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