Describe the project or task the provider helped with:
Salesforce configuration, migration to Lightning Experience & consulting on best practices. Review collected by and hosted on G2.com.
What do you like best?
RelationEdge is a trusted Salesforce partner and comes highly recommended by our account manager. We have found them to be deeply knowledgeable about the software and they've been able to help us get through some roadblocks with adoption & usage among our teams. Review collected by and hosted on G2.com.
RelationEdge Reviews
Describe the project or task the provider helped with:
RelationEdge was instrumental in our initial Salesforce onboarding, ongoing additions, creation of custom objects and currently engaged for CPQ implementation/deployment Review collected by and hosted on G2.com.
What do you like best?
RelationEdge took the time during the business discovery process to truly understand our business and effectively address short-term needs and help us construct a long-range, multi-phase plan. Communication is key and RelationEdge has been a true partner. In those instances where developmental items haven't gone as expected, they has always delivered. We frequently have overruns in budget to do our changing the scope and this is always clearly communicated to us. Review collected by and hosted on G2.com.
Describe the project or task the provider helped with:
We've used Relation Edge for a couple of projects. Most recently with the implementation of Salesforce Service Cloud. Relation Edge is a competent organization and certainly got us from point A to point B. Review collected by and hosted on G2.com.
What do you like best?
Relation Edge is friendly, are solid business partners, and good communicators. High level of competency among their consultants. Review collected by and hosted on G2.com.
Describe the project or task the provider helped with:
We have utilized Relation Edge as our Sales Force Service Cloud partner across multiple integrations, from our initial set up to connections with many applications from GetFeedback to Eureka Call Miner Review collected by and hosted on G2.com.
What do you like best?
Relation Edge are focused on understanding our business needs, intended outcomes, and providing their expertise to ensure we achieve that, even if it means recommending a different approach than we initially wanted to take Review collected by and hosted on G2.com.
Describe the project or task the provider helped with:
We had an out of the box salesforce product that was not user friendly. RelationEdge was incredibly helpful by listening to our business model and helping to create a product that was useful and functional for our company. Review collected by and hosted on G2.com.
What do you like best?
Kortney!!! She is top notch customer service. She was always just a call away and quick to resolve any issue that came up. Review collected by and hosted on G2.com.
Describe the project or task the provider helped with:
We have worked on a number of projects together, but this review is based on a referral we provided to RelationsEdge for a Salesforce implementation project. Review collected by and hosted on G2.com.
What do you like best?
Very knowledgable people with decades of practical business experience and the highest integrity. Review collected by and hosted on G2.com.
Describe the project or task the provider helped with:
Used RelationEdge for two different projects, one was a data migration and one was an implementation of a Salesforce app Review collected by and hosted on G2.com.
What do you like best?
The initial contacts I had as well as anyone at a higher level who I interacted with, not our main resources, seemed very knowledgeable. Review collected by and hosted on G2.com.
Describe the project or task the provider helped with:
RelationEdge is helping us with an implementation of Salesforce CPQ and performs a variety of advanced Salesforce.com administrative tasks Review collected by and hosted on G2.com.
What do you like best?
I have found the consultants at RelationEdge to be very professional, knowledgeable and easy to work with. Review collected by and hosted on G2.com.
Describe the project or task the provider helped with:
We are working on our second phase of implementation with Relation Edge. The professionalism and expertise is superior to other 3rd parties we've previously worked with. Review collected by and hosted on G2.com.
What do you like best?
Excellent communication. Team oriented service Review collected by and hosted on G2.com.
Describe the project or task the provider helped with:
Set-up new Salesforce org for non-profit - basic set-up with some integration with Constant Contact and Outlook Review collected by and hosted on G2.com.
What do you like best?
The ability to keep all information in one place. I was able to communicate our needs and the consultants understood what we were trying to do. Review collected by and hosted on G2.com.
Describe the project or task the provider helped with:
RE helps us with our Salesforce special projects. Review collected by and hosted on G2.com.
What do you like best?
