Peeklogic, LLC

BACKGROUND

Please describe your company and position.

I am the IT Manager of CSE Electric

Describe what your company does in a single sentence.

Commercial and Industrial Electrical Contractor

OPPORTUNITY / CHALLENGE

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

• Creating a ticketing system for our Safety department accessible to all employees

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.

The project was to create a ticketing system for our Safety Department that would be available for all our employees. This ticketing system would need to be made available on our Digital Experience site for employees only so that the tickets could be submitted that way. A new section for these requests would need to be created as well. Selecting this option will take them to a page that will display a screen flow. This screen flow will ask the user to enter the information to the relevant fields. After entering all the information and selecting a button the page will display a thank you message along with creating the Safety report record from the information entered. This should be mapped out and use an existing object we have in our Salesforce org. Some additional fields and options for file upload were also needed.

RESULTS & FEEDBACK

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

Employees being able to successfully submit tickets/requests to our Safety department from the Employee portal

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

The project was completed at the expected time it was estimated for. Progress updates were communicated clearly and any questions/feedback were quickly brought up and addressed.  

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?

They were very knowledgeable about the Salesforce platform and what was available. They were able to quickly create a solution that met our needs for the project.  

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

I don’t have any immediate comments for needing improvement. Anytime I have brought up additional feedback or new things to include for our projects they have made sure to include it going forward.  

BACKGROUND

Please describe your company and position.

 I am the Webflow developer of an information technology company 

Describe what your company does in a single sentence.

An AI-powered Revenue Intelligence Platform designed to help B2B sales organizations answer their most critical revenue questions — instantly and accurately.

OPPORTUNITY / CHALLENGE

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

• Web development
• Salesforce development

SOLUTION

How did you find Peeklogic, LLC?

Other

Why did you select Peeklogic, LLC over others?

• High ratings
• Good value for cost
• Other

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 primary scope of work centered around a full rebranding initiative for Backstory (formerly People.ai). Peeklogic, LLC was responsible for executing the rebrand across both the web and CRM platforms.

RESULTS & FEEDBACK

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

The rebranding project was delivered successfully and on schedule, resulting in a fully updated web and CRM presence aligned with the new Backstory brand identity. The redesigned Webflow website achieved improved page performance and load times compared to the previous version. The cohesive rebrand across both the website and Salesforce ensured a consistent brand experience for prospects, customers, and internal teams alike. The updated site better communicates the company's value proposition, contributing to improved visitor engagement and a more professional enterprise-grade web presence.

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

Peeklogic, LLC demonstrated strong project management throughout the engagement, consistently delivering work on time and within scope. They're highly responsive to our needs, communicating clearly and adapting quickly to feedback and evolving requirements.

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?

Their ability to handle both web development and Salesforce simultaneously, delivering a seamless rebrand across both platforms, stood out as particularly impressive.

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

No areas for improvement — the project was executed smoothly from start to finish and fully met our expectations.

BACKGROUND

Introduce your business and what you do there.

I’m a software engineer at Backstory. We provide AI-powered revenue intelligence and automation to help sales and go-to-market teams improve forecasting, pipeline visibility, and execution.

OPPORTUNITY / CHALLENGE

What challenge were you trying to address with Peeklogic, LLC?

We needed support and maintenance for our Salesforce environment.

SOLUTION

What was the scope of their involvement?

Peeklogic, LLC provides ongoing Salesforce development and support for our environment. The team has implemented new business requirements, custom Apex and Lightning Web Components development, integrations with external systems, automation using Flows, security configuration, and maintenance of existing Salesforce functionality. Peeklogic, LLC has also been responsible for troubleshooting production issues, improving existing processes, and supporting scalable Salesforce solutions across multiple business areas. The team has built a custom integration with Jira.

What is the team composition?

We work with 2–5 teammates from Peeklogic, LLC.

How did you come to work with Peeklogic, LLC?

We found Peeklogic, LLC through an online search and a referral. We chose them because they were a great culture fit and their company values aligned with ours.

What is the status of this engagement?

We started working with Peeklogic, LLC in May 2023, and the engagement is ongoing.

RESULTS & FEEDBACK

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

Peeklogic, LLC has improved our Salesforce process automation.

How did Peeklogic, LLC perform from a project management standpoint?

