# SP Tech Reviews **Vendor:** SP Tech **Category:** [Salesforce Consulting Services](https://www.g2.com/categories/salesforce-consulting-services) **Average Rating:** 5.0/5.0 **Total Reviews:** 13 ## About SP Tech SP Tech is a Salesforce Success Partner that has been helping businesses develop and sustainable digital ecosystems since 2015. Our services range from managing our customers to understanding and leveraging your data to deliver disruptive and exponential growth to your businesses. SP Tech has its presence in The US and India. Our incredibly tech savvy and progressive workforce strives round the clock to ensure that YOU, our customers, are always satisfied and empowered with our World Class Salesforce Practices. Our data driven and innovative approaches aided with our sharp Salesforce acumen makes us Your Best Bet To Win At Salesforce. ## SP Tech Pros & Cons **What users like:** - Users praise SP Tech for their **custom solutions** , effectively translating needs into user-friendly systems across various industries. (8 reviews) - Users praise SP Tech's **expertise** , highlighting their proactive support and effective problem-solving during implementation. (6 reviews) - Users commend SP Tech for their **deep understanding of healthcare workflows** , ensuring seamless CRM customization and usability. (4 reviews) - Users commend SP Tech for their **effective problem-solving** skills, making complex processes feel seamless and manageable. (4 reviews) - Users commend the **process efficiency** of SP Tech, gaining excellent visibility into projects and seamless communication. (4 reviews) - Users appreciate the **seamless integration and customization** of SP Tech, enhancing workflow and improving customer management. (4 reviews) - Communication (3 reviews) - Customization (3 reviews) - Integrations (3 reviews) - Users value the **excellent service quality** of SP Tech, praising their supportive and solutions-driven team throughout the process. (3 reviews) **What users dislike:** - Users experience **poor customer support** from SP Tech, often lacking necessary guidance and materials for effective use. (1 reviews) ## SP Tech Reviews ### 1. Expert Custom Salesforce Development for Insurance Agencies **Rating:** 5.0/5.0 stars **Reviewed by:** Steven W. | Small-Business (50 or fewer emp.) **Reviewed Date:** April 16, 2026 **What do you like best about SP Tech?** I appreciate SP Tech for helping us build Salesforce AMS integrations and tools that are genuinely purpose-built for insurance workflows. Their skills and abilities matched our very custom and complex project needs. I like how SP Tech didn't shy away from learning the way insurance works and jumped right into the project. They have allowed data to flow from silos into areas where our agencies can work on retention and customer service more effectively. The combination of deep Salesforce expertise and cultivated insurance knowledge they bring is invaluable. They provide the full spectrum of service from consultation, implementation, custom integration, and ongoing support. They are easy to work with, responsive, and take clear communication as a rule. They are a reliable partner. **What do you dislike about SP Tech?** I honestly can’t think of anything to dislike about SP Tech. They’re attentive and responsive to their clients’ needs, and they’re willing to step in and address any shortfalls to make sure those needs are met. **Recommendations to others considering SP Tech:** If you’re looking to improve Salesforce effectiveness or gain an advantage through cutting-edge custom solutions, consider SP Tech. **What problems is SP Tech solving and how is that benefiting you?** SP Tech built Salesforce AMS integrations and tools for our insurance workflows, improving data flow, and enabling better retention and customer service. ### 2. I mproved Patient Data Accuracy and Workflow Efficiency **Rating:** 5.0/5.0 stars **Reviewed by:** Harrison C. | Small-Business (50 or fewer emp.) **Reviewed Date:** October 30, 2025 **What do you like best about SP Tech?** We’re a healthcare clinic that needed a unified patient management system. SP Tech quickly understood our needs and customized Salesforce Health Cloud for us. The dashboards make tracking appointments and case history much easier. **What do you dislike about SP Tech?** Initial data migration took slightly longer than expected, but they communicated clearly and fixed issues fast. **Recommendations to others considering SP Tech:** SP Tech is excellent for healthcare organizations looking to centralize patient data and streamline operations. **What problems is SP Tech solving and how is that benefiting you?