Simply Psych offers practice management and consulting for mental health providers, easing the burden of running a practice with their comprehensive administrative, medical, sales, marketing, financial, and operational services.

As a growing company, they recognized a need for automation, and turned to SevenPoints Consulting to quickly replace Zoho, implement a new Salesforce org to better manage lead intake and closure, and streamline customer communication.

The Challenge: Replace Zoho and Break Free from Spreadsheets

Simply Psych was buried in spreadsheets. Despite using Zoho as a CRM, it was ineffective, and they saw these challenges:

  • Unable to quickly engage web-leads or manage the lead funnel
  • No way to identify genuinely interested prospects
  • No way to manage client engagements or opportunities in the sales process
  • >Project team assignments were manual and lacking collaboration
  • Painful user experience and time-consuming system administration
  • Unreliable data and reporting for making business decisions

They urgently needed a CRM system that could provide a 360-degree view of their sales data and offer rapid time-to-value.

Serious men and women sitting in a circle during group therapy, supporting each other.

The Solution: Sales Cloud Accelerator

SevenPoints’ Sales Cloud Accelerator enabled:

  • Significant increase in performance, productivity, and user satisfaction
  • Optimized, scalable sales processes for lead and account management
  • Establishment of sales best-practices with minimal effort from Simply Psych
  • A fresh start with cleaned account and contact data imported into Salesforce
  • Focus on user training and day-1 adoption
  • The COO to spend more time running the business than managing
  • Instant access to actionable sales reporting


Highlights of the Sales Cloud Accelerator included:

  • Lightning-Fast Implementation: In just over three weeks, SevenPoints went live with a scalable and optimized Sales Cloud Accelerator solution.
  • A revamped Web-to-Lead form captures essential information from therapists interested in collaborating with Simply Psych.
  • The updated Web-to-Lead process provides an improved and streamlined experience and has transformed the Lead Management Process for Simply Psych.

Centralizing outbound touchpoints and internal communications – including phone calls, emails, notes, and tasks – empowers  Simply Psych to focus on high-priority leads and opportunities without missing a beat – and guarantees that no critical information goes unnoticed.

Standardizing on Salesforce Sales Cloud gives Simply Psych a foundation for the future that they did not have with Zoho CRM.

The Results: A Strong Foundation for Success

SevenPoints’ Salesforce Sales Cloud Accelerator implementation equips Simply Psych with a robust, scalable foundation. It’s a game-changer that ensures long-term success, allowing them to fulfill their mission of “Helping Helpers Help.”

Simply Psych Says:

“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.”

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