Peeklogic, LLC’s project management is well-organized, and communication is smooth throughout the collaboration. The team generally delivers on time and is responsive to feedback and changing business requirements. We communicate via virtual meetings, emails, and messaging apps.

What did you find most impressive about them?

Peeklogic, LLC’s team is very responsive, collaborative, and focused on delivering practical solutions rather than just completing tasks.

Are there any areas they could improve?

Overall, the collaboration has gone well. As with any long-term project, there have been occasional changes in priorities and evolving requirements, but Peeklogic, LLC’s team is flexible and responsive in adapting to them.

BACKGROUND

Please describe your company and position.

I am the VP, Product and Growth of DocStudio

Describe what your company does in a single sentence.

DocStudio is a document automation platform that helps organizations create, process, and exchange documents digitally with structured data and seamless system integrations.

OPPORTUNITY / CHALLENGE

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

• Build and launch a custom App for Salesforce aligned with our product vision and use cases
• Implement seamless integrations between our platform and Salesforce for data synchronization and workflow automation

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
• Company values aligned

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 scope of work included end-to-end development of a custom App for Salesforce, from initial solution design to implementation and final deployment.

Peek Logic worked with us on defining the architecture, building the core functionality of the application, and ensuring it aligns with Salesforce standards and best practices. This included developing custom features, setting up data models, and configuring the user experience within Salesforce.

They also handled integrations between our platform and Salesforce, enabling smooth data synchronization, document handling, and workflow automation. Throughout the process, they provided technical guidance, troubleshooting, and ongoing support to ensure everything works reliably.

Key deliverables included:

Custom Salesforce App aligned with our business and product requirements
Integration between our platform and Salesforce
Configured data models and workflows
Technical documentation and guidance
Ongoing support and issue resolution during development and deployment

RESULTS & FEEDBACK

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

We successfully built and launched a fully functional Salesforce App aligned with our product requirements and ready for real customer use.

The project enabled seamless integration between our platform and Salesforce, allowing automated data synchronization and reducing manual work. We also improved overall process efficiency and ensured a more scalable and reliable solution.

As a result, we were able to accelerate time-to-market, deliver a polished product to customers, and establish a solid technical foundation for future growth and enhancements.

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

Peek Logic demonstrated strong project management throughout the engagement. Communication was clear and consistent, and they kept us updated on progress, timelines, and any potential challenges.

They were responsive and proactive in addressing our needs, quickly adapting to feedback and evolving requirements. When complexities came up, they handled them transparently and worked with us to find the best solutions.

Overall, they delivered items on time or within agreed timelines, and maintained a very collaborative and reliable approach throughout the project. 

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 most was their combination of deep Salesforce expertise and a very practical, solution-oriented approach.
Also, their responsiveness and the quality of communication were impressive. The team — especially Sergii, Nazar, and Roman - was highly engaged and made the whole process smooth and efficient. 

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

Overall, the experience was very positive, and there aren’t any major areas for improvement.

BACKGROUND

Please describe your company and position.

 I am the CTO of a financial services company 

Describe what your company does in a single sentence.

We are a alternative B2b broker that offers business financing for businesses accros the US and Canada. 

OPPORTUNITY / CHALLENGE

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

• Build out our Salesforce environment custom to our organizations unique workflow systems.

SOLUTION

How did you find Peeklogic, LLC?

Online Search

Why did you select Peeklogic, LLC over others?

• High ratings
• Pricing fit our budget
• Company values aligned

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 helped us execute the migration of multiple externally integrated SaaS platforms into a centralized Salesforce environment. Developed custom code solutions and implemented external API integrations to ensure seamless system connectivity. Provided architectural guidance and post-production support, including troubleshooting and resolving complex issues to maintain system stability and performance.

RESULTS & FEEDBACK

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

• Reduced system fragmentation by consolidating 6+ SaaS platforms into a single Salesforce instance
• Improved data accessibility and visibility across teams by 100% centralization of records
• Decreased manual data entry by 80% through API integrations and automation
• Achieved 100% system uptime after deployment

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

The team demonstrated strong project management throughout the engagement. Deliverables were consistently completed on time, and communication was clear and proactive. They were highly responsive to our needs, quickly addressing questions, adapting to changes, and providing effective solutions to challenges as they arose.

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

Virtual Meeting

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

Their ability to seamlessly integrate multiple external systems into a centralized Salesforce environment was particularly impressive. The team has shown strong expertise in custom development and API integrations while maintaining system stability and performance.

