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  • Formassembly | Summit Technologies LLC

    FormAssembly is an enterprise form solution built to help teams streamline complex processes and drive quality form conversions. ​ Systematize your organization's access and process for creating forms and collecting data. Reduce the overhead cost of purchasing multiple data collection solutions by investing in our one, powerful, flexible form solution. FormAssembly eliminates arduous workflows and manual data entry through unmatched integrations with the systems your company already uses, like Salesforce. ​ From collecting outside data, to streamlining internal processes, FormAssembly is a completely customizable solution that meets all your data collection and integration needs. ​ Key features of FormAssembly include: Advanced integration with Salesforce that allows record creation, updating, prefilling, and more. Integration with more than 30 other solutions, including payment processors. An Enterprise Level plan with HIPAA Compliance, PCI DSS Level 1 Certification, and more security and compliance features. iOS Mobile App for offline data collection. And more! ​ Our FormAssembly Services As FormAssembly partners, we are trained in installing and implementing FormAssembly for our Salesforce using customers. We can create simple and complex forms that record data directly into Salesforce. FORMASSEMBLY FEATURES Drag and drop form builder: Streamlined visual editing and publishing makes it easy for anyone in your organization to create and manage complex forms. Smart features: FormAssembly forms are packed with conditional logic, calculated fields, Save & Resume, and everything you need to create any type of online form. Powerful integrations: With unmatched integrations, you can create Web-to-Anything forms with Salesforce, collect payments with PayPal, Stripe, and Authorize.Net, and connect to the apps you already use and love. Learn more about FormAssembly Success! Message received. Send

  • Summit Technologies LLC Columbus OH Salesforce Consulting Partner

    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

  • master services agreement v8.1 for summittechnologiesllc.com | Interpretation and Definitions

