West Coast Consulting Group in San Francisco

Review №1

2024-02-03 00:18:45

West Coast Consulting Group did a comprehensive and fantastic job at the integration between all of our systems (Hubspot, SF, Outreach, Zoominfo) and helped us develop a strategy and a scalable process. They also helped a lot with processes such as MQL, SQL, Opportunities, Scoring, and making sure that we were able to track all of the data through the funnel.

Review №2

2024-01-02 19:04:41

I have worked with West Coast Consulting for the last 5 years on Salesforce integration for our constituent management system and communications outreach. They are very responsive and helped me through my issues multiple times. Keep up the great work!

Review №3

2023-12-14 20:10:51

I was so pleased to have West Coast Consulting Group train me for the Salesforce integration for our client management. They helped answer any questions I had and Im relieved to know theyll be available for any future inquiries. A+ job. Thank you!

Review №4

2022-09-08 17:36:12

West Coast Consulting Group did an excellent job with our SOC2 Security Compliance Controls Assessment and preparing us for the security audit. We also deployed their Collections App CloudCollect for our customers Collection Lifecycle and we are extremely pleased with the outcome. Thank you for the excellent work effort.

Review №5

2022-09-30 15:22:20

West Coasts team of experts was great to work with. They took the time to understand our current processes, really understand our goals, and devised a solution to help put us on the path to achieving those goals. Ive worked with them on two different projects now and would gladly work with them again!

Review №6

2021-09-24 23:06:15

Having a follow up is so important - having the follow up was such a benefit ( and was Truly appreciated). The time I was given in training, and in on on one as needed, gave me the comfort I needed to get my job done with a better understanding. The process was well defined and implemented successfully for Customer Experience.

Review №7

2017-06-21 21:55:15

Cant say enough about the team at West Coast Consulting Group. They helped us implement our salesforce healthcare CRM and made the transition for us virtually seamless. Would definitely recommend them to anyone in need of assistance with salesforce in any capacity.