SevenPoints Reviews & Product Details

SevenPoints Overview

What is SevenPoints?

SevenPoints is in the business of solving business problems, simple or complex, large or small for our clients. We develop solutions that are a combination of optimized business processes and the awesome power of the Salesforce Platform. We are experts at developing and optimizing business processes in Marketing, Sales, Customer On-boarding, Operations, Professional Services and Customer Service/Support. We are also technology experts and specialize in Salesforce's Sales and Service Cloud, Field Service Lightning, Community Cloud, Salesforce CPQ, and developing Force.com Applications.

SevenPoints Details
Product Description

SevenPoints is a Salesforce.com implementation partner and experienced in delivering Sales Cloud, Service Cloud and Force.com projects.

How do you position yourself against your competitors?

70+% of CRM implementations fail to deliver high ROI & end-user adoption, typically missing the mark in solving real business problems.

It is not enough to take what a company currently does and "implement" that in Salesforce. Wrench-turning of this sort fails!

Realizing high-ROI from Salesforce requires careful analysis of the current business challenges & formulating solutions via end-user workflows/processes optimized with the end in mind - Visibility and Control of the business. This requires deep business expertise across business domains & knowledge of best-practices to create solutions comprised of both business processes and Salesforce configured/customized to support them. In-depth understanding of business metrics - what to measure, when, and why along with Change Management expertise is crucial - it is not enough to build the solution - users must buy-in and be trained not only in the technology but also the underlying workflows & processes.

This is our expertise!


Seller Details
Seller
SevenPoints
Company Website
Year Founded
2013
HQ Location
N/A
Twitter
@7_Points
27 Twitter followers
LinkedIn® Page
www.linkedin.com
15 employees on LinkedIn®
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SevenPoints Reviews

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Development Manager
Mid-Market(51-1000 emp.)
Validated Reviewer
Review source: Organic
Describe the project or task the provider helped with:

SevenPoints helped us replace an internally built Salesforce application. The application was over 10 years old and was very difficult to maintain and even harder to enhance. Review collected by and hosted on G2.com.

What do you like best?

The commitment by the entire SevenPoints team to make us successful. They were driven to make the application work for the end users. When explanations were not enough they shadowed our agents to understand how they actually conducted business. This lead to important improvements in the user interface design. Review collected by and hosted on G2.com.

What do you dislike?

Nothing.

They were responsive and proactively engaged. Review collected by and hosted on G2.com.

Recommendations to others considering the provider:

SevenPoints will not just be a vendor but will partner with you to successfully deliver your project. They have a consistent and stable team with excellent technical and communication skills. Review collected by and hosted on G2.com.

What problems are you solving with the provider? What benefits have you realized?

We replaced an application that worked but was almost impossible to adjust to the changing needs of our business. We have already seen how the new application can be easily altered to fit changing business needs. Review collected by and hosted on G2.com.

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Mid-Market(51-1000 emp.)
Validated Reviewer
Review source: Organic
Describe the project or task the provider helped with:

Raaj, Mark and the rest of the SevenPoints Team were pivotal in implementing Salesforce's Health Cloud. Review collected by and hosted on G2.com.

What do you like best?

The SevenPoints Team provided their expertise and made the process easy for us to understand and track progress. Raaj and Mark still continue to check in on us to be sure things are running smooth. Review collected by and hosted on G2.com.

What do you dislike?

There is nothing to dislike!

Great right from the start. Review collected by and hosted on G2.com.

Recommendations to others considering the provider:

Raaj, Mark and the rest of the SevenPoints Team took care of all of the steps for us to successfully launch Salesforce's Health Cloud. I am still amazed how simple they made the process for us. Our team was kept up to date on the progress all along. Their timeliness was on point. The best part is how much time we have saved overall. Efficiency is key in continuing to provide extraordinary care. When searching for expertise and ease, search no further than SevenPoints. Review collected by and hosted on G2.com.

What problems are you solving with the provider? What benefits have you realized?

SevenPoints was able to assist us in our goal of obtaining a high level of efficiency in our day to day tasks. This has saved us several man hours from the previous system we were using. Time is precious! Review collected by and hosted on G2.com.