    master services agreement Effective Date: January 17, 2023 Version 8.1 ​ This Master Services Agreement ("Agreement") shall apply to and govern the relationship by and between Summit Technologies, LLC (“Summit”) and Client for the purpose of providing professional services ("Services") or deliverables ("Deliverables") for technology professional services, including but not limited to: software development, implementation, integration, consulting, or any activities pertaining to the software development lifecycle as defined by the applicable Statement of Work(s), project, quote, letter of intent or any other document ("SOW") executed and agreed upon by both Summit and Client. 1. Term This Agreement shall commence on the date Client acknowledged acceptance by execution of the applicable SOW and shall continue until terminated by either party. 2. Services to be Provided and Intellectual Property Rights a. Summit shall provide the Services or Deliverables mutually agreed upon by both parties and set forth by the applicable SOW. All data and information necessary for Summit to conduct project assignments will be provided by Client to Summit. All data, programs, software, and information generated or derived by Summit as the result of services performed by Summit under this Agreement shall be and remain the exclusive property of Client. Client acknowledges that Summit has pre-exisiting intellectual property, including computer technical expertise and software which have been independently developed by Summit without the benefit of any information provided by Client (“Pre-existing IP”). Client and Summit agree that such Pre-exisiting IP, which includes computer software programs, statistical methodologies or other formulae or analyses used by Summit during the term of this Agreement, are the product of Summit's technical expertise possessed and developed by Summit prior to the date of the Agreement and are the exclusive property of Summit. b. Client shall own all rights, title and interest in and to the Deliverables. The rights, title and interest in and to the Deliverables shall be granted to the Client only upon receipt of full payment by the Summit.Client shall not own or claim to own Summit’s Pre-Existing IP. c. To the extent that the Deliverables incorporates Summit’s Pre-existing IP and such Pre-Existing IP is required for the proper functioning of the Deliverables, Summit grants to Client a perpetual, non-exclusive, worldwide, transferable, royalty-free license to use such Summit Pre-Existing I P solely along with the Deliverables provided Client has not breached this Agreement. ​ 3. Confidentiality a. “Confidential Information” means all information of a party (“Disclosing Party”) disclosed to the other party (“Receiving Party”), whether orally, electronically, in writing, or by inspection of tangible objects (including, without limitation, documents or prototypes), that is designated as confidential or that reasonably should be understood to be confidential given the nature of the information. Confidential Information includes without limitation, either party’s business and marketing plans, technology and technical information, product designs, reports and business processes. Confidential Information shall not include any information that: (i) is or becomes generally known to the public without breach of any obligation owed to Disclosing Party; (ii) was known to Receiving Party prior to its disclosure by Disclosing Party without breach of any obligation owed to Disclosing Party; (iii) was independently developed by Receiving Party without breach of any obligation owed to Disclosing Party; or (iv) is received from a third party without breach of any obligation owed to Disclosing Party. b. Receiving Party shall not disclose or use any Confidential Information of Disclosing Party for any purpose other than performance or enforcement of this Agreement without Disclosing Party’s prior written consent. Receiving Party shall protect the confidentiality of Disclosing Party's Confidential Information in the same manner that it protects the confidentiality of its own confidential information of like kind (but in no event using less than reasonable care). Receiving Party shall promptly notify Disclosing Party if it becomes aware of any breach of confidentiality of Disclosing Party's Confidential Information. c. Upon any termination of this Agreement, the Receiving Party shall continue to maintain the confidentiality of the Disclosing Party's Confidential Information and, upon request and to the extent practicable, destroy all materials containing such Confidential Information. Notwithstanding the foregoing, either Party may retain a copy of any Confidential Information if required by applicable law or regulation, in accordance with internal compliance policy, or pursuant to automatic computer archiving and back-up procedures, subject at all times to the continuing applicability of the provisions of this Agreement. 4. Representations & Warranties a. Summit represents and warrants that its services shall be performed by personnel possessing competency consistent with applicable industry standards. b. Client represents and warrants that the materials provided to Summit for use in connection with the services provided under this Agreement will not infringe upon the intellectual property rights of any third party. c. EXCEPT FOR THE REPRESENTATIONS AND WARRANTIES SET FORTH IN THIS AGREEMENT, NO OTHER REPRESENTATION, EXPRESS OR IMPLIED, AND NO WARRANTY OR GUARANTEES ARE INCLUDED OR INTENDED BY SUMMIT IN THIS AGREEMENT OR ANY DELIVERABLE OR WORK PRODUCT. THIS SECTION SETS FORTH THE ONLY WARRANTIES PROVIDED BY SUMMIT CONCERNING THE MATTERS COVERED BY THIS AGREEMENT AND DISCLAIMS ALL OTHER WARRANTIES OF ANY KIND, INCLUDING IMPLIED OR STATUTORY, MERCHANTABILITY OR FITNESS FOR A PARTICULAR PURPOSE. 