Financial Technology

Achieva Phase 1: Implementation

By Natalie Lopez — Office Manager

Working with We Summit Mountains has been incredibly helpful for our business….and my sanity. As a small startup, we needed assistance getting Salesforce set up and configured for our use. I worked directly with Jason, Jonathan, and Ashley. We met on a weekly basis to do a deep dive into the work already done, the next steps, reporting, and generally how to best utilize the product. The Team met me at my (non-techy) level so that I understood each step. They then trained my Agents on the system as well. I will absolutely work with this company again in the future! 5 stars!