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Mid-Market(51-1000 emp.)
Validated Reviewer
Review source: Organic
Describe the project or task the provider helped with:

Raaj and Mark at Seven Points were so great to work with. Our company has recently decided to choose SalesForce through Sevenpoints as our main mode for keeping track of intake calls and the process has been running very smoothly! The time they take to train you is extra helpful and they let us customize anything that we wanted better suited to our companys needs. Raaj and Mark valued all of our questions and answered them as in depth as possible. Review collected by and hosted on G2.com.

What do you like best?

Raaj and Mark spending time extra time to train us Review collected by and hosted on G2.com.

What do you dislike?

Starting a new system can be scary, however, I did not dislike anything about this process. Review collected by and hosted on G2.com.

What problems are you solving with the provider? What benefits have you realized?

Time efficiency and collecting useful data. Review collected by and hosted on G2.com.

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GH
Mid-Market(51-1000 emp.)
Validated Reviewer
Review source: Organic
Describe the project or task the provider helped with:

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 programming and set-up of our customized CRM system through Salesforce Health Cloud. Salesforce recommended SevenPoints as a terrific team to work with. Review collected by and hosted on G2.com.

What do you like best?

Communication with SevenPoints team members/experts exceeded expectations. The team (Raaj and Mark) would proactively reach out to share their progress, discuss timeline for completion and launch, and strategize the overall function and small, yet critical details of our customized system. Review collected by and hosted on G2.com.

What do you dislike?

Truly, we had no hiccups or hurdles when working with SevenPoints. It was a refreshingly smooth process! Review collected by and hosted on G2.com.

What problems are you solving with the provider? What benefits have you realized?

The motivation to implement a CRM into our mental health practice came from a desire to improve our organization and be able to provide clients with a smooth and extraordinary experience with our company from the first point of contact. Our call volume had increased, but so had our likelihood of human error. We needed an automated system that had capabilities to run reports, study our analytics, and track out our success. So far, our employees have communicated ease of use being unexpectedly simple. SevenPoints did an amazing job designing a system for us that is intuitive, well-organized and custom to our needs in the healthcare world. Review collected by and hosted on G2.com.

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Mid-Market(51-1000 emp.)
Validated Reviewer
Review source: Organic
Describe the project or task the provider helped with:

Our school district needed a way to keep our facility rental permit process in one place and cloud-based. They helped develop our new systems from application to contracts- and our new system also takes care of all of our scheduling and payroll - all in one place! Review collected by and hosted on G2.com.

What do you like best?

The best part of working with SevenPoints is they really take the time to listen to our needs. They take care to meet with each person to hear their perspective before offering any feedback. They listen for a few days and then get to work! We often found ourselves knowing that our current process wasn't working but we didn't really know how it could improve. SevenPoints really cares about the entire picture. Review collected by and hosted on G2.com.

What do you dislike?

There wasn't anything to dislike about working with SevenPoints, they were patient, knowledgable, and pushed us into new efficient directions. Review collected by and hosted on G2.com.

What problems are you solving with the provider? What benefits have you realized?

We needed to be 100% cloud-based which means taking our 100% paper systems and getting us online. They also created an online application which inputs data directly to our database. By adapting SalesForce to our needs we are now able to do all of our work without using any paper or needing to be in the office. I can't wait to work with SevenPoints again! Review collected by and hosted on G2.com.

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Partner
Mid-Market(51-1000 emp.)
Validated Reviewer
Review source: Organic
Describe the project or task the provider helped with:

From day 1, in 2014, SevenPoints has been a great partner from implementation thru continual development of our org. The long-range discovery and planning have been great, but equally impressive has been the responsive support for trouble shooting, tweaks and quick turnaround projects. Review collected by and hosted on G2.com.

What do you like best?

The relationships built through their desire to understand us as a Corporation and our people. Review collected by and hosted on G2.com.

What do you dislike?

They really stay on top of us to get them the requirements needed to solve for the solution, which is actually needed as these types of projects require a new way of thinking. Review collected by and hosted on G2.com.

Recommendations to others considering the provider:

Be prepared to look at and understand your business processes in a way that you probably never have before. Review collected by and hosted on G2.com.

What problems are you solving with the provider? What benefits have you realized?