5. Independent Contractor Relationship For the purposes of this Agreement, the parties hereto, Summit and Client, are independent contractors and nothing contained in this Agreement shall be construed to place them in the relationship of partners, principal and agent, employer/employee or joint ventures. 6. Limitation of Liability NEITHER PARTY WILL BE LIABLE TO THE OTHER PARTY FOR ANY INDIRECT, SPECIAL, EXEMPLARY, CONSEQUENTIAL, PUNITIVE OR INCIDENTAL DAMAGES OF ANY TYPE, INCLUDING LOST PROFITS OR BUSINESS INTERRUPTION.SUMMIT’S MAXIMUM TOTAL LIABILITY FOR ANY CLAIMS RELATING TO ANY SPECIFIC SOW IS LIMITED TO THE FEES PAID BY CLIENT TO SUMMIT PURSUANT TO THE INVOICES DIRECTLY RELATED TO SAID SOW. THIS SECTION APPLIES REGARDLESS OF THE LEGAL THEORY ASSERTED. 7. Indemnification Client shall indemnify, defend and hold harmless Summit, its affiliates and its and their respective directors, officers, employees and agents (each, an "Indemnified Party") from and against any and all losses, claims, actions, damages, liabilities, costs and expenses, (including reasonable attorney's fees and court costs) (collectively, "Losses"), relating to or arising from or in connection with this Agreement (including, without limitation, any Losses alleged to arise from or in connection with any analysis, test, product or potential product to which this Agreement relates) or any litigation, investigation or other proceeding relating to any of the foregoing. 8. Termination Either party may terminate the Agreement upon ten (10) business days’ notice to the other party in writing. In case of termination, Summit shall be paid for the Services or Deliverables provided on a pro-rata basis. 9. Non-Hire and Defamation Prohibition During the term of this Agreement and for twelve (12) months thereafter, neither party will directly nor indirectly recruit, solicit or induce any employee, consultant, or agent of the other party to terminate his or her relationship with such other party without the prior written permission of the other party. Furthermore, the parties covenant and agree that in no event, and at no time during the Term or at any time thereafter, shall either of them disparage, denigrate, slander, libel or otherwise defame the other or the other's businesses, services, properties or assets, or employees, personnel, agents, or representatives. 10. Completion Criteria and Approval Process Client agrees that if Summit accomplishes activities described within an SOW and Client accepts such activities and materials without unreasonable objections, it shall be deemed that Summit fulfilled its obligations to Client. Furthermore, if there is no response from Client within 2 business days of Deliverables being delivered by Summit, it shall also be deemed that Summit fulfilled its obligations to Client. 11. Payments & Expenses a. Payment will be made by Client according to terms stated on invoice. In the event there is a delay in payment for more than five (5) business days from the payment due date, the Client shall be liable to pay an interest of one-and-a-half percent (1.5%) per month or maximum permitted by applicable law, whichever is less, on the delayed payments from the due date of payment. b. Summit shall be reimbursed by Client for all usual and customary travel and lodging expenses incurred in the performance of services provided herein which have been requested or approved by Client. Payment for such services shall be made to Summit within five (5) business days of receipt by Client of invoices or other evidence of such expenditures. c. In the event that Summit deems it appropriate to seek legal recourse to collect past due invoices, Summit shall be entitled to recover all costs and expenses, including attorney fees and court costs, incurred in connection with such action from Client. d. Summit shall be relieved of its obligations under this Agreement in the event of non-payment of the fees or expenses due and shall retain the rights in the Services for which the amount is outstanding. 12. Notices Any notice required or permitted to be given hereunder by either party hereunder shall be in writing and shall be deemed given on the date received if delivered personally or three (3) business days after the date postmarked if sent by registered or certified U.S. mail, return receipt requested, postage prepaid or by nationally recognized overnight delivery service to addresses set forth on the execution page of each applicable SOW. 13. Force Majeure Neither party shall be liable for any failure or delay in fulfilling the terms of this Agreement due to fire, strike, war, civil unrest, terrorist action, government regulations, act of nature or other causes which are unavoidable and beyond the reasonable control of the party claiming force majeure. This provision shall not be construed as relieving either party from its obligation to pay any sum due to the other party. 14. Entire Agreement and Governing Law a. This Agreement shall constitute the complete agreement between the parties respecting the subject matter. This Agreement may not be extended, amended, terminated, or superseded except by agreement in writing between the parties. b. This Agreement supersedes all previous agreements between the Summit and the Client, whether oral or written, regarding subject matter hereof, standard terms and conditions of a purchase order or an invoice or any similar document whether hosted on party’s website or otherwise, shall be ineffective. c. No provision of this Agreement will be construed against or interpreted to the disadvantage of any party because that party had or is deemed to have drafted the provision. d. There are no intended third-party beneficiaries to this Agreement. Each Agreement may be executed in one or more counterparts (including scanned copies), all of which when signed and taken together constitute a single agreement between the parties. e. The terms of this Agreement shall be governed, interpreted and construed in accordance with the laws of State of Ohio, without regard to conflict of law provisions. ​ ​

