summit technologies
customer success stories
case studies from successful salesforce projects
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.
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

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
Nonprofit Organizations
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.
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.
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 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.