Workflow Magic Bewertungen 170

Donnalyn's clarity, professionalism and quick follow-up were key to the project. She was patient, knew her stuff and could identify opportunities and ways to get around issues that we brought to her.

Victoria Cortés was our CSM who lead the implementation. Our company was previously using Copper and chose Monday as our new CRM. We are a manufacturer's representative who sells outdoor lighting. As a sales company and "middle man" for manufacturers selling to a variety of markets, we were attracted to Monday's features and customization abilities in order to accurately log our sales pipeline, contacts, accounts, internal company information, and forecast commissions.

Victoria was fantastic to work with on our dashboard build-outs and an absolute wizard at running automations that give us crucial insight on our sales figures, commissions, as well as seamlessly linking our manufacturers and their sales data to project opportunities both in pre-sale and post-sale stages. Without Victoria's help, I do not think we would have ended up with the same end-result and I estimate an additional 80 hours of work, at least, would have been required

The turnaround time for the implementation was 25-30 hours with Victoria.

We would absolutely recommend both Victoria and Monday to any of our colleagues and peers.

Our Consultant Zein is amazing. Very, very methodical, observant, attentive to small details. Our firm has a complicated workflow, and Zein has really put in the time and effort to understand it thoroughly so that we can devise a solution that perfectly fits our circumstances.

Victoria is wonderful at helping me automate and make sense of how I track my accounts in Monday.com. She is great at making the process simple and not overwhelming! Anytime I am stuck, she comes to my rescue.

I had a wonderful experience with Workflow Magic. I highly recommend their services. I particularly enjoyed working with Victoria. She was very patient, diligent, and on top of everything.

Zein has been incredibly patient and extremely knowledgable. My entire team appreciates how he is always ready and willing to walk through multiple options to find the right solution.

I worked with Diego for our project. Diego was always friendly and professional. He came to our meetings prepared and was always provided very knowledgeable responses to my questions.
In 8-9 hours spanning roughly a week to 10 days, Diego automated our invoicing process so that I am able to generate and send invoices to our clients with a simple click of button. The process cut at least 2 hours, probably more, out of our process because I no longer have to write individual emails to 150 people while making sure I've attached the correct invoice each time.
I plan on working with Workflow Magic for future buildouts on our Monday account and would recommend them to anyone needing help with the platform!

The communication was very clear. Donnalyn is very knowledgeable about what the platform is capable of and I was able to explain to her what I was hoping to accomplish and she helped me get there. I was able to test it and she'd make adjustments so I had a product that would make my job easier.

I cannot praise Zein at Workflow Magic enough! His attentiveness and patience have truly made a difference in our collaboration. Every project we’ve tackled has benefitted from his creative insights and innovative approach. He listens carefully to our ideas and transforms them into reality, ensuring our visions come to life beautifully. We look forward to continuing our partnership and working on many more projects together. Highly recommend his exceptional support!

Monday.com Training.

Diego did a great job and explained the functionality of the software very well. His explanations of workflows was very thorough. I am very happy with the outcome of this training.

We recently partnered with WorkFlow Magic for an implementation project, and the support provided by Diego Garcia was exceptional. Diego was incredibly knowledgeable and responsive, ensuring that every aspect of the implementation was seamless.

The services offered by WorkFlow Magic have significantly streamlined our operations, saving us a considerable amount of time and effort. The speed and efficiency of the implementation process were impressive, allowing us to quickly adapt and integrate the new system into our workflow.

I would highly recommend WorkFlow Magic to anyone in need of reliable and efficient services. Their expertise and dedication to customer satisfaction make them a valuable partner.

Workflow Magic made Monday implementation so easy - our account rep Victoria was not only incredibly organized, but sweet and solutions-oriented. She not only figured out new beta features, but helped us adjust workback schedules easily. our team is stoked to move forward with these new templates.

Our implementation manager, Victoria, was great to work with! Our initial goal was to set up a CRM process which was accomplished in a timely manner with the guidance of Victoria. Throughout the project, we uncovered additional features to add to our workflow. All of the enhancements were implemented based on Victoria's expertise. She was very detailed, organized, and thorough in reviewing what we needed to accomplish and provided insightful suggestions throughout the process.

Donnalyn was so informative, efficient, and patient with us as we navigated the ins and outs of Monday. There were so many features we weren't aware of that she introduced us to and helped streamline our functionality. She always had a creative solution, reflected a deep understanding of our needs and why we needed them, and made suggestions with our best interest in mind. Diego was great as well. He assisted Donnalyn on the back end and followed up on key tasks. This won't be the last time we lean on this team to improve our Monday capabilities!

We had an excellent experience working with the WorkFlow Magic, especially with the outstanding support provided by Donnalyn Robles during the implementation. As a small business we had limited bandwidth to take on the additional time but the guidance from WorkFlow Magic was invaluable and contributed significantly to the smooth onboarding process. The guidance has streamlined our processes, saving us a substantial amount of time in our daily operations. The implementation was completed with impressive efficiency and exceeded our expectations for turnaround time. We highly recommend their services to any organization looking to optimize their workflow and boost productivity.

Donnalyn was our primary contact and assistant for getting our Monday CRM put together. She and her team did a great job with the build. We as a company had a lot of needs and they were able to tackle everything we needed and was looking for in Monday.com.

We appreciate the time and effort put into the new CRM they built for us as it will help us grow a more efficient workplace.

Outstanding. Honestly, what we asked for really shouldn't be able to be done - we're stretching Monday to it's limits, but Workflow Magic has risen to the challenge. They are creative (I haven't heard them once say something can't be done - instead, they just figure out a way to do it), they are responsive (I don't think I've ever waited longer than an hour for a reply back to an email), and they are beyond talented.

I've already told them to keep us on their calendar - once this current project is done, I plan to continue using them to further things out for our business, and at this point, I don't even think of them as a vendor - they're just part of our team.

I had a great experience working with Aron and the Workflow team. Aron guided our team through every step of the implementation process and did an incredible job understanding our goals. The commitment to delivering in a timely fashion and keeping us on track was greatly appreciated too. I would highly recommend their services to others looking to improve their workflows.

Aron was efficient and expert at understanding our goals. He was skilled at providing guidance to ensure our processes are streamlined and a delight to work with. I also really appreciate his respect for our time and his ability to turnaround the project quickly.

I have been working with Workflow Magic for the past 5 months, and I can confidently say that they have greatly improved my business workflows. Initially, I was hesitant to start working with them because I had previously worked with other agencies that passed my job off to various team members, which resulted in having to repeatedly explain my needs. However, my experience with Workflow Magic has been entirely different.

From the very beginning, their team has been extremely responsive and helpful, consistently coming up with innovative ideas to streamline our processes. I have primarily worked with one dedicated person, and anytime another team member needed to assist, they were already caught up to speed with what was going on. This level of continuity and communication is truly impressive.

I want to give a special shoutout to Victoria, who has been absolutely amazing to work with. She is not only punctual but also incredibly pleasant, making every interaction a positive experience. Her insights have been invaluable, and I truly appreciate her dedication to our success.

Overall, I highly recommend Workflow Magic to anyone looking to enhance their business operations. Their expertise and support have made a significant difference in our workflow, and I look forward to continuing our partnership!