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Blog Posts (128)

  • Spring '23 Salesforce for Slack Release Notes

    Salesforce Slack Spring ‘23 release brings some fantastic new functionality to Slack and your Salesforce ecosystem. Collaborate on leads and opportunities to sell faster and more efficiently using customer data and business insights from Sales Cloud and Salesforce Customer 360. Permission sets have been simplified by combined the three Sales Cloud for Slack permission sets into one called Sales Cloud for Slack. Previously, new users needed the Connect Salesforce with Slack, Slack Sales User, and Run Flows permissions sets. This update applies only to new users. Send and receive Slack messages from a record in Salesforce. Create knowledge article drafts from a conversation in Slack. Give Slack swarm contributors credit in Salesforce with automatic Swarm Member records creation. Help relieve context switching pains and keep a record of swarm-related conversations with the Slack Conversations Lightning component. Agents can now send, receive, and view Slack messages related to a swarm from the Salesforce record itself. No more swivel-chairing or searching through Slack archives for critical information. Build a better knowledge base. Help relieve context switching pains and keep a record of swarm-related conversations with the Slack Conversations Lightning component. Agents can now send, receive, and view Slack messages related to a swarm from the Salesforce record itself. No more swivel-chairing or searching through Slack archives for critical information. Give credit to Salesforce users who contributed to a swarm in Slack but have yet to be added to the swarm. Salesforce users who are added manually to a swarm channel in Slack and who contribute to the conversation have swarm member records created automatically for them in Salesforce. Swarm managers can then better report on and track which users help resolve swarms. Create customer service incident management records from Slack. Collaborate and maintain one source of truth with incident, problem, and change request records that you can create in Slack. Let your development teams focus on problem-solving and collaboration by enabling them to create problem records and change requests from within Slack. Do more with Analytics Links in Slack. Send links to analytics items, and give recipients more options with Slack link unfurling. When you post a link in Slack to a Lightning report or dashboard or a CRM Analytics dashboard or lens, the link unfurls to provide options for further interaction with the item. If the recipients have the CRM Analytics for Slack app, they see options such as View Details and Open in Salesforce. If they don’t have the app, recipients are invited to install it. CRM Analytics notifications in Slack can now include a snapshot of the widget where the notification is set. The snapshot is taken when the notification is sent, giving you immediate visibility into your data. Previously, the notification included a visualization of the triggering condition. Along with the snapshot, the notification also delivers an accessible PDF file of the widget’s data. Give your users access to manage their leads and referrals in Slack for Financial Services Cloud. Get faster access to records in Salesforce with new buttons and slash commands. Create, manage, and convert new potential business from anywhere by using Leads and Referrals in Slack. In the Financial Services Cloud for Slack App, your users have control of the entire lead and referral process. From creating a new lead, to viewing and updating existing leads, and converting successful leads, your users can save time by managing potential business and staying connected to conversations with their team members all from Slack. Get quick access to Salesforce when you reach the maximum number of records that Slack can show. To view more than the 20 records that Slack can show, click View More in Salesforce. Find this new option in all of the features turned on in your Financial Services Cloud for Slack App. Get faster access to the files on your document checklist items from the Financial Services Cloud Slack app. When you view your pending document checklist items, each item has a new action called Document Preview: Link. Click Link for quicker access to the file in Salesforce. Previously, you had to open the Document Checklist Item record and click through three screens to find the file. Get quick access to data about a household by using slash commands in Slack. In a Household account channel, use the slash commands /finserv view household to view a household account and /finserv view household members to view members of a household account. Share enablement with Trailblazer Community Feed Items in the Trailhead App for Slack. Accelerate enablement and adoption at your company by bringing more Trailhead content into Slack workspaces. In the Trailhead Slack app, you can view, search for, and share posts or questions from the Trailblazer Community feed on Trailhead. This enhancement allows more users to discover and share resources in the flow of work. Highlights for Slack admins. Create a customized experience to share data between Salesforce and Slack securely. With the Slack System User configuration page, you can provide the most secure rendering experience for multi-user Salesforce content displayed in Slack from Salesforce. Connect up to five Salesforce orgs to a single Slack Workspace with the Salesforce for Slack Multi-Org management feature. With Salesforce for Slack you get more controls to create custom layouts when urls are unfurled in Slack. Now there are multiple options for URL Unfurling to create richer or more simplified experiences in Slack. If you have been contemplating enabling your team with Slack for Salesforce, ask Summit Technologies how you can get started today.

