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salesforce managed services Ensure that your Salesforce implementation remains aligned with your organization Marketing Cloud Account Engagement (Pardot) Managed Services Ensure that Marketing Cloud Account Engagement (Pardot) remains aligned with your organization as they both evolve Salesforce CRM Managed Services Achieve organizational alignment, application integration, efficient automation and capitalize on the latest features with expert training with Managed Services Salesforce Managed Services for Government Achieve organizational alignment, integrated systems, efficient automation & leverage the latest features with expert training with Salesforce Managed Services Salesforce Managed Services for Higher Education Achieve organizational alignment, integrated systems, efficient automation & leverage the latest features with expert training with Salesforce Managed Services Salesforce Managed Services for Nonprofits Achieve organizational alignment, integrated systems, efficient automation & leverage the latest features with expert training with Salesforce Managed Services

Customer Logo Wall 2016-12-01 Mike Leibrand Leader Spark 2017-02-28 Rebecca Thomas Skystone Partners 2017-03-24 Rebecca Thomas Spatial Analyzer (New River Kinematics) 2017-05-19 Tony Guilfoy Discover Publications 2017-06-23 Tony Guilfoy Grass Groomers 2017-08-24 Tony Guilfoy CHN Housing Partners (Cleveland Housing Network) 2017-09-01 Mike Leibrand Boren Brothers 2017-10-04 Rebecca Thomas TeleTracking Technologies 2017-11-04 Amy Mauro Choice Property Resources 2018-01-25 Amy Mauro Covail (Columbus Collaboratory) 2018-02-09 Amy Mauro Blue Label Digital Printing 2018-05-11 Mike Leibrand ImproveIt 360 2018-06-11 Mike Leibrand e5 Pharma 2018-07-16 Mike Leibrand Save a Warrior 2018-08-24 Mike Leibrand Bouncing Bulldogs 2018-11-08 Mike Leibrand Ohio Association of Community Action Agencies 2018-11-15 Amy Mauro Zelos 2019-01-03 Mike Leibrand Graphco 2019-01-13 Mike Leibrand Ruling our Experiences 2019-02-19 Mike Leibrand Allegiance Group (Allegiance Fundraising) 2019-03-19 Matt Grieb Grote Company 2019-04-22 Matt Grieb Energent Solutions 2019-04-30 Matt Grieb Scene75 2019-05-31 Matt Grieb HexArmor 2019-06-18 Matt Grieb Nalpac 2019-07-03 Matt Grieb Synlawn Michigan 2019-07-25 Matt Grieb BWI Group 2019-08-26 Matt Grieb Case Western Reserve University Interactive Commons 2019-09-10 Matt Grieb Star House 2019-09-30 Matt Grieb Foxen 2019-11-06 Joseph Hopkinson Carter Logistics 2019-11-19 Joseph Hopkinson Marketplace Homes 2019-12-18 Joseph Hopkinson HPJ Industries 2020-02-21 Joseph Hopkinson Jewish Family Services 2020-05-11 Joe Bush Columbus Diaper Bank 2020-05-29 Joseph Hopkinson Totally Promotional 2020-06-17 Moez Chaabouni City of Westerville Ohio 2020-07-01 Joseph Hopkinson Pearl Interactive Network 2020-07-24 Mike Leibrand The International Cat Association 2020-09-10 Mike Leibrand Astraea Theraputics 2020-10-15 Joseph Hopkinson Original Works 2020-11-06 Joseph Hopkinson Global Cooling 2020-11-16 Joseph Hopkinson The Forbes Company 2020-12-17 Joseph Hopkinson Florence County South Carolina Economic Development Partnership 2021-02-05 Joseph Hopkinson IllumiDesk 2021-04-02 Joseph Hopkinson Vanguard Motor Sales 2021-05-05 Daniel Gray Janitorial Services Inc 2021-06-21 Daniel Gray ScottCare 2021-07-19 Daniel Gray Meta Solutions 2021-08-23 Ted Chimiklis Geauga County Ohio Public Health 2021-10-15 Daniel Gray Pacific Lifestyle Homes 2021-11-09 Daniel Gray Central Ohio Transit Authority 2021-12-10 Daniel Gray The Columbus Partnership 2022-01-07 Malak Abdo Klûm Marketing & Advisors 2022-01-21 Daniel Gray Biolife Solutions 2022-01-31 Malak Abdo RockStep Solutions 2022-02-18 Malak Abdo Cayosoft 2022-03-17 Malak Abdo Trademark Title 2022-04-11 Daniel Quin Crease Fairborn Equipment Midwest 2022-04-14 Moez Chaabouni Texas Economic Development Corporation 2022-04-22 Malak Abdo Donwil 2022-05-02 Moez Chaabouni St Louis Development Corporation 2022-06-02 Daniel Gray Cirtec Medical 2022-06-17 Daniel Quin Crease Utah Department of Corrections 2022-08-03 Malak Abdo New Wave International Cargo 2022-08-10 Moez Chaabouni OzTech Media 2022-12-01 Daniel Gray Albany-Dougherty Economic Development Commission 2022-12-16 Ted Chimiklis Temple Economic Development Corporation 2023-01-04 Daniel Gray City of Palm Coast Florida 2023-01-13 Malak Abdo Anest Iwata 2023-01-30 Malak Abdo Enrollment Management Services 2023-02-27 Daniel Gray Fortem Technologies 2023-03-30 Daniel Gray Warren County North Carolina 2023-06-12 Daniel Gray University of Michigan Student Life 2023-08-23 Daniel Gray City of Muskegon Michigan 2023-09-07 Malak Abdo Graywood Developments 2023-10-18 Daniel Gray Carrol County Georgia Economic Development 2023-10-27 Joseph Hopkinson Burnips Equipment Company 2024-01-12 Joseph Hopkinson Leonard Truck & Trailer 2024-03-06 Daniel Gray Lorain County Ohio Economic & Industrial Development 2024-03-15 Joseph Hopkinson Monarch Materials Group 2024-03-28 Daniel Gray Rainwalk Pet Insurance 2017-01-20 Rebecca Thomas Scioto Properties 2017-03-01 Moez Chaabouni Ohio Department of Administrative Services 2017-05-04 Tony Guilfoy Company Wrench 2017-05-26 Tony Guilfoy Pacific Environment 2017-06-30 Tony Guilfoy The American Legion Department of Ohio 2017-08-28 Mike Leibrand Walk with a Doc 2017-09-15 Mike Leibrand IM Creative 2017-10-04 Mike Leibrand Vocabulary A-Z (Vocabulary Spelling City.com) 2017-12-22 Mike Leibrand Associated Graphics 2018-01-25 Amy Mauro Total Home Care Solutions 2018-03-09 Mike Leibrand LunaMetrics 2018-06-01 Mike Leibrand The Ohio State University John Glenn College of Public Affairs 2018-06-22 Mike Leibrand US-China Business Council 2018-08-10 Mike Leibrand The Shipyard 2018-10-05 Mike Leibrand TekCollect 2018-11-10 Mike Leibrand Smart Harbor 2018-11-16 Mike Leibrand Columbus Idea Foundry 2019-01-07 Mike Leibrand Vital Link 2019-01-21 Mike Leibrand ProMedica 2019-03-08 Mike Leibrand Closet America 2019-04-03 Mike Leibrand Worth Media 2019-04-22 Matt Grieb Speer Mechanical 2019-05-09 Matt Grieb Authentic 4D 2019-06-10 Matt Grieb Northwoods Consulting Partners 2019-06-19 Matt Grieb OVSS District Eight Regional Organization Committee 2019-07-12 Matt Grieb Intersect Group 2019-07-30 Matt Grieb The Jewish Museum 2019-08-29 Mike Leibrand The Ohio State University Office of the Chief Information Officer 2019-09-20 Matt Grieb University of Cincinnati Online 2019-10-08 Joseph Hopkinson AE3 Excavating Corp 2019-11-14 Joseph Hopkinson The Martec Group 2019-11-25 Joseph Hopkinson