, LLC to accomplish?

• Integrate Conga and Mailchimp to our Salesforce Org
• Provide ongoing support to close current gaps in our Salesforce Setup

SOLUTION

How did you find Peeklogic, LLC?

Upwork

Why did you select Peeklogic, LLC over others?

• High ratings
• Pricing fit our budget
• Good value for cost

How many teammates from Peeklogic, LLC were assigned to this project?

1 Employee

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

Scope of Work: 

1. Mailchimp Integration: 
   1. Complete integration and synchronization of Salesforce with Mailchimp, including custom field mapping and automatic assignment of specific inbound emails to Sales Representatives. 
2. Conga Integration: 
   1. Ongoing project focused on generating contracts directly from Salesforce, considering various opportunity products and contract components. 
3. Sales Rep Training: 
   1. Provision of training sessions to Sales Representatives for all updates affecting Salesforce user behavior. 
4. Closing Current Salesforce Gaps: 
   1. Ongoing support and development required during the Salesforce setup phase.
   2. Current focus: Development of a Post-Sales object in Salesforce to address onboarding requirements. 

Key Deliverables:

• Fully integrated and synchronized Salesforce and Mailchimp. 
• Seamless generation of contracts from Salesforce via Conga integration. 
• Well-trained Sales Representatives equipped to adapt to Salesforce updates. 
• Addressed gaps in Salesforce setup, including API integration and Post-Sales object implementation.

RESULTS & FEEDBACK

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

Seamless Integration of Mailchimp with Salesforce, enhancing communication and data synchronization efficiency. Implementation of an API for continuous price updates in Opportunity Products, leading to improved revenue tracking and analysis capabilities. Integration of Slack into Salesforce, fostering streamlined communication and collaboration within the platform.

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

The Delivery as well as the estimating how long something will take was very accurate. For every problem that we have faced we got multiple solutions and also a suggestion for the best solution.

What was your primary form of communication with Peeklogic, LLC?

Email or Messaging App

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

Everyone that we were in contact with was reliable and very competent. For problems that they haven't been familiar with they needed very little time to dig into the topic and to understand the issues.

Are there any areas for improvement or something Peeklogic, LLC could have done differently?

We are very satisfied with the execution skills of the developer we are working with. Although sometimes we do face situations in which we just want to understand industry best practices. We appreciate the focus on solving the problem, but in these (very few) situations, it would be nice to seek some feedback/insights from their own team and to come back with some answers.

BACKGROUND

Please describe your company and position.

I am the Global Project Manager of Sika AG.

Describe what your company does in a single sentence.

Sika is a specialty chemicals company with a globally leading position in the development and production of systems and products for bonding, sealing, damping, reinforcing, and protection in the building sector and automotive industry. 

Sika has subsidiaries in 103 countries around the world and, in over 400 factories, produces innovative technologies for customers worldwide. In doing so, it plays a crucial role in enabling the transformation of the construction and vehicle industries toward greater environmental compatibility.

OPPORTUNITY / CHALLENGE

What specific goals or objectives did you hire Peeklogic, LLC to accomplish?

• Make Jira epics and tasks available in Salesforce
• Jira stories, epics, and tasks are searchable in Salesforce
• Project documentation accessible from Salesforce

SOLUTION

How did you find Peeklogic, LLC?

trade show

Why did you select Peeklogic, LLC over others?

• Pricing fit our budget
• Good value for cost

How many teammates from Peeklogic, LLC were assigned to this project?

2-5 Employees

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

We use Jira for project management. We use some custom objects in Salesforce to document deployments in Salesforce. Using the Peeklogic Jira connector, we were able to link both "together" for a better and more consistent project and deployment documentation. Furthermore, Peeklogic provided us with an option to link Confluence pages with Salesforce objects.

RESULTS & FEEDBACK

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

We were able to combine Jira tasks & epics with Salesforce components. They made Jira tasks searchable within Salesforce.

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

We talked.

What was your primary form of communication with Peeklogic, LLC?

• Virtual Meeting
• Email or Messaging App

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

We were asking for linking confluence pages to Salesforce components. Peeklogic listened and added this functionality to one of their next releases.

Are there any areas for improvement or something Peeklogic, LLC could have done differently?

Not really

UPDATED REVIEW

This review was published on Dec 15, 2023.

Salesforce Architect, Specialty Chemicals Company

Chemicals & Biotechnology

501-1,000 Employees

Zurich, Switzerland 

Confidential

Less than $10,000

Nov 2023 - Dec 2023

Project summary

Peeklogic, LLC developed an AppExchange package to connect Jira with a specialty chemicals company's Salesforce. They designed the UI, managed configurations, and integrated the client's specific requirements.

Feedback summary

Peeklogic, LLC delivered an exceptional product with a UI that aligned perfectly with the client's usability and design needs. Their team provided invaluable support to the client and delivered outputs on time. They were also knowledgeable and communicative via email and virtual meetings.

BACKGROUND

Please describe your company and position.
I am the Salesforce Architect of a specialty chemicals company.
Describe what your company does in a single sentence.
Sales

OPPORTUNITY / CHALLENGE

What specific goals or objectives did you hire Peeklogic, LLC to accomplish?
Jira Connector

SOLUTION

How did you find Peeklogic, LLC?
Event
Why did you select Peeklogic, LLC over others?

• High ratings
• Referred to me

How many teammates from Peeklogic, LLC were assigned to this project?
2-5 Employees
Describe the scope of work in detail. Please include a summary of key deliverables.
Appexchange package for connecting Jira with Salesforce

RESULTS & FEEDBACK

What were the measurable outcomes from the project that demonstrate progress or success?
From the outset, their support has been prompt and invaluable, effortlessly managing configurations and specific requirements throughout the implementation process. The product is exceptional, featuring an outstanding user interface that aligns perfectly with our needs – it's precisely what we were seeking in terms of usability and design.
Describe their project management. Did they deliver items on time? How did they respond to your needs?
Yes, everything was on time. They were very supportive of us.
What was your primary form of communication with Peeklogic, LLC?