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

Overall, the experience was very positive, and there are no major areas for improvement. The team delivered high-quality work and was responsive throughout the project.

BACKGROUND

Please describe your company and position.

I am the CEO of Sport Surfaces

Describe what your company does in a single sentence.

We design and build sport surfaces

OPPORTUNITY / CHALLENGE

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

• We hired Peeklogic to support our Salesforce and CPQ implementation, with the goal of improving and streamlining our quoting, pricing logic, and overall CPQ workflows while ensuring the system followed Salesforce best practices and was scalable.

SOLUTION

How did you find Peeklogic, LLC?

Online Search

Why did you select Peeklogic, LLC over others?

High ratings

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 scope of work included reviewing our existing Salesforce and CPQ setup, providing consulting and recommendations to improve system structure, and supporting the configuration of CPQ workflows, pricing logic, and quoting processes. Key deliverables included system assessments, configuration guidance, workflow improvements, and ongoing support to help streamline quoting and ensure alignment with Salesforce best practices.

RESULTS & FEEDBACK

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

The engagement resulted in clearer CPQ structure, improved visibility into pricing and cost logic, and reduced ambiguity in our quoting workflows. We also gained a better understanding of where inefficiencies existed and how to address them, allowing us to move toward a more standardized and scalable Salesforce CPQ process.

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

Peeklogic’s project management was structured and communicative. The team was responsive to questions and feedback, adjusted priorities as needed, and worked collaboratively with our internal stakeholders. While timelines evolved as project requirements became clearer, they remained engaged and supportive throughout the process.

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

Virtual Meeting

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

What stood out most was Peeklogic, LLC’s depth of Salesforce and CPQ expertise and their ability to clearly explain complex technical concepts in a practical, understandable way. Their team brought a thoughtful, solution-oriented approach and a strong understanding of how Salesforce should support real business operations.

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

As with most complex Salesforce CPQ projects, some areas required additional iteration as requirements evolved. More upfront alignment on scope and detailed workflows could have helped reduce rework later in the process, but the team was responsive and willing to adjust as needed.

BACKGROUND

Please describe your company and position.

I am the IT Operations Manager of Warrior Allegiance

Describe what your company does in a single sentence.

Helping Veterans Increase VA Disability Ratings – No Upfront Fees. Veteran-Owned | Over 90% Approval Rate | Serving Veterans Nationwide.

OPPORTUNITY / CHALLENGE

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

• Data Migration

SOLUTION

How did you find Peeklogic, LLC?

Online Search

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 needed to migrate data from our old CRM to Salesforce. This meant ensuring not only customer data was collected, but also customer files and forms, associated them to the correct records with minimal errors.

RESULTS & FEEDBACK

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

We see refinement in every passthrough of the data set. We also see in our sandbox a high success rate of import. Once we're done with this data set, we plan on using Peeklogic again for another data migration.

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

From the outset, their team has shown a deep commitment to delivering quality outcomes, often going beyond the agreed scope to ensure the success of our projects. They are usually waiting on me, rather than the other way around. 

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 ability to understand complex needs and translate them into actionable, efficient Salesforce solutions is impressive. Whether it’s problem-solving, strategic input, or execution, Peeklogic brings a level of competence and initiative that instills confidence.

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

The primary challenge we’ve faced has been coordinating across time zones. While this hasn't been a dealbreaker, it does introduce occasional friction in scheduling meetings or getting quick responses during overlapping work hours. That said, Peeklogic has made a clear effort to be flexible and responsive, even under these constraints.

BACKGROUND

Please describe your company and position.

I am the Chief Administrative Officer of Cameron Firm PC

Describe what your company does in a single sentence.

Cameron Firm, PC is dedicated to assisting US Veterans in obtaining their benefits when they have ben denied previously. 

OPPORTUNITY / CHALLENGE

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

• Salesforce development
• Salesforce integration
• Salesforce maintence

SOLUTION

How did you find Peeklogic, LLC?

Referral

Why did you select Peeklogic, LLC over others?

• Pricing fit our budget
• Good value for cost
• 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.

Peeklogic serves as our dedicated Salesforce development partner, providing continuous support to enhance our business operations.