Caster Connection 2020-01-28 Joseph Hopkinson Newark Ohio Pride Coalition 2020-02-25 Joseph Hopkinson Irth Solutions 2020-05-14 Joseph Hopkinson ChaseTek 2020-06-07 Joseph Hopkinson Tifin (Amicus.io Global Relief Solutions) 2020-06-26 Joseph Hopkinson YIMBY Action 2020-07-15 Joseph Hopkinson Construction Planning & Management 2020-07-24 Joseph Hopkinson The Princeton Review 2020-09-14 Moez Chaabouni The Ohio State University College of Food Agricultural and Environmental Sciences 2020-10-30 Joseph Hopkinson Venture Logistics 2020-11-12 Joseph Hopkinson Vanmark 2020-11-28 Joseph Hopkinson Arch-Con Corporation 2021-01-27 Joseph Hopkinson CQ Insulation 2021-03-17 Joseph Hopkinson Tenants Together 2021-04-26 Mike Leibrand Aerobiotix 2021-06-15 Daniel Gray My Virtual Bench 2021-06-22 Daniel Gray One Columbus 2021-08-11 Daniel Gray Council on Aging of Southwestern Ohio 2021-08-24 Daniel Gray Frontera Search Partners 2021-10-26 Daniel Gray Key Realty 2021-12-01 Daniel Gray Entegra Solutions 2021-12-14 Daniel Gray The New School 2022-01-09 Malak Abdo The 3rd Estimate 2022-01-24 Malak Abdo Onovative 2022-02-02 Malak Abdo Ross Environmental Services 2022-03-06 Moez Chaabouni The Ohio State University Higher Education Center for Alcohol and Drug Misuse Prevention and Recovery 2022-03-18 Malak Abdo National Registry of Emergency Medical Technicians 2022-04-13 Daniel Gray The Ohio Foundation of Independent Colleges 2022-04-19 Moez Chaabouni University of Cincinnati Office of Innovation 2022-04-28 Daniel Gray Ludowici 2022-05-17 Daniel Quin Crease Weldaloy Specialty Forging 2022-06-07 Daniel Gray S&P JOC Group 2022-07-28 Malak Abdo Benefits All In 2022-08-05 Malak Abdo Corporate One Federal Credit Union 2022-08-19 Ted Chimiklis Macon County Illinois Health Department 2022-12-07 Mike Leibrand East Tennessee State University 2022-12-19 Ted Chimiklis The Business Council of Milwaukee 2023-01-05 Daniel Gray Coweta County Georgia Development Authority 2023-01-16 Malak Abdo Main Street 2023-02-04 Moez Chaabouni Santa Cruz County California Public Health 2023-03-15 Malak Abdo Impossible Objects 2023-04-24 Malak Abdo Lifetime Developments 2023-07-06 Ted Chimiklis Georgia Department of Economic Development 2023-08-23 Daniel Gray Alabama Industrial Development Training 2023-09-14 Malak Abdo KingSett Capital 2023-10-23 Daniel Gray Ohio Life Sciences Association 2023-10-29 Joseph Hopkinson Edcor Data Services 2024-02-27 Malak Abdo Heartland Charging Services 2024-03-13 Malak Abdo Ohio Drone Repair 2024-03-15 Daniel Gray Claim Connection 2024-03-29 Joseph Hopkinson Metro Building Solutions 2017-02-03 Mike Leibrand Saltus Technologies 2017-03-14 Rebecca Thomas Pinpoint Prospecting 2017-05-19 Tony Guilfoy Konsyl Pharmaceuticals 2017-06-01 Mike Leibrand Buji Action Coach 2017-08-08 Tony Guilfoy Aware 2017-08-29 Mike Leibrand i.c.stars 2017-09-23 Mike Leibrand First Aid Arts 2017-11-03 Amy Mauro Momentum (Jewish Women's Renaissance Project) 2018-01-25 Amy Mauro University of Cincinnati Experience-Based Learning and Career Education 2018-01-31 Mike Leibrand The Ohio State University College of Arts and Sciences 2018-04-04 Mike Leibrand SafeWire (SafeChain) 2018-06-05 Amy Mauro The Ohio State University College of Dentistry 2018-06-29 Mike Leibrand AmeriWater 2018-08-14 Mike Leibrand Huffy 2018-11-08 Ted Chimiklis Jobs Ohio 2018-11-15 Mike Leibrand Business Communication Specialists 2018-11-21 Mike Leibrand Optimed Research 2019-01-10 Mike Leibrand BathWraps 2019-01-31 Mike Leibrand Clean Fuels Ohio 2019-03-15 Matt Grieb For Impact 2019-04-04 Mike Leibrand The Ohio State University Corporate Engagement Office 2019-04-24 Mike Leibrand The Ohio State University College of Nursing 2019-05-13 Mike Leibrand ImproveIt Home Remodeling 2019-06-11 Matt Grieb Directional Technologies 2019-06-26 Matt Grieb Keck Graduate Institute 2019-07-19 Matt Grieb Hobo Bags 2019-08-09 Matt Grieb Loma Linda University School of Dentistry 2019-09-04 Matt Grieb Advanced Equipment Sales 2019-09-30 Matt Grieb Evi-Base 2019-10-09 Joseph Hopkinson Retirement Planners of America 2019-11-18 Joseph Hopkinson Orange Wing Consulting 2019-12-06 Joseph Hopkinson TenPoint Complete 2020-01-30 Joseph Hopkinson Honor Flight Columbus 2020-04-27 Joseph Hopkinson Eastbrook Homes 2020-05-21 Mike Leibrand T-Cetra 2020-06-17 Daniel Gray ProMedica Foundations 2020-06-29 Joseph Hopkinson Office Mart 2020-07-23 Joseph Hopkinson Mobile County Alabama Health Department 2020-08-18 Joseph Hopkinson Neovia Logistics 2020-10-02 Joseph Hopkinson Delta Group 2020-11-06 Joseph Hopkinson American Systems Registrar 2020-11-13 Joseph Hopkinson Dent Concepts 2020-12-04 Joseph Hopkinson Form Tech Concrete Forms 2021-02-05 Ted Chimiklis eAtlantic Engineering 2021-04-01 Joseph Hopkinson Learning A-Z 2021-04-28 Mike Leibrand Distance Learning Systems Indiana 2021-06-17 Daniel Gray University of Nevada Reno Business Environmental Program 2021-06-25 Daniel Gray Flathead 411 2021-08-19 Moez Chaabouni University of Cincinnati Trademarks and Licensing 2021-09-03 Daniel Gray Raptor Technologies 2021-11-02 Moez Chaabouni Indoor Science 2021-12-09 Moez Chaabouni City of Delaware Ohio 2022-01-07 Malak Abdo Connexus.care 2022-01-20 Malak Abdo LTC Language Solutions 2022-01-27 Daniel Gray United Wheels 2022-02-10 Malak Abdo Gulf Coast Engineering 2022-03-16 Daniel Gray Capital Region Chamber of Commerce 2022-03-28 Malak Abdo Leader Promos 2022-04-14 Malak Abdo Salience TMS Neuro Solutions 2022-04-19 Daniel Gray National Association for Business Resources 2022-04-29 Malak Abdo Scheerer McCulloh 2022-06-02 Daniel Quin Crease University of Cincinnati Office of Research 2022-06-07 Daniel Quin Crease Chicago Intermodal Transportation 2022-07-28 Moez Chaabouni CareRev 2022-08-09 Moez Chaabouni National Truck Protection 2022-10-10 Malak Abdo PFI Conveyors 2022-12-16 Ted Chimiklis City of Bloomington Indiana 2022-12-20 Malak Abdo Howell Rescue Systems 2023-01-06 Daniel Gray Cleveland State University Pathways to Practice 2023-01-25 Malak Abdo PREIT 2023-02-23 Malak Abdo Grasp Technologies 2023-03-24 Ted Chimiklis Sourcewell 2023-05-17 Daniel Gray Harris County Texas Veterans Services Department 2023-08-21 Moez Chaabouni St Louis Economic Development Partnership 2023-08-31 Ted Chimiklis Georgia Center of Innovation 2023-09-14 Malak Abdo Autoscribe 2023-10-23 Daniel Gray Feazel 2023-11-09 Daniel Gray The Management Council 2024-03-02 Daniel Gray World Business Chicago 2024-03-13 Elizabeth Almanza Global Georgia 2024-03-21 Elizabeth Almanza Lucas County Ohio Department of Planning & Development