Responsiveness (very quick), thoroughness of work, fact they help train us when needed to do things ourselves. Review collected by and hosted on G2.com.
Describe the project or task the provider helped with:
We partnered with RelationEdge for the implementation of Salesforce. We reviewed the partners and found RelationEdge to be the best. At Dreamforce I heard nothing but great comments about them and many local company's in San Diego used them too. Review collected by and hosted on G2.com.
What do you like best?
RelationEdge was very knowledgeable about Salesforce. They were able to help us mold the system to new business processes. They had creative ideas for how to build workflow to help automate our processes. Review collected by and hosted on G2.com.
Describe the project or task the provider helped with:
Salesforce implementation taking our current CRM to the next level. They did a great job during the discovery process to understand our needs. Review collected by and hosted on G2.com.
What do you like best?
Really sharp and helpful team. Knew a great deal about the possibilities regarding ideal implementation. Review collected by and hosted on G2.com.
Describe the project or task the provider helped with:
Salesforce implementation. We were unable to fully install the CRM to ensure maximum effectiveness. Review collected by and hosted on G2.com.
What do you like best?
The people and their knowledge of the power of Salesforce. Review collected by and hosted on G2.com.
Describe the project or task the provider helped with:
Converted all of our disjointed processes & systems into an all in one solution with Salesforce through integration of multiple apps. Review collected by and hosted on G2.com.
What do you like best?
Having an all in one solution makes it easy for different departments to be on the same page- Adam and his team went above and beyond in their deliverable. For Salesforce the dashboards and reporting are key particularly in the Salesforce1 app. Review collected by and hosted on G2.com.
Describe the project or task the provider helped with:
We are a new sales organization and hired RelationEdge to help plan build and deploy a custom Salesforce. Review collected by and hosted on G2.com.
What do you like best?
Shelley and the business team were fantastic. Review collected by and hosted on G2.com.
Describe the project or task the provider helped with:
Omnivore Technologies had an existing Salesforce license, but the previous administrators were no longer with the company. The business model for Omnivore was changing and the company needed to update its Salesforce implementation to better reflect the sales process. Review collected by and hosted on G2.com.
What do you like best?
RelationEdge was efficient and consistent. Their project management and implementation team provided up to date information and fast turnaround. Review collected by and hosted on G2.com.
Describe the project or task the provider helped with:
RelationEdge recommended a simpler and more organized solution by focusing more on underutilized objects. Review collected by and hosted on G2.com.
What do you like best?
Their extremely organized and methodical approach to assessing their clients' needs and delivering solutions. Review collected by and hosted on G2.com.
Describe the project or task the provider helped with:
Transitioning from an old CRM system to Salesforce. Review collected by and hosted on G2.com.
What do you like best?
Knowledgeable, fast response times. They really understood our practice and what we were looking for. Review collected by and hosted on G2.com.
Describe the project or task the provider helped with:
Implemented SalesForce with a number of custom applications to enable automated quoting and workflow from sales through to production. Review collected by and hosted on G2.com.
What do you like best?
Very knowledgeable team who generally responds very quickly to questions. Review collected by and hosted on G2.com.
Describe the project or task the provider helped with:
Revamping our SF platform to be more efficient and easier for our reps to use. In tandem, the RE team worked with our integration team as they developed cleaner connections and processes for us. Review collected by and hosted on G2.com.
What do you like best?
Very dedicated to provide clean, efficient solutions that contribute to the success of our company, team and clients. Review collected by and hosted on G2.com.
Describe the project or task the provider helped with:
RelationEdge has done a fantastic job of getting our Salesforce organization set up. From our weekly meetings to constant communication via email with their developer, they have done a fantastic job. It's no small feat to set up Salesforce for an organization. Further, in our specific instance, a lot of our Salesforce tasks have required API integrations. They have done a tremendous job of helping us every step of the way! Review collected by and hosted on G2.com.
What do you like best?
Very responsive and easy to deal with people! Also very proficient in what they do. Review collected by and hosted on G2.com.
