Topsis Consulting

Great team to work with from small issues to big projects.

Topsis has a great team, and they are all very helpful. They give you advice as well as explain what is going on from start to finish and get things done always in a timely manner. Its always a pleasure working with them because they are efficient and make the projects go smoothly. Highly recommend!

Great Work

Topsis did an excellent job staying on schedule and communicating clearly throughout the project. They were quick to respond to any questions we had and provided thorough explanations of the new work they added, making the process smooth and easy to follow.

Highly Recommend Topsis for Custom Business Solutions

Topsis Consulting created a custom workflow solution for our company, and the results have been outstanding. Their team took the time to understand our unique challenges and delivered a streamlined system that drastically improved our efficiency and saved our team a significant amount of time. The process was smooth, collaborative, and tailored to our specific needs. We’re incredibly grateful for their expertise and highly recommend Topsis to any business looking to optimize and scale operations.

Excellent experience w/ Topsis

We hired Topsis to help us build a new CRM on native Salesforce and migrate all legacy data from an outdated AMS for our trade association. The team (Carrick, Owen, Jarrod, Jesse, and others) quickly grasped our nonprofit’s unique needs and delivered a custom solution with empathy and flexibility. They streamlined data migration, reporting, and created a backend payment system under tight timelines. I also appreciated their structured weekly check-ins. Their responsiveness, clear communication, and willingness to adapt made them an invaluable partner. So invaluable that we have signed up for two (2) different managed support contracts w/ them for additional services. Even post-launch (BEFORE we committed to extra support), they’ve remained hands-on and supportive. Special thanks to Carrick for his weekly check-ins—this project wouldn’t have succeeded without him. Highly recommend Topsis.

Short lead time implementation

Owen, Carrick and team were great during our Salesforce implementation. We were under the gun to go live and they stepped right in and understood the requirements and got to work. Our entire team got up to speed with our Salesforce transition quickly and the Topsis team was there every step of the way. It is great working with folks that understand the value of our time and make the process as easy as it can be during a project like this.

Great Experience

We've been working with Owen & the team for a couple of months now. They executed a project for us in a timely manner, paid a lot of attention to detail, and we are looking forward to upcoming projects with Owen & the team!

Topsis Delivered and Offered an Excellent Working Relationship

The team at Topsis did an excellent job of understanding our business needs and helping us create a useable and sustainable Salesforce platform for our associates as well as a portal for our advisors. We were impressed with how quickly they understood the various and complex billing structures associated with our clients and provided us with guidance on how best to create a workable solution. They exceeded our expectations and would 1000% recommend them to other Salesforce clients.

Improved Salesforce Efficiency with Topsis

The Topsis team has been a game-changer for us in optimizing our Salesforce system. They’ve helped us automate territory and MQL assignments, reduce inbox clutter by disabling unnecessary email notifications, clean up related field logic and permissions, and improve visibility by adding field tie-ins between campaigns, leads, and accounts. Their approach is thorough and collaborative as they dig into the details, meet regularly with us, and ensure solutions align with our evolving needs. I highly recommend the Topsis team for anyone looking to streamline their Salesforce processes.

Help Salesforce Integration

I can't speak highly enough of Topsis Consulting and the exceptional work they did for me with Salesforce. From the outset, their team demonstrated a deep understanding of my business needs and a commitment to delivering results beyond my expectations. Topsis Consulting transformed our Salesforce implementation into a powerful tool that streamlined our sales processes, enhanced customer relationship management, and ultimately boosted our bottom line. Their expertise in Salesforce customization and integration ensured that the platform aligned perfectly with our unique requirements. What truly sets Topsis Consulting apart is their dedication to client satisfaction. They were proactive in communication, responsive to our feedback, and always went the extra mile to ensure that we were completely satisfied with the end result. Their professionalism and attention to detail instilled confidence in every aspect of the project. Furthermore, Topsis Consulting's team members are not only experts in their field but also genuinely passionate about helping businesses succeed. Their enthusiasm and commitment to excellence were evident throughout the entire engagement, making it a truly collaborative and enjoyable experience. Thanks to Topsis Consulting, our Salesforce implementation has become a cornerstone of our business operations, driving efficiency, productivity, and growth. I wholeheartedly recommend Topsis Consulting to any organization seeking to maximize the potential of Salesforce and achieve outstanding results.

Review

Outstanding commitment to understanding and delivering on our needs. Topsis knows SFDC, listens, and executes well. A solid, dependable partner.