CRM Testimonials

Wanted to reach out and express our appreciation to the Focus team, for your dedication of being our “personal trainer” for our Axis Communications team, for the purpose of become proficient with SalesForce. Axis Communications has made significant progress during our time together, and now we are in a position for SF.com to be a productive and effective tool for us.

Working with Lisa, Kyle and Bruno has been an absolute pleasure. They understood what our vision was, and they were able to deliver exactly what we had in mind. Their team is extremely knowledgeable and offered great support and creative solutions throughout the entire process. They are all very detail-oriented and constantly followed up when they said they would.

Adam has a deep understanding of Salesforce and has provided outstanding support, helping us customize this software to add significantly more value to our company. Adam is a pleasure to deal with, understands our business, provides solutions, and can be relied on to get the job done in a timely manner.

I just wanted to reach out to you and say a very sincere thank you for all of the movement you’ve help us make after working with Focus for only a month! We purchased the 12 Salesforce licenses with the understanding and excitement of the many benefits it would bring to our workplace. Unfortunately, we also very much underestimated the amount of work required to not only implement Salesforce but to integrate it, customize it, obtain employee engagement and use it in our daily processes. Your in depth knowledge of Salesforce and the sales process has not only allowed our team to see the value in how Salesforce is going to help them everyday but it also helps everyone use it everyday. It’s a hard task to take a group of people, give them new software they don’t understand, explain how much is involved in the implementation and turning them into enthusiastic salesforce users excited about the possibilities it brings.

Thank you again for helping us make so much progress and for staying so on top of our improvement. It feels like you’re team is invested in the success of our team and every dollar we spend with you is worth it! It’s hard to provide a service oriented firm with a 10/10 review but we’ll give it that to you!

Thanks again and looking forward to what we can implement together in the years to come!

It was such a pleasure meeting you today at ventureLAB for '’The Art of Selling'. I really enjoyed your ‘human’ approach to connecting. I found your workshop very helpful, informative and engaging.

I am growing my brand and will be opening a location for my business soon. I am interested in learning more about your approach to CRM Management. I feel that this may benefit my company as it expands and grows along with the client base.

The transition was seamless. My team is really engaged and they like working with Sarah. She understands our business model very well and she is always open to suggestions, recommendations, and she experiments with new ways to reach to my team.

Support is great; we have unlimited support from your team if my people have any questions or if they need more training on a specific topic.

I just wanted to take a minute to tell you that so far everything has been great. The guys are using Salesforce properly now and I have noticed major differences in my day-to-day management of the activity.

For example, I helped Andre put a quote together this morning and when I asked him for the information he simply said “it’s in Salesforce” and it only took me a matter of seconds to get all the info I needed to produce the quote based on his notes in the Opportunity on Salesforce.
Thanks again.

Donna has been providing services to P & P for over a year now. When we started working with Donna, the first thing we noticed is that any task was done on time or sooner, regardless of complexity. Since then we have discovered her more advanced talents which are many, but the ones that are most notable are performing complex data analysis, identifying key KPI's and Quarterly Priorities (QP's), HR management, and quarterly planning. Donna just has a great head on her shoulders, she smart organized and "get's it", she had helped me with a number of difficult situations with professionalism and speed.

In my 12 years as a business owner, I’ve met few are as organized and effective as Donna. She approaches every day with a high level of energy and passion. This coupled with her sound analytical skills, make her an invaluable asset. During the last 3 years Donna was the lead in implementing a CRM system, taking our sales team to a new level.

We were not disappointed. The Focus team took our sales back to basics with clear, concise and practical approach to Salesforce.com. The day course presented by Steven Wright and Lisa Rodrigues helped our new recruits understand the program and gave our experienced reps a new found clarity and…..FOCUS. Focus worked hard to understand our business, the strengths of each team member and the challenges of varied skills sets. The result: Success!

Lisa has been a great support through Focus with our company Quinn Digital Asset Protection and I feel has been an invaluable part of our team. Lisa is organized, efficient, extremely competent, and has an excellent rapport with our team. Her communication skills, both written and verbal are excellent along with her customer service and problem solving skills.

We 1st used Focus to implement a CRM system (Salesforce.com) which was quite seamless (from nothing that is). The training was great, and the users got on board quickly. The tools were set up using the sales road map and we had instant visibility on just what was happening and where we could focus our energy. We were also forced to quote less, but focus on BETTER opportunities and build better relationships by doing so.

Lisa is an excellent trainer. Her ability to walk through the many areas of sf.com at every individual’s pace allows for superior content learning. Having gone through training sessions with Lisa, I know firsthand that post training content retention is really high.

Lisa is a detail-oriented manager that kept everyone focused and on their timelines. She was always available for questions, easy to work with as her input is straight forward and honest. It has been a pleasure.

I wanted to put together a letter to not only share with you but share with others the importance of having a plan for running and leading your CRM once implemented. When my partners and I decided it was time to implement a CRM at Bridgepoint, we knew we needed help with selection, design and implementation. But as we chatted further, a bigger set of questions came up … Once we were live:

• Who is going to run our CRM?
• Who is going to the go-to-person for our team every day?
• Who is going to lead, coach & train our team to use the CRM?
• Who is going to drive continuous improvement of the functionality and usage?
• Who is going to onboard new users?
• Who is going to make CRM an integral part of our Marketing, Sales & Customer Service workflow?
• Who is going to own this to ensure management & users see and get ongoing value?
• Who is going to drive reporting, analytics & dashboards?
• How do we maximize the return on this big investment?