  • Healthcare Marketing For Better Patient Outcomes

    Healthcare marketers are optimistic about the future and driving innovation by accelerating and prioritizing digital-first strategies. According to Forbes, most companies have already embraced digital routes to market including websites and social media. The big change is that customers are increasingly more likely to connect with a business via a digital channel before traditional methods. Digital experiences and data are reshaping every aspect of the business model. The “new normal” of selling virtually and working from anywhere is creating a demand for transformation both internally and externally. Marketers are embracing a new era of engagement so they can continue to compete. If you are working in the healthcare space this is the challenge facing you today and Summit Technologies LLC can help. Companies are forced to evolve or shrink. Healthcare companies are no exception. Healthcare and life sciences companies face the difficult challenge of balancing the needs of the customer with the reality of doing business today. Macroeconomic conditions like inflation, supply chain issues, labor shortages, and sustainability have disrupted business as usual for this industry. Great healthcare providers are a key to providing great patient experiences but technology and digital-first strategies are nearly as important. Navigating this evolving health care environment requires organizations to adopt tools and technologies that let them do more with less. The right tools are ones that gather information and data in real time to better understand the customer — whether that’s a patient, member, provider, employer, or otherwise. When companies understand their customers better, they are more equipped to unlock efficiencies that reduce costs, increase productivity, and deliver more personalized experiences. And in healthcare, that means healthier people and more lives saved. Summit Technologies LLC understands this changing landscape and our technical expertise paired with your quality care will create amazing client experiences. Most healthcare and life sciences companies already have the information they need to better understand their customers. Electronic health records (EHRs), customer relationship management platforms (CRMs), and other systems hold an immense amount of data. However, to get the most out of that data, it needs to be consolidated into a single platform that updates in real time. Digital first can be categorized in three specific areas: apps, the omnichannel experience, and digital-only products and services. All industries are being disrupted by apps. And in the health space there are probably many apps your prospects and customers currently use on a regular basis. Companies like Onduo and integrated apps like the Dexcom G6 caused consumers to expect an app based interface. Apps are a central point of contact with your customers and a tool for acquiring customers, learning more about them, and improving their experience with your brand. Successful businesses are going beyond apps to create a hybrid omnichannel world where customers interact with the brand and its products and services across multiple channels in an integrated way. Tools that capture and process that integrated omnichannel experience help provide you with a 360 degree view of the customer like never before. Digital only products and services are the next step in the journey. The line between the real world and the digital one is dotted at best, porous in the near future. Digital only products and services aren’t just in high demand from the consumer. They provide you with many more opportunities to collect data on their actions and preferences. This data enhances your 360 degree customer view and helps you design smarter products and services with more personalization and interact with your customers and prospects at more precise moments in their customer journey. What does this mean for a healthcare company? Certainly there has been a huge uptick in virtual care, virtual appointments, and virtual solutions for patients. Healthcare providers and insurance companies have greatly enriched the amount of products and services available for patients. Including digital first and digital only solutions. Patients are not the only ones insisting on better and more seamless interactions with their providers. Healthcare organizations also want to improve the patient experience, and many are hoping to achieve that outcome through digital transformation. To promote a consistent and continuous healthcare experience, interoperability is key. Data needs to move around freely and support everyone involved in patient care. Every provider needs to have the right data at the right time. In a compliant rigorous space like healthcare, that is a challenge. Salesforce’s HIPPA compliant software is a good place to start. Salesforce Health Cloud provides a complete view of the patient giving you the platform to deliver consistent and continuous healthcare. Salesforce’s software solutions for managing partner relationships are a great tool for providing the continuum of care expected today. Salesforce Experience Cloud and Community Cloud keep everyone involved in the patient care delivery of service connected. The Salesforce ecosystem is a great place to start with a digital-first transformation towards marketing as well. Summit Technologies has found there are three primary areas where our Salesforce custom solutions help healthcare companies thrive. The Pandemic-Driven Impact on Strategies, Challenges, and Priorities Marketing has moved from supporting revenue generation into a stakeholder position within the healthcare organization, charged with creating revenue growth and aligning efforts with the business’ mission and strategy. In this new era of engagement, modern healthcare marketers need modern approaches to meet changing consumer expectations across all communication channels while balancing financial goals. The Prioritization of KPIs and Alignment with Organizational Goals Through a unified view of patient/member data, marketers can engage with patients, members, and partners using real-time insights. These insights are the key to meeting expectations, delivering service excellence, and elevating the customer experience across channels and devices, ultimately resulting in higher patient/member satisfaction and loyalty, and stronger relationships across their life cycle. With a focus on KPIs, organizational goals and Salesforce’s Einstein toolkit every interaction with patients and members moves them forward through the customer journey. Building Organizational Structures for Internal and External Collaboration Marketers can’t improve ROI and adapt to collaborative value-based care models and the current market-from-anywhere era without effective collaboration and cross-company data sharing. Siloed data has no place in modern health care marketing. Marketers are reshaping the way they leverage and share data to help COOs run their business and optimize engagement opportunities for greater efficiency and stronger patient/member and partner relationships. Summit Technologies analyzes your organization and data silos and connects the information you need to meet the top healthcare marketing priorities. Top Healthcare Marketing Priorities Creating a cohesive customer journey across devices and channels Sharing a unified view of customer data across all business units Improving marketing ROI attribution * “State of Marketing, 7th Edition,” Salesforce Research, August 2021. In order to grow and stay competitive, healthcare marketers must create an exceptional patient/member experience. In a fiercely competitive landscape, customer loyalty and retention are driven by meaningful and personalized interactions. In the new era of engagement, organizations are transforming their marketing functions and teams to align with patient/member expectations for a cohesive, digital-first, personalized, multichannel experience. The right technology platform can also layer in automation, artificial intelligence (AI), and analytics to enable teams to spend less time on manual tasks and more time focusing on their priorities. This results in increased productivity for the business, and better outcomes for the patients, members, and providers they serve. Healthcare and life sciences is a large and diverse industry. It's made up of sectors each with their own issues and needs. For that reason, the tools and technologies that a business chooses must meet the unique challenges each sector faces to help them innovate and grow. According to the Healthcare Information and Management Systems Society (HIMSS), 80% of health systems said they plan to increase their investment levels in digital health over the next five years, and 75% of clinicians said they expect investments to increase over the same time period. They’ll be rewarded for their efforts, with 66% of marketers expecting company growth in the coming 12–18 months. While the healthcare marketing landscape was already shifting prior to 2020, the digital evolution sped up dramatically with real-time, radical changes in patient and member expectations for service and care access. Salesforce Health Cloud uses the power of the cloud, social and mobile technologies to create an environment that enables everyone from admins to patients to specialists to get the information they need at any time and on any device. Forty-eight percent of healthcare marketers report their data management strategy completely changed to meet patient/member expectations as a result of COVID19. Now, with marketers acting as co-owners of revenue growth, marketing teams for payers and provider organizations must better understand and personalize experiences through a unified view of customer data to facilitate engagement for acquisition, onboarding, and retention. Salesforce Health Cloud meets these challenges. After over a year of varying shelter-in-place orders, healthcare organizations and teams came to the realization that their teams can work from anywhere and deliver reimbursable care to patients and members remotely through telehealth. Whether the challenge is delivering reminders to get flu shots or appointment scheduling options, a digital-first approach speeds the time to value for a telehealth approach. This new way to work — combined with marketing’s role in driving revenue — is creating new opportunities for collaborative partnerships, unprecedented levels of data sharing, and organizational structures and processes that drive efficiency, meet stakeholder needs, and build better relationships throughout the healthcare ecosystem to support patients and members with connected, seamless holistic experiences. The role of marketing in the healthcare industry is to develop and execute strategies geared toward engaging and educating patients on their healthcare journey through SEO, digital advertising, website, content marketing, and more. Healthcare marketing has evolved and grown to be a sophisticated process of finding creative ways to engage with patients where they are on the patient care continuum. The most effective marketing in healthcare is patient-centric, meaning it focuses on who the patient is, what information they care about, and building a know, like, and trust relationship. The Salesforce tool box provides you with a 360 degree customer view and allows you to provide patient-centric marketing at the right moment with the right message. An integrated healthcare platform unifies systems by breaking down silos and focusing all data in one place. This allows providers to easily identify appropriate next steps in a person’s care journey and share essential information with other care providers like hospitals, pharmacies, laboratories, and billing. Salesforce Health Cloud resolves three primary challenges for healthcare providers delivering patient-centered care. A unified, 360 degree patient view, smarter patient management, connected patient engagement help health care providers focus more on patient care and satisfaction. Yet providers today are burdened by legacy systems and are challenged to make the shift to healthcare that is 1-to-1, smart and connected to patient needs. Summit Technologies LLC ends the challenges of patient satisfaction with Salesforce Health Cloud implementations customized for your organization. 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, Experience Cloud, Nonprofit Cloud, Education Cloud, Pardot, Field Services and Salesforce Communities. Summit Technologies strategic services solutions bring custom Salesforce technology to work for your business.

  • Salesforce Customer 360 Overview

    Summit Technologies is pleased to introduce Salesforce Customer 360 Salesforce Customer 360 is a suite of products and services that helps businesses manage and connect with their customers across all touchpoints. With Customer 360, businesses can access a comprehensive view of their customers, including all their interactions and data, in one unified platform. This centralized data model allows businesses to deliver personalized and connected experiences to their customers across all channels and platforms. Customer 360 integrates marketing, sales, commerce, service, IT, and analytics into one unified platform, enabling businesses to streamline processes, improve decision-making, automate workflows, and enhance communication and collaboration. With the help of Salesforce solutions partners like Summit Technologies, businesses can customize Customer 360 to fit their specific needs and business model. In addition, Customer 360 provides real-time insights and metrics through customizable dashboards and reports, helping businesses track key performance indicators and make data-driven decisions. Salesforce Customer 360 can help businesses drive innovation, increase efficiency, and deliver a better customer experience, enabling them to digitally transform their operations. Simply put Salesforce and Summit Technologies will kickstart your business’s digital transformation in 2023.

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