solutions for state, county and municipal governments The Summit Technologies line of government accelerators enables organizations in the adoption of civic engagement solutions for government. Through the proper implementation of civic engagement, we help enable and improve core processes for city, town, provincial and federal governments. Our accelerators are built on the Salesforce platform and provide solutions that uniquely address the diverse needs of government agencies and citizens by enhancing workflow and making publicly available information more accessible. We have modules for Economic Development Environmental Health Community Development (Planning, Permitting, & Code Enforcement) Citizen Request Management (311) Our accelerators empower agencies to reduce workload, increase efficiencies, and provide their citizens and staff with easier, more convenient access to government services.​ ​ Why Summit Technologies for your civic solution? ​We have been designing, building and selling technology solutions for government, higher education, nonprofits and businesses since 2016 Having worked in municipal government, our leadership team understands the challenges it faces, including technology and budgets We have a vision for government working in harmony with itself and its citizens, facilitated by affordable technology solutions Our mastery of the Salesforce platform, knowledge of government and pre-built solution accelerators allow us to deliver value quickly, predictably and cost effectively Our solutions are not cookie-cutter, one-size-fits-all. They are customized to your organization and needs, with input and feedback from your team every step of the way Extensive, customized training is part of every project The extensible nature of our solution allows for easy integration with other apps or programs you may be using The modular nature of our solution allows for different departments to work on the same platform, easily sharing data and collaborating Specialize in no-code or low-code solutions that are easily maintained and scale well Citizen Request Management (311) Accelerator Improve the experience of citizens in your community with a system for them to better make and track requests Community Development Accelerator Accelerate community development with our system for permits, inspections and a constituent portal Economic Development Accelerator An easy to use CRM for public and private Economic Development organizations built on Salesforce. Includes properties, projects, BRE's and much more Environmental Health Accelerator A system for public sector Environmental Health organizations ie health departments. Includes permits, inspections, violations, health code and a citizen portal

accelerators & solutions Filter by Industry Select Industry Citizen Request Management (311) Accelerator Improve the experience of citizens in your community with a system for them to better make and track requests Community Development Accelerator Accelerate community development with our system for permits, inspections and a constituent portal Economic Development Accelerator An easy to use CRM for public and private Economic Development organizations built on Salesforce. Includes properties, projects, BRE's and much more Environmental Health Accelerator A system for public sector Environmental Health organizations ie health departments. Includes permits, inspections, violations, health code and a citizen portal Hitch - Salesforce Integration with Sharepoint Access SharePoint documents and folders through an interactive UI built for the Salesforce Lightning interface Sterilization Monitoring Service Turnkey System A custom web-based application for Sterilization Monitoring organizations. Manage customers, equipment, tests and payments in one simple system

our partners Appiphony Composite apps for connecting Google drive, DocuSign eSign, and ChatGPT Avolve Avolve Software offers the most trusted and proven suite of ePlan review solutions on the market Celigo Celigo’s integrator.io iPaaS platform offers a simple and powerful platform with a guided interface and integration templates to easily integrate any cloud apps Chargent Take payments everywhere in Salesforce, with streamlined, automated tools tailored to your business Commercient Commercient is a software as a service (SaaS) platform that integrates ERP, accounting, billing, supply chain, and financial systems to Salesforce Conga Conga drives predictable revenue by aligning processes, teams, and technology under a unified data model throughout the revenue management lifecycle FormAssembly FormAssembly is an enterprise form solution, compatible with Salesforce, built to help teams streamline complex processes and drive quality form conversions GetFeedback Collect targeted feedback and fuse it with customer data to quickly iterate on your digital experiences and improve customer interactions JustCall JustCall is a cloud phone system and SMS system for sales and customer support teams. Leverage automation, analytics, and other call tools for contact centers Linvio Linvio is a Salesforce development partner and leader in the Salesforce commerce solutions space MailChimp Mailchimp empowers small businesses to do big things by giving them innovative marketing tools that help them grow Make A no-code iPaaS Platform o visually create, build, and automate without limits Mogli Mogli is a native Salesforce application for SMS, MMS, & WhatsApp. Easy to use, robust functionality and an exceptional USA-based Customer Success team Own Backup Own enables you to follow best practices and keep your backups separate from Salesforce SMS Magic Omnichannel conversational messaging for high-consideration services Salesforce Salesforce is cloud-based CRM software. It makes it easier for companies to find more prospects, close more deals, and connect with customers in a whole new way Skyvia Skyvia is an all-in-one web service for cloud data integration, backup and management Tibco Scribe Online TIBCO Scribe Online is a cloud-based integration service (iPaaS) that helps businesses efficiently connect applications and automate data flows

