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summit technologies careers View and apply for open positions on indeed.com ​ We are always hiring for these remote postions Salesforce Developer Salesforce Architect Nonprofit Cloud Consultant Education Cloud Consultant Service Cloud Consultant Sales Cloud Consultant Field Service Lightning Consultant Salesforce Business Analyst Salesforce Project Manager ​ Please send a resume to careers@summittech360.com Some reasons to consider a position with Summit Technologies We pay bonuses and give salary increases for Salesforce certifications A great place to work From the very beginning, we have strived to be a great place to work and a valued member of our community, and we are proud of the recognition we have received. Awarded Best Places to Work by Columbus Business First 2021, 2022, and 2023 Diversity - Equity - Inclusion Summit Technologies is committed to fostering, cultivating and preserving a culture of diversity, equity, and inclusion. Our human capital is the most valuable asset we have. The collective sum of the individual differences, life experiences, knowledge, inventiveness, innovation, self-expression, unique capabilities and talent that our employees invest in their work represents a significant part of not only our culture, but our reputation and company’s achievement as well. We embrace and encourage our employees’ differences in age, color, disability, ethnicity, family or marital status, gender identity or expression, language, national origin, physical and mental ability, political affiliation, race, religion, sexual orientation, socio-economic status, veteran status, and other characteristics that make our employees unique. Robert Rose, Product Designer

Marketing Cloud Account Engagement (Pardot) Services We offer custom implementation, training and support services for Marketing Cloud Account Engagement (Pardot) Marketing Cloud Account Engagement Services Start at $2500 Discovery for drip campaigns Tracking code implementation Custom form handlers Salesforce CRM updates for Pardot functionality Pardot Engage support Automation rules Configure lead scoring and grading What's Included We offer Managed Services for Marketing Cloud Account Engagement Important Considerations Related Success Stories 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. ready to chat? let's connect! 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 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 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

Salesforce Mobile App Custom Development Supercharge Salesforce on mobile devices with our Custom Development. Enhance productivity, access data, and close deals on the go! Price will vary based on the scope of each project Summit Technologies is proficient at all aspects of Salesforce1 customization​. Our consulting team has relevant certifications in: Service Cloud Consultant Sales Cloud Consultant Platform App Builder Platform Developer ​ Some of the mobile app development services we offer: Fast lead entry on the go Access account, contact and custom object data Create and manage cases What's Included Important Considerations Related Success Stories ready to chat? let's connect! Send Thank you, we will get back to you within one business day

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 Classic to Lightning Migration Services from $1,000 Lightning Interface Implementation If you are not using Lightning, your organization is missing out. Quite simply, Lightning is where the best productivity enhancing functionality is coming, and it is addresses many of the common complaints we hear about Salesforce. ​ If you tried Lightning a couple months or years ago and didn't like it or couldn't adjust to the new interface, it is time to bring in Summit Technologies to optimize Lightning for your organization and show your users the tips and tricks that will turn them from doubters into enthusiastic Lightning evangelists like we are! Salesforce Lightning: the future is now! Salesforce is investing heavily in their modern user interface dubbed "Lightning" . More than just a visual update to the now tired looking Classic interface, Salesforce is developing many new features that are only available in Lightning including : In-line List View editing Intuitive, highly customizable user interfaces Create and send email templates from Contact and Lead List Views Kanban view for List Views Component-based record page views that are visually appealing and highly customizable for maximum productivity Much improved Global Search functionality Create custom Favorite records lists And much more! ​ We can make the switch to Lightning a no-brainer! We understand that many organizations have grown accustomed to the Classic interface and are reluctant to switch to an unfamiliar UI, but we believe we can make a compelling case that will make everyone excited to make the switch! Our Lightning migration package includes : Lightning readiness assessment. Not all functionality has been migrated to Lightning, so we will see if any of your users might be unable to make the switch Create a custom Lightning Home Page. We will set up a custom page with a dashboard and other productivity tools to make your teams first look of the day at Salesforce a productive one. We have evaluated many free Lightning components and can suggest and install ones that will improve your team's productivity Lightning record page cleanup. The default record pages for Lightning are not a good fit for everyone, so we will discuss what information you want to see first when opening a record and create a focused, custom experience for your users Lightning user training. To maximize user adoption, a brief 30 minute introduction to all the new productivity features will generate enthusiasm to switch to the new interface ​ What's Included We offer Managed Services to ensure the Salesforce solution stays aligned with your organization. Important Considerations Related Success Stories ready to chat? let's connect! Send Thank you, we will get back to you within one business day