RESULTS & FEEDBACK

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

We have continual goals, with multiple projects being done at once that all contain different measurable outcomes. 

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

Their team is highly communicative, flexible, and exceptionally knowledgeable about Salesforce, enabling them to understand our ideas and execute them efficiently and accurately. They assist daily with custom report creation, Salesforce configuration and optimization, and seamless integration with other key applications. Their expertise and professionalism make them an invaluable extension of our organization.

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?

Peeklogic has played a key role in establishing and developing our Salesforce platform to meet our firm’s evolving needs. Their work includes implementing and customizing a variety of solutions within Salesforce to improve efficiency, enhance collaboration, and drive the continued growth of our law firm. This has been impressive from the beginning. 

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

Overall, there is very little to critique about Peeklogic—their reliability, professionalism, and expertise make them an invaluable extension of our organization. If you are looking for a strong, capable, and dependable team to collaborate with, we highly recommend utilizing their services.

BACKGROUND

Introduce your business and what you do there.

I’m the director of IT for The Aleph Institute, a nonprofit Jewish organization that supports isolated populations such as prisoners, military personnel, and the institutionalized. We provide religious, educational, and advocacy services and promote criminal justice reform and rehabilitation.

OPPORTUNITY / CHALLENGE

What challenge were you trying to address with Peeklogic, LLC?

We needed help customizing our Salesforce instance by building out inventory and order management and interfacing with shipment carriers. We also wanted to utilize AI and OCR to create and categorize cases automatically.

SOLUTION

What was the scope of their involvement?

Peeklogic, LLC has built out new objects, workflows, Lightning components, and integrations with third-party websites to create the required functionality. Initially, we showed them via videos and conversations over Slack what we wanted Salesforce to look like and the functionality we needed.

What is the team composition?

We’ve worked with 2–5 teammates from Peeklogic, LLC.

How did you come to work with Peeklogic, LLC?

We found them through a referral. We chose them because their pricing fit our budget, they were a great culture fit, and they offered good value for the cost.

What is the status of this engagement?

We started working together in December 2024, and the engagement is ongoing.

RESULTS & FEEDBACK

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

We’ve provided Slack communication, videos, screenshots, and sandbox demos along the way. The success of the project will be when we deploy these solutions in our workspace. So far, we’ve seen time savings of approximately 50% in shipping and tracking packages.

How did Peeklogic, LLC perform from a project management standpoint?

Peeklogic, LLC is extremely dependable. They deliver on time and always communicate for clarification and provide daily updates. We communicate via virtual meetings, emails, and messaging apps.

What did you find most impressive about them?

Peeklogic, LLC’s knowledge is impressive. They’re also very communicative.

Are there any areas they could improve?

There’s nothing they need to improve.

BACKGROUND

Introduce your business and what you do there.

 I’m the director of the advisor team and partnerships for NFN8 Group. We operate a machine-created digital asset marketplace, offering accredited investors fixed monthly cash flow through sale/leaseback of cryptocurrency mining machines, with profits reinvested into expanding mining operations.

OPPORTUNITY / CHALLENGE

What challenge were you trying to address with Peeklogic, LLC?

 We needed help scrubbing our database of bad data, removing duplicates, and cleaning it up for migration.

SOLUTION

What was the scope of their involvement?

Peeklogic, LLC cleaned and prepared our database. The team scrubbed the database, removed bad data, and merged duplicate leads.

What is the team composition?

We worked with three teammates from Peeklogic, LLC.

How did you come to work with Peeklogic, LLC?

My assistant had used Peeklogic, LLC before and recommended them to me. We chose them because of the referral from my colleague, who had a positive previous experience with Peeklogic, LLC.

What is the status of this engagement?

We worked with Peeklogic, LLC in July 2025.

RESULTS & FEEDBACK

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

Peeklogic, LLC showed us reports of the data and how many duplicates they merged and how much bad data they removed. The team even did extra work free of charge when we needed their help after the project was completed.

How did Peeklogic, LLC perform from a project management standpoint?

Peeklogic, LLC was wonderful and outstanding. I recommend Peeklogic, LLC to others and would use them again. We communicated via Slack, email, and web-sharing tools like Zoom and Google Meet.

What did you find most impressive about them?

They were kind, generous, and experts at what they did. Overall, they were outstanding and easy to work with.

Are there any areas they could improve?

I didn't think there was anything they could have improved on.