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summit technologies careers View and apply for open positions on indeed.com ​ We are always hiring for these remote postions Salesforce Developer Salesforce Architect Nonprofit Cloud Consultant Education Cloud Consultant Service Cloud Consultant Sales Cloud Consultant Field Service Lightning Consultant Salesforce Business Analyst Salesforce Project Manager ​ Please send a resume to careers@summittech360.com Some reasons to consider a position with Summit Technologies We pay bonuses and give salary increases for Salesforce certifications A great place to work From the very beginning, we have strived to be a great place to work and a valued member of our community, and we are proud of the recognition we have received. Awarded Best Places to Work by Columbus Business First 2021

about summit technologies History and background Awards and honors Our Salesforce certifications Project delivery methodology ​Location and contact info History and background Summit Technologies - Salesforce partners since 2016 Summit Technologies was formed in the summer of 2016 by long-time friends Mike Leibrand and Moez Chaabouni. Mike had just sold a couple of companies in the apparel industry that he had founded grew to over $25M in annual sales, and wanted to change his focus to technology services, having recognized the critical role technology played in the growth and success of his previous businesses. Moez had just left a position as Deputy CIO for the City of Columbus, and recognized the transformational potential of cloud based platform development. Moez recommended Mike take a deep dive into Salesforce, and when Mike did, he recognized the revolutionary power of the platform to enable businesses to rapidly adapt, scale and grow in an ever-changing, challenging market. ​ That summer, Moez and Mike formed Summit Technologies LLC as a Salesforce partner , specializing in project work. Moez and Mike bring a diverse and complementary skill set to the business. Mike has been an entrepreneur since the early 1990's and is very much in tune with the needs and challenges of small businesses. Moez brings experience working in a leadership role for local government, higher education and large enterprises. Through a shared philosophy of creating a great place to work and giving back to the community , Moez and Mike have built a strong team of Salesforce professionals over the years since their inception. ​ Today, Moez and Mike work as the managing partners for a thriving Salesforce partner practice, dealing with the daily challenges of running a rapidly growing organization. They have surrounded themselves with a talented team of sales and delivery professionals who consistently fulfill the promise of the organization to deliver success to each of our clients on every project. ​ The future is bright for Summit Technologies as we continue to grow and deepen our focus on bettering ourselves, bettering our clients and bettering our community. A great place to work From the very beginning, we have strived to be a great place to work and a valued member of our community, and we are proud of the recognition we have received. Awarded Best Places to Work by Columbus Business First 2021 Awards & Recognition Our team'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. Salesforce architect certifications Salesforce Certifications ready to chat? let's connect! Success! We will respond within one business day. Send Summit Technologies LLC 1391 W 5th Ave #349 Columbus, OH 43212 614-859-6543 info@summittech360.com ​ How we successfully deliver projects and deliver value Our long track record of success is due to a carefully thought-out and predictably executed delivery methodology, developed and continuously refined based on client feedback and a commitment to lessons learned from each project. our project delivery strategy We use a hybrid Agile / Scrum / Waterfall approach for our projects Initial discovery and business process review to flesh out MVP requirements Design, planning, project management and client collaboration in our proprietary project workbook and project management systems Two week sprints, most consisting of discovery, build, testing and deployment Sprint planning and review meetings with client each sprint Progress, scope and budget reviews each sprint Weekly internal project meetings to ensure projects remain on track Location & Contact Info Project Delivery Methodology

innovative solutions powered by salesforce all services Implementations, custom development, integrations, training and more salesforce quickstarts Get up and running in Sales Cloud, Service Cloud, Marketing Cloud, Pardot and NPSP managed services Gain a team of Saleforce experts for a fraction of the cost of a full-time employee industry & govt solutions View our industry accelerators and solutions for higher ed, government & more As a Salesforce partner, our success is determined by our client's success Summit Technologies is a Columbus, Ohio based Salesforce Consulting Partner consisting of a talented and creative team of Salesforce certified Consultants, Developers, Analysts and Project Managers. We specialize in building innovative solutions for our clients within the Salesforce family of products including Sales Cloud , Service Cloud , Marketing Cloud , CPQ/Revenue Cloud , Experience Cloud , Nonprofit Cloud , Education Cloud , Marketing Cloud Account Management (formerly Pardot) and Field Service Lightning . Summit Technologies' strategic services solutions bring custom Salesforce technology to work for your business. Our leadership team has over 40 years of CRM experience designing sales and marketing automation solutions for growing organizations. We actively listen to and work with our clients to craft technology solutions tailored to their specific needs, rather than a one-size-fits-all approach. ​ We work with many industries, including: nonprofit , small businesses, higher education , transportation and logistics , insurance, healthcare, retail, telecommunications and municipal and state government . ​ Our development team employs Agile, User Story and Scrum Project Management methodologies to ensure maximum value is provided quickly and consistently to our clients. Our team members all possess current certifications and undergo continuing education within the Salesforce family of products. ​ We partner with other leading third party solution providers in the Salesforce ecosystem including Conga, Tibco Scribe, Sdocs, FormAssembly, Commercient, Linvio, SMS Magic and many others. ​ We are very proud of our 5-star rating on the Salesforce AppExchange , earned one project at a time from our customers. Read about our history, philosophy and delivery strategy 3 salesforce architects 76 salesforce certifications "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. ready to chat? let's connect! Send Thank you, we will get back to you within one business day contact

By Shannan Hearne, Summit Technologies Marketing Specialist Management theorist and consultant, Peter F. Drucker (of Drucker-School of Management fame) used the acronym SMART to define and structure success metrics for setting goals. Specific—You can define the goal in a clear and precise manner. Measureable—You can assign a number or checkpoint to the goal. Achievable—You can actually attain the goal. Relevant—You can apply the goal to your work or your plan or your larger initiatives. Time-bound—You can set a certain time period to achieve the goal. Want to work smarter? I would propose that you rewrite your goals one more time with SMARTER goals instead of SMART goals. What do the last E and R stand for? Evaluator and reward. It is a good idea to have a team or individual who makes the judgment call that the goal is achieved rather than still a work in progress and for best possible team and organization buy-in don’t just show a percentage or number but show how it impacts the organization in the long run. The evaluator may or may not be a member of the team who brings the goal to life. But the evaluator should be well versed enough in the goal and its implementation to identify whether it was completed successfully and met its measurable criteria. The reward is an integral part of the evaluation and the drive behind the goal. What is the reward to the business or team or organization when the goal is completed? SMARTER goals are a key to achieving success - in marketing, in digital transformation, and in life.

Financial services marketers who operate in a B2B environment are adopting a forward-looking approach to tackle their most pressing business and business development challenges. These challenges typically include complex data management and legacy systems, email platform limitations, budget constraints, technical debt, and a lack of scalability and flexibility due to high levels of regulation. In addition to overcoming these challenges, financial services businesses must also establish strong relationships with buying committees to influence decision-makers and consistently meet their needs. An effective strategy for addressing these challenges is account-based marketing (ABM), which emphasizes quality over quantity. By identifying their ideal customers and tailoring their marketing strategies accordingly, financial services marketers can create targeted and personalized campaigns instead of relying on a trial-and-error approach. Casting a wide net for lead generation builds a database but it doesn’t necessarily fill a pipeline. ABM involves personalizing the customer experience to drive conversions. This means customizing the approach towards each buyer and scenario, from agents to wealth management advisors, and brokers to relationship managers. Personalized content and experiences across various digital spaces, such as websites, customer portals, and email campaigns, help build trust and foster meaningful relationships with prospects. This, in turn, increases the likelihood of conversion. To successfully implement account based marketing, financial services businesses must align their marketing, sales, and service teams. This involves streamlining marketing efforts to key accounts and automating personalized engagement to the entire book of business. By doing so, businesses can better acquire and grow key accounts, as well as optimize performance, efficiency, and spend. One of the most significant benefits of ABM is the ability to extract deep insights from customer data. By analyzing this data, businesses can identify trends and patterns that help them make informed decisions about their next best action. For instance, knowing which products or services a customer was browsing on a website can help customer-facing reps when approaching that client with the next best offer. By leveraging insights from customer interactions, financial services businesses can create customer-centric ABM strategies. Marketing in financial services can be challenging, but ABM provides a solution for personalizing engagement, building strong relationships, and driving growth. Summit Technologies LLC looks forward to the opportunity to explain how account based marketing and Salesforce can benefit your financial services business. Contact us today.

In today's business world, many companies are implementing subscription models, or are planning to do so in the near future. A subscription model is a business model in which a company offers its products or services to customers on a recurring basis, often on a monthly or annual basis, in exchange for a regular fee. This can help companies build predictable revenue streams, increase customer loyalty, and provide flexibility for customers. Recurring revenue is key to growth and predictability for businesses. When a company offers subscriptions, it can start each quarter with a baseline revenue that is often close to or higher than the previous quarter, and then build on top of that. Customers also benefit from subscriptions because they get flexible payment options like pay-as-you-go, which makes it easier to commit to a purchase. However, simply building recurring revenue through subscriptions is not enough to guarantee success. The traditional way of billing may prevent subscription selling from reaching its full potential. Sales and finance teams need to work together to introduce new processes and technology to capture all the value they can. Building recurring revenue through subscriptions is not just for technology companies. Michelin, for example, transitioned to a recurring revenue model by charging customers by the mile instead of selling tires outright. This transition helped the company increase its profits and maintain its competitive edge in the tire industry. While ingenious and unique, Michelin proves that any company can develop a subscription based model for their existing lines of business. A subscription model is a powerful tool that can help businesses build predictable revenue streams, increase customer loyalty, and provide flexibility for customers. However, businesses need to work collaboratively to implement the necessary processes and technology to ensure that their subscription models reach their full potential. Summit Technologies LLC will work with you to develop a subscription model to enhance your revenue streams.