services Filter by Group Select Group Filter by Product Select Product Conga Composer Quickstart Implementation Generate quotes, proposals, contracts and other documents from Salesforce CRM merging CRM data into the document Conga Contracts Implementation Create, execute and manage contracts through their entire lifecycle using Conga Contracts for Salesforce CRM Five9 Phone System Integration with Salesforce Contact center agents are better able to sell, retain, and support customers with our Five9 integration services for Salesforce CRM FormAssembly Quickstart for Salesforce Create robust form solutions for your customer portals that include payments and pre-populated fields from CRM data Marketing Cloud Account Engagement (Pardot) Managed Services Ensure that Marketing Cloud Account Engagement (Pardot) remains aligned with your organization as they both evolve Marketing Cloud Account Engagement (Pardot) Services We offer custom implementation, training and support services for Marketing Cloud Account Engagement (Pardot) Mogli SMS Implementation for Salesforce CRM Add SMS text messaging capabilities to Salesforce Leads, Contacts, Cases or any custom object Payment Processing in Experience Cloud via Chargent Take payments in Salesforce Experience Cloud! Can be used for simple purchases or complex multi-step checkout processes Payment Processing in Experience Cloud via Linvio Take payments in Salesforce Experience Cloud! Can be used for simple purchases or complex multi-step checkout processes Salesforce - Adobesign Integration Create, send, sign, track, and file agreements quickly & securely in Salesforce with our AdobeSign integration service Salesforce - Automated Data Import from SFTP or FTP via Skyvia Automate importing data from files loaded to FTP or SFTP folders into Salesforce using Skyvia Salesforce - Docusign Integration Create, send, sign, track, and file agreements quickly & securely in Salesforce with our DocuSign integration service Salesforce - Epicor ERP Integration Sync customers, orders, opportunities, products and much more between Salesforce CRM and Epicor ERP Salesforce - Google Drive Integration via Drive Connect Link Google Drive files and folders to Salesforce records & Generate new Google Docs from your Salesforce data with our Drive Connect implementation Salesforce - Google Forms Integration via Zapier A fast, easy and inexpensive integration that allows Google Forms data to be synced into standard or custom Salesforce CRM objects Salesforce - JD Edwards ERP Integration Sync customers, orders, opportunities, products and much more between Salesforce CRM and JD Edwards ERP Salesforce - Mailchimp Integration Keep your MailChimp and Salesforce CRM data in sync with the native integration from MailChimp. We can have it set up fast and at low cost! Salesforce - NetSuite ERP Integration Sync customers, orders, opportunities, products and much more between Salesforce CRM and NetSuite ERP Salesforce - PLEX ERP Integration Sync customers, orders, opportunities, products and much more between Salesforce CRM and PLEX ERP Salesforce - Quickbooks Enterprise Integration Sync customers, orders, opportunities, products and much more between Salesforce CRM and Quickbooks Enterprise Salesforce - Quickbooks Online Integration via Zapier Fast and simple integration to create Quickbooks Online Customers and Invoices from closed Salesforce Opportunities Salesforce AI Consulting Engagement We will help you unlock the power of AI for your business with Salesforce AI products Salesforce CRM Managed Services Achieve organizational alignment, application integration, efficient automation and capitalize on the latest features with expert training with Managed Services Salesforce Classic to Lightning Migration We can perform the sometimes tricky and laborious process of moving from Classic to Lightning, including VisualForce page replacement and UI optimization Salesforce Custom Development Services Custom API integrations, business logic, Lightning Web Components (LWC) and Visualforce pages built to best practices by certified architects & developers Salesforce Data Loading Services We offer fast, efficient and repeatable Salesforce Data Import & Migration services. Load data once or many times from any source to your CRM. Salesforce Experience Cloud Custom Implementation Custom branded interfaces with HTML and CSS, custom forms, payment processing, self service functions and much more! Salesforce Experience Cloud Customer Portal Quickstart Enhance customer interaction with Summit's Experience Cloud QuickStart. Deliver portals for self-service, file sharing, collaboration, and expert-led training 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 Salesforce Field Service Lightning Custom Implementation We work with you to design and implement custom strategies for Field Service Lightning that align with your business processes and goals. Salesforce Field Service Lightning Quickstart Get up on Salesforce Field Service Lightning in a few weeks. Includes platform configuration to suit your organization & training from a certified FSL expert Salesforce Health Check and Road Map Summit Technologies' Strategic Services help maximize technology ROI for businesses of all sizes. We offer analysis, guidance, solutions and training Salesforce Integration with Action Network Reduce duplicate data entry and the potential for errors by connecting Salesforce with ActionNetwork.org Salesforce Integration Services We design and build integration solutions using native apps, integration platforms (such as Mulesoft, Workato, Zapier or Scribe Online) or custom API's Salesforce Managed Services for Government Achieve organizational alignment, integrated systems, efficient automation & leverage the latest features with expert training with Salesforce Managed Services Salesforce Managed Services for Higher Education Achieve organizational alignment, integrated systems, efficient automation & leverage the latest features with expert training with Salesforce Managed Services Salesforce Managed Services for Nonprofits Achieve organizational alignment, integrated systems, efficient automation & leverage the latest features with expert training with Salesforce Managed Services Salesforce Maps Quickstart Unlock the power of location intelligence with Salesforce Maps. Visualize CRM data enhanced with demographic data, optimize routing for sales teams and more 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. Salesforce Marketing Cloud Email Studio Quickstart Implementation Get up and running on Marketing Cloud Email Studio in a few weeks. Includes personalized training from a certified Marketing Cloud expert. Salesforce Mobile App Custom Development Supercharge Salesforce on mobile devices with our Custom Development. Enhance productivity, access data, and close deals on the go! Salesforce Nonprofit Cloud (NPSP) Quickstart Get up on Salesforce Nonprofit Cloud (NPSP) in a few weeks. Includes platform configuration to suit your organization & training from a certified consultant Salesforce Pro Suite Quickstart Accelerate your Salesforce Pro Suite implementation with our Quickstart. US-based certified consultants offer tailored training, completion in just weeks. Salesforce Sales Cloud Quickstart Accelerate your Sales Cloud setup with our Quickstart. US-based certified consultants offer tailored training, ensuring completion in just weeks. Salesforce Sales Cloud Tuning & Optimization Maximize your Salesforce ROI by leveraging advanced functionality and automation capabilities of the platform Salesforce Sales Engagement Quickstart Our Quickstart for Salesforce Sales Engagement gives small businesses access to powerful tools used by larger enterprises set up for a budget-friendly price Salesforce Service Cloud Consulting and Optimization Our Salesforce certified consultants will set up a service console, web-to-ticket, escalation rules, phone system integration, chatbots, Knowledge and much more Salesforce Service Cloud Quickstart Get up on Salesforce Service Cloud in a few weeks. Includes product configuration to suit your organization & personalized training from a certified expert Salesforce Solutions for Higher Education Salesforce services for higher ed include Advancement solutions, SIS, finance & LMS integrations, student recruiting & portals, student success & more! Salesforce Training We offer customized training for everyone including Salesforce users, internal trainers, admins and developers Scribe Online Integration Services for Salesforce Complex integrations between Salesforce and other apps or SQL databases are fast and simple with our Scribe services Service Cloud Voice Implementation Contact center agents are better able to sell, retain, and support customers with our Service Cloud Voice services for Salesforce CRM Sterilization Monitoring Service Turnkey Solution A custom web-based application for Sterilization Monitoring organizations. Manage customers, equipment, tests and payments in one simple system Transportation and Logistics Solutions We work with a number of transportation and logistics companies to build custom sales solutions to help them bid on lanes, LTL, 3PL & other opportunities

salesforce quickstarts pre-defined deliverables at a fixed price designed to get clients up and running quickly on new salesforce products Conga Composer Quickstart Implementation Generate quotes, proposals, contracts and other documents from Salesforce CRM merging CRM data into the document FormAssembly Quickstart for Salesforce Create robust form solutions for your customer portals that include payments and pre-populated fields from CRM data Salesforce Experience Cloud Customer Portal Quickstart Enhance customer interaction with Summit's Experience Cloud QuickStart. Deliver portals for self-service, file sharing, collaboration, and expert-led training 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 Salesforce Field Service Lightning Quickstart Get up on Salesforce Field Service Lightning in a few weeks. Includes platform configuration to suit your organization & training from a certified FSL expert Salesforce Maps Quickstart Unlock the power of location intelligence with Salesforce Maps. Visualize CRM data enhanced with demographic data, optimize routing for sales teams and more 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. Salesforce Marketing Cloud Email Studio Quickstart Implementation Get up and running on Marketing Cloud Email Studio in a few weeks. Includes personalized training from a certified Marketing Cloud expert. Salesforce Nonprofit Cloud (NPSP) Quickstart Get up on Salesforce Nonprofit Cloud (NPSP) in a few weeks. Includes platform configuration to suit your organization & training from a certified consultant Salesforce Pro Suite Quickstart Accelerate your Salesforce Pro Suite implementation with our Quickstart. US-based certified consultants offer tailored training, completion in just weeks. Salesforce Sales Cloud Quickstart Accelerate your Sales Cloud setup with our Quickstart. US-based certified consultants offer tailored training, ensuring completion in just weeks. Salesforce Sales Engagement Quickstart Our Quickstart for Salesforce Sales Engagement gives small businesses access to powerful tools used by larger enterprises set up for a budget-friendly price

