“If you need a Salesforce implementer, hire them. Full stop. End of sentence.”

"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 …

"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 …

"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 …

"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 …

"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 …

"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 …

"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 …

"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 …

“I have 20 years of Salesforce experience and have used several implementation/consulting firms in the past. SevenPoints was by far the best partner that I used. Our Salesforce implementation has been viewed as a tremendous success across our organization. For me personally, it was a game changer that has enabled …

"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 …

“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 …

"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 …

"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."

"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 …