summit technologies

customer success stories

case studies from successful salesforce projects

"Easy to work with"

"Northwoods worked with Summit Technologies to help migrate our Microsoft Dynamics CRM system to Salesforce. Mike and his team were extremely knowledgeable, thorough, and easy to work with. They were able to help us configure the system to handle complex business processes while making the system easy for end users. They were also able to migrate all our legacy Dynamics data to the new Salesforce system. Summit Technologies helped train our technical team on Salesforce administration while keeping the project on time and under budget. I highly recommend Summit Technologies for any Salesforce-related project." -Angie W.

Platform Migrations

Projects where we moved a client to Salesforce from another CRM platform. We are adept at guiding organizations through the risky and stressful process of moving from one platform to another with minimal disruption to the business.

Hubspot

Migration from Hubspot CRM and marketing automation to Salesforce CRM and Marketing Cloud

Microsoft Dynamics

Migrated from Microsoft Dynamics CRM to Salesforce Service Cloud

Dealer Accelerate

Dealer Accelerate to Salesforce Sales Cloud CRM

Winmore

Migration from Winmore CRM to Salesforce Sales Cloud

Act! CRM

ACT! to Sales Cloud & Mailchimp integration

Higher Education

We have implemented Salesforce Education Data Architecture (EDA) and other Salesforce products such as NPSP, Marketing Cloud and Pardot for a number of higher ed institutions

Ohio State Arts & Sciences

Salesforce CRM and Marketing Cloud

UC Online

University of Cincinnati Online - Salesforce EDA and Marketing Cloud

Ohio State Dentistry

Custom CRM solution for sterilization monitoring business unit

Ohio State Extensions

OSU College of Food Agriculture & Env Science - Volunteer Mgmt

Distance Learning Systems

CRM for Recruiting, Financial Aid and Student Success

UC Trademarks & Licensing

Higher Education

State, Municipal and County Government

Summit Technologies has developed accelerators for a number of government use cases such as economic development, community development, environment health and more

Florence County

Economic Development

City of Westerville Ohio

Economic Development

City of Delaware

Salesforce CRM

Jobs Ohio

Classic to Lightning Migration, support

Municipal & County Govt

Nonprofit Organizations

We have worked with dozens of nonprofits using NPSP for donor and program management

Cleveland Housing Network

Custom development and integrations for program management, custom portal

Walk with a Doc

Salesforce NPSP implementation, program management and support

Tenants Together

Action Network Donor Platform Integration with Salesforce NPSP

Nonprofit Organizations

Small and Medium Sized Businesses (SMB)

We have implemented Sales Cloud, Service Cloud, Experience Cloud, Marketing Cloud, Pardot and much more for small and medium sized business in a variety of industries.

eAtlantic Mobile Inspections

Field Service Lightning solved assigning and routing of inspections

Northwoods

Migrated from Microsoft Dynamics CRM to Salesforce Service Cloud

Vanguard Motor Sales

Dealer Accelerate to Salesforce Sales Cloud CRM

Carter Logistics

Migration from Winmore CRM to Salesforce Sales Cloud

Totally Promotional

Marketing Cloud Email Studio and Journey Builder Implementation

Janitorial Services, Inc.

ACT! to Sales Cloud & Mailchimp integration

Discover Publications

Customer Portal

Ameriwater

A complex product selection and price calculation solution

The Shipyard

Custom Salesforce Project Management Solution

Small & Med Sized Businesses

Transportation and Logistics

We have helped a number of companies in the logistics industry move off of underperforming platforms and drive additional revenue and efficiency using Salesforce CRM

Carter Logistics

Migration from Winmore to Salesforce CRM and Pardot

Venture Logistics

Salesforce Sales Cloud and Pardot Implementations

Neovia

Salesforce Sales Cloud, Quip and My Trailhead Implementations

Transportation & Logistics

Custom Salesforce Development

Custom integrations, custom user interfaces, complex business logic and sophisticated business process automations.

Product configurator

A complex Flow to enforce complex business rules when selecting products

ERP Integration

Integration with ERP via iPaaS

Lightning Web Component

Custom Lightning Web Component for rapid entry of multiple orders without needing a mouse

APEX Code Remediation

Retired years of technical debt, updated API version, improved test code coverage

Custom Salesforce Development

Marketing Cloud and Pardot

Marketing automation is a core part of our business, and we have implemented and support many instances of Marketing Cloud and Pardot

UC Online

Marketing Cloud Implementation

OSU Arts & Sciences

Marketing Cloud

Totally Promotional

Marketing Cloud

Marketing Cloud & Pardot

Sales Cloud, Service Cloud and Field Service Lightning

Core Salesforce CRM functionality is the foundation of Summit Technologies, and we have the resume to prove it.

Vanguard Motor Sales

Sales Cloud CRM

Northwoods Consulting

Migrated from Microsoft Dynamics CRM to Salesforce Service Cloud

Janitorial Services, Inc.

Sales Cloud CRM

eAtlantic Mobile Inspections

Field Service Lightning solved assigning and routing of inspections and Salesforce Sales Cloud

Ross Environmental Services

Field Service Lightning

Sales & Service Cloud

Experience Cloud

Custom constituent portals help our clients extend the CRM data and functionality to external users like clients and partners. We have built a number of custom portals for our clients.

Distance Learning Systems

Student class registration portal

Discover Publications

Salesforce Community Implementation

Cleveland Housing Network

Salesforce Community Implementation

eAtlantic Inspections

Customer portal

OSU Dentistry

Customer Portal

Experience Cloud

Salesforce Classic to Lightning Migration

For older orgs that have been heavily customized, this can be a big project, and we have helped a number of clients retire years of technical debt and move to the modern Salesforce interface.

JobsOhio

Classic to Lightning Migration, technical debt remediation, training

Classic to Lightning