project success stories Filter by Industry Select Industry Filter by Salesforce Product Select Product AmeriWater Custom Product Configurator in Salesforce AmeriWater Custom Product Configurator in Salesforce Carter Logistics CRM migration from Winmore to Salesforce Replace Winmore CRM with Salesforce Sales Cloud to better track deals. Create a system to better manage driver relation efforts. Implement Pardot to provide Marketing department with automation capabilities. City of Delaware Ohio Salesforce CRM & Email Campaign The City of Delaware teamed with Summit Technologies to create a custom Salesforce solution to manage email campaigns for delinquency issues and escalations, and program efficiency monitoring. City of Westerville Ohio Salesforce CRM Implementation The city of Westerville, a thriving suburb of Columbus, Ohio, as part of its digital transformation and innovation initiative, embarked on a Services Cloud implementation for Economic Development. Cleveland Housing Network Salesforce Community & Knowledge Implementations Cleveland Housing Network (CHN), a Cleveland, Ohio based non-profit, Salesforce Community and Knowledge implementations Discover Publications Salesforce Community Implementation Discover Publications contacted Summit Technologies in desperation when, after nine months, they had still not rolled out Community Cloud to their clients. Florence County Salesforce Implementation & Economic Development Accelerator Florence County Salesforce Implementation & Economic Development Accelerator Janitorial Services, Inc. Salesforce CRM Quickstart & Sales Cloud Implementation Janitorial Services, Inc. migration from ACT! to Salesforce Sales Cloud with MailChimp Integration Jobs Ohio Lightning migration and code remediation​ Lightning migration and code remediation​ National Truck Protection Sales Cloud Managed Services Managed Services for Sales Cloud with ERP Integration Neovia Salesforce Sales Cloud, Quip and My Trailhead Implementations Summit Technologies migrated Neovia Logistics from Winmore to a custom Salesforce Lightning CRM Implementation with services including Custom Sales Cloud, Quip for collaboration, reports and dashboards to support both sales leadership and sales team's efforts and user and administrator training Northwoods Microsoft Dynamics CRM to Salesforce Service Cloud migration Migrated Northwoods from Microsoft Dynamics CRM ​to Salesforce Service Cloud CRM with a custom Lightning Community as a customer portal. Ross Environmental Services Salesforce Field Service Lightning Implementation Salesforce Field Service Lightning Implementation Tenants Together Action Network Integration Tenants Together Install and configure Action Network Connector for Salesforce The Ohio State University College of Arts and Sciences Salesforce CRM & Marketing Cloud Implementation The Ohio State University College of Arts and Sciences CRM and Marketing Automation The Ohio State University College of Dentistry Salesforce CRM, Customer Community and custom Lightning Component A custom Sterilization Monitoring Service system for The Ohio State University College of Dentistry The Shipyard Custom Salesforce Project Management Solution The Shipyard Custom Salesforce Project Management Solution Totally Promotional Salesforce Marketing & Sales Cloud Implementation ​ UC Online Recruiting Migrated UC Online recruiting from Hubspot to Salesforce Education Data Architecture (EDA), Interactions for Student Recruitment, and Marketing Cloud University of Cincinnati Experience-based Learning and Career Education center CRM University of Cincinnati Experience-based Learning and Career Education center CRM Utah Dept of Corrections Public Safety Officer Recruiting Recruiting solution and applicant portal for public sector employees built on Salesforce Vanguard Motor Sales LLC migration from Dealer Accelerate Vanguard Motor Sales LLC Migration from Dealer Accelerate to Salesforce Sales Cloud and SharinPix Venture Logistics Salesforce Sales Cloud and Pardot Implementations Venture Logistics needed to re-implement Salesforce CRM to migrate from an outdated Salesforce org to a new Lightning org configured for multiple business units and opportunity types and integrate Salesforce with their ERP. Walk with a Doc, a Columbus, Ohio based non-profit, Salesforce CRM NPSP implementation Walk with a Doc, a Columbus, Ohio based non-profit, Salesforce CRM NPSP implementation Weldaloy Specialty Forging CRM on Salesforce Government Cloud with Salesforce Shield and PLEX ERP Integration eAtlantic Engineering Salesforce Field Service Lightning Implementation eAtlantic Engineering partnered with Summit Technologies on a journey to digital transformation - away from a paper-based system, to a modern, streamlined, and simple inspection process. Summit Technologies recognized that eAtlantic Engineering’s business objective would be a great fit for the Salesforce Field Service Lightning product. eAtlantic Engineering agreed and engaged Summit Technologies in implementing that solution for their mobile inspection process.

Salesforce Pro Suite Quickstart Accelerate your Salesforce Pro Suite implementation with our Quickstart. US-based certified consultants offer tailored training, completion in just weeks. Salesforce Pro Suite Quickstart from $9,900 Salesforce Pro Suite Quickstart from $9,900 Embarking on a Salesforce journey? Let Summit Technologies guide your path. Here's why we stand out: Transparent Estimation: Receive a no-cost estimate, detailing cost and timeline for a smooth implementation. US-Based Expertise: Our consultants, all fluent English speakers, are 100% based in the U.S., ensuring clear communication. Certified Brilliance: Our team boasts Salesforce-certified consultants, guaranteeing expert-led implementations done to Salesforce best practices. Guided Delivery: Every Quickstart project benefits from the oversight of a dedicated Delivery Manager, ensuring even complex needs are met seamlessly. Proven Processes: We've honed proprietary tools and methods that guarantee successful Quickstart project deliveries every time. Future-Forward Focus: We ensure your initial success and guide you toward harnessing Sales Cloud's full potential for long-term growth and automation. Pro Suite Quickstarts include the following Marketing Functionality: 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​ Marketing Training​​ Set up Landing Pages Create Email Templates Create Drip Campaign Automation Rules Webforms and handlers Pro Suite Sales Cloud Quickstart Packages Include: Silver Package: User setup & security configuration Customized user interface Essential CRM setups: Leads, Accounts, Contacts, Opportunities Custom field creation Sales process & Opportunity stages alignment Email sync for Outlook/Gmail Insightful reports & dashboards 2 hours each of User & Admin training Gold Package (Includes Silver features): Note: For brevity, only unique features need to be listed as the rest are already included in Silver. Platinum Package (Encompasses Silver & Gold): Post-sales process setup Advanced record-level security & sharing Inclusions of Assets & Service Contracts Order management Payment processing Sales forecasting & console Advanced automations, including complex pricing rules . Pro Suite Service Cloud Quickstart Packages Include: 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 - All Silver features plus 6-8 week implementation 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 Summit Technologies ensures a comprehensive Pro Suite experience. From basic needs to intricate processes, we've got a package that's just right for your business What's Included What's Included Looking beyond implementation services? We offer integration, custom development, training and support for Sales Cloud. Important Considerations Related Success Stories Venture Logistics Salesforce Sales Cloud and Pardot Implementations Venture Logistics needed to re-implement Salesforce CRM to migrate from an outdated Salesforce org to a new Lightning org configured for multiple business units and opportunity types and integrate Salesforce with their ERP. Janitorial Services, Inc. Salesforce CRM Quickstart & Sales Cloud Implementation Janitorial Services, Inc. migration from ACT! to Salesforce Sales Cloud with MailChimp Integration Totally Promotional Salesforce Marketing & Sales Cloud Implementation ​ ready to chat? let's connect! Send Thank you, we will get back to you within one business day

Janitorial Services Inc Janitorial Services, Inc. Salesforce CRM Quickstart & Sales Cloud Implementation Janitorial Services, Inc. migration from ACT! to Salesforce Sales Cloud with MailChimp Integration About the Client Janitorial Services, Inc. (JSI) was started in 1970 by Ronald Martinez Sr. in Cleveland, Ohio, and is still family-owned and operated by Ronald Martinez Jr. (President). Since 1970, JSI has developed a reputation of being one of Ohio’s premier janitorial providers, offering high-quality, cost-effective building solutions. As of today, JSI currently employs over 1,000 professionals, and have grown their customer base to over 200 accounts throughout the entire state of Ohio. The Challenge JSI was operating on an outdated platform (ACT!) that was not scaling with the rapid growth of the business. Client sales representatives did not have access to a mobile platform, so data visibility while in the field was limited, Delays in accurate and updated information being entered into the system affected the sales pipeline, forecasting and reporting. The organization didn’t have a centralized system to record client information, so time and productivity were wasted trying to verify the correct information and to find activities related to accounts. JSI was utilizing Mailchimp for their email marketing campaigns, but their CRM would not integrate with it to allow for proper email targeting and contact management. The Solution JSI engaged Summit Technologies to migrate from ACT! to the Salesforce Sales Cloud CRM and integrate Salesforce with Mailchimp . Summit Technologies delivered a solution that allowed JSI and their employees to: ​ Have better visibility into their Accounts from both the office and while in the field Easily schedule a series of follow-ups with an Account or Prospect Be alerted when a Contract is up for renewal Automatically add Contacts to Mailchimp email campaigns based on criteria Use an integrated email platform to deliver content to Leads and Accounts Track activities for Accounts and Contacts View and manage Sales pipeline Have a single source of truth for Accounts, Contacts, Opportunities, Contracts and Activities Be positioned to further extend the solution to drive efficiency in their growing business Result for Our Client Janitorial Services, Inc., was very pleased with their new instance of Salesforce and started realizing the benefits of the new system immediately. Summit Technologies remains engaged with the client to ensure proper adoption of the system, and to assist with any further customizations and training. In Our Client's Words... ​ Related Summit Technologies Services Salesforce Sales Cloud Quickstart Accelerate your Sales Cloud setup with our Quickstart. US-based certified consultants offer tailored training, ensuring completion in just weeks. let's talk about how we can turn your challenge into a success story Send Thank you, we will get back to you within one business day

