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Conga Contracts Implementation Create, execute and manage contracts through their entire lifecycle using Conga Contracts for Salesforce CRM Price will vary based on the scope of each project conga contracts ​ Let your sales team take control of their contracts. Empower them to create, negotiate, and execute contracts by automating CLM with Contracts for Salesforce. Legal won’t have to approve every single standard contract, and sales won’t have to wait for them to, allowing them to close business faster. Speed up your agreements, from creation to signature, and control for risk. ​ Summit Technologies' consultants are certified to implement and administer Conga Contracts . Conga Contracts for Salesforce Implementation Install and configure Conga Contracts App for up to 10 users For Opportunity, Quote or Contract standard object (choose one) Add Managed Clauses related list to page layout Create Conga Composer buttons on object to Add clause bundles to object record to create a contract Send contract for negotiation as Word file View redlines of returned contract Send contract for execution as PDF Assign User Permissions Create and assign up to 4 User Roles Create and assign permissions Create up to 40 Contract Clauses from customer provided Word files Add up to 40 merge fields (total) from Salesforce fields for Clauses Create up to 3 Contract Clause Bundles (contract templates) from customer provided Word files Create up to 3 Clause types User Acceptance Testing to Edit a contract clause Create a new contract clause without merge fields Add contract clause bundle to an object record to create a contract with merged fields Send a contract for negotiation View redlines and compare contract versions Send a contract for execution via preferred means (download, e-sig if implemented or email) One hour introduction to Conga Contracts for Salesforce Training Create and manage contract clauses and clause bundles (merge fields not included in this training) Build a contract using clause bundles Send a contract for negotiation View redlines and compare contract versions True up a contract after negotiation Send a contract for execution Conga Composer is required MicroSoft Word is required E-signature and document generation require separate Conga products and implementations What's Included We offer Managed Services to ensure the Conga Contracts 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 CRM Managed Services Achieve organizational alignment, application integration, efficient automation and capitalize on the latest features with expert training with Managed Services 12 Months Managed Services start at $4320 Maximize Your Salesforce ROI with Summit Technologies At Summit Technologies, we understand that a dynamic Salesforce implementation evolves with your organization. Our services ensure that your Salesforce journey is continually optimized and tailored to your business's needs: Alignment with Organizational Changes: We help Salesforce evolve with your company, ensuring it always serves your current business needs. Cross-departmental Integration: Extend Salesforce's power to departments like customer service, delivery, field service, and marketing. Efficient Automation: Elevate business processes by automating tasks and workflows within Salesforce. Data Management: Seamlessly load crucial data, including leads, accounts, and contacts. Holistic Business Integration: Connect Salesforce with essential tools like accounting software, ERP systems, eCommerce platforms, and more. Skillful Training: From onboarding new hires to refining the skills of your existing team, our training sessions boost user adoption and expertise. Data-Driven Insights: Leverage your platform data, gleaning actionable insights that empower your leadership to seize new opportunities. User-Centered Customization: We refine user interfaces based on actual feedback, ensuring a more intuitive and efficient user experience. Staying Updated: Harness the latest Salesforce functionalities with our guidance on the three annual Salesforce releases. Building In-house Expertise: Cultivate a robust internal proficiency in Salesforce administration. Choose Summit Technologies and ensure your Salesforce investment consistently drives value and remains aligned with your dynamic business landscape. What's Included Discover tailored solutions with Summit Technologies' Salesforce Managed Services packages. Designed to adapt to diverse business needs, our offerings range from 6 to 12 months with varying hours each month. Whether you're a budding enterprise or an established brand, we have the perfect package to streamline your Salesforce experience. Evaluate your demands, set your budget, and choose a flexible plan that grows with you. Important Considerations Related Success Stories National Truck Protection Sales Cloud Managed Services Managed Services for Sales Cloud with ERP Integration Ross Environmental Services Salesforce Field Service Lightning Implementation Salesforce Field Service Lightning Implementation 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. Tenants Together Action Network Integration Tenants Together Install and configure Action Network Connector for Salesforce 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 Vanguard Motor Sales LLC migration from Dealer Accelerate Vanguard Motor Sales LLC Migration from Dealer Accelerate to Salesforce Sales Cloud and SharinPix ready to chat? let's connect! Send Thank you, we will get back to you within one business day

