18 SevenPoints Consulting Testimonials

“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 me to execute my job more effectively. I’m a big believer in Salesforce, however, I have seen poorly implemented Salesforce solutions in my career. Based upon my experience, I would use SevenPoints regardless of whether I have a small or large user base. Our requirements were rather complex. They did a great job of listening and executing. In fact, our experience was so successful that we actually purchased Pardot for marketing automation, 12 months ahead of our original plans. I did not hesitate… I directed my team to work directly with SevenPoints on the Pardot project. Bottom line, I view them as a true partner and would strongly recommend using SevenPoints.”

"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."

"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."

"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 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."

"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."

"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."

"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."

“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."

"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."

"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."

"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."

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

“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.”