SevenPoints Reviews
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.
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.
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.
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.
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.
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.
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.
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.
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.
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.
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.
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.
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.
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.
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.
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.
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.
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.
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.
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.
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.
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.
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.
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.
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.
