SP Tech

SP Tech successfully completed a Salesforce integration project for an accounting firm. The firm needed a way to connect leads from Facebook to Salesforce and then to Airtable, with speed being a critical factor for conversion rates. SP Tech provided a solution by integrating all the technologies used in the sales funnel and customizing Salesforce views and management dashboards. Despite the initial project scope increasing drastically, SP Tech proved their professionalism and expertise, leading to an ongoing relationship with the client.

In another project, SP Tech was hired by an insurance company, Hometown Firefighters, to customize Salesforce for their specific needs. The company was struggling with a manual process and required a CRM system that could meet their compliance requirements. SP Tech was chosen for their qualified team and successfully delivered a customized Salesforce system with features such as date and timestamp entries and a drag-and-drop filing system.

SP Tech was also engaged by a residential real estate investment company, FTRE, for a custom software development project. The goal was to migrate the company's organization to a new one on Salesforce and build a self-sustaining model that could function with an in-house Salesforce team. SP Tech was chosen for their high ratings, competitive pricing, and company values. They successfully migrated the organization and customized the new Salesforce system to better serve the team. Their excellent communication, planning, and adherence to deadlines were particularly commended.