Lakeworth Digital Inc

The Lakeworth team was professional, knowledgeable and easy to work with. They provided an estimate of service quickly, were flexible in our onboarding process, and once they got going with the actual work, delivered quickly, efficiently and fully met the business need. They exceeded our expectations at a time when we really needed to move quickly. Thanks to both of you for the quality delivery!

We hired Lakeworth Digital to fix a fragmented sell-side M&A marketing process. Our buyer lists lived across dozens of Excel files, and our previous CRM gave us no real view of the pipeline. Lakeworth built us a fully custom CRM from the ground up around the way M&A deal marketing actually runs. They automated our teaser distribution, including the cc structures, naming conventions, and conditional follow-up logic we had always done by hand, and extended it to staged sends of the CIM, data-room access, and process letters — each stage routable to different team members than the original teaser. A teaser send that took us four hours, run three times per process, is now one click. The coordination and organization savings run well over four hours a week beyond that. We track every stage of the buyer process on dashboards the prior software couldn't produce, and it all connects in one system. We also have a single system of record now: instead of rebuilding buyer lists from scratch, we slice one database to build lists, develop sponsor coverage, and capture buyer-specific detail across deals. They worked fast, and they structured the data so we're set up for our next build — client origination and pipeline — which we plan to do with them. My one tip: come in with your current workflow documented in detail, because Lakeworth is exceptional at turning operational complexity into working automation, and precise inputs produce an excellent build. VK, Kiran, Vipul, and the rest of the team were incredibly sharp and responsive throughout. We wouldn't look elsewhere.

We engaged Lakeworth Digital as our implementation partner in standing up Salesforce CRM at Capital Eleven. Phase 1 delivered CRM functionality for our venture capital and private equity investment business, Phase 2 extended the platform to our M&A practice. Throughout both phases, their experienced team guided us in realizing value quickly and efficiently. Scope and timeline were managed with precision. Their highly responsive team delivered ahead of schedule, creating room to iterate and enhance after go-live. What sets Lakeworth apart is their discipline in understanding what needs to be accomplished before designing how it will be done. Salesforce is a powerful platform, but only when it's configured around your specific business processes and objectives. The Lakeworth team listens carefully to what you say and then tells you what it actually means. That's an invaluable and uncommon skill. For anyone evaluating Salesforce implementation partners, I'd strongly recommend giving Lakeworth Digital serious consideration.

We’ve had a great experience working with VK & the Lakeworth Team. They were very responsive & helpful throughout the whole process. We really didn’t use Salesforce previously - we now use Salesforce on a daily basis for a variety of reasons including dashboards, CRM, customer history, etc. The value of having information in one place / real time data has saved our company a tremendous amount of time / back & forth.

Our bank has been using Salesforce and nCino for over seven years, and during that time, we have worked with several Salesforce/nCino implementation partners. However, our experience with Lakeworth Digital over the past year has been exceptional. The team assigned has been outstanding, demonstrating a deep understanding of our business and acting as true thought partners in designing technology solutions that align perfectly with our needs. Lakeworth Digital has been instrumental in helping us optimize our use of Financial Services Cloud (FSC) and the nCino Banking Solution. While every project encounters challenges, Lakeworth Digital’s leadership stayed actively engaged, mitigating risks proactively including a resource swap with minimal disruption to our project. I highly recommend Lakeworth Digital, particularly for organizations looking to maximize their Salesforce technology investments. Their expertise, professionalism, and commitment to delivering value has set them apart.

Lakeworth Digital was referred to us by a Salesforce contact and I am glad we decided to work with them. The consultants they assigned understood our requirements quickly and made valuable suggestions along the way to make best use of licenses we purchased for our Sales team. They were able to get Salesforce configured, data loaded and running within weeks. Apart from being experts in Salesforce, they knew how to make Salesforce work with our ERP system and Shopify portal. They also configured some complementary utility apps that I believe are from the marketplace. The project team went above and beyond our expectations and ensured our team was well set for using both desktop and mobile apps. We now have engaged Lakeworth Digital on a retainer contract to continue making enhancements and provide support on-demand. I would highly recommend this vendor.

We recently partnered with Lakeworth Digital (VK and team ) for an engagement focused on FSC Continuous Delivery. Our experience has been excellent particularly with the Architects assigned to our engagement, they have brought strong technical and domain knowledge based on the work they have done at other Financial Services firms. This has helped to increase speed in the definition and design of solutions that have provided high relevance and value to our ecosystem. From day one Lakeworth Digital has provided exceptional service collaborating optimally with our in-house team, internal stakeholders and other vendors to make sure that the most strategic outcomes were realized in an accelerated manner. Based on this experience we now have engaged Lakeworth Digital on a couple of other strategic initiatives at the Bank. Below are some key differentiators worth highlighting: - high focus on customer success and strategic objectives - effective collaboration, shared values and goals - accelerated value realization for our investment in Salesforce technology - very responsive & committed team with high accountability