** They eliminated duplicate patient records and improved reporting accuracy. Our team now spends 40% less time on manual updates. ### 3. Litify/Salesforce Experts **Rating:** 5.0/5.0 stars **Reviewed by:** C S. **Reviewed Date:** December 05, 2024 **What do you like best about SP Tech?** Their team is incredibly easy to work with, consistently providing support and valuable insights throughout the process. The "can-do" attitude, coupled with their expertise, means they tackle challenges head-on and deliver results without unnecessary delays. It’s refreshing to work with a team that is solutions-driven and makes the entire process feel effortless **What do you dislike about SP Tech?** I have nothing more to add—working with SP Tech was excellent every step of the way. **What problems is SP Tech solving and how is that benefiting you?** SP Tech is solving the challenge of integrating and automating our systems using Litify, Salesforce, and Zapier. They set up the integration, tested the functionality, and provided detailed SOP documentation, ensuring everything operates smoothly. The team went above and beyond by assisting with integrating Zapier with our forms and creating a flow, significantly improving our efficiency and reducing manual tasks. Their responsiveness, expertise, and willingness to explain every step made them an invaluable partner throughout the process. We highly recommend SP Tech for any future projects and would gladly work with them again for their professionalism and ability to deliver exceptional results. ### 4. SP Tech Review **Rating:** 5.0/5.0 stars **Reviewed by:** Mark M. | Small-Business (50 or fewer emp.) **Reviewed Date:** November 22, 2024 **What do you like best about SP Tech?** They have been a most excellent partner in assisting our small organization as we build our business in healthcare related care and delivery. **What do you dislike about SP Tech?** There are times that we needed to slow down in conversations to undrerstand each other. **Recommendations to others considering SP Tech:** It has been excellent working with SP Tech and as a cost effective alternative for Saleforce intergrations and implementations. I would highly recommend at least considering a conversation with SP Tech leadership to meet your business needs. **What problems is SP Tech solving and how is that benefiting you?** Integration of our organizations benefit solutions for tracking in HIPAA compliant Salesforce CRM. The availablility to create and develop interactions with plan participants within Salesforce for our staff and create reports for plan sponsors is key to our business model. With the assistance of SPTech we were able to create a unique system of benefits and activity reports to validate beneficiary interactions. We have a patent-pending with the United States Patent and Trademark Office (USPTO) on our business model. SP Tech has made the development of creative ideas for our business into reality with software design, communication tools, and intergration into our CRM, Salesforce. ### 5. Useful both for sales team and customers **Rating:** 5.0/5.0 stars **Reviewed by:** Craig M. | Director of Operations, Computer Hardware, Small-Business (50 or fewer emp.) **Reviewed Date:** April 07, 2025 **What do you like best about SP Tech?** What i like most about SP Tech is that it offers wonderful reporting for both sides and also guides the sales team and offers suggestions to optimize. **What do you dislike about SP Tech?** There is nothing i dislike about SP Tech. **What problems is SP Tech solving and how is that benefiting you?** I like the product, it definitely shows you and your company more professional from customer aspect. ### 6. Health Cloud Implementation **Rating:** 5.0/5.0 stars **Reviewed by:** Krishna T. | Founder, Hospital & Health Care, Small-Business (50 or fewer emp.) **Reviewed Date:** December 28, 2024 **What do you like best about SP Tech?** SP Tech team helped us define the requirements during Discovering phase and define the project scope, timeline and budget. Team have deep understanding with healthcare industry and translating it to salesforce Health Cloud Implementation. **What do you dislike about SP Tech?** Project delivery happened as per timeline. No issues. **What problems is SP Tech solving and how is that benefiting you?** Capri Healthcare looking to transform the way care is provided accross primary, secondary, and privatel healthcare systems. Capri engaged SP Tech to enhance patient care, streamlining clinical processes, and increasing operational efficiency through salesforce Healthcloud. ### 7. Great Salesforce Developers at a great cost and value! **Rating:** 5.0/5.0 stars **Reviewed by:** John D. | President/Broker, Small-Business (50 or fewer emp.) **Reviewed Date:** March 12, 2024 **What do you like best about SP Tech?** Their skill level, timeliness, and value for the cost. **What do you dislike about SP Tech?** Nothing I can think of. Everything has been great so far. **Recommendations to others considering SP Tech:** If you need any Salesforce work done these guys really know what they're doing and at a very affordable price. **What problems is SP Tech solving and how is that benefiting you?** We are a mortgage lender that needed help with integrating many types of software prgrams into one central location and SP Tech has been able to help us with this. ### 8. Extremely Knowledgeable and Helpful **Rating:** 5.0/5.0 stars **Reviewed by:** Tanya R. **Reviewed Date:** November 02, 2023 **What do you like best about SP Tech?** They have been willing to do whatever it takes to resolve issues that arise, often above and beyond what is asked. **What do you dislike about SP Tech?** Sometimes meetings are scheduled within too brief a time window. **What problems is SP Tech solving and how is that benefiting you?** SP Tech has helped with all manner of Salesforce issues and further development, both broadly and with requests very specific to a niche industry. They have helped resolve integration issues, customized settings, and assisted with automation projects. ### 9. Top Notch! **Rating:** 5.0/5.0 stars **Reviewed by:** Anna S. | Director, Small-Business (50 or fewer emp.) **Reviewed Date:** February 07, 2023 **What do you like best about SP Tech?** I have had the pleasure of working with Sp Tech and I am extremely impressed with their software solutions. The vendor provided us with a comprehensive solution that was not only user-friendly but also highly customizable to fit our specific business needs. The team was incredibly knowledgeable and professional, always available to address any concerns or questions we had. The software has significantly improved our workflow and has made it easier for us to manage our operations. I highly recommend Sp Tech to any organization looking for a top-notch software vendor. **What do you dislike about SP Tech?** There are no downsides whatsoever. They are always top notch! **Recommendations to others considering SP Tech:** I would highly recommend SP Tech for any organization looking to improve its workflow and streamline its operations. The vendor truly understands the needs of their clients and provides tailored solutions that deliver real results **What problems is SP Tech solving and how is that benefiting you?** SP Tech has been instrumental in solving various problems that our organization was facing. Their software solutions have streamlined our operations, providing us with real-time data, and improving our overall efficiency. The customization options have allowed us to tailor the software to fit our specific needs and the user-friendly interface has made it easy for our team to adopt the solution ### 10. SP Tech has been paramount in scaling our company **Rating:** 5.0/5.0 stars **Reviewed by:** Josh P. | Technical Director, Mid-Market (51-1000 emp.) **Reviewed Date:** December 06, 2022 **What do you like best about SP Tech?** SP Tech will fill in any knowledge gaps your team might have when working at scale. They are an excellent source of quality assurance and expert insight into various salesforce platforms **What do you dislike about SP Tech?** There aren't downsides that are specific to SP Tech, we have aggressive deadlines sometimes and have fallen a day or so behind over the course of a year working together. I don't have a single issue with their work. If you have any problems the team at SP Tech will fix them extremely fast. They are excellent communicators and adapt with your company needs. **Recommendations to others considering SP Tech:** If you want a team of technical experts in salesforce or need to fulfill additional bandwidth for your clients then this is the company to work with. They've been in the ring for a while now. **What problems is SP Tech solving and how is that benefiting you?** SP Tech solves our need for technical expertise in niche salesforce platforms. Our clients love working with them and our teams integrate extremelly well with one another. ### 11. SP Tech does Amazing Salesforce Customization **Rating:** 5.0/5.0 stars **Reviewed by:** David K. | C, Mid-Market (51-1000 emp.) **Reviewed Date:** June 27, 2022 **What do you like best about SP Tech?** The SP Tech team was very professional and easy to work with, this made it incredibly easy to get the job done, their communication with us was always very good and Bhanu managed the project perfectly. **What do you dislike about SP Tech?** I really don't have any negative comments to say about SP Tech all in all it was a great business relationship and the job got done and it was done well by the whole team. **Recommendations to others considering SP Tech:** If you are looking for a professional development team to get your job done in a professional manner then SP Tech is your company to use. **What problems is SP Tech solving and how is that benefiting you?