Getting a handle on issues our clients experience and understanding our clients at a different level. This helps learn new ways of training internally and presenting solutions externally. Review collected by and hosted on G2.com.

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Mid-Market(51-1000 emp.)
Validated Reviewer
Review source: Organic
Describe the project or task the provider helped with:

We use SevenPoints for intake calls and reports to filter them. SevenPoints gave us exactly what we were looking for. Review collected by and hosted on G2.com.

What do you like best?

Very user friendly and very quick to pull the reports I need. The team members at SevenPoints are very informative and helpful. Review collected by and hosted on G2.com.

What do you dislike?

So far, there is absolutely nothing I dislike about SevenPoints Review collected by and hosted on G2.com.

What problems are you solving with the provider? What benefits have you realized?

My time management is now much easier using a SevenPoints system Review collected by and hosted on G2.com.

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Small-Business(50 or fewer emp.)
Validated Reviewer
Review source: Organic
Describe the project or task the provider helped with:

From the initial customization of our Salesforce install, to the automation of sales process and marketing using Pardot, Sevenpoints has been there for us every step of the way. Review collected by and hosted on G2.com.

What do you like best?

I love that they ask so many questions to help us build better processes on which to create automations for using software. They have saved us so much time! I also love that they teach our project manager how to do some of the tasks along the way so we can build on the custom solutions they create for us. Review collected by and hosted on G2.com.

What do you dislike?

To be honest, I keep staring at this review box and can't think of one! I dislike that I didn't hire Alekhya myself because she's amazing! Review collected by and hosted on G2.com.

What problems are you solving with the provider? What benefits have you realized?

Lead collection and reporting automation using pardot Review collected by and hosted on G2.com.

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GH
Small-Business(50 or fewer emp.)
Validated Reviewer
Review source: Organic
Describe the project or task the provider helped with:

Our company has worked with SevenPoints for approximately 6 years on projects as large as setting up and customizing our Salesforce Org, to helping troubleshoot. We have consistently received excellent service and guidance throughout our Salesforce experience! Review collected by and hosted on G2.com.

What do you like best?

I really appreciate the knowledge and experience that SevenPoints brings to the table. I appreciate their willingness to discuss the process and best practice as our Salesforce Org continues to grow, update, and change. I also really appreciate their response time for questions and support! Review collected by and hosted on G2.com.

What do you dislike?

At this time there isn't an area that I can identify as needing improvement. Review collected by and hosted on G2.com.

What problems are you solving with the provider? What benefits have you realized?

We are working on cleaning up our Salesforce Org, and SevenPoints takes out the guess work! Review collected by and hosted on G2.com.

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GA
Mid-Market(51-1000 emp.)
Validated Reviewer
Review source: Organic
Describe the project or task the provider helped with:

SevenPoints helped my team (part of Ford Motor Company) launch our team's Salesforce Org. They took the time to learn our business to better identify and understand our needs. They listened to our requirements/processes and explained best practices around each. Our project lasted about 6+ months. They configured our Org and Mobile App setup. We launched with our Sales and Marketign teams (they even provided a training session with the users), and our team is now up and running. I highly recommend working with Seven Points for your Salesforce needs. The team was great to work with, extremely knowledgable, and completed all items in a timely manner. They met with our team members for each Object to ensure all our business needs were met and understood. They also took the time to train our Admins on the data load process.

Thank you Seven Points, GREAT JOB!!! Review collected by and hosted on G2.com.

What do you like best?

Very knowlegable team and easy to work with! Review collected by and hosted on G2.com.

What do you dislike?

I do not have any negaitive points regarding our project or working with Seven Points! Review collected by and hosted on G2.com.

What problems are you solving with the provider? What benefits have you realized?

Utilizing Salesfore at our company for the first time. Data Loading issues have been solved! Review collected by and hosted on G2.com.

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Executive Director of Corporate Marketing
Mid-Market(51-1000 emp.)
Validated Reviewer
Review source: Organic
Business partner of the seller or seller's competitor, not included in G2 scores.
Describe the project or task the provider helped with:

We have been working with Seven Points for 3 years now. They have been amazing. Their level of expertise with helping a customer to determine their true needs as it relates to Salesforce is remarkable. They take the deep dive needed to understand the inner workings from organization and do a great job taking that info and applying it to our Salesforce needs. I consider the Seven Points team as friends now - not just a business partner. I have complete trust in their abilities to help us get to the our next stages of growth. Review collected by and hosted on G2.com.

