18 SevenPoints Consulting Testimonials

“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.”

"From the very beginning of our evaluation of potential implementation partners, SevenPoints stood out with their attention to detail and enthusiasm for our project. They engaged our team with thoughtful questions and brought several team members to our discovery calls to ensure that they would be able to address our concerns. During those early calls, they discovered a few different pain points for us and proactively researched solutions to help address those future issues before they were even contracted! That customer-first approach carried over into the kick-off of our project and was a constant throughout the entirety of our time together."

"SevenPoints helped us design, develop, and integrate our newly purchased CRM solution to our exact scope with limited revisions to project timelines and budgets. Through all phases of the project, SevenPoints not only met our requirements but anticipated our needs to produce a CRM solution that was effective, scalable, and manageable. While we still have multiple phases to complete, SevenPoints will be our trusted partner as we continue to improve our systems. When working with SevenPoints, they do incredible due diligence to identify your business needs in order to develop business solutions that work well within the confines of the framework you are using. This means they build business solutions that are there to last and grow with your organization and the technology you are using. No complaints when working with SevenPoints. Their team is prompt and professional from start to finish. The team is also well-rounded from project managers to solutions architects, there is someone on staff to fit your communication style. I couldn't recommend a better SalesForce integration partner than SevenPoints. Top to bottom, start to finish, they are the best integration parter we have used. SevenPoints has developed and integrated our CRM system with our ERP to allow for better lead, task, and customer relationship management. In addition, the dashboards they have created provide us with better insight pre-sale to coach and cultivate our Sales Reps to success and identify opportunities that need additional support to close."

"The SevenPoints team is friendly and easy to work with. As an accountant, I appreciate how easily they can translate our business goals and non-technical terminology into a working product. Transparent about timelines, diligent about following-up and seeing projects through to completion even working in multiple languages and incorporating translation (English & French). SevenPoints designed and implemented a solution to replace and enhance our existing integration portals with a single Salesforce Portal (Community/Experience) that provides newly acquired practices with an intuitive program to capture data that can easily be relayed to our supporting teams. They continue to partner with us on the design and evolution of the portal to match our rapidly changing business needs."

"Working for Honeywell, I deal with consultants across the globe. I have worked with the best and the worst the market has to offer. SevenPoints surpassed all my expectations. I find the key difference between SevenPoints and other consulting firms is their ability to decompose complex technical models down into workable solutions. SevenPoints talks processes and people not 1’s and 0’s."

"The SevenPoints team, led by Raaj, has been a valuable asset to developing Salesforce to its full potential, adapting successfully to a large, diverse field and general office user base. We have had successful collaboration for 2+ years, using custom and standard Salesforce components, where SevenPoints provides excellent quality and communication throughout each individual project."

"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."

"SevenPoints helped us on a few projects that we continue to build on. They created a member-facing patient portal that links into a new Salesforce Org they helped us build. They also helped us replace an externally built Salesforce application that we need to improve and enhance."

"Great overall experience including project management, and focus to deliver the result. Very flexible and willing to go above and beyond the sake of project success. We found our Salesforce partner. After hiring developers from different countries to help our company with automation we decided to try something different. Our Salesforce representative suggested SevenPoints Consulting. We had a few strategy calls, and decided to give this process a try. It worked to perfection. Bottom line: You get what you pay for. I had an idea, but I had no idea it would be this good!"

"We worked with Jim and Mike on a complete overhaul of our old CRM to SFDC. We shot for the stars on our asks, thinking we would hit the moon with an aggressive timeline to boot! Not only did we make it to the stars, but we were also on budget, on time, and we had fun along the way. The team at Seven points had excellent communication and always gave us the time we needed to digest their recommendations. Their recommendations were terrific, and we are so happy to be getting accurate data from the system on launch day. Communication was probably the thing I liked the best, but having the customized system up and running in the time frame is a super close second! We had scheduled weekly status reports on everything from budget to where we were in the process, which really helped keep me on track."

"Our goal was to move our ERP process to SF, tying into backend financials. We have also brought all onboarding of new employees into SF tying in direclty with our other back end software packages. All of this is able to tie into Docusign and Conga which allows for us generate great smart documents, and easily get them to the correct party to sign remotely. All of these are big upgrades for us. Sevenpoints did a great job of being in clear communication with us. The weekly project report gave great information as to where the project was when it came to scheduling, budget, and any potential issues that were emerging. Direct communication from Sevenpoints was clear, and all team members were incredibly responsive."

"From the very beginning of our evaluation of potential implementation partners, SevenPoints stood out with their attention to detail and enthusiasm for our project. They engaged our team with thoughtful questions and brought several team members to our discovery calls to ensure that they would be able to address our concerns. During those early calls, they discovered a few different pain points for us and proactively researched solutions to help address those future issues before they were even contracted! That customer-first approach carried over into the kick-off of our project and was a constant throughout the entirety of our time together."

"SevenPoints helped us design, build and implement a new enterprise core processing system that set the stage for growing our business in ways not possible with our previous legacy application. We now have a modern system built with current technology that is on the cloud, reduces our on-premises risks, can be accessed from anywhere with our remote workforce, is secure, is scalable, and provides flexibility to expand our services. Dashboards and other analytics give us insight into businesses processes that just wasn’t possible before and enable us to manage proactively and in real-time. We better control our work, rather than letting the work control us."

"As CIO, I work with many consulting firms across the US. What differentiates Sevenpoints from other firms is their business expertise and their experience solving complex business problems. They brought tremendous business acumen and domain expertise in Sales and Marketing to the project and did a fantastic job by turning Sales Cloud into a strategic weapon for us."

"Our mental healthcare company has experienced tremendous growth in the past couple years and it has been time to opt for a robust, intuitive CRM. We elected to go through the well-known, well-respected company of Salesforce as the parent company. We needed to hire a company to take on the programming and set-up of our customized CRM system through Salesforce Health Cloud. Salesforce recommended SevenPoints a terrific team to work with."