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 Experience Cloud Partner Portal Quickstart from $6,000 Unlock the power of partner engagement with Summit Technologies' Experience Cloud QuickStart service. Launch an advanced partner portal tailored to your needs: Discovery Session: Engage in a comprehensive understanding of your business processes, ensuring your portal aligns seamlessly with your objectives. Tailored Builds: Brand-centric portal designs ensure your partners navigate effortlessly. Facilitate them in submitting leads and collaborating on opportunities with ease. Expert Training: Empower your team with the expertise to manage and optimize the portal, complemented by curated Salesforce resources. Foster deeper partner relationships and drive joint success. Entrust your portal journey to Summit Technologies, your beacon in Salesforce's Experience Cloud collaborations. 4-8 week implementation Discovery for client requirements for Partner Portal Create portal using a Partner Template Set Up custom portal URL Apply Company Logo & Color Scheme Set up Home Page Create a custom portal user Profile Configure Security in Salesforce for Read / Create / Update privileges of portal user at the Object and Field level Create and configure custom Lead, Account, and Contact Community pages for partner users Configure site navigation 1 Hour internal portal admin training, Create and maintain portal Users Basic portal page administration Provide custom slide deck with screenshots 2 Hours of Train the Trainer Training for Partner Users How to log in to Community How to view, edit, create, qualify and convert Leads How to view and update Accounts and Contacts Provide custom slide deck with visual how-to instructions What's Included Looking beyond implementation services? We offer integration, custom development, training and support for Experience Cloud. 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 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

summit technologies partner Chargent Payments in Salesforce. Everywhere. Put payment processing right in Salesforce, where your customer data lives. No matter your implementation, utilize the automated tools to help you collect more revenue and achieve bottom-line results. Chargent customers quickly realize improvements across key measures: Faster revenue collection and instant payment resolution Single-system visibility for both customer and payment data Increased efficiency through intelligent automation Improved security and reduced PCI compliance scope Greater return on your Salesforce investment Let us help you improve your payments efficiency (and volume!) in Salesforce. related summit technologies services Take payments in Salesforce Experience Cloud! Can be used for simple purchases or complex multi-step checkout processes Payment Processing in Experience Cloud via Chargent

