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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.

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.

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.

They are also helping us create a new Salesforce environment that is more intuitive, and they continue to help us make improvements along the way. Jim, Pete, and Mike always respond quickly and take the time to answer any questions we may have, as well as offer suggestions on better business practices.

SevenPoints isn't just a business vendor. They become an actual business partner that helps you successfully deliver your project. The team is excellent with technical and communication skills. Every week they provide a thorough project status report the provided updates on schedule, budget, and any potential risks/issues. Communication is immediate and clear as they are incredibly responsive.

What was appreciated by my team was that SevenPoints and their team (Jim, Pete, and Mike) work together to understand our organization and businesses processes with an open mind. Some consultants want to come in and build the application. SevenPoints listens and asks questions and learns the business that they are supporting. That is the BEST first step to working with them and understanding the business requirements, and finish a successful project.  They will come in under or right on budget and will deliver ahead of schedule.

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 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.

SevenPoints is more than just a technology consultant. They have strong experience in business process and project management and learned our business as well as most of our experts. They know what we want to accomplish and help figure out how to leverage technology to make it happen.

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.

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.