Neovia Logistics Neovia Salesforce Sales Cloud, Quip and My Trailhead Implementations Summit Technologies migrated Neovia Logistics from Winmore to a custom Salesforce Lightning CRM Implementation with services including Custom Sales Cloud, Quip for collaboration, reports and dashboards to support both sales leadership and sales team's efforts and user and administrator training About the Client Neovia is a global leader in third-party logistics, operating more than 100 facilities in 20 plus countries across six continents. For over 30 years, Neovia has combined an OEM mindset with real-world innovation to partner with, and solve complex logistics challenges for, leading companies in the automotive, industrial, aerospace and technology sectors. The Challenge Neovia Logistics was using a CRM (Winmore) that was no longer meeting the needs of their sales team. Neovia Logistics: Needed to quickly get up and running in Salesforce with assistance and guidance to ensure a smooth transition Had a user who was a previous Salesforce administrator and desired to work in tandem with Summit Technologies to increase talent Utilizing a complex sales process, they needed to ensure their processes were set up in Salesforce with efficiency and accuracy at in mind Sought consultation on industry and technology best practices to meet their commitment of continuous process improvement Needed for a strong internal collaboration tool to ensure prospects are effectively qualified and proposals are constructed in a timely fashion. Transparency, automation, timely notifications and effective oversight were the keys to success Desired to integrate Salesforce with other systems to further enhance the value of the solution The Solution Summit Technologies designed and configured a custom solution that got Neovia Logistics up and running in two months, with a sales automation process. Summit Technologies: Automated the creation of tasks at relevant steps in the sales process Integrated Quip for account planning to foster communication between members of the sales team and their clients Designed and built sophisticated commission tracking system Advised and configured Single Sign On (SSO) Integrated MyTrailhead for user training Enabled Einstein Activity Capture Created Sales scoring methodology Developed reports and dashboards to align with key performance indicators (KPI) to ensure all RFP deadlines were met Result for Our Client Summit Technologies was able to deliver the project on time and on budget, migrating Neovia Logistics off their previous system with no interruption to their business. Neovia staff can now effectively collaborate with internal sales team members as well as external client stakeholders to easily and effectively collaborate on sales opportunities with the comfort of knowing there is proper oversight, data security and accountability. In Our Client's Words... ​ Related Summit Technologies Services Salesforce Sales Cloud Quickstart Accelerate your Sales Cloud setup with our Quickstart. US-based certified consultants offer tailored training, ensuring completion in just weeks. let's talk about how we can turn your challenge into a success story Send Thank you, we will get back to you within one business day

Florence County South Carolina Economic Development Partnership Florence County Salesforce Implementation & Economic Development Accelerator Florence County Salesforce Implementation & Economic Development Accelerator About the Client Florence County of South Carolina transitioned from spreadsheets and Word documents to the Summit Technologies’ Economic Development Accelerator for Salesforce Setup. Florence County of South Carolina strives to provide an environment that enhances all learning experiences, accelerates economic endeavors, fosters a friendly and secure sense of place, and facilitates its position as the doorway to the global economy with innovative, efficient and effective delivery of services by dedicated and professional employees. The county was formed in 1888 from parts of Marion, Darlington, Williamsburg, and Clarendon counties. The city of Florence was founded in the 1850s as a stop on the Wilmington & Manchester Railroad. Florence County today is considered a Garden of Eden for its stunning area of 699 square miles. It is also as rich in history as in commercial and agricultural resources. The Challenge In an era of rapid technological advances, Florence County had an unreliable system of spreadsheets and Word documents to store their member lists, business contacts, projects, and properties, but faced a major problem. Not only was the system not able to support the growth goals of the County, it was also lacking in features that encourage enhanced productivity. A change was needed, and Florence County looked to transition to a sophisticated and structured CRM. The Solution Summit Technologies identified Florence County’s need for the Economic Development Accelerator and recommended migrating all the fragmented data into a c ustomized Salesforce CRM. The following was decided to satisfy Florence County’s requirements: Installed and configured Salesforce Economic Development Accelerator Provide tools for staff to record BRE (business retention and expansion) visits and results Keep notes for contacts in-between visits (include date/time) Allow Relations Manager to keep up with membership lists Allow Relations Manager to track RSVPs and Event Attendance in Campaigns Allow Relations Manager to track potential members and private membership leads Current state analysis and gap analysis Setup Client users/stakeholders with access credentials Provided Economic Development General User Training and Specialized User Training remotely Result for Our Client Summit Technologies’ collaboration with Florence County resulted in a customized and dependable infrastructure capable of organizing and managing data to their needs. Since the project’s completion, Summit Technologies has maintained managed services to further assist Florence County with their new CRM. In Our Client's Words... “Summit Technologies was extremely beneficial in helping our economic development organization establish a CRM. Their willingness to listen to our needs and tailor Salesforce to best meet these needs, truly made the project a success! The wonderful staff at Summit is always willing to assist and answer any questions we have in a timely manner. Overall, we are very pleased with our partnership with Summit Technologies and highly recommend them to other economic development organizations.” - Stephanie Bosch, Project Manager, Florence County. Related Summit Technologies Services Salesforce Sales Cloud Quickstart Accelerate your Sales Cloud setup with our Quickstart. US-based certified consultants offer tailored training, ensuring completion in just weeks. let's talk about how we can turn your challenge into a success story Send Thank you, we will get back to you within one business day

Walk with a Doc Walk with a Doc, a Columbus, Ohio based non-profit, Salesforce CRM NPSP implementation Walk with a Doc, a Columbus, Ohio based non-profit, Salesforce CRM NPSP implementation About the Client Walk with a Doc (WWAD) was started in 2005 by Dr. David Sabgir, a cardiologist in Columbus, Ohio. Frustrated with his inability to affect behavior change in the clinical setting, Dr. Sabgir invited his patients to go for a walk with him in a local park on a spring Saturday morning. To his surprise, over 100 people showed up, energized and ready to move. Since that first event in 2005, Walk with a Doc has grown as a grassroots effort, with a model based on sustainability and simplicity. A doctor gives a brief presentation on a health topic and then leads participants on a walk at their own pace. Healthy snacks, coffee and blood pressure checks are an optional part of a Walk with a Doc event. The Walk added an Executive Director in 2009 and focused on building a program that could easily be implemented by interested doctors in other cities around the country. As a result of these efforts, the reach of Walk with a Doc now extends all around the globe with over 300 chapters worldwide! The Challenge Walk with a Doc had outgrown the collection of spreadsheets they were using to manage the recruiting, onboarding and renewals of chapters all over the world. Office staff was struggling to complete all of their work in a timely fashion and important tasks were getting lost in the system. A lack of visibility and transparency into their processes was making management and oversight difficult. Staff was stressed out worrying that important tasks were being overlooked. The Solution Summit Technologies implemented a Salesforce Non-Profit Success Pack (NPSP) solution for WWAD to consolidate information from nearly a dozen spreadsheets into a single CRM solution. Custom sales processes and opportunity stages were set up to track the recruitment and onboarding of new chapters. Formulas and roll-ups on the Account object make it simple to see the status of a given chapter. Reports and dashboards were created to track chapters through the recruiting and onboarding processes, as well as renewals. Engagement Plans were leveraged to create a series of follow-up tasks, and reports and dashboards promote accountability among the staff by giving management visibility into the process. WWAD staff were trained in using the new solution both from a desktop and a mobile device to look up information and record their activities. They were also trained on how to administer their new solution and create reports and dashboards. Result for Our Client Retiring their spreadsheet solution has allowed WWAD to focus on growing the number of chapters world-wide at a faster pace, without having to add staff. ​ Management has unprecedented oversight over their processes, and the overall stress level in the office is reduced as staff has assurance that nothing is falling through the cracks. ​ Board members are better informed than ever with access to statistics and metrics that give a succinct overview of the non-profit. ​ With chapter recruiting, onboarding and retention issues addressed, WWAD now has more time to devote to fundraising. In Our Client's Words... ​ Related Summit Technologies Services Salesforce Nonprofit Cloud (NPSP) Quickstart Get up on Salesforce Nonprofit Cloud (NPSP) in a few weeks. Includes platform configuration to suit your organization & training from a certified consultant let's talk about how we can turn your challenge into a success story Send Thank you, we will get back to you within one business day

