"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 …

"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 …

"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."

"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 …

"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 …

“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.”

“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 …

"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 …

"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 …

"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 …

"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 …

"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 …

"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 …