We all knew that without someone owning our CRM, this would quickly fail. We agreed that we would only implement this great tool if we were prepared to invest in its usage. But what were our options? We didn’t have the resources to do this internally and hiring someone full-time would cost $5000-$6000/month in salary. Then we found Focus. You helped us select, design and configure Salesforce.com for 25-30 users. But more importantly, you run our CRM at Bridgepoint. Not as a 3rd party supplier, but as an extension of our team. You proactively lead our adoption every day with a dedicated team that works hand in hand with ours. You do everything a full-time internal CRM champion would do and more … at a substantially lower cost. As long as we use a CRM, we will always need someone to run it. We see a great future together with Focus being that “someone”. Looking forward to another year together!

I have had the pleasure of working with Lisa for close to a year now and she is the ultimate professional. She is a great listener and is quick to report back with solutions. If it's results that you're looking for then Lisa is the person for you. As for her attention to detail...I have yet to meet her equal.

Lisa is a highly motivated individual with great ideas as to how to process information in an office setting. Lisa worked with me to help set up our Salesforce CRM program five years ago; we are still using many of her ideas even now.

I had the opportunity and privilege to work with Lisa in 2010 on our implementation of Salesforce. I don’t know if I could say enough positive things about Lisa and her abilities. Her depth of knowledge of Salesforce was impressive and significant in our success. When it came to the project, ours was one of the most complex implementations tackled by Focus . Lisa was directly instrumental in our on-time and successful rollout last year. I have enjoyed working with Lisa and am proud to recommend her.

Lisa is a highly skilled, experienced and details oriented professional. In 2015, I hired Focus to design, program, implement and train my staff and I on a customized CRM solution using the Salesforce.com platform. Lisa Rodrigues was the project lead and in less than 3 months, Lisa had our system up, running and our staff using the system religiously. She was very committed to understanding how our business operates and responded to our questions with an incredible ability to convey her knowledge of Salesforce.com in a manner that was fun to learn and easy to understand. I would highly recommend Lisa Rodrigues and the Focus team to anyone looking to improve the efficiency and success of their business.

Sarah’s Saleforce.com expertise is extensive.   She keeps an eye on their progress, and constantly emails our team asking how she can help or pointing out functionality they could & should be using within the Salesforce application.

Sarah is ALWAYS available.   As I work all hours of the day and night Sarah has interacted with me in the early mornings, late evenings.  Any time I need her she is there.  She has been a true asset to our team and is always available to train me or our team members on the numerous tools she has at her disposal.

In a nutshell, we have found Sarah to be excellent to work with! She has a very nice and accommodating personality, sense of humour, desire to help, is a so knowledgeable with Salesforce and, in particular, turns around changes and ideas for sf.com extremely quickly.

We have a team of 7 reps, male and female, with varying degrees of experience and Sarah works well with them as a group and in one on ones.

I can tell that Sarah takes pride in her work and has always been well prepared and is always respectful of our time and schedule.

Lisa Rodrigues has been fantastic to work with. When we first went live with SF, she made herself available morning, noon, nights and weekends. In the time since, she has remained tremendously responsive. She's never failed to return my e-mails or phone calls in the same day, even if only to assure me that she's working on a solution to my problem.

“Steve was the senior consultant on our project to completely overhaul our antiquated CRM system. He recommended Sales Force and from day one, he has just done a terrific job. From helping us to negotiate our contract with Sales Force to training our folks, he has always been accessible, great at problem solving and a wonderful resource for my firm. In the second phase of our consulting assignment (upgrading our sales procedures) he has again been diligent, organized and totally professional.

Our company had been using Maximizer, which had become unsupportable and required a full system replacement.

Yes I would recommend Darren’s team for your SFA. It is a significant investment to purchase and set up a SFA program and I now believe we would have made the same mistakes and received only part of the systems benefits if we did not have assistance from outside the company

So far this has been something we would never have been able to do without all of their help, and we do hope that this will continue.  We have many different personalities and technology levels in the office and it was key that your team was able to work with each personality/level and again they have proved to us they have all of the requirements to do this and everyone is feeling very involved and really appreciate the different levels of help/service they have all individually experienced.

Thank you for the outstanding job you are doing in training, educating, and following up with the Axis Southeast team. It has been a top notch experience all the way through.

Your preparation in learning enough of our business model and partners to engage the team by using our industry terminology and sales processes provided with us real world scenarios that we could easily relate to (and in turn more easily comprehend and retain). Our whole team talked about this and how it even seemed you came from our industry.

Thanks again for doing such a great job for us and our entire team appreciate it.

Working with Lisa has been absolutely amazing. When it comes to implementing a CRM into a transitioning company I would recommend her 10 fold. She was quick to realize those that were succeeding and those who may have needed a little more hands on efforts and never missed a beat.

Our team is feeling very comfortable and confident and we owe this to Lisa.

The Focus team took our sales staff back to basics with a clear, concise and practical approach to the customer management program. The one day course presented by Steven Wright and Lisa Rodrigues helped our new recruits understand the program and gave our experienced reps a new found clarity and ... FOCUS.

We left the meeting re-enthused, but it was the follow up support through one-on-one sessions, as well as group discussions, that gave our sales team the confidence in the program and their ability to achieve their goals. Focus worked hard to understand our business, the strengths of each team member and the challenges of varied skill sets. The result: success!

I just finished a training session with Zain and wanted to let you know how much I appreciate his guidance in using SalesForce. He has been very helpful with his gentle guidance and I can tell, he has a smile on his face at the other end of the phone.