CHN Housing Partners (Cleveland Housing Network) Cleveland Housing Network Salesforce Community & Knowledge Implementations Cleveland Housing Network (CHN), a Cleveland, Ohio based non-profit, Salesforce Community and Knowledge implementations About the Client The Cleveland Housing Network (CHN) is a large-scale affordable housing developer and human service provider. Its mission is to build strong families and vibrant neighborhoods through quality affordable housing and strengthened financial stability. Each year, CHN serves 30,000 low-income households through an array of housing related services geared toward improving housing stability. CHN has developed more than 5,000 homes throughout the Cleveland, Ohio area and is the nation’s largest single-family affordable housing developer through the use of the Low Income Housing Tax Credit. Since 1981, more than 2,500 low-income families have achieved home ownership. CHN is nationally known for its tax credit financed Lease Purchase Program, a 15-year pathway to home ownership for low-income families. The program has helped 1,000 families become homeowners, with 98% still in their homes since the first family took title in 2003. CHN’s structure includes 15 constituent CDCs, a multi-cultural staff of 170 and a community based Board of Directors. The Challenge CHN's over 150 employees needed access to internal resources and a way to open tickets for the IT department, but full Salesforce licenses were not needed or in the budget. The Solution A Salesforce Community with Knowledge was implemented as well as case management and an organization events calendar. Authenticated users from CHN can log into the secured community and view and download documents related to HR, benefits and organization processes using Salesforce Knowledge. Documents were organized using Topics. Employees may nominate their fellow employees for awards and view an internal calendar with birthdays, anniversaries and other important events. ​ Employees may also open cases on a variety of IT topics, which are then routed to the appropriate staff. Employees may view and edit tickets that are in process. Result for Our Client Distributing HR and benefits information has never been easier for the CHN HR department. The IT department has also benefited from having requests for service come from a single portal, improving transparency to the management team and efficiency. In Our Client's Words... ​ Related Summit Technologies Services Salesforce Experience Cloud Customer Portal Quickstart Enhance customer interaction with Summit's Experience Cloud QuickStart. Deliver portals for self-service, file sharing, collaboration, and expert-led training let's talk about how we can turn your challenge into a success story Send Thank you, we will get back to you within one business day

Northwoods Consulting Partners Northwoods Microsoft Dynamics CRM to Salesforce Service Cloud migration Migrated Northwoods from Microsoft Dynamics CRM ​to Salesforce Service Cloud CRM with a custom Lightning Community as a customer portal. About the Client Northwoods is a rapidly growing technology company truly focused on human services. We help state and county adult & aging, child support, child welfare, and economic assistance agencies save lives, promote well-being, strengthen families, and meet their missions. Nearly 45,000 social workers and caseworkers across the country use our solutions to manage, collect, view, and share content and data more efficiently, which saves them two hours a day. Workers repurpose that time to do more high-value work with clients. As a result, agencies improve service delivery, maximize productivity, make informed decisions, and achieve better outcomes. Working at Northwoods means being part of a team that’s passionate about our ability to make an impact on the lives of human services professionals and the people they serve. If you seek collaboration, unique challenges, and the chance to contribute to work that matters, Northwoods is the right place for you. Follow this page for a glimpse of our work, culture, and customers. The Challenge Northwoods had been using Microsoft Dynamics CRM for a number of years, and despite employing a couple of different consulting groups to optimize the solution, was suffering from adoption issues and sales and service teams that were frustrated with the Dynamics solution and were looking for a fresh start in Salesforce. Client had well established processes in Dynamics and was using it daily to support sales and service efforts. A smooth transition with no downtime to a new solution was a must with no loss of features from the legacy solution to the new solution. In addition, client wished to re-work their pricing model to simplify it and eliminate the need for pricing to be calculated outside of the CRM. The sales team wanted to be able to generate client-ready sales documents from the solution. The client's service team wanted to have easy to use forms both for internal and external users to create Cases using a wizard-like interface. They required a client portal for clients to log their own cases. Service team desired a highly sophisticated case management solution to allow them to successfully assign, work and escalate the many cases they received daily while tracking their SLA performance and client assets. The Solution Summit Technologies worked closely with client staff to create a project plan that included the following Current state analysis and gap analysis Dynamics data analysis and mappings to existing and custom Salesforce objects and fields Continuous migration and syncing of data from Dynamics org to new Salesforce org Customization of Sales Cloud sales processes to reflect client sales process. Created custom automations to ensure certain dependent products were automatically added and quantity based pricing was looked up and applied Implemented Conga Composer and created custom Conga Templates for client to generate client-ready sales documents Custom Interview Flows for internal and portal users to quickly create, work and close new cases Implemented Assets and Contracts to track client hardware, software and licenses and client's SLA obligations and performance Implemented omni-channel case management solution for client teams Implemented email-to-case and custom web-to-case forms for clients customers to easily create cases Built a Salesforce Community that allowed for different clients to experience different branding in the same Community Designed and created numerous reports and dashboards for various stakeholder groups to measure individual, team and organization performance Successfully migrated millions of data records from legacy system to Salesforce using Tibco Scribe Guided client through User Acceptance Testing (UAT) process Trained internal client admin team to handle more than 95% of internal requests and issues Developed a training program with client admins for their users Worked during deployment and post go-live with client team to ensure a smooth, successful deployment Result for Our Client ​Success! The project was completed without any major obstacles and on time. Client users have responded very positively to the move from Microsoft Dynamics and client admins are more empowered than ever before to support their users and extend the solution as needed to ensure it keeps up with the demands of their business. Summit Technologies remains engaged with the client to provide additional advice and support as they move forward. In Our Client's Words... ​ Related Summit Technologies Services Conga Composer Quickstart Implementation Generate quotes, proposals, contracts and other documents from Salesforce CRM merging CRM data into the document Salesforce Service Cloud Consulting and Optimization Our Salesforce certified consultants will set up a service console, web-to-ticket, escalation rules, phone system integration, chatbots, Knowledge and much more Salesforce Service Cloud Quickstart Get up on Salesforce Service Cloud in a few weeks. Includes product configuration to suit your organization & personalized training from a certified expert Salesforce Experience Cloud Customer Portal Quickstart Enhance customer interaction with Summit's Experience Cloud QuickStart. Deliver portals for self-service, file sharing, collaboration, and expert-led training let's talk about how we can turn your challenge into a success story Send Thank you, we will get back to you within one business day

innovative solutions powered by salesforce salesforce services Implementations, custom development, integrations, training and more salesforce quickstarts Get up and running in Sales Cloud, Service Cloud, Marketing Cloud, Pardot and NPSP salesforce 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

eAtlantic Engineering eAtlantic Engineering Salesforce Field Service Lightning Implementation eAtlantic Engineering partnered with Summit Technologies on a journey to digital transformation - away from a paper-based system, to a modern, streamlined, and simple inspection process. Summit Technologies recognized that eAtlantic Engineering’s business objective would be a great fit for the Salesforce Field Service Lightning product. eAtlantic Engineering agreed and engaged Summit Technologies in implementing that solution for their mobile inspection process. About the Client The primary areas of focus for eAtlantic Engineering are Building Code Inspections and Structural Engineering. They provide a wide variety of Inspections, Plan Reviews, Testing and Consulting. The main corporate office is located in Cape Coral, Florida. eAtlantic has project sites in many counties throughout the state of Florida. The Challenge eAtlantic Engineering was spending many hours on an inefficient, paper-based process they had developed for monitoring client projects requiring inspections, assigning inspections to the most qualified inspector in the area, creating inspection schedules, and reporting inspection results to the county agencies. Although there was a great opportunity to grow the business, these manual processes were holding them back. The Solution A robust field service and CRM solution built on the Salesforce Field Service Lightning platform answers the challenges the eAtlantic Engineering team faced. Summit Technologies built a solution that exceeded the expectations of eAtlantic Engineering. A short list of features from the Inspector Solution: Inspector Efficiency Provide inspectors with the ability to see their schedule Utilize Mobile app to quickly navigate to their next appointment Image upload document with photos Create inspection results through the Field Service Mobile App Cut inspector travel time by creating optimized inspection routes Administrator Optimization Assign inspections to properly qualified inspectors in a region Generate inspection reports to contractors Create notices to the agency on Scheduled Inspections Notify the agency on Completed inspections Generate the sequence of inspections that need to be completed Provide inspectors a schedule of their inspections Generate the full final inspection report on a single click Contractor Improvements Inspection report to be provided to the contractor when completed Self Service to book appointments Allowed contractors to view past inspections Result for Our Client eAtlantic Engineering has been able to streamline the process for inspectors and significantly reduce the time it takes to report to the county agencies. With the new digital experience and automated solution, eAtlantic Engineering is positioned for rapid growth. In Our Client's Words... “If we could give [Summit Technologies] six stars, we would!” Related Summit Technologies Services Salesforce CRM Managed Services Achieve organizational alignment, application integration, efficient automation and capitalize on the latest features with expert training with Managed Services Salesforce Field Service Lightning Quickstart Get up on Salesforce Field Service Lightning in a few weeks. Includes platform configuration to suit your organization & training from a certified FSL expert let's talk about how we can turn your challenge into a success story Send Thank you, we will get back to you within one business day