City of Westerville Ohio 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. About the Client Westerville, Ohio is a community known for progressive amenities and excellent resident services. Those who already call Westerville home will tell you that this community is among the best in the nation. And Money Magazine agrees, having twice recognized Westerville as one of America's "Best Places to Live." Westerville's heritage dating back to 1809, natural beauty, and careful planning make it a special place to call home. Located in the northeast corner of Ohio's fastest growing region, Westerville is a vital city to more than 37,000 residents, a leader in job creation, and it is located just 10 miles from the airport and the state capital of Columbus. Throughout Westerville, residents enjoy more than 40 community parks and open spaces, a state-of-the-art Community Center, an award-winning school district and the old-generation Uptown District, featuring new-generation shopping, dining and entertainment. Reliable City programs and services, including municipal utilities and excellent public safety resources, keep Westerville safe and beautiful. The Challenge Westerville leadership needed a place to capture and share information about organizations in their region. Whether those organizations are targets or recipients of assistance, partner organizations, board members, office holders, or media, the need for shared contacts is critical to future business development efforts. This vital information needed to be shared among three main departments: Economic Development, The Community Data Center – WeConnect, and the Department of Public Utilities – BusinessWise Division. When a qualified company seeks assistance, being able to track and share the status of each business development opportunity is key. Reporting on opportunity projects by status, region, jobs, industry, type and investment is a must. The Solution A CRM Solution for Economic Development was built on the Salesforce Platform and is our answer to the issues that Economic Development teams tackle every day. We built this solution to address the needs of Economic Development teams and agencies. It is easy to use, feature rich, and covers most organizations immediate needs with ample room for growth. Here is a short list of the features of the Economic Development solution: • Projects: Create a centralized master project record for each of your economic development initiatives. • Programs: Search for available programs and track fund availability • Nurture: Add Leads and Prospects to nurture lists to generate interest in your community • Enrich: Add relevant information Prospects and Leads with a button click • Automate: Reminders and follow-ups • Email Templates: Send individual and bulk emails using personalized custom email templates • Incentives: Maintain visibility of all economic incentives offered right on the master project record. • Grants: Save all important grant information and connect to the master project record • Offers: Easily generate offer letters with all incentives and commitments with no copy and paste • Compliance: Easily track actual results for job creation and economic impact targets for active/won projects. • Sites: Manage available site locations and perform site matching for Economic Development projects based on prospect needs. • Leases: Manage leases/occupancies for business facilities such as incubators, offices, or properties. • Investors: Track giving commitments and follow-through. Send automated notifications and reminders. • Case & Service Management: Create business support/customer service cases, then assign and track through resolution. • BRE Surveys: Powerful profiling and segmentation of your local business community. Complete BRE surveys and connect to actual business records – all from your mobile device! • Dashboards: Measure the success of your department over the course of the year and year over year Result for Our Client The three main departments: Economic Development, The Community Data Center – WeConnect, and the Department of Public Utilities – BusinessWise Division now have a collaboration space. Westerville has the ability to track its economic development programs, their effectiveness, and hold recipients of incentives accountable to taxpayers. the city leadership has also benefited from having a visual dashboard depicting its economic development efforts. In Our Client's Words... "Summit has been a great partner throughout all aspects of the engagement. Westerville is unique in that we have services and associated products most City cannot provide to businesses and residents including Data Center, Broadband, and Cloud Services through WēConnect (Broadband and Data Center Public Utility); renewable energy certificates, and energy efficiency programs through Westerville Electric and the more traditional Economic Development activities. WēConnect, Westerville Electric, and Economic Develop work closely together and needed a better way to improve their processes and the customer experience. Summit's Salesforce Economic Development Accelerator provides the collaborative platform we needed to improve coordination and productivity between the teams which has effectively improved the overall customer experience. Especially the customers who benefit from services provided by all three teams. Currently, the Economic Development and WēConnect teams are using the Salesforce Economic Development Accelerator and Summit will be our partner to bring the Electric Division onboard this summer (2021). Calling this a CRM does not do it justice, we prefer to call it our Customer Engagement and Enrichment (CEE) Platform." -Todd Jackson, CIO, City of Westerville 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

Salesforce Managed Services for Higher Education Achieve organizational alignment, integrated systems, efficient automation & leverage the latest features with expert training with Salesforce Managed Services 12 Months Managed Services start at $4320 Maximize Your Salesforce ROI with Summit Technologies At Summit Technologies, we understand that a dynamic Salesforce implementation evolves with your higher education organization. Our services ensure that your Salesforce journey is continually optimized and tailored to your business's needs: Alignment with Organizational Changes: We help Salesforce evolve with your agency, ensuring it always serves your current business needs. Cross-departmental Integration: Extend Salesforce's power to departments like customer service, delivery, field service, and marketing. Efficient Automation: Elevate business processes by automating tasks and workflows within Salesforce. Data Management: Seamlessly load crucial data, including leads, accounts, and contacts. Holistic Business Integration: Connect Salesforce with essential tools like accounting software, ERP systems, eCommerce platforms, and more. Skillful Training: From onboarding new hires to refining the skills of your existing team, our training sessions boost user adoption and expertise. Data-Driven Insights: Leverage your platform data, gleaning actionable insights that empower your leadership to seize new opportunities. User-Centered Customization: We refine user interfaces based on actual feedback, ensuring a more intuitive and efficient user experience. Staying Updated: Harness the latest Salesforce functionalities with our guidance on the three annual Salesforce releases. Building In-house Expertise: Cultivate a robust internal proficiency in Salesforce administration. Choose Summit Technologies and ensure your Salesforce investment consistently drives value and remains aligned with your dynamic business landscape. What's Included Discover tailored solutions with Summit Technologies' Salesforce Managed Services packages. Designed to adapt to diverse organizational needs, our offerings range from 6 to 12 months with varying hours each month. Whether you're a small college or a public university, we have the perfect package to streamline your Salesforce experience. Evaluate your demands, set your budget, and choose a flexible plan that grows with you. Important Considerations Related Success Stories ready to chat? let's connect! Send Thank you, we will get back to you within one business day

summit technologies partner Tibco Scribe Online TIBCO Scribe Online is a cloud-based integration service that helps businesses efficiently connect Software-as-a-Service (SaaS) applications and automate data flows using an intuitive browser-based approach. TIBCO Scribe Insight connects front office and back office business applications using our tried-and-true on-premises platform. With ready-to-go connectors that adapt to software updates, a simple graphical interface for code-free customization, and management tools that keep things working smoothly, developing and managing integrations just got a lot simpler. related summit technologies services Complex integrations between Salesforce and other apps or SQL databases are fast and simple with our Scribe services Scribe Online Integration Services for Salesforce

