Peergenics: Agentforce, Sales Cloud, and Service Cloud/Voice

We were a bit overwhelmed when we decided to switch from Hubspot to Salesforce but we knew we had to make the change to better serve our clients. Peergenics made the process much less stressful and was able to transfer our data in an efficient and clean process. We're very happy we asked them to help with the migration. As a small company, we had neither the resources or time to do the migration ourselves. We're very happy working with Peergenics and are looking forward to our next project with them to implement some marketing and lead qualification processes.

Always enjoy working with Jim Whitmoyer and his team.

We recently engaged Peergenics for consulting services to assist with our Salesforce implementation, and we couldn't be more pleased with the outcome. From start to finish, the Peergenics team demonstrated unparalleled expertise, professionalism, and a deep understanding of our business needs. Peergenics brought a wealth of knowledge to our Salesforce implementation project. Their consultants are clearly experts in their field, offering insightful recommendations and solutions tailored to our specific requirements. They took the time to understand our business processes thoroughly and provided a customized Salesforce setup that significantly streamlined our operations.

Great experience working with Peergenics and highly recommend! Creative solutions that are executed in a timely manner. Our project manager had amazing communication. From sending out debriefs, scheduling meetings, and sending me reminders when I got busy, she kept our projects on track until completion.

Outstanding Partner Consistently Delivering Customer Success!

Chuck George, Liana Trigg, and Nick Life are a leadership team that is obsessed with making their customers successful and they have the track record to prove it! As an implementation partner, I've had the pleasure of working with them for over two years and they are the model for delivering successful projects on Salesforce. I can personally attest to their outstanding capabilities in Sales, Service, Experience, and Revenue Clouds, and if you're in the market for a Salesforce partner, I suggest you reach out to them today!

Peergenics tech was easy to communicate with in a non-tech way. He provided visual aids to help clarify what we were asking to have done and once he understood our business model. He made wonderful suggestions to improve our performance in Salesforce.

Kelly Woodsum and the Peergenics team have been an invaluable resource for Unison Energy. Kelly's expertise on all things salesforce has not only allowed us to successfully implement architectural improvements for our sales opportunities & new dashboards and reports for our executive and sales teams, but she has provided us with best practices to help us maximize the platform. They are very responsive (usually immediate) to every request. Can't say enough positive things about Peergenics!

We had great experience with PeerGenics team. We were able to meet the project deliverables on time. We partnered with them SalesForce implementation, their continues support and courtesty made the results valuable for the organization.

Everyone on the Peergenics Team has been a pleasure to work with. Having a project specialist that is curious about our industry and business model was reassuring that our goals and needs could be effectively managed and leave the technical aspects to our solutions engineer. There is never any doubt that best practices are being considered, and when we want to go above a beyond, the solutions are presented in a concise manner with the future in mind.

Landon and Karolina were always available and responsive Idenify your Admins early on so that they can be better prepared with questions when the admin training comes around Before the project starts the team should spend some pre time in the trailblazer series to be able be more prepared to determine what is the need in the various orgs.