SP Tech
Verified bySalesforce Integration for Lending &Mortgage Company
P R O J E CT D E TA I L S

A Custom Software Development
B May. 2021 - Ongoing
C $50,000 to $199,999
D"The management is very transparent
and we’re able to interact in ameaningful way."

P R O J E CT S U M M A RY

A lending and mortgage company was looking tomigrate their sales process and operations into a
Salesforce platform, so they engaged with SP
Tech for their Salesforce and softwaredevelopment expertise.

P R O J E CT F E E D B A C K

Thanks to SP Tech's costeffective solutions, thecompany is able to save over
$300,000 USD indevelopment costs, andcomplete several projects ina short period of time.
According to the client, oneof the team's biggest
strengths is theircommunicative and receptive
approach to project
management.

SP Tech

The Client
Introduce your business and what you do there.
I’m the president of MyLendingPal and we’re a lending andmortgage company.

Merchant
E Ricky
President, MyLendingPal

G Financial Services

The Challenge

H 1-10 Employees

What challenge were you trying to address with SPTech?

F Suwanee, Georgia

We were trying to migrate a lot of our sales and operations into a
Salesforce platform, so we needed to consult with a Salesforce
expert who could visualize the solutions that we need, andimplement them into Salesforce at a reasonable cost.

C L I E NT R AT I N G

5.0
Overall Score

Quality:

5.0

Schedule:

5.0

Cost:

5.0

Would Refer:

5.0

SP Tech
The Approach
What was the scope of their involvement?
SP Tech is providing us with Salesforce integration. We first started
with a call to scope out the project, talk about their services, andhow their team works. After that was done, they set up a daily
scrum meeting with me every day at 12:30 pm to go through theprocess.
From there, we started the development that involves the user
testing area and quality assurance. This is to ensure that theiteration that they’re working on is working well before it gets
deployed into production.
The process then gets repeated for every project over the course ofour engagement.

What is the team composition?
We work with a project manager, three full-time developers, and two
QA engineers.

How did you come to work with SP Tech?
I found them on Upwork. I interviewed several different companies
that reached out to me and ultimately chose SP Tech because they
were closer to my office, and I found their pricing per hour and per
developer to be very reasonable.
Moreover, as far as the solutions that they built in the past andwhat they showed me, everything looked really good. They wereable to deliver the results I wanted from the initial project we gavethem and it was clear that they were the right people for the job.

How much have you invested with them?
So far, we’ve spent $150,000 USD.SP Tech
What is the status of this engagement?
The ongoing partnership started in May 2021.

The Outcome
What evidence can you share that demonstrates theimpact of the engagement?
In the timeframe that we started working together, we’ve completed
six individual projects, which isn’t the number you would normallycomplete in such a short period of time. They move very quickly
and they’ve saved us $300,000 USD for development work — which
is a lot compared to the average rate for the same type of work.

How did SP Tech perform from a project
management standpoint?
SP Tech has a really good project management processestablished and a great system built on ClickUp. They essentiallygave me access to it so I can keep track of the project’s progressand organize the development.
We mostly talk through Microsoft Teams and we use Slackinternally.

What did you find most impressive about them?
One of their biggest strengths is they’re able to communicate withme every day, and I believe that’s one of the reasons why we ended
up being more successful than others. The management is verytransparent and we’re able to interact in a meaningful way.

Are there any areas they could improve?
Personally, I don’t think there’s anything negative about working
with them so far, so I don’t have any complaints.

SP Tech
Do you have any advice for potential customers?
I don’t know if SP Tech does this for everybody, but I would highlysuggest setting up daily phone calls with at least the project
manager. Make sure you check the development often andfamiliarize yourself with their platform.

info@sptechusa.com+1(202) 556 0518
sptechusa.com/salesforce-consulting-services