What do you like best?

Seven Points is very easy to work with on all levels. They are quick to respond and always go above and beyond. Review collected by and hosted on G2.com.

What do you dislike?

Not sure I can say that I dislike anything. If anything, it's the fact that our organization is sometimes not able to take advantage of all of their capabilities. Review collected by and hosted on G2.com.

What problems are you solving with the provider? What benefits have you realized?

We are launching a new sales team and integrating Salesforce as well. We have had some complex issues getting accurate date from our ERP to SF. Seven Points was critical in helping us get that data into the system. Without them, we could not have made that happen. Review collected by and hosted on G2.com.

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IT Analyst
Mid-Market(51-1000 emp.)
Validated Reviewer
Review source: Organic
Describe the project or task the provider helped with:

SevenPoints was instrumental in helping us implement a new quoting tool for Salesforce. SevenPoints was able to navigate our multiple business as their differing processes to find a solution that worked organization wide. Review collected by and hosted on G2.com.

What do you like best?

SevenPoints is always responsive and take time to understand your needs. Review collected by and hosted on G2.com.

What do you dislike?

Honestly, the only issues we had when working with SevenPoints was related to lack of testing by our organizations end users. Review collected by and hosted on G2.com.

Recommendations to others considering the provider:

Don't hesitate. SevenPoints will treat your business right. Review collected by and hosted on G2.com.

What problems are you solving with the provider? What benefits have you realized?

When our prior quoting tool no longer fit our needs, SevenPoints was there to help us find a solution. We are now able to produce more meaningful quotes to help drive sales. Review collected by and hosted on G2.com.

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GG
Mid-Market(51-1000 emp.)
Validated Reviewer
Review source: Organic
Describe the project or task the provider helped with:

SevenPoints helped our organization to implement the Salesforce platform as a one-stop-shop for all our business needs. Review collected by and hosted on G2.com.

What do you like best?

The thing I like the best about SevenPoints is how the entire team works together and approaches the mindboggling task of understanding another organization's businesses process with a completely open mind. Some consultants come in thinking they know how things are done or should be done and do not completely listen to the business. SevenPoints listens. And asks questions if there is something they aren't 100% on. This is the first step in capturing business requirements and needs. This sets the foundation. Review collected by and hosted on G2.com.

What do you dislike?

Cannot think of one thing I dislike about SevenPoints Review collected by and hosted on G2.com.

What problems are you solving with the provider? What benefits have you realized?

One huge benefit to having SevenPoints on board with us has been having individuals unfamiliar with our processes to step in and say hey, we can improve upon that with this platform and technology. They see a redundant process or a manual process and they utilize their knowledge and expertise to show us how Salesforce could work for us. Review collected by and hosted on G2.com.

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Office Manager
Small-Business(50 or fewer emp.)
Validated Reviewer
Review source: Organic
Describe the project or task the provider helped with:

Our company started working with SevenPoints a few years ago to remodel our Salesforce org. We were new to Salesforce and wanted to start incorporating it into our day-to-day process. We met with the team to discuss our needs and existing pain points and after a very thorough discussion, we created a solution that would work for our company. SevenPoints then developed the new org and presented it to our team with training. Review collected by and hosted on G2.com.

What do you like best?

SevenPoints has the most amazing team of people who truly have the best intentions of helping your company grow and develop through the use of Salesforce. Review collected by and hosted on G2.com.

What do you dislike?

There has yet to be an experience that I have disliked. I truly enjoy working with this team because they make my life easier. Review collected by and hosted on G2.com.

Recommendations to others considering the provider:

Meet with everyone on your team who utilizes Salesforce prior to meeting with SevenPoints so you have a better understanding of the needs of your team. It will make the discovery process with SevenPoints smoother and faster. Review collected by and hosted on G2.com.

What problems are you solving with the provider? What benefits have you realized?

Data clarity. With a growing team, we were struggling to provide insight into the most up-to-date data on our clients. We purchased Salesforce as the tool to store our data, but SevenPoints was the solution to fine tune our org and have it become more than just an expensive data storing solution. Review collected by and hosted on G2.com.

