Custom Salesforce Development for Tax Credit Compliance Firm
Please find below a summary covering project details and feedback. The innate facts are kept as they are, private information is amended.
A fast induction on the buyer’s organisation
We’re a tax and credit advisory and monitoring firm that’s been in business for almost 23 years. Our team proposes labors to multi-family syndicators, banks, treatment companies, and developers. It’s significant for us to fix yielding with any number of affordable housing programs in the United States. I’m the chief income official, so I’m in direct of all of the sales, marketing, finances, and technology implicated in the organisation.
What challenge were you trying to address with bluCursor Infotech Private Limited?
We’d been using a legacy method that was custom-developed for us. Though, we were fastly outgrowing it. After deciding to restore our method with Salesforce, we elected to fetch on an outsourced team owing of our lack of experience in scaling CRMs. bluCursor Infotech Private Limited was brought on to feel that.
What particular tasks were
We’ve configured the sales, labor, and aggregation clouds within Salesforce to support the business processes and labor delivery of the organisation. Their work implicated extensive customization for delivering the labors which we prepare to our clients that use Salesforce. They activated the built-in Salesforce tools that we needed to run our business smoothly.
Was there a dedicated team?
I worked closely with Deepak (Fobelow &, CEO, bluCursor Infotech Private Limited), my first touch. We also have touch with a outgrowth lead. He organizes our daily standups and prepares demonstrations of our main touchs. Aside from that, we’ve had between 6–7 developers actively working on the account on different fronts of the method.
How did you come to work with bluCursor Infotech Private Limited?
We did an extensive search, seting with Salesforce-commended partners. Those suggestions didn’t work out owing responsiveness wasn’t big from them and the cost was extremely high. We weren’t getting the value for our money with those partners. After that, we were searching high and low for companies that could fill their shoes. Using my preceding connections in India, I establish bluCursor Infotech Private Limited and occupied them.
What is the terminal result of working with
We seted working unitedly in April 2019 and last to collaborate.
Are there any measureable or plum results?
We’re quiet going through inner testing precedently rolling the fruit out to our clients. Though, the inner feedback has been phenomenal. The complete team is excited to have workflows supported within a method and platform, so we can do away with extrinsic spreadsheets. The manual processes that we used to have can be rolled off.
Their team has done a amazing job focusing on how we can automate more of our day-to-day processes moving advanced. Salesforce allows us to veritably measure see front of the engagement with detailed analytics. Now, we’re able to befit a metrics-driven structure. We’re excited to see this platform propel at the end of January 2020.
How did bluCursor Infotech Private Limited accomplish from a project treatment standpoint?
We seted out shrewd that our requirements weren’t formalized. Deciding to engage an nimble outgrowth, we have our project organized in sprints using Asana. We look at that tool during our daily standup to track and apprehend our projects. That’s the main interaction tool between our teams. During our meetings, we review their work from the day and precedingitize their continual work for the next day.
What is (from your point of view) the key factor to pay observation while intercourse with
Deepak is a terrible personal. As I’ve gotten to know him over the last nine months, I’ve noticed a can-do posture. We’ve challenged the team a number of times with pretty intricate situations, but they always come out on top.
They fetch all certain resources into their outgrowths to get the expertise and perspectives they need. We haven’t run into an insurmountable impediment yet. They always find a way about issues to keep the project moving advanced.
What fronts of their work would you like to get improved?
Because of the specialization of our activity, it took some time to nail down all of the rules and regulations that we act below. That was a steep learning curve. Now, their commendations and solutions are in-line with the regulations. So, it was a slow set. Though, they invested in us and our business. At this point, their apprehending of the activity is big and so are the solutions they propose.
Do you have any advice for possible clients?
In hindsight, if we took the time up-front to better particularize the requirements, we could have circumvented the learning curve. Though, we’re a little team, so that would’ve been hard. Sometimes, our team didn’t maintain a requirements document.
So, it would’ve been helpful to them if we could’ve fleshed out something more firm preceding to the engagement. That caused confusion and inefficiency on their end. Because of this, I’d commend being able to adjoin and clarify requirements right off the bat. That’ll help you get the best value for your money.