Salesforce certified sales cloud consultant

Salesforce Sales Cloud Tuning and Optimization

Maximize ROI on Salesforce Sales Cloud by leveraging the platform's advanced functionality and automation capabilities.

Salesforce Sales Cloud Optimization Services from $4,500

What's Included

Are you getting a good return from your Salesforce investment?

Salesforce is the most feature-rich and powerful CRM in the world, yet we find most organizations are only utilizing a fraction of the capabilities of the platform. With three releases a year, it is easy to fall behind, especially if the implementation was done in-house or years ago.

What's included in Performance Tuning package?

Aimed at small and medium-sized businesses (SMBs) that have been using Salesforce for a while, Summit's Salesforce experts have curated an affordable package of optimization services. The result? A Sales Cloud Performance Tuning package that will make your sales team more productive and excited to use Salesforce.

Summit Favicon
How Can we Help?

Let's Get Started

Name(Required)

Salesforce Sales Cloud Performance Tuning Highlights

  • Discovery Session

    With a senior Salesforce consultant, we review with you how you are currently using Salesforce to determine areas for optimization and to use more of the pre-built Salesforce functionality.

  • Lightning Implementation or Optimization

    If you are not using Lightning, we will get you converted. If you are already, we will optimize the screens in ways you never knew possible, based on over 50 Lightning implementations we have done, that will make them more intuitive and easier to navigate.

  • Improve Data Summaries and Visibility

    We can create rollups of sales data on accounts and formulas to help determine account health or other important metrics.

  • Process Automation

    We will look for ways to automate routine tasks in Salesforce, from simply changing an Account type to Customer when an Opportunity closes to complex processes like creating new customer onboarding tasks and assigning them to your operations team.

  • Optimize Sales Processes

    If you are not using Products and Quotes, we will see if they are a good fit. If you are, we will optimize them to make creating a new quote or opportunity much faster by defaulting fields to data from the Account or other records or common values you use.

  • Create New Reports and Dashboards

    We will discuss the important KPI's in your organization and create reports and dashboards to help visualize these KPI's and automatically push them out to important stakeholders like managers or executives.

  • Training

    After your system has been tuned and optimized, we will lead a training session for your team to show them all the great Salesforce features they may not have been aware of. These features will allow them to work faster and personalize their Salesforce experience.

Important Considerations

We offer Managed Services to ensure the Salesforce solution stays aligned with your organization.

Managed Services
Ready to Chat?

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

614-859-6543
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.

Summit Salesforce Consultants
Let's Get Started

Name(Required)