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IT Program Manager
Mid-Market(51-1000 emp.)
Validated Reviewer
Review source: Organic
Describe the project or task the provider helped with:

SevenPoints is our strategic partner that helps us utilize Salesforce to its true potential. Their team is completely integrated with the rest of our AppDev teams supporting and enhancing our SalesForce instances. Review collected by and hosted on G2.com.

What do you like best?

SevenPoints consultants are extremely knowledgeable in Salesforce best practices. They actively advice our business users on possible business solutions that not only require less or in some cases no Salesforce customization. They have a thorough Agile process that delivers continuous business value in iterative releases. Their estimation process is accurate and are always on schedule and on budget. They are especially good in communicating progress during the implementation process. Review collected by and hosted on G2.com.

What do you dislike?

There is really nothing that I dislike about SevenPoints. Review collected by and hosted on G2.com.

What problems are you solving with the provider? What benefits have you realized?

SevenPoints is responsible for maintaining our existing Salesforce codebase. When SevenPoints inherited this codebase, it was very unstable with unnecessary complex customization put in place. SevenPoints was able to work with the IT team and Business in cleaning up the code and provide ongoing enhancement support. Review collected by and hosted on G2.com.

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Vice President of Clinical Operations
Mid-Market(51-1000 emp.)
Validated Reviewer
Review source: Organic
Describe the project or task the provider helped with:

We've worked with Sevenpoints for several years now. We have what I consider a pretty unique use case and the team at Sevenpoints has always been very flexible. We definitely aren't using off the shelf SalesForce, Sevenpoints has done and continues to bend the capabilities of the program to fit our needs. Review collected by and hosted on G2.com.

What do you like best?

The Sevenpoints team is very responsive. They are quick to respond and they come up with very creative and relevant solutions to our needs. Review collected by and hosted on G2.com.

What do you dislike?

There is not much to dislike. Usually my frustration has come from the fact that I have a problem that nobody could really solve. I don't think we'd find a team of better problem solvers than at Sevenpoints. Review collected by and hosted on G2.com.

Recommendations to others considering the provider:

I have full confidence in their abilities. I would not consider using anyone else for Salesforce Integration. Review collected by and hosted on G2.com.

What problems are you solving with the provider? What benefits have you realized?

We use Sevenpoints to handle all of our inbound leads, marketing analysis, and even patient information. The reports that have been built have provided us very quick access to data that is crucial to us on a daily basis. I love the ease at which we can extract large amounts of data. Review collected by and hosted on G2.com.

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Owner
Small-Business(50 or fewer emp.)
Validated Reviewer
Review source: Organic
Describe the project or task the provider helped with:

SevenPoints has engaged Colby Lane on multiple projects ranging in scope from small enhancements to large-scale enterprise transformations. Each time I have been impressed with the attention to detail and expertise SevenPoints brings to the table. They do an incredible job of making sure the customer understands the solution before even diving in to any of the technical details, something that other competitors skip towards quite often. They also bring a very deep knowledge base, with each team member drawing on past experiences to help shape the right solution to meet the business needs. They also have a long history in working with the Salesforce platform (as well as software services and implementation overall) which enables them to see around corners that often times only come up after an issue has occurred. Each project has been as enjoyable as the last and I'm continually impressed with the quality, consistency, and overall results. Review collected by and hosted on G2.com.

What do you like best?

The SevenPoints team has experience that can often be lacking from other implementation partners. They bring a wide set of experiences from other platforms and past roles, then roll all of that into their ability to put together the right solution. This leads to the focus on the customer and ensuring that the customer need is understood before committing to technical implementation. Review collected by and hosted on G2.com.

What do you dislike?

My experiences have all been exceptional and there is nothing I've found to dislike. Review collected by and hosted on G2.com.

Recommendations to others considering the provider:

SevenPoints is a partner that takes the time to go about the project the right way and will make sure you understand the solution, even if you are new to the Salesforce platform or don't have an extensive background in it Review collected by and hosted on G2.com.

What problems are you solving with the provider? What benefits have you realized?

The biggest benefit in working with SevenPoints has been generating results quickly and correctly. Their process of gathering requirements, turning them into user stories and then beginning development has really cut down on the typical back-and-forth that can occur on software implementation projects. The level of detail that is attributed at each point makes sure the entire team (client and project) is on board with a thorough understanding. I continue to be impressed with how well their approach works and the high quality of results delivered. Review collected by and hosted on G2.com.

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Director Project Management Office
Enterprise(> 1000 emp.)
Validated Reviewer
Review source: Organic
Describe the project or task the provider helped with:

SevenPoints transformed every aspect of our Customer Service department. From how we handle customer calls to how promote our IoT partners. SevenPoints showed patience, expertise, and a guiding hand through the technical jungle. Our transformational journey moved to automated dashboards, improved tracking of all customer communications, rolled out a Customer Community, and deployed a Marketplace built on Salesforce's Marketplace platform. Review collected by and hosted on G2.com.

What do you like best?

Working for Honeywell, I dealt 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 to its primitive state, processes. SevenPoints talks processes and people not 1’s and 0’s. You can throw any technical expert at a problem and you will get a solution; However, getting the correct solution for your business, is another story. This is what differentiates SevenPoints from the other “experts” on the market, their sympathetic approach to solving problems and the technical IQ to deliver. Review collected by and hosted on G2.com.

What do you dislike?

There is nothing I can disliked about SevenPoints. Review collected by and hosted on G2.com.

Recommendations to others considering the provider:

SevenPoints delivers on time and on budget.

If you are reading this and you are a decision maker on the selected consultants, please, please don't fall for the bait-and-switch. I have seen it several times over my years of experience. A consultant will come in with the lowest price, with the full intent to change order the business to death. Not only do you end up paying more in the long run, but your users will feel jerked around, sabotaging your transformation from the get-go. SevenPoints DOES NOT DO THIS! They will look to understand your problems and will stick to their budget and stand behind their quality. Review collected by and hosted on G2.com.

What problems are you solving with the provider? What benefits have you realized?

Customer Service: My business's customer service department was operating in the stone ages. We used Outlook to track our customer communications, lacked customer insights, and operated without analytics. After deploying Service Cloud, we quickly started to identify trends, allowing the business to become proactive for the first time in our history.

Community Engagement: As an IoT platform, our company thrives on our partners success. Our partners ability to successfully build on top of our platform, much like Salesforce.com, is our competitive edge. SevenPoints helped us rollout a Community portal that brought us closer to partners around the world. Within the first two months after deploying, our community engagement took off. We were averaging over 8,000 logins / month, 2,000 KB articles published, and hundreds of community questions and community answers; our partners were helping each other! After six months the Community portal increased our call deflection by 25% and increased our First-Call-Resolution by 35%. What’s better, we had the metrics to prove it! Review collected by and hosted on G2.com.

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Charmaine Gibb
Mid-Market(51-1000 emp.)
Validated Reviewer
Review source: Organic
Describe the project or task the provider helped with:

We have a small but limited on-site Salesforce expertise base and we were overwhelmed with the amount of work we needed to get through. We needed somebody to help stabilize and grow our existing Salesforce platform. Review collected by and hosted on G2.com.

What do you like best?

SevenPoints continue to coach us through industry best practices, providing expert resources to collaborate and work with our team to help build solid foundations and skill sets. They know their craft! Their team is wonderful to work with. They are hands-on and very approachable and willing to share knowledge. We have built very close relationships with their resources, from Co-founders to Project Managers, to Solutions Architects, and Developers. What really impresses me is that they are not afraid to tell us like it is. It is extremely important when engaging the services of a consulting firm that you get the straight talk and not the sales talk. From a project management perspective, SevenPoints’ communication is outstanding. Excellent documentation and very concise, focused meetings, driving to solutions. Review collected by and hosted on G2.com.

What do you dislike?

I had to think about this one for a while - because nobody is perfect right! Well, I can honestly say there is nothing to dislike. Review collected by and hosted on G2.com.

Recommendations to others considering the provider:

They are true partners in the equation. I would recommend them to anyone. Review collected by and hosted on G2.com.

What problems are you solving with the provider? What benefits have you realized?

We are currently trying to work through a complicated Salesforce code base (of our own making), making it difficult to support our business partners. This also makes it difficult to expand our Salesforce platform, which in turn affects our business partner’s ability to work effectively and efficiently. In addition to this, we are expanding our Salesforce platform to other business units. SevenPoints is working with us to support the existing platform, as well as creating a new platform with scalability. Review collected by and hosted on G2.com.

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CEO
Small-Business(50 or fewer emp.)
Validated Reviewer
Review source: Organic
Describe the project or task the provider helped with:

We are a membership-based organization and have been using Salesforce for over 4 years to manage all aspects of interactions with our members and prospects.

We have worked very closely with SevenPoints over this period to develop a highly sophisticated solution customized to our business model and operational needs. This solution has not only streamlined operational processes but also allowed for deep insights into interactions with our clients.

Review collected by and hosted on G2.com.

What do you like best?

The tremendous value SevenPoints has brought to our organization. Technical breadth. Business acumen. Their ability to craft high-value solutions, while building a long-term partnership, Review collected by and hosted on G2.com.

What do you dislike?

There is nothing I dislike. To the contrary, we have built a great working relationship over several years and have very much enjoyed working with the SevenPoints team. Review collected by and hosted on G2.com.

Recommendations to others considering the provider:

I highly recommend SevenPoints! Review collected by and hosted on G2.com.

What problems are you solving with the provider? What benefits have you realized?

We have a very unique business model and SevenPoints took the time to understand our business and operational needs. We have worked together to develop a highly sophisticated platform that is built to scale. One of the things I am most appreciative of regarding SevenPoints is their business acumen. Rather than take a request and complete it, they dig deeper to the "why" and have the expertise to provide truly high value solutions. Review collected by and hosted on G2.com.

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Physician Liaison
Mid-Market(51-1000 emp.)
Validated Reviewer
Review source: Organic
Describe the project or task the provider helped with:

We have had the pleasure of working with the SevenPoints team to help us take a detailed look at our patient referral business. They helped us define a business process that ties in our clinical data from our EHR, which provides an in-depth understanding of the efficiency of our business development activities. We now have a solution that allows us to understand the end-to-end journey from business development activity to patient referral and actual patient appointment data. Review collected by and hosted on G2.com.

What do you like best?

We are particularly impressed with their efficiency in the completion of our project. Not only was it completed early, but it also came in under budget. Review collected by and hosted on G2.com.

What do you dislike?

Nothing. They always demonstrate strong business acumen. Review collected by and hosted on G2.com.

What problems are you solving with the provider? What benefits have you realized?

We are now able to track all business development activities with referring providers in a custom Salesforce platform and the associated referrals that come from our customers. The dashboards and reports are particularly impressive to identify opportunities for further growth. Review collected by and hosted on G2.com.

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Sales & Operations Coordinator
Mid-Market(51-1000 emp.)
Validated Reviewer
Review source: Organic
Describe the project or task the provider helped with:

SevenPoints has been working with our team to set up our SalesForce Org. They have guided us in creating a platform for our sales team to be able to reach their greatest potential. Review collected by and hosted on G2.com.

What do you like best?

I love their attention to detail. They listen to what you have to say and know exactly what you are looking for. It is amazing to watch them learn your company processes and implement that in SalesForce. They are able to show us where we can save our team time and improve on our current process. Review collected by and hosted on G2.com.

What do you dislike?

I do not have any dislikes about this company! Review collected by and hosted on G2.com.

Recommendations to others considering the provider:

SevenPoints has made our implementation of SalesForce so simple. They are amazing to work with and truly care about your company receiving everything they hoped for. Review collected by and hosted on G2.com.

What problems are you solving with the provider? What benefits have you realized?

SevenPoints has saved our team so much time. We were able to go paperless as a team which has helped our company. They helped us save time and improve our ordering time. They are also helping us to create re-time reporting which will save time for several employees each day. Review collected by and hosted on G2.com.

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Assistant Marketing Manager
Small-Business(50 or fewer emp.)
Validated Reviewer
Review source: Organic
Describe the project or task the provider helped with:

SevenPoints has assisted our organization with so many areas, as we continue to grow. We've had the ability to create a very customized Salesforce thanks to SevenPoints, and every vision that we've had they have brought it to life. They have been a large part of our company's growth and always provide innovative solutions. We've been able to continuously update our Salesforce instance, and also implement Conga Composer, Pardot, and DocuSign, to integrate with our Salesforce! Review collected by and hosted on G2.com.

What do you like best?

The best thing about SevenPoints is that they have a team that is patient, understanding, and helpful. They work great together as a team, to provide clients with solutions to aide in their success. I really love that we can be throwing ideas for more automation around, and their team takes it and runs with it to make it better. Review collected by and hosted on G2.com.

What do you dislike?

From my experience so far, SevenPoints has provided us with nothing but stellar support! Review collected by and hosted on G2.com.

Recommendations to others considering the provider:

I recommend going with SevenPoints if you are looking for a group of very knowledgeable and helpful people. They truly know what they're doing and have an answer to every question we have! Review collected by and hosted on G2.com.

What problems are you solving with the provider? What benefits have you realized?

We are continuing to advance in automation within our company, thanks to SevenPoints. Our team is saving so much time with our solutions, and we are able to better serve our clients in return. We also are able to uncover so much more data than we have ever been able to, to refine our company's best practices. Review collected by and hosted on G2.com.

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Salesforce Administrator
Mid-Market(51-1000 emp.)
Validated Reviewer
Review source: Organic
Describe the project or task the provider helped with:

This is an ongoing process to clean up our legacy code (Pre-SevenPoints) and truly revolutionize my company's use of Salesforce.

Sevenpoints was also invaluable in ramping up a second Salesforce org for a separate segment of my company. Their quick turnaround time in development and in-depth training for our internal trainers helped to bring this project to fruition AHEAD of schedule. Review collected by and hosted on G2.com.

What do you like best?

SevenPoints is a true business partner. They are very collaborative and bring their expertise and best Salesforce practices to the table. They dig in to truly understand the current business process in order to provide the best recommendations for improvement or enhancement. Review collected by and hosted on G2.com.

What do you dislike?

There is nothing to dislike. SevenPoints is always there for my company. Whatever we need, whenever we need it. Review collected by and hosted on G2.com.

Recommendations to others considering the provider:

From a company perspective, we have benefited immensely from SevenPoints' expertise. They are extremely professional yet down to Earth. They are always available for a phone call to answer a question or help out with a problem. Individuals come on-site, when necessary, to deliver that "personal touch" whenever it is needed.

As an individual contributor, my knowledge of Salesforce has grown by leaps and bounds under the guidance of SevenPoints.

In my 22 years of IT experience, I have never had a better vendor experience. SevenPoints makes me feel like a true co-worker, partner, and friend. Review collected by and hosted on G2.com.

What problems are you solving with the provider? What benefits have you realized?

My org is actively working with SevenPoints to move a portion of our agent base from Classic Salesforce into the Lightning Experience. This involves rewriting outdated "Spaghetti" code and bring a better user experience to our agents. My org is looking forward to a much more efficient process within Salesforce. Review collected by and hosted on G2.com.

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CTO
Mid-Market(51-1000 emp.)
Validated Reviewer
Review source: Organic
Describe the project or task the provider helped with:

I had the great pleasure of working with the SevenPoints Team including management to consultants on various projects/initiatives designing and building customer service ticketing system, Internal Directory, Sales portal, etc. Over 2.5 years working with SP, they have not only helped on design, building various applications but providing excellent training to end users on various application on Salesforce. Salesforce adoption could not be achieved without excellent support from SevenPoints. We could not have done this without SevenPoints' expertise. They in-depth knowledge on understanding our business process and mapping to the processes to technology, helped us to quickly adoption of new build application by end users. In recent Salesforce issue, their entire team worked over the weekend to bring our system back and running within 24 hours. I would recommend SevenPoints to any customer to utilize their consulting service. Looking forward to utilizing on other projects in future. Review collected by and hosted on G2.com.

What do you like best?

Detail oriented, understanding our business and process. Review collected by and hosted on G2.com.

What do you dislike?

They have done excellent job and only one thing needs to enhance about technical user knowledge transfer. Overall excellent job Review collected by and hosted on G2.com.

What problems are you solving with the provider? What benefits have you realized?

SevenPoints team helped us from implementing Sales and other key application on SF platform and also trained all end users with short notice. This was great so quickly user adoption. Review collected by and hosted on G2.com.

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