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.
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.
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
OSU College of Food Agriculture & Env Science - Volunteer Mgmt
CRM for Recruiting, Financial Aid and Student Success
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
We have worked with dozens of nonprofits using NPSP for donor and program management
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.
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
Custom Salesforce Development
Custom integrations, custom user interfaces, complex business logic and sophisticated business process automations.
Custom Lightning Web Component for rapid entry of multiple orders without needing a mouse
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
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.
Field Service Lightning solved assigning and routing of inspections and Salesforce Sales 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.
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.