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 from 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.

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

 

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

 
 
 

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

 
 

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

 
 

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.

 

Salesforce Classic to Lightning

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.