Implementation Starting at $6,000

Salesforce Experience Cloud Partner Portal Quickstart

Boost partner engagement with Summit's Experience Cloud QuickStart. Portals for lead submissions, joint opportunities, and expert-led training.

What's Included

Unlock the power of partner engagement with Summit' Experience Cloud QuickStart service. Launch an advanced partner portal tailored to your needs:

  • Discovery Session

    Engage in a comprehensive understanding of your business processes, ensuring your portal aligns seamlessly with your objectives.

  • Tailored Builds

    Brand-centric portal designs ensure your partners navigate effortlessly. Facilitate them in submitting leads and collaborating on opportunities with ease.

  • Expert Training

    Empower your team with the expertise to manage and optimize the portal, complemented by curated Salesforce resources.

Foster deeper partner relationships and drive joint success. Entrust your portal journey to Summit, your beacon in Salesforce's Experience Cloud collaborations.

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How Can we Help?

Let's Get Started

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4-8 Week Implementation

  • Discovery for client requirements for Partner Portal
  • Create portal using a Partner Template
  • Set Up custom portal URL
  • Apply Company Logo & Color Scheme
  • Set up Home Page
  • Create a custom portal user Profile
  • Configure Security in Salesforce for Read / Create / Update privileges of portal user at the Object and Field level
  • Create and configure custom Lead, Account, and Contact Community pages for partner users
  • Configure site navigation
  • 1 Hour internal portal admin training,
    • Create and maintain portal Users
    • Basic portal page administration
    • Provide custom slide deck with screenshots
  • 2 Hours of Train the Trainer Training for Partner Users
    • How to log in to Community
    • How to view, edit, create, qualify and convert Leads
    • How to view and update Accounts and Contacts
    • Provide custom slide deck with visual how-to instructions

Important Considerations

Looking beyond implementation services? We offer integration, custom development, training and support for Experience Cloud.

Ready to Chat?

Get a jumpstart by connecting with one of Summit's Salesforce Certified Experts today.

Summit's Salesforce Certifications

As a firm specializing in Salesforce project work, we place a high value on obtaining and maintaining Salesforce certifications for the various Salesforce products we support and services we offer. Our team has obtained over 60 certifications spanning over 20 unique areas of certification. Every member of our delivery team holds at least one certification, and many team members have earned more than five.

"Easy to Work With"
Angie W.

Northwoods worked with Summit 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 helped train our technical team on Salesforce administration while keeping the project on time and under budget.  I highly recommend Summit for any Salesforce-related project.

"Mind Blowing!"
Rachael H.

As a leader of a small non-profit aimed to scale rapidly and efficiently, I knew it was critical to transition from antiquated spreadsheets to a sophisticated CRM. We dabbled in Salesforce on our own the year prior. To put it mildly, I was terrified to go there again. Mike and his team at Summit met my apprehension with confidence and reassurance. They were timely, efficient and positioned us to utilize Salesforce in ways we hadn’t imagined. Every day I’m in awe of what Salesforce can do; to Mike’s credit for imparting his wisdom. Summit has positioned us for unprecedented opportunities at Walk with a Doc. Thank you!

"BEST Salesforce Consultant Available"
Catherine Z.

We went through 3 consultants before finding Summit. The difference was night and day, and the cost was very reasonable. They helped us get our Communities up and running in less than a week (after 2 other teams essentially dragged their feet for 9 months - yes, 9 months!). We are ecstatic! We also have Managed Services with them, for a few hundred bucks a month they are our go-to for anything Salesforce. The team is INSTANTLY responsive - like within 2 minutes. I have experienced other consultants and can tell you, there is no comparison. Hire Summit!

"Did a Wonderful Job"
Paige B.

We have primarily been using Salesforce for our sales team. Recently we decided to bring our support team on and Summit did an awesome job helping us get everything set up the way we needed.

"Great Learning and Implementation"
Annette H.

Great experience with Summit. They are very knowledgeable about Salesforce and their turn around is outstanding. I am looking forward to working Part 2 of our plan with them.

"Transformation Data w/ Excellent Service"
Kay W.

The skill set and knowledge that Mike Leibrand has brought to this project far surpasses our initial expectation- especially since our initial contact with Salesforce corp. was challenged in regards to utilizing training videos to suit our scope and need. Mike has been helpful in supporting our team with a custom solution in order for us to be able to serve our community better. He is timely and professional, and eager to learn about the why before telling us the what.

"Made our Dream CRM a Reality!"
Matt S.

Mike and his team at Summit Tech made our Salesforce dream a reality. As a small non-profit on a limited budget with very specific CRM needs we were challenged to find a suitable Salesforce partner. Fortunately we were introduced to Summit Tech, and from day one they made the formidable task of implementing Salesforce doable (and even enjoyable!). Mike is a pro, from his accessibility and communication to industry knowledge and attitude, he never said 'no' to a request. When we encountered hiccups along the way he took the time to trouble shoot and make fixes, even when it was outside the original scope of the project. We didn't deviate from the project timeline or budget, which says a lot considering our custom needs for data collection/reporting, donor communication, and third party plug-ins. If you are considering implementing Salesforce or have any Salesforce needs, I highly recommend Mike and his team.

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