• Virtual Meeting
• Email or Messaging App

What did you find most impressive or unique about this company?
Their support and team knowledge impressed us.
Are there any areas for improvement or something Peeklogic, LLC could have done differently?
No

RATINGS

Overall rating: 5

Quality: 5

Cost: 5

Schedule: 5

Willing to refer: 5

BACKGROUND

Please describe your company and position.

I am an executive at CitusHealth

Describe what your company does in a single sentence.

Communication application for home-based and post-acute care providers get a single digital solution that delivers robust care team collaboration and communication, increased patient and family caregiver engagement, and referral satisfaction. All secure. All in real time.

OPPORTUNITY / CHALLENGE

What specific goals or objectives did you hire Peeklogic, LLC to accomplish?

• Connect Salesfroce with Jira
• Status and documentation updating the SF form Jira real-time
• Allow support to see the amount of cases associated to the Jira real-time to help prioritize the order of needing to be fixed.

SOLUTION

How did you find Peeklogic, LLC?

Online Search

Why did you select Peeklogic, LLC over others?

• High ratings
• Pricing fit our budget
• Good value for cost

How many teammates from Peeklogic, LLC were assigned to this project?

2-5 Employees

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

Connected to our Salesforce to our Jira instance via Peeklogic. We are able to view in real-time and status change or and updated documentation with out having to leaving Salesforce. This has allowed support to be able set a priority list for R/D to begin work on. Plus our customers have the real-time information.

RESULTS & FEEDBACK

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

We were able to rank our defects in Salesforce and share that information through out the company and to our customers. We can stay in Salesforce instead of having to go back and forth to another program and find updates or statuses. The statues and documentation are sync which makes everything seamless.

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

Peeklogic is very quick to respond and has meet our needs each time.

What was your primary form of communication with Peeklogic, LLC?

Email or Messaging App

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

Their customer support is fantastic.

Are there any areas for improvement or something Peeklogic, LLC could have done differently?

Everything has been a great partnership.

BACKGROUND

Please describe your company and position.

I am the Software Engineer

Describe what your company does in a single sentence.

We give every business the tech tools it needs for sustained growth and profitability, using off-the-shelf software — ready-to-go software that has robust customization options (without the custom price tag). We find the best set of tech tools for your business and set them up to work with each other.

OPPORTUNITY / CHALLENGE

What specific goals or objectives did you hire Peeklogic, LLC to accomplish?

• A full Salesforce implementation
• A Salesforce implementation rework

SOLUTION

How did you find Peeklogic, LLC?

Online Search

Why did you select Peeklogic, LLC over others?

• High ratings
• Great culture fit
• Good value for cost

How many teammates from Peeklogic, LLC were assigned to this project?

2-5 Employees

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

This was a full custom implementation for a client, the client was previously using spread sheets to run their business and did not have a clear insight into operations, & revenue. Moving them to the Salesforce platform allowed for the client to have great visibility into their business and how it runs day to day, with a click of a button the client and their employees have access to any information thye need run their business successfully without ever leaving Salesforce.

RESULTS & FEEDBACK

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

The way we measured success for this project was when the client moved all their process from their current setup in a task management platform and excel to the entire company working only in salesforce.

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

Great communicators, we had a plan in place from when the project started and Peeklogic kept up with all the deadlines, as well as being flexible if changes were needed once development actually started.

What was your primary form of communication with Peeklogic, LLC?

• Virtual Meeting
• Email or Messaging App

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

We're impressed with their breadth of knowledge and experience when it comes to Salesforce. Anytime a question came up they always found an elegant solution to complex problems.

Are there any areas for improvement or something Peeklogic, LLC could have done differently?

None at all they do amazing work

BACKGROUND

Please describe your company and position.

I am the CEO & Founder of Clarity Team

Describe what your company does in a single sentence.

Chat Integration Software

OPPORTUNITY / CHALLENGE

What specific goals or objectives did you hire Peeklogic, LLC to accomplish?

• We asked Peeklogic team to provide Salesforce Lightning, Apex and other development services, including an application which will be on the Salesforce AppExchange.

SOLUTION

How did you find Peeklogic, LLC?

Upwork

Why did you select Peeklogic, LLC over others?

• High ratings
• Good value for cost

How many teammates from Peeklogic, LLC were assigned to this project?

2-5 Employees

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

The Developers of the Peeklogic company provided senior staff with deep Salesforce platform expertise and followed the Scrum Agile Framework to iteratively refine requirements and deliver value across several web and mobile applications.
Key deliverables included the establishment of project-focused code control repositories spanning many flavors of technology, collaborating through a Trello-based card management system, and everything from defining sprint increments to delivering and evaluating value.

RESULTS & FEEDBACK

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

We have daily meetings, and at the meetings, developers show in detail the work done for the day + we set goals for the next day. We also set goals for 2 weeks (scrum sprint) and long-term goals. The Peeklogic team met all deadlines. Takes responsibility for work.

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

The project management team is very proactive, participated in every cadence, and rapidly tended to any shifts in scope and schedule. All the work was done on time and with high quality. All my needs and requirements were taken into account.

What was your primary form of communication with Peeklogic, LLC?

Virtual Meeting

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

They are a wonderful team of professionals who love their work. They are a pleasure to deal with and be part of a team.

Are there any areas for improvement or something Peeklogic, LLC could have done differently?

No