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crm consulting, implementation, integration & customization

Salesforce CRM Consulting

crm selection



data migration

CRM Expertise

Summit Technologies has over 20 years experience with CRM selection, implementation, configuration and customization

Some of the services we offer:

  • Assistance with CRM Selection Process

  • Sales Forecasting Configuration

  • Sales Pipeline Configuration and Management (including custom sales processes)

  • Create Custom Reports and Dashboards 

  • Capture Leads from Your Web Site (Web-to-Lead)

  • Email Integration with MicroSoft Outlook or GMail

  • Set up Custom Email Templates

  • Create Workflows and Approvals

  • Configure data access and security

  • Set up user role hierarchy (org chart)

  • Import Leads, Accounts and Contacts

  • Create Products and Price Lists for Quotes

  • Set up Sales Territories

  • Customize interface to capture custom data

  • User Training for Sales Teams

  • Administrator Training

  • Integrate with Outlook or other email clients

Request a Free CRM Consultation

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