Tenants Together Tenants Together Action Network Integration Tenants Together Install and configure Action Network Connector for Salesforce About the Client Tenants Together is a statewide coalition of local tenant organizations dedicated to defending and advancing the rights of California tenants to safe, decent, and affordable housing. As California’s only statewide renters’ rights organization, Tenants Together works to improve the lives of California’s tenants through capacity-building, movement-building, and statewide advocacy. Tenants Together seeks to support and strengthen the statewide movement for renters’ rights. The Challenge Due to the loss of income and subsequent rent-related challenges stemming from the COVID-19 pandemic, Tenants Together was quickly becoming overwhelmed with the number of new requests for assistance with housing issues. Their Salesforce CRM and email marketing tool, Action Network, were not integrated, and Tenants Together were finding it difficult to parcel and distribute these requests to the correct parties, and to properly market to their email lists. They were experiencing bounce-back issues from their emails, and also needed a way to integrate their tenant helpline. The Solution Summit Technologies assigned an experienced Nonprofit Cloud Consultant to configure the integration and provide training​ Result for Our Client Tenants Together was very satisfied with their new integration of Salesforce and Action Network. They were able to reduce the amount of time it took their users to respond to incoming requests, and the time spent sending marketing emails. 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 CRM Managed Services Achieve organizational alignment, application integration, efficient automation and capitalize on the latest features with expert training with Managed 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

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

Mogli SMS Implementation for Salesforce CRM Add SMS text messaging capabilities to Salesforce Leads, Contacts, Cases or any custom object Mogli SMS Implementation from $2,250 Discovery Install and Configure Mogli App Assign Permissions Update Page Layouts Test 30 minutes client training What's Included Numbers (long code or short code) provided by Mogli or client Messaging fees from Mogli are responsibility of client Important Considerations Related Success Stories ready to chat? let's connect! Send Thank you, we will get back to you within one business day

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 Price will vary based on the scope of each project We have deep knowledge of the transportation and logistics industry thanks to our work with some of the leading firms in the industry. We are able to implement Salesforce solutions that allow for Track and manage bids on freight lanes Track and manage opportuntiies for LTL, 3PL, and warehousing Sales team territory management and lead distribution Account management Improved collaboration on deals Cross selling of services Driver recruitment and retention What's Included We offer Managed Services to ensure the Salesforce solution stays aligned with your organization. Important Considerations Related Success Stories ready to chat? let's connect! Send Thank you, we will get back to you within one business day

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 Service Cloud Quickstart from $4,200 silver 3-6 week implementation Set up users & field and object security Optimize user interface based on client needs Configure Accounts and Contacts Set up email to case and web to case Set up one case type, optimize existing picklist fields Create custom case fields as needed Set up Case Assignment and Case Queue Set up email sync with Outlook or Gmail Email Templates Duplicate record management Reports and Dashboards Two hours of User training Two hours Salesforce admin training gold 6-8 week implementation All Silver features plus Additional case types Service console Case escalation and SLA Set up Service Contracts and Assets Custom objects and relationships Custom object record types Data validation rules Business process automation Approval processes Set up Marketing Campaigns Additional reports and dashboards platinum 8 week+ implementation All Silver and Gold features plus Service Cloud Voice Customer Portal Chat and chatbots SMS integration Knowledge base Accounting system integration Donor platform integration Record level security and sharing Payment Processing Advanced business process automation What's Included Looking beyond implementation services? We offer integration, custom development, training and support for Service Cloud. Important Considerations Related Success Stories 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. ready to chat? let's connect! 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

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 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. 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