Ross Environmental Services Ross Environmental Services Salesforce Field Service Lightning Implementation Salesforce Field Service Lightning Implementation About the Client Beginning in 1949, Ross Environmental Services has dedicated its mission to helping the environment and improving hazardous and industrial waste management. Much of this work relies on the scheduling and dispatching of trucks to complete services. The Challenge To keep up with demand, Ross elected to modernize their IT department and phase out their old system. With this, they needed a new ERP that ensured drivers received accurate schedules, timelines, and equipment. Ross Environmental wanted to progress from managing from a spreadsheet in Excel to a fully automated system capable of fulfilling their needs. "Summit did a really good job of listening to my concerns and having a plan in place-- it was more of a partnership." The Solution Summit Technologies provided Ross with a consultant weekly to work with their Project Manager to find the best solution possible. This involved creating customizations that Field Service Lightning (FSL) may not have been able to offer out of the box. With proper communication and collaboration from both parties, Summit Technologies was able to transform Ross’ manual Excel management to automated FSL flows, thus creating a much more efficient process. ​ Summit Technologies provided the following: Guidance and consulting on implementing Field-Service Lightning Most economical way to integrate with SAP Business One Scheduling via Field-Service for appointments Field-Service work orders & jobs processes Integration with SAP Business One Customers (Accounts, Contacts, Projects) Financials (Orders, Invoices, Payments) "Summit didn't miss a beat and always had a backup plan" Result for Our Client Through the complexity of Ross’ needs, Summit was able to be flexible and find solutions that would help solve the inefficiencies of their previous tech stack. The traditional process for FSL is a route with multiple stops, similar to the traditional delivery driver process. With customization, Summit was able to include a secondary “return appointment”, that allowed routes to be planned with a pickup and drop off, followed by another pickup and drop off and so on. This process allowed Ross to successfully move from pen and paper to a Salesforce solution. In Our Client's Words... “What I appreciated the most about Summit is their ability to be flexible with us. They understood our model, and were willing to provide us with the augmented staffing we needed, allowing us to be fully engaged and in control of the project” - Nikki Smith-Hignite Related Summit Technologies Services 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 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

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. Marketing Cloud Quickstart from $6,750 Advise and assist on Sender Authorization Package (SAP) provisioning Set up Marketing Cloud Salesforce Connector Create up to 3 Salesforce Data Extensions in Marketing Cloud For up to 20,000 subscribers synced from CRM Up to 40 fields synced from CRM Set up automation for subscriber imports Up to 5 Filtered Data Extensions for segments Create scheduled automations to reapply segment filters daily to all subscribers Configure up to 5 SFMC Users Create up to 3 Sender Profiles Create 1 Delivery Profile Create up to 3 Publication Lists Add Marketing Cloud buttons and tracking results to Salesforce CRM Contact and Lead page layouts Advise on IP warming strategy (if necessary) Basic Email Studio training, delivered remotely What's Included We do not offer support for configuring self-hosted DNS included with a standard implementation. If you elect to self-host all of the DNS records of a domain or subdomain, it requires expert technical resources on your end. In addition, this option increases the time to secure a domain with SSL, and work is required on your end before the domains being secured. A custom-scoped services engagement is recommended with this solution. Looking for more than a Quickstart? We offer Marketing Cloud implementation and support services for Journey Builder, Mobile Studio, Advertising Studio, Datorama and more. Important Considerations Related Success Stories 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 UC Online Recruiting Migrated UC Online recruiting from Hubspot to Salesforce Education Data Architecture (EDA), Interactions for Student Recruitment, and Marketing Cloud 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

