Peeklogic, LLC

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

Please describe your company and position.

I am the Salesforce Consultant

Describe what your company does in a single sentence.

We are specialists in optimising and automating end-to-end actuarial and financial processes.

OPPORTUNITY / CHALLENGE

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

• Create a custom Timesheet app
• Create a custom Resource Forecasting app
• Integrate Salesforce with other platforms

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.

Over the years, Peeklogic built us a custom Timesheet app (that we designed), Resource Forecast app (that we designed), and integrated Power BI and Xero with Salesforce.

RESULTS & FEEDBACK

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

To build a Timesheet and Resource Forecast app that our team enjoys using on a daily basis.

To integrate Power BI and Salesforce so that we could create dashboards with data from Salesforce.

To integrate Xero and Salesforce so that we could automate our invoicing process.

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

Our dedicated project manager is excellent at keeping everything on track and within budget, giving us peace of mind throughout the process. The team is very responsive and consistently delivers on time. Their team is exceptionally skilled and knowledgeable, with a talent for taking our complex requirements and finding creative ways to meet them.

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 Salesforce developers are exceptionally skilled and are always willing to implement our evolving ideas and feedback.

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

Some of their team members could continue to improve in their confidence speaking English but this has not hindered project success. They have always done their very best to communicate clearly and ask question if clarification or deeper understanding in English was needed.

BACKGROUND

Please describe your company and position.

I am the Operations Support Systems Lead of Megaport

Describe what your company does in a single sentence.

Megaport built a better way for networks and clouds to interconnect. Complex Networks, Simplified. Deploy global private connectivity in minutes

OPPORTUNITY / CHALLENGE

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

• Megaport Support Ticketing PORTAL

SOLUTION

How did you find Peeklogic, LLC?

Customer

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.

Project Overview:

Community Portal Development:

The purpose of this project is to build a customised community portal. The proposed solution aims to provide a seamless, visually appealing, and highly functional customer support experience through Salesforce. Develop a custom community portal with four primary components:
 - Home Page (Landing Page)
 - Case List (View all associated cases)
 - Case Creation (Form for submitting new cases)
 - Case View (View detailed case information and post updates)
 - Align the portal’s styling with Megaport’s existing CSS and branding guidelines.
 - Ensure compatibility with Salesforce Single Sign-On (SSO) functionality.

RESULTS & FEEDBACK

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

The project will be considered completed once the new customised community portal are deployed and validated in the pre-production environment and UAT completed successfully

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

Peeklogic's excellent project management. Their detailed planning from start to finish was commendable, and they effectively utilised Smartsheet to track the project.

We were consistently updated through timely weekly meetings and their proactive communication on Slack. The project was completed successfully, on time, and bug-free.

The Peeklogic team demonstrated exceptional professionalism, handling all our requirements diligently and carefully. They also developed and delivered all additional requirements on time and without any issues.

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's commitment and clarity on the project scope and delivery schedule have been exceptional, largely due to their talented Salesforce-certified team.

Another key aspect that stands out is their fast turnaround time and the delivery of bug-free solutions for critical tasks. Their professionalism throughout the project was key to our success.

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

I don't have any complaints or concerns to share at this time. The team has been very accommodating and agreeable to all requests.

BACKGROUND

Please describe your company and position.

I am the Director of Firm Operations of Commerce Law Partners

Describe what your company does in a single sentence.

Complex business litigation. 

OPPORTUNITY / CHALLENGE

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

• Develop a robust legal specific Salesforce platform
• Eliminate silos

SOLUTION

How did you find Peeklogic, LLC?

Online Search

Why did you select Peeklogic, LLC over others?

• High ratings
• Close to my geographic location
• 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.

Build a robust Salesforce system for legal 

• Implement and integrate phone systems to Salesforce
• Implement and integrate email client to Salesforce
• Implement and integrate case management system to Salesforce
• Implement and integrate E-sign platform to Salesforce
• Implement and integrate document storage to Salesforce
• Create Automations 
• Create activity plans 
• Create portals

RESULTS & FEEDBACK

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

A complete robust Salesforce system for legal 

Implement and integrate phone systems to Salesforce
Implement and integrate email client to Salesforce
Implement and integrate case management system to Salesforce
Implement and integrate E-sign platform to Salesforce
Implement and integrate document storage to Salesforce
Create Automations 
Create activity plans 
Create portals

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

Very responsive, intelligent, and understanding. I would recommend them in a heartbeat. 