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 Price will vary based on the scope of each project Not all web payment solutions require a full e-commerce solution and all the time and expense of implementing it. If your organization only has a couple of products or services, or there is a high degree of client interaction needed to gather information to determine pricing, this solution may be the best for your use case. With the benefit of leveraging native Salesforce products such as Experience Cloud and the Salesforce CRM, it is much faster and less expensive to build a custom solution to take payments from your customers, partners or other constituents through your existing Experience Cloud Portal. Our services for setting up Chargent in Salesforce Experience Cloud include Perform discovery on form and payment processing requirements Install Chargent app for Salesforce Build form prototype and present to client for testing Form can create/update records in Salesforce for Orders, Opportunities or a custom object specced during discovery (hereafter referred to as orders) Salesforce Account and Contact records as needed with form data Chargent Order for payment related to order record Resulting Chargent Transaction records Revise form based on feedback from testing Create custom Salesforce Objects, Fields and relationships as needed to capture order and payment information Create Dashboard to track orders and payments Add Chargent payment functionality to Salesforce record pages as needed to create a Chargent Order (payment request) from Salesforce Provide training to client remotely on order and payment processing. Custom slide deck and recording of training included Go-Live - Add form to Experience Cloud pages What's Included We offer Managed Services to keep payment processing solutions working smoothly and aligned with your organization Important Considerations Related Success Stories ready to chat? let's connect! Send Thank you, we will get back to you within one business day

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 low cost, easy to use and quickly implemented cloud application lowers labor and postage costs while improving client satisfaction Finally there is an web based application to manage your growing sterilization equipment monitoring service. Tracking customers, sterilization equipment, tests and results is easy in our cloud based solution built on the ultra-reliable and secure Salesforce platform. ​ Reduce time and labor cost of daily test entry using bar codes and a custom interface built for speed and accuracy Track test status and automatically pass tests when incubation period has completed successfully Reduce time and labor costs with automated email and text notifications to staff and clients when a test fails Improve sales and customer loyalty with automated notifications when customer is low on test strips Print test strip envelopes with bar codes for ease of test entry Print mailing envelopes to ship test strip orders to customers Send weekly or monthly reports to customers electronically with a button click Print weekly or monthly reports for customers who cannot receive reports electronically with a button click Enter and process orders for test strips Track batch or lot numbers of strips sold to customers ​ In addition to features that empower your lab and office personnel, we offer an optional customer web portal to further reduce costs while improving customer loyalty and satisfaction Our secure web portal will empower customers to View, add or remove sterilization equipment for their account View test results by sterilization machine Print compliance documents as needed Order test strips Research common problems and solutions Request help from your team Download Data Sheet ready to chat? let's connect! Send Thank you, we will get back to you within one business day

summit technologies partner Make Visualize everything you do - Make lets you visually build workflows to solve complex problems - the way you imagine them in your mind. Drag and drop to connect apps: Use the playful drag-and-drop builder to connect apps in a few clicks, and build workflows called scenarios. Design infinite workflows: Build scenarios with as many steps or apps as you need. Watch data flow in real time: Build your scenario and watch it run in real time. Schedule your scenario to run instantly or whenever you need it. related summit technologies services