** We have a very niche business with a lot of regulatory requirements there wasn't a single CRM that would meet our needs. We decided to use Salesforce which is very hard to customize, to say the least. SP Tech did an amazing, professional job and now we have a product that meets our every need to do business. ### 12. Apex Technology Group highly recommends SP Tech **Rating:** 5.0/5.0 stars **Reviewed by:** Kimberly D. | Director of Client Services and Marketing , Small-Business (50 or fewer emp.) **Reviewed Date:** October 27, 2021 **Describe the project or task SP Tech helped with:** We have been working with SP Tech for one year on a variety of Salesforce Projects. Initially, we acquired their assistance to transition our Salesforce Platform from the Classic interface to the new and updated Lightning interface. We were so pleased with the work completed by all individuals at SP Tech that we continued on to many more projects. The overall goal has been to streamline our workflow and overall company efficiency by integrating the many different platforms we use daily. The projects SP Tech has completed for us include workflow automation, creating custom solutions to integrate tools like DocuSign to meet our specific needs, developing Community Partner Portals that are changing how we engage with our clients, and setting up Client Satisfaction Survey with audit reporting. In addition to those and many others, SP Tech provided training and documentation to set our team up for future success. They have quickly become an extension of our work family, and we look forward to continuing our work with them. We would highly recommend this team of professionals for all of your Salesforce needs. **What do you like best about SP Tech?** The best things about working with SP Tech are: clear communication, knowledge and skill set of each team member, ability to problem solve, and willingness to take on any task. **What do you dislike about SP Tech?** We have not been dissatisfied with SP Tech in any way. **What problems is SP Tech solving and how is that benefiting you?** Classic to Lightning Interface Conversion Development of Community Partner Portal Monthly Reporting and Audits Client Satisfaction Survey DocuSign Integration - (This was a custom solution.) Case Work Flow and Automation Web-to-Case Form Daily Break/Fix ### 13. Salesforce Dream Team! **Rating:** 5.0/5.0 stars **Reviewed by:** Ricky M. | President, Small-Business (50 or fewer emp.) **Reviewed Date:** November 05, 2021 **What do you like best about SP Tech?** Bhanu and his team are fantastic. The work is done quickly, accurately, and they have a fantastic process in place that covers everything from consulting to development, user acceptance testing, and finally deployment. They are able to take any process, understand it thoroughly, and then provide multiple options/design paths with more practical solutions and things we did not even consider/think about. You know you are working with the right team when they really "Get" your business and they come up with solutions that you didn't even think were possible. I will continue to use them for all my salesforce needs! **What do you dislike about SP Tech?** Can't say much here! They have yet to disappoint us. **What problems is SP Tech solving and how is that benefiting you?** We are having them build new processes and automation into salesforce for us. They were able to implement advanced workflows to streamline previously manual processes. ## SP Tech Discussions - [What is SP Tech used for?](https://www.g2.com/discussions/what-is-sp-tech-used-for) - [View SP Tech pricing details and edition comparison](https://www.g2.com/products/sp-tech/reviews?section=pricing&secure%5Bexpires_at%5D=2026-06-11+19%3A42%3A15+-0500&secure%5Bsession_id%5D=850f8b34-a629-448b-ab89-807fe8d9ef82&secure%5Btoken%5D=a087d8e5bbd8e21e4c4ed8afbef253f85fc5632f0b0d871d42d0ea50fb5aa54a&format=llm_user) ## SP Tech Features **Planning** - Needs Assessment - Resource Allocation - Stayed within Budget - Statement of Work - Best Practices **Delivery** - Technical Expertise - Met Deadlines - Meeting Management - Project Updates - Scope Management - Roll-out **Support** - Go Live Support - Documentation - Training - Metrics - Admin Services **Team Quality** - Change Management Skills - Executive Presence - Vertical Expertise - Technology Partnerships ## Top SP Tech Alternatives - [Salesforce Customer Success](https://www.g2.com/products/salesforce-customer-success/reviews) - 4.4/5.0 (365 reviews) - [SmartSites](https://www.g2.com/products/smartsites/reviews) - 4.8/5.0 (252 reviews) - [webdew](https://www.g2.com/products/webdew/reviews) - 4.9/5.0 (223 reviews)