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.
December 5, 2022
We worked with Jim and Mike on a complete overhaul of our old CRM to SFDC. We sh