Environmental Health Accelerator A system for public sector Environmental Health organizations ie health departments. Includes permits, inspections, violations, health code and a citizen portal EH Permit App.png Route Planning.png EH Permit App.png Route Planning.png EH Permit App.png Route Planning.png EH Permit App.png Route Planning.png EH Permit App.png Route Planning.png EH Permit App.png Route Planning.png EH Permit App.png Route Planning.png EH Permit App.png Route Planning.png EH Permit App.png Route Planning.png EH Permit App.png Route Planning.png EH Permit App.png Route Planning.png EH Permit App.png Route Planning.png EH Permit App.png Route Planning.png EH Permit App.png Route Planning.png EH Permit App.png Route Planning.png Maintain a Healthy Community There is no better vitality indicator for a community than its cleanliness and the health of its citizens. To maintain a happy and healthy community, the overseeing governing body must be able to enact proper environmental health programs to hold businesses accountable and provide citizens transparency into their practices. As the world moves to a digital place, communities must follow best practices to stay ahead. Communities need a place to capture and share information about the health practices of businesses and the health of the environment within their jurisdiction. This is paramount to maintaining business health code compliance and happy citizens. An Environmental Health solution needs to provide a way to automatically record and maintain all records of inspections, complaints, various health and safety information, and allow Health Inspectors to conduct their jobs remotely, virtually, and mobile. In doing this, a community can trust that businesses are following best practices and ensure businesses are being held accountable not only to government, but most importantly to the citizens they serve. Just as economic development is important to the growth of a community, so are its environmental health practices. If a community is failing to meet the needs of its citizens, then they may choose to take their business transactions to another jurisdiction and/or relocate altogether. Similarly, when a community has high environmental health controls and practices, it attracts citizens from within and outside its jurisdiction looking to live a healthier life. With advancements in technology, developing and maintaining the well-being of a community is easier than ever. Communities know exactly what they want when it comes to environmental health: healthy businesses and healthy citizens. They need an environmental health solution that: ​ Is easy for their staff to use Provides secure, anywhere access with no internal IT systems needed Works with the tools that they use every day (e.g. MS Outlook, MS Office 365, Smartphones, Tablets, etc.) Can be adapted to meet their unique needs Can integrate with their existing IT and financial systems Is compatible with everyday user technology (smartphones, tablets, email, etc) Provides dashboards & reports that provide accurate information about health inspections, violations, and renewals Can change as their business needs change Download Data Sheet ready to chat? let's connect! Send Thank you, we will get back to you within one business day

Community Development Accelerator Accelerate community development with our system for permits, inspections and a constituent portal Permit Application.png Permit - Case Management.png Building Permit Application .jpg Permit Application.png Permit - Case Management.png Building Permit Application .jpg Permit Application.png Permit - Case Management.png Building Permit Application .jpg Permit Application.png Permit - Case Management.png Building Permit Application .jpg Permit Application.png Permit - Case Management.png Building Permit Application .jpg Permit Application.png Permit - Case Management.png Building Permit Application .jpg Permit Application.png Permit - Case Management.png Building Permit Application .jpg Permit Application.png Permit - Case Management.png Building Permit Application .jpg Permit Application.png Permit - Case Management.png Building Permit Application .jpg Permit Application.png Permit - Case Management.png Building Permit Application .jpg Streamline Community Development for Planning and Permitting Government agencies across the country are looking for ways to provide better digital citizen services. At the same time, Communities are realizing the growing importance of easy, efficient citizen services like user-friendly permitting. They want a user-friendly portal for businesses and citizens, including resources and guidance around the permitting process. We understand the challenge. We need to improve the planning and permitting process because Agencies have insufficient staff to handle the building permits workload Old paper based methods create long permitting wait times with substantial backlogs Agencies have finalized building permits with incomplete final occupancy inspections Agencies are unable to track building code violations to perform follow up inspections ​ Modernizing the permit process to provide a faster, more effective way of conducting business is the new normal. It is now expected that a mobile/remote work force is here to stay. In addition to processing and managing permits, inspections, and certificates of occupancy, as well as other agency approvals, citizens, property owners, and contractors now have the expectation that they can do many other online functions without having to visit an office. Things such as: Schedule inspections online Access permits online to check on Permit application status or Inspection results Permit and Certificate of Occupancy issuance conditions and results Code enforcement based on established ordinances and regulations ​ If you are looking to operate your Permit Department at its full potential by standardizing, digitizing, and unifying more operational and customer service processes, we can help! We provide a digital transformation solution for your processes that is developed with the input of subject matter experts and real-world users. It serves as a repository of best-practices and is the manifestation of efficiency, productivity, and security for government agencies. Meet our Building Permits Solution Our solution for Community Development is the answer to the issues that Planning, Permitting, and Code Enforcement teams tackle every day. We built this solution to address the needs of Community Development teams and agencies. It is easy to use, feature rich, and covers most organizations’ immediate needs with ample room for growth. Most importantly: It is a turn-key solution, ready to use today for: Online Permit Application submission Project Management Permit Application Tracking Permit Application Status Check Paperless Routing of Documents 24/7 Accessibility Offline Access for Mobile Inspectors eSignatures Online Payments Processing A solution as unique as your community Unlike other software providers, with our application on the Salesforce platform, you become part of a worldwide, multi-billion-dollar ecosystem that offers a diverse global resource pool and expands your organization reach beyond a proprietary application. There’s no organization like yours, so why not configure a solution that’s tailored to your precise needs? Here is a short list of what you can do with our Community Development solution: Online Planning & Permitting - without leaving their homes, offices or construction sites, citizens and contractors can: Submit permit application with supporting documents Obtain permits on projects requiring no review Obtain permits after review and approval Check project status Request inspections Sign documents with eSignature Pay fees with automated fee calculations Project Management: Assign projects to multiple agencies with different review times Assign projects and tasks to specific staff Easily monitor projects with dashboards and automated reminders Manage approval processes from external agencies such as Public Health and Sanitation Fast and error-free project intake: Retrieve data by address, by property owner, or by project applicant Ensure all required information and documents are provided with application Easy project descriptions and definitions – pre-built lists for occupancy group, construction type Verify contractor licensing with the state database – if available by state Verify bond, workers compensation, insurance and other permitting requirements against state database – if available by state Verify business license against the jurisdiction’s database – if available by jurisdiction Inspections and Code Enforcement: Conduct field inspections with remote (connected and offline) capabilities Code enforcement based on land use and zoning ordinances – or any other regulations Dashboards: Measure the success of your department over the course of the year and year over year Download Data Sheet ready to chat? let's connect! Send Thank you, we will get back to you within one business day

