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Salesforce Service Cloud Quickstart Get up on Salesforce Service Cloud in a few weeks. Includes platform configuration to suit your organization personalized training from a certified Service Cloud expert. Service Cloud Quickstart from $4,200 silver 3-6 week implementation Set up users & field and object security Optimize user interface based on client needs Configure Accounts and Contacts Set up email to case and web to case Set up one case type, optimize existing picklist fields Create custom case fields as needed Set up Case Assignment and Case Queue Set up email sync with Outlook or Gmail Email Templates Duplicate record management Reports and Dashboards Two hours of User training Two hours Salesforce admin training gold 6-8 week implementation All Silver features plus Additional case types Service console Case escalation and SLA Set up Service Contracts and Assets Custom objects and relationships Custom object record types Data validation rules Business process automation Approval processes Set up Marketing Campaigns Additional reports and dashboards platinum 8 week+ implementation All Silver and Gold features plus Service Cloud Voice Customer Portal Chat and chatbots SMS integration Knowledge base Accounting system integration Donor platform integration Record level security and sharing Payment Processing Advanced business process automation What's Included Looking beyond implementation services? We offer integration, custom development, training and support for Service Cloud. Important Considerations ready for a no-cost consultation? let's connect! Success! We will respond within one business day. Send

Salesforce Nonprofit Cloud (NPSP) Quickstart Get up on Salesforce Nonprofit Cloud (NPSP) in a few weeks. Includes platform configuration to suit your organization personalized training from a certified Nonprofit Cloud Consultant. Nonprofit Cloud Quickstart from $4,800 silver 3-6 week implementation Set up users & field and object security Optimize user interface based on client needs Configure Leads, Household Accounts, Contacts and Opportunities (Donations) Create custom fields as needed Up to 2 Opportunity Types (Donations, Memberships, Grants) Set up email sync with Outlook or Gmail Engagement plans Email Templates Duplicate record management Reports and Dashboards Two hours of User training gold 6-8 week implementation All Silver features plus Additional donation types Memberships Custom objects and relationships Custom object record types Data validation rules Business process automation Approval processes Set up Marketing Campaigns Additional reports and dashboards platinum 8 week+ implementation All Silver and Gold features plus Program management Case management Volunteer management Grants management Accounting system integration Donor platform integration Record level security and sharing Payment Processing Advanced business process automation What's Included Looking beyond implementation services? We offer integration, custom development, training and support for nonprofit organizations. Important Considerations ready for a no-cost consultation? let's connect! Success! We will respond within one business day. Send

Salesforce Marketing Cloud Account Engagement (Pardot) Quickstart Get up and running on Marketing Cloud Account Engagement (Pardot) in a few weeks. Includes personalized training from a Salesforce certified expert. Marketing Cloud Account Engagement (Parodt) Quickstart from $4,950 3-6 week implementation Discovery​ Determine fields to sync from CRM to Pardot Set up Pardot Salesforce CRM Connector Lead Scoring Pardot Campaigns Update CRM Lead and Contact pages Website Tracking Code Set up Vanity Tracker Domain for Branded Pardot Hosted Links Set up Landing Page Create Drip Campaign​ Pardot Training​​ Set up Landing Pages Create Email Templates Create Drip Campaign Automation Rules Webforms and handlers What's Included Looking beyond implementation services? We offer integration, custom development, training and support for Marketing Cloud Account Engagement / Pardot. Important Considerations ready for a no-cost consultation? let's connect! Success! We will respond within one business day. Send

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.