Totally Promotional Totally Promotional Salesforce Marketing & Sales Cloud Implementation ​ About the Client Totally Promotional is a veteran in the promotional products industry. Their Coldwater, Ohio-based production plant has been customizing promotional products for individuals, schools, companies, organizations, universities, and government agencies for more than 25 years. The Challenge Totally Promotional had been using Salesforce for many years; however, their instance and associated installed apps were out of date and they were not able to move to the Salesforce Lightning interface due to significant technical debt. They also wished to implement Salesforce Marketing Cloud to accurately segment and market to their target prospects and customers. Totally Promotional's online storefront was experiencing frequent shopping cart abandonment, as well as lacking in a proper email sign-up list, to capture customer information. The Management and Executive teams had very little visibility into their system and its performance and needed new reports and dashboards. The Solution Salesforce Marketing Cloud was connected to Sales Cloud, and fields were mapped from Accounts, Leads and Contacts based on the client’s specifications. Data extensions were created in Marketing Cloud to house prospects for the purposes of utilizing the Journey Builder to create comprehensive engagement plans to deliver the right message at the right time, moving prospects and clients through the sales funnel. A specific journey was created to combat shopping cart abandonment. Summit Technologies created 10 different reports and charts that allow the Totally Promotional Marketing staff to visualize their funnels by criteria such as gender, region, and product category. After careful analysis and planning, the Summit Technologies team remediated technical debt by updating API versions of APEX code, created and updated test classes, fixed hard coded record ID’s, addressed outdated URL hacks, uninstalled unused apps, deleted unused objects and fields, and performed other necessary actions to facilitate the move to Lightning. Work was done in a sandbox environment with extensive regression testing to minimize likelihood of a disruption to the business. Summit Technologies also provided training to Totally Promotional staff for the CRM solution, the data loading process and introduced the team to Market Cloud Email Studio and Journey Builder. Result for Our Client Summit Technologies built a highly scaleable custom marketing solution for Totally Promotional The system allows Totally Promotional marketing staff to: Create and manage customer Journeys Deliver the right message at the right time, moving prospects and clients through the sales funnel Create a specific journey to combat shopping cart abandonment Create meaningful relationships between Totally Promotional and their prospects & clients In Our Client's Words... ​ Related Summit Technologies Services Salesforce Sales Cloud Quickstart Accelerate your Sales Cloud setup with our Quickstart. US-based certified consultants offer tailored training, ensuring completion in just weeks. Salesforce Marketing Cloud Email Studio Quickstart Implementation Get up and running on Marketing Cloud Email Studio in a few weeks. Includes personalized training from a certified Marketing Cloud expert. let's talk about how we can turn your challenge into a success story Send Thank you, we will get back to you within one business day

University of Cincinnati Online UC Online Recruiting Migrated UC Online recruiting from Hubspot to Salesforce Education Data Architecture (EDA), Interactions for Student Recruitment, and Marketing Cloud About the Client The Challenge University of Cincinnati Online wanted to transition their recruiting efforts from a mature, heavily-used Hubspot system to a more robust CRM and marketing automation solution, so they selected Salesforce EDA as their CRM and Salesforce Marketing Cloud as their marketing platform. To make things more challenging, UC’s Hubspot licenses were set to expire on February 1, 2020, giving the team less than 3 months to recreate hundreds of email templates and journeys, move millions of rows of data and train their team of 30+ recruiters on the new system. They selected Summit Technologies as their partner in the transition. ​ The Solution Knowing that making a seamless transition between platforms can be challenging, particularly when data is being generated nearly every minute, 24/7, Summit recommended leveraging Scribe Online to create mappings between Hubspot and Salesforce CRM so the data could be kept in sync. The Summit team also recognized that UC Online was a perfect candidate for the free Interactions for Student Recruitment app for Salesforce EDA, and demo’ed the product for UC Online. After their enthusiastic response to Interactions, the team installed and configured the app alongside Salesforce EDA. ​ Summit Technologies worked closely with client staff to create a project plan that included the following Current state analysis and gap analysis Hubspot data analysis and mappings to existing and custom Salesforce objects and fields Continuous migration and syncing of data from Hubspot org to new Salesforce org Installed and configured Salesforce Marketing Cloud Connector Installed and configured Interactions for Student Recruitment for EDA Configured EDA for Departments, Terms, Programs, and Program Enrollments. Designed and created numerous reports and dashboards for various stakeholder groups to measure individual, team, and organizational performance Successfully migrated millions of data records from legacy system to Salesforce using Tibco Scribe, custom data extraction scripts, and Salesforce Data Loader Helped migrate dozens of email templates and customer journeys Guided client through User Acceptance Testing (UAT) process Collaborated with key stakeholders at UC Online to design a highly-customized training program for their Recruiting, Retention, and Marketing teams. Delivered a full-day of training on-site at the University of Cincinnati Worked during deployment and post go-live with client team to ensure a smooth, successful deployment Result for Our Client Success! The project was completed without any major obstacles and on-time. Client admins are more empowered than ever before to support their users and extend the solution as needed to ensure it keeps up with the demands of their business. Summit Technologies remains engaged with the client to provide additional advice and support as they move forward. In Our Client's Words... ​ Related Summit Technologies Services Salesforce Marketing Cloud Email Studio Quickstart Implementation Get up and running on Marketing Cloud Email Studio in a few weeks. Includes personalized training from a certified Marketing Cloud expert. let's talk about how we can turn your challenge into a success story Send Thank you, we will get back to you within one business day

AmeriWater AmeriWater Custom Product Configurator in Salesforce AmeriWater Custom Product Configurator in Salesforce About the Client AmeriWater is a long-established industry leader in the design, manufacture, installation and supply of water purification systems and services for dialysis, industrial and healthcare applications. They offer a broad portfolio of high quality, flexible and trusted water purification products, all of which are designed with the end user in mind. The Challenge AmeriWater sells complex water treatment systems to dialysis centers through a network of distributors. Each system is a combination of 10 or more products that must be selected based on a number of different factors and formula calculations. When scoping for a sale for a new water purification system distributors need to fill out a 17-page document. This document is very time consuming to complete as it requires many formulas, inputs, and workflows that has to be completed by Sales reps and introduces the possibility for errors. The inputs and calculations are the attributes used to select the appropriate components of the system. After emailing the completed form to AmeriWater, an AmeriWater sales manager needs to carefully review it as errors are costly. and easy to make The entire process is labor intensive and reliant on a few key individuals at AmeriWater. The Solution Summit Technologies built a web form using FormAssembly to gather the input data which is then processed using a Salesforce Flow to perform the needed calculations and select products that matched the input parameters. Selected products are staged on the quote record for an AmeriWater rep to validate. Once validated, with a button click the products are added as Quote Line Items. Quote templates were created to easily generate the customer-facing documents with editable fields for terms and installation instructions. AmeriWater products were loaded into Salesforce and the Product object was customized with custom fields to capture the product attributes required for the automated selection process. Result for Our Client AmerWater now had a more efficient process to select the required products and generate sales documents. Errors by the distributors will decrease immensely. What was a long process for the AmeriWater team and their distributors, is automated in Salesforce which allows AmeriWater to more quickly respond to distributor opportunities. AmeriWater is now less reliant on a few key employees to generate sales proposals In Our Client's Words... ​ Related Summit Technologies Services let's talk about how we can turn your challenge into a success story Send Thank you, we will get back to you within one business day