summit technologies partner Avolve A leading electronic plan review solution, DigEplan from Avolve, offers unparalleled choice for jurisdictions looking to create plan review efficiency and optimize the applicant and reviewer experience. DigEplan enables the plan review process to work within your government platform, creating a seamless link into your existing portal, document management, workflow and tasking. related summit technologies services

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

Vanguard Motor Sales Vanguard Motor Sales LLC migration from Dealer Accelerate Vanguard Motor Sales LLC Migration from Dealer Accelerate to Salesforce Sales Cloud and SharinPix About the Client Vanguard Motor Sales is the nation’s premier American classic and muscle car dealership. Since 2004, they have sold thousands of cars to people all over the world. The Challenge Vanguard was using Dealer Accelerate, a platform that limited visibility to both historical and current inventory of vehicles and did not allow for mobile, on-the-go access. Because of the sheer volume of cars and trucks in the system, document and image management, as well as vehicle history tracking, was very difficult for Vanguard. There was no single source of data, and both operations and sales were spending valuable time trying to find information. The vehicle purchasing team was unable to leverage current and past information on vehicle offers and purchases, and lacked mobile access when out in the field. The sales team lacked the vehicle inventory information to properly anticipate and prepare for upcoming offers. The executive team was not able to forecast sales, and the management team spent hours each week manually gathering data for reporting on key company metrics. The Solution Summit Technologies worked closely with Vanguard's staff to create and execute a project plan that included the following: Centralized all buying team processes within one cloud based solution - Salesforce CRM, including: lead entry, vehicle screening process, offers, vehicle sales and marketing with third-party apps and tracking transport information and hand off to operations team Designed and built custom objects to track each vehicle's specifications, offer and sales history, including photos and documents Uploaded data for tens of thousands of vehicle transactions from previous system Loaded over one million vehicle images to SharinPix, new on-platform image management solution Built reports to support the Field & Executive teams, in particular: Vehicles that do not complete screening process How many offers accepted Vehicle elimination reasoning Provided comprehensive administrator & user training to ensure Vanguard Auto Sales team can use Salesforce proficiently after project go-live Result for Our Client The Vanguard Salesforce CRM implementation was a big success! The client was up and running in the new system within a few months. Client users have responded very positively to Salesforce and the client admins are finding it easier 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 optimization and support as their business grows and evolves. In Our Client's Words... "Summit Technologies really took the time to understand our business model and the way we work day-to-day. Most others we interviewed with gave broad-stroked answers and solutions to problems they didn't care to learn about. Summit did what they said they could do and then some. Would highly recommend!" 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 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