Truenorth Technologies: Business Process + Salesforce Expertise

Currently our team is very small and I am the only person using Salesforce. Sevenpoints was able to customize Salesforce to meet our requirements for the hospital and medical practice markets and is scalable as we grow our team.

Sevenpoints is the best partner my company works with. This is across all of our vendor needs. They set the bar so high. They truly care. They are so collaborative and offer insight/push back to make the solution sharper/better. We are huge fans - they've helped our business tremendously!

We engaged SevenPoints as our Salesforce development partner for a comprehensive project involving the migration of our legacy systems, the architectural design of a new environment, and the implementation of a streamlined process to enhance productivity across our organization. In navigating the intricacies of the healthcare sector, SevenPoints proved to be an invaluable ally with their profound understanding of our unique needs. The migration process, handled by SevenPoints, was executed seamlessly, ensuring a smooth transition from our legacy systems to the advanced Salesforce platform. Their expertise in architecting our new environment reflected a deep commitment to aligning the technology with our organizational goals. One of the standout aspects of SevenPoints' service was their ability to build a tailored process that significantly improved productivity and operational efficiencies across the entire organization. Their keen insights into our workflows and requirements allowed them to create a solution that not only addressed our immediate challenges but also positioned us for future growth. Navigating the complexities of the healthcare environment requires a nuanced understanding of industry-specific challenges, and SevenPoints excelled in this regard. Their team's proficiency in healthcare processes and compliance ensured that our Salesforce implementation met regulatory standards and seamlessly integrated into our existing workflows. The biggest value that SevenPoints brought to the table was their unwavering commitment to understanding our unique needs. This personalized approach, combined with their technical expertise, set them apart as a reliable and strategic partner. In the ever-evolving landscape of healthcare technology, SevenPoints emerged as a trusted ally, guiding us through a successful implementation and launch of our new system. We wholeheartedly endorse SevenPoints for their exceptional Salesforce development services and their

Our journey with SevenPoints transcended the typical development partnership, evolving into a strategic alliance that played a pivotal role in maintaining a stable and thriving Salesforce environment post-launch. Their commitment to excellence extended beyond the initial implementation, positioning them as a long-term partner in our organizational success. SevenPoints demonstrated unparalleled expertise in maintaining the stability of our Salesforce ecosystem. Their proactive approach to post-launch support and maintenance ensured that our systems operated seamlessly, allowing us to focus on our core operations without disruptions. The dedication of their support team in promptly addressing any issues and continuously optimizing the system contributed significantly to the sustained success of our Salesforce implementation. The team at SevenPoints proved instrumental in navigating the challenges of maintaining a stable environment in the ever-evolving technological landscape. Their comprehensive understanding of our business processes enabled them to implement preventive measures and enhancements that anticipated and addressed potential issues before they could impact our operations. In the realm of post-launch support, SevenPoints emerged as a reliable partner, consistently exceeding our expectations. Their commitment to ongoing improvement and optimization showcased a forward-thinking approach, aligning with our long-term goals. This extended partnership has proven invaluable, ensuring that our Salesforce environment not only meets but exceeds the evolving needs of our organization. What sets SevenPoints apart is their proactive stance on innovation and continuous improvement. Their team goes beyond the conventional role of a service provider, actively collaborating with us to identify opportunities for enhancement and optimization. This long-term perspective has elevated them from mere developers to trusted advisors, guiding us towards sustained success in an

We hired SevenPoints Consulting to implement Salesforce CRM. They spent time understanding our business, listed 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.

Great Partner

We were looking for a Salesforce services partner to help enhance the design of our organization to prepare for global scale and streamline our sales processes. We chose SevenPoints for their expertise in the platform, and were extremely pleased by their commitment to delivery and professionalism. We expect them to be a long-term partner for us after this first successful project.

Sevenpoints was great to work with. The team was very responsive and thorough in the implementation. I really felt that with the Sevenpoints team we were partners and not just a project. They helped make our vision come to live and made expert suggestions and challenged us on our own process. Overall we had a great experience. Excited for the continued partnership moving forward.

We hired 7Points to work with us on moving to "out of the box" lead and campaign management in Salesforce and Pardot. We have implemented multiple customizations over the years and it is preventing us from scale and use the tools as designed. 7points did an excellent job scoping the project and working through the key areas needing to be addressed. Their knowledge of both Pardot and Salesforce was critical in ensuring we addressed our customizations holistically. They spent time with the business stakeholders and end users to understand process and requirements and then translated this into a solution that has been very well received in our sales and marketing teams and has driven efficiencies and simplification across the board. Their approach to managing the project, the deliverables, data transformations and post go live hyper care was excellent, including managing across their deliverables and the ones of our internal teams. Having worked with many consultants when it comes to both Pardot and Salesforce, I know it is rare to find a partner with such deep knowledge across both tools and who also spends time understanding and capturing business requirements to build the best solution for us. 7points exceeded expectations on all levels.

Outstanding experience using SevenPoints to replatform our US business and transition off a not fit-for-purpose EU instance. True professionals with both the technical chops as well as the experience to provide sage advice on such nuanced real-world trade-offs like diminishing returns on long-tail data migration, bespoke automation vs standard feature functionality, etc. Really valuable in the role as trusted advisor. While SevenPoints is a relatively small shop, we experienced no lack of coverage, no resource constrains and no communications gaps during the whole project. Thank you for a job well done!

Outstanding partners & would highly recommend!

We could not have asked for a better partner on our SalesForce migration journey than the SevenPoints team. From early in the partnership they showed their SalesForce expertise and business acumen to deeply understand our business and translate the requirements into SalesForce functionality. They recommended changes to streamline our implementation instead of just replicating the previous implementation. We had a large volume of data and some complexity in our prior data structure and SevenPoints was the perfect partner to get us to a high-quality outcome. Through ensuring alignment on data requirements, to creating quality migration scripts through effective migration practices, we were able to move our data with minimal to no issues, which was an outstanding accomplishment. Every person that we worked with at SevenPoints were great to work with, very collaborative & responsive along the journey. I would highly recommend SevenPoints to anyone that is looking for a very strong SalesForce partner.