SP Tech

The first project was a Salesforce integration for an accounting firm. The accounting firm sought to connect with business owners and provide accounting consulting about the employees' retention credit, and needed assistance connecting Facebook, Salesforce, and Airtable. The project involved integrating all the technologies used for the sales funnel and creating round robin lead assignments, listviews, and customized fields. SP Tech delivered the work quickly and effectively, meeting every deadline and exceeding the client's expectations.

The second project involved Salesforce customization for an insurance company, Hometown Firefighters, which sells insurance products to fire departments in the state of New York. The company had been using a manual process to service their clients and needed a CRM that could match their unique needs for compliance and other challenges in this niche market. SP Tech was selected for the project and successfully customized Salesforce to streamline their operations.

The third project was a custom software development for a residential real estate company, FTRE. SP Tech was hired to migrate the company's org to a new org on Salesforce and build a self-sustaining model that functions with an in-house Salesforce team. The project resulted in a successful migration without any hiccups or delays and the company continued to work with SP Tech on new projects. The team's communication and detail-oriented workflow were particularly impressive.