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 Field Service Quickstart from $17,000 8-16 week implementation Configure users Create users from list provided by client. Assign basic profile, generate passwords Set up access security Create custom user profiles and configure App, Tab, Field and Record Type access Enable Einstein Activity Capture for OutLook or Gmail Lightning Home Tab, Custom App Upload client logo, create custom Salesforce App with logo Clean up and customize Home tab with Lightning components based on client needs, including custom dashboard Install free Tasks & Events app from App Exchange Object List View and Record Detail Pages Optimize Lightning page layouts based on client needs Page Layout cleanup: remove unused fields and related lists Create Custom List Views by Record Type as needed Add custom fields as needed Accounts and Contacts Edit Industries, Types and Sources picklists Create additional Account/Contact Record Types as needed Custom page layouts for each record type Create custom Reports and Dashboard charts, graphs or gauges Field Service Lightning (FSL) Functionality Core FSL Package Setup Create permission Sets Assign permissions Assign service crews Assign page layouts Standard Object Setup or Configuration Define Field Service territories (within one region) Define work type and skills (up to 5 work types and 20 skills) Define Field Service resources (up to 50) Define Field Service dispatchers and agents (up to 25) Define Field Service appointment booking Define Field Service scheduling policies (up to 5) TimeSheets Setup Dispatch console configuration FSL Mobile App Page Layouts FSL Service Appointment Layout FSL Service Resource Layout FSL Work Order Layout FSL work order Line Item Layout FSL operating Hours Layout FSL Work Type Layout Field Service User Training One (1) two-hour session, delivered remotely Recommended delivered as "train the trainer training" for larger organizations to empower 1-2 internal trainers Recorded for Client reference Dispatcher User Training One (1) two-hour session, delivered remotely Recommended delivered as "train the trainer training" for larger organizations to empower 1-2 internal trainers Recorded for Client reference Salesforce Administrator Training One (1) two-hour session, delivered remotely Custom Salesforce Admin training for Client IT staff or admin team, tailored to experience and interests of the Client team Meant to empower in-house team to perform routine functions such as User administration, changing page layouts, creating reports and dashboards What's Included Looking beyond implementation services? We offer integration, custom development, training and support for Field Service Lightning. Important Considerations Related Success Stories Ross Environmental Services Salesforce Field Service Lightning Implementation Salesforce Field Service Lightning Implementation 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. ready to chat? let's connect! Send Thank you, we will get back to you within one business day

Salesforce Training We offer customized training for everyone including Salesforce users, internal trainers, admins and developers Price will vary based on the scope of each project Remote Salesforce Training, Salesforce Training Videos, Train the Trainer programs Our Salesforce trainers hold one or more relevant certifications from Salesforce. We customize class content for our clients, starting with a consultation to identify their use case and training needs. We then create a tailored Salesforce training program based on a mutually agreed curriculum to ensure maximum value for our clients. Depending on your needs, we can tailor our Salesforce training programs for beginners, advanced users, or administrators. Note that user and admin training cannot be combined in the same program; a separate training package is required for both. We offer training on the following Salesforce products: Salesforce User Training Salesforce Sales Cloud Training Salesforce Service Cloud Training Salesforce Marketing Cloud Training Salesforce Market Cloud Account Engagement (Pardot) Training Salesforce Experience Cloud Training Salesforce Field Service Lightning Training Packages Offered: Web Based Salesforce Training One (1) Instructor-Led Salesforce Training (ILT) Session Delivered via Webinar Content Includes Standard Salesforce.com End-User Navigation and Functionality Includes Salesforce Reporting and Salesforce Dashboards Delivery Not to Exceed Two (2) Hours Must Be Delivered in a Single Business Day Participation Limited to Ten (10) End-Users Includes One (1) Pre-Delivery Consultation to Identify Primary Use-Cases. On Site Salesforce Training​ One (1) Instructor-Led Salesforce Training (ILT) Session Delivered On-Site Content Includes Standard Salesforce.com End-User Navigation and Functionality Includes Salesforce Reporting and Salesforce Dashboards Delivery Not to Exceed Two (2) Hours Must Be Delivered in a Single Business Day Participation Limited to Ten (10) End-Users Includes One (1) Pre-Delivery Consultation to Identