SevenPoints Consulting

“Currently our team is very small and I am the only person using Salesforce. SevenPoints was able to customize Salesforce to meet our requirements for the hospital and medical practice markets and is scalable as we grow our team.”

"SevenPoints helped us overhaul our entire Service Cloud experience, including a detailed, dynamic form for case intake, and improved navigation for our support teams actioning on cases. From day 1 in the sales process, SevenPoints impressed me with their attentiveness and intentionality. It was clear after a few weeks of evaluating different companies that they clearly understood our needs far more than others. When it came time to get to work - we couldn't have asked for a better team. Hayley and Rose were enthusiastic, curious, and transparent throughout the entire process. They always took the time to listen to us and pivot work as needed. Lastly, I greatly appreciated the authenticity and joy the SevenPoints team brought to the project. There were times when the work was hard. Sometimes it felt very overwhelming. That said, SevenPoints never failed to approach every meeting and working session with kindness, joy, and focus. They made tackling a very extensive project very, very fun."

“We hired SevenPoints Consulting to implement Salesforce CRM. They spent time understanding our business, listened to what we wanted and how we wanted to use the platform. They educated our team on best practices, and helped set us up for future growth. The project structure was clear and communication was exceptional. Due to their organization, communication and knowledge of the product, we were able to go live sooner than anticipated. Our company is now poised for success and growth due to this custom implementation.”