Marketing Agency Turns to Sphere for monday.com platform integration, no

code workflow and data modeling

Overview

A boutique marketing agency looked to Sphere to integrate a new project management tool. They selected monday.com and Sphere helped to power their operations by creating data integrated workflows for every new client.

The Challenge

A marketing agency wanted to use a more efficient project management and workflow tool than their current solution (Wrike) to manage client engagements related to their marketing services. They used Salesforce CRM for primary customer data and while Wrike had a connection to Salesforce, they wanted to explore other options.

How It Was Solved

Sphere helped the client to model how the data would flow between systems and when data would generate which workflows. Depending on the customer type, the sequence of deliverables is different. Sphere helped construct the perfect workflow that kicked off when a new customer was created in Salesforce.

From there, the data generated particular boards and tasks for the delivery team.

A monday.com incoming requests board kept the list of incoming requests from Salesforce, including service level contracts, contract line items. Whenever data was imported from Salesforce, both boards were populated simultaneously and a decision algorithm was applied to determine which board sequences should be generated. Corresponding client name and service level tasks were populated from the templates’ master-board to create a working environment for each particular service line and contract, for the team to start working on.

The Results

Sphere built the client’s project with the help of an expert-level understanding of Salesforce objects, monday.com, and expert data modeling and transformation of critical information between both client systems. The client reports early success in delivering client projects faster and with more clarity and understanding between customer facing teams.

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Lee Ebreo

VP of Engineering at Credit Ninja

These things would not have been achievable if we did not build our own in-house system and if we did not partner with Sphere to help us achieve our goals.

Selah Ben-Haim

VP of Engineering at Prominence Advisors

Our experience with Sphere and their team has been and continues to be fantastic. We keep throwing new projects at them, and they keep knocking them out of the park (including the rescue of a project that was previously bungled by another vendor).

Ben Crawford

Senior Product Manager at Enova Financial

I would expect to be delighted. It's been a really positive experience, working with Sphere, and I would expect you to have the same.

Mark Friedgan

CEO at CreditNinja

Sphere consistently prioritizes the needs of their clients, demonstrating both agility and teamwork. As an offshore team, they have been an integral part of our organization and we plan to continue growing with them.

René Pfitzner

Co-Founder at Experify

Sphere provided excellent full-stack development manpower to augment our team and help push our product forward. They are easy to work with, tech-savvy and proactive.

Bruce Burdick

Chief Information Officer at Integra Credit

We've been working with Sphere and its excellent consultants since our founding. I've found that they are true partners in the success of our business.

Jemal Swoboda

CEO at Dabble

The resources and developers that Sphere Software provides are skilled and have the required technical expertise, but more importantly, they have helped us build a culture of excellence within our team.

Arthur Tretyak

Founder and CEO at IntegraCredit

With Sphere, we were able to migrate in half the time it would take to train an additional FTE… and for a fraction of the cost. Our experience with Sphere has been exceptional.

Lee Ebreo

VP of Engineering at Credit Ninja

These things would not have been achievable if we did not build our own in-house system and if we did not partner with Sphere to help us achieve our goals.

Selah Ben-Haim

VP of Engineering at Prominence Advisors