Propeller Plan

visit site
Propeller Plan is a small CRM consulting and SI company headquartered in Poznań, Poland and Troy, New York. Established in 2016, the team focuses on CRM consulting and SI, Custom Software Development, IT managed services, and Other Application Development.

Client Insights

Industry Expertise

Electric

10%

Financial services

10%

Food & Beverage

10%

Information technology

10%

Manufacturing

10%

Medical

10%

Non-profit

10%

Real estate

10%

Roofing

10%

Supply Chain, Logistics, and Transport

10%

Client Size Distribution

Small Business (<$10M) 50%

Midmarket ($10M - $1B) 40%

Enterprise (>$1B) 10%

Common Project Size

$50K-$199K 4 projects

<$10K 1 project

$10K-$49K 1 project

Clients

This provider has not added their key clients.

Highlights from Recent Projects

Overall Rating

5.0
8 Reviews

Propeller Plan successfully completed a project for Global RADAR Solutions, Inc., a regulatory compliance and anti-money laundering software platform. The company's CEO hired Propeller Plan to integrate the Global RADAR API with Salesforce, automate and integrate the Global RADAR platform with Salesforce, and optimize the Salesforce process to improve workflow. Propeller Plan, chosen for its high ratings, budget-friendly pricing, and company values that aligned with Global RADAR, assigned 2-5 employees to the project. The process was complex due to the client base and the number of different platforms Global RADAR regularly integrates with. Despite these challenges, Propeller Plan successfully matched the fields, ensured API connectivity to external data sources, and developed workflow processes within the Salesforce platform to facilitate client onboarding and risk management. The project, which lasted several months, was a success, and Global RADAR's clients were very pleased with the results. This successful integration has allowed Global RADAR to expand its marketing efforts to include all users of the Salesforce platform.

Timeliness

4.9

Service Excellence

4.9

Value

5.0

Would Recommend

5.0