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?

1. The people. They listen, they are quick, they are fantastic to work with, and their skill is impressive.
2. Building off of skill, Maksym has been incredible. He has put together an outstanding program. He is very good at understanding what we are looking for, pushing for goals in the project, and getting things done -- fast.
3. Peeklogic is no nonsense. Straight to the point and efficient with a skilled staff. 

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

I have no complaints. 

BACKGROUND

Please describe your company and position.

I am the CEO of Cast Capital Funding

Describe what your company does in a single sentence.

Cast Capital provides same-day funding solutions for small and medium-sized businesses with less-than-perfect credit, focusing on personalized financing to support entrepreneurs' growth and success.

OPPORTUNITY / CHALLENGE

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

• Create a website for clients to apply for funding
• Develop A structured series of communications (emails, notifications) designed to keep clients engaged and moving forward in the workflow
• Various salesforce changes and fixes to automate processes; Move Salesforce from one org to another

SOLUTION

How did you find Peeklogic, LLC?

• Online Search
• upwork

Why did you select Peeklogic, LLC over others?

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.

Configure a series of automated marketing/notification emails Using Klavio and Salesforce;
Configure proper connection and functionality between Salesforce and Calendly for clients to have the ability to book meetings at any time;

Develop a website to capture leads and with features as record updates and document uploads;

Move salesforce data and metadata from one org to another;

Implement Meta lead capture statistic using Everflow functionality;

Connect Native Meta lead capture with salesforce and update backend logic to work with it;

RESULTS & FEEDBACK

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

Properly working website with all functionality and design;
Properly working Klavio and Calendly integrations;

Properly working Everflow statistic reports;

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

The team used Trello and was flexible with changes and new tasks.

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?

A team with a high level of qualification with high availability and close to on-demand support.

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

Fast response and feedback. Improve planning at the start of the project.

BACKGROUND

Please describe your company and position.

 I am the CTO of a consulting company 

Describe what your company does in a single sentence.

We are a consutling company and a s Salesforce Crest (Gold) partner and Hubspot Elite Partner

OPPORTUNITY / CHALLENGE

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

• Data Migration
• Build an App

SOLUTION

How did you find Peeklogic, LLC?

• Online Search
• Referral

Why did you select Peeklogic, LLC over others?

• Good value for cost
• Referred to me
• 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.

This project involves seamless data migration to transfer and consolidate data from legacy systems while ensuring accuracy, security, and integrity. It includes ongoing maintenance to optimize performance, address issues, and implement updates for sustained system reliability. Additionally, a custom solution will be developed to address the client's specific business needs, integrating seamlessly with existing workflows and providing scalable functionality to support their long-term goals.

RESULTS & FEEDBACK

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

The project delivered measurable outcomes by ensuring high data accuracy and integrity during migration, with no reported issues or disruptions. System efficiency improved significantly, with faster processing times for critical workflows and reduced downtime through proactive maintenance. The custom solution enhanced operational productivity, streamlined workflows, and provided scalable functionality to support long-term business growth, demonstrating clear progress and success.

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

The project management was highly efficient and responsive, ensuring all deliverables were completed within the agreed timelines. They maintained clear and open communication throughout the process, proactively addressing any challenges and adapting to evolving requirements. Their collaborative approach ensured they thoroughly understood and prioritized our needs, delivering solutions that aligned with our goals while maintaining a seamless and organized workflow.

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 about this company was their ability to combine deep technical expertise with a highly personalized and client-focused approach. They consistently went above and beyond to understand our unique needs, offering tailored solutions that not only addressed immediate challenges but also supported long-term growth. Their commitment to delivering high-quality results, paired with their proactive communication and adaptability, set them apart as a truly exceptional partner.

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

While the overall experience was very positive, one area for improvement could be enhancing the speed of initial project scoping and planning to streamline the kickoff process further.

BACKGROUND

Please describe your company and position.

I am the Manager of Customer Success of a logistics & supply chain company 

Describe what your company does in a single sentence.

Data Mining and Presentation

OPPORTUNITY / CHALLENGE

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

• Integrate with SFDC
• Optimize SFDC Workflow
• Mitigate double entry of data into 2 systems

SOLUTION

How did you find Peeklogic, LLC?

• Referral
• Other

Why did you select Peeklogic, LLC over others?

• 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 developers at Peeklogic demonstrated strong project management skills and technical acumen, ensuring efficient and organized development processes. Their collaborative approach and expertise contributed to the successful execution and continuous improvement of multiple projects, ultimately driving the company's growth and innovation

RESULTS & FEEDBACK

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

We had meetings, at the meetings developer showed in detail the work done for the week + we set goals for the next day. 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 was very proactive, participated in every cadence all and rapidly tended to any and all shifts in scope and schedule.  All the work was done on time and with high quality, and all my needs and requirements were considered.

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?

Andrii is a professional who truly loves his work. He always responds quickly and explains any questions that arise. Andrii is always pleasant to interact with and creates a friendly atmosphere within the team. His enthusiasm and professionalism make working with him an absolute pleasure, enhancing both efficiency and the quality of the work performed.

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

none

UPDATED REVIEW

This review was published on July 23rd, 2024
Manager of Customer Success, Logistics Software CompanySoftware

Scottsdale, Arizona

51-200 Employees

Dec 2023 - Feb 2024

Verified
Project summary
Peeklogic, LLC developed a sales process solution for a logistics software company. The team created a functioning SalesForce environment with quotes, approvals, and contract signing with DocuSign features.

Feedback summary
Peeklogic, LLC's work provided the SalesForce environment the client requested. The team encountered very few issues during the project and was responsive throughout the engagement. Their response time was impressive. Peeklogic, LLC communicated via virtual meetings, emails, and messages.

Quote
"Peeklogic, LLC's response time was impressive. I wonder if they sleep at all."

BACKGROUND

Please describe your company and position.

I am the Manager of Customer Success of a logistics software company 

Describe what your company does in a single sentence.

Provide clients with actionable intelligence using data from in field assets.

OPPORTUNITY / CHALLENGE

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

• Create a Sales Process
• Help Develop a functioning SFDC environment suited for growth expected
• Find new opportunities to utilize SFDC in our business processes

SOLUTION

How did you find Peeklogic, LLC?

referral from internal

Why did you select Peeklogic, LLC over others?

• Good value for cost
• Referred to me

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.

Provide a quote to cash process to replace existing process. Including:

• quotes
• approvals
• contract signing through DocuSign
• delivery back to the Sales owner

RESULTS & FEEDBACK

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

The ability for a sales manager to add products and services to a contract, get approvals internally, and send to client for signature.

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

They were fine, very few issues.

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, LLC's response time was impressive. I wonder if they sleep at all.

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

not that I can think of.
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 Project Manager of VAST

Describe what your company does in a single sentence.

VAST Data is a privately held technology company focused on artificial intelligence and deep learning computing infrastructure.

OPPORTUNITY / CHALLENGE

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

• Minimize errors
• Improve efficiency

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.

Peeklogic have exceptional support team. Whenever we've encountered an issue or had a question, their support team has been incredibly responsive and helpful. They consistently provide quick answers and effective solutions, ensuring that our operations run smoothly without interruption.

Peeklogic's team is highly receptive to implementing new requests. They take our feedback seriously and added features that meet our specific needs. Their commitment to customer satisfaction is truly impressive. 

it's easy to configure from an admin side, making setup and ongoing management an easy task.

• Live connection between Jira-Salesforce without syncing/code issues 
• They ensured that the solutions were seamlessly integrated into our sf environment.

RESULTS & FEEDBACK

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

Improved Integration Efficiency

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

Peeklogic managed our project effectively by delivering items on time and responding promptly to our needs with clear communication and adaptability.

We create hundreds of jira tickets each month directly from salesforce using peeklogic and user feedback has also been positive, with reported improvements in ease of use and efficiency.

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?

Fast responded. They were highly responsive and available at all times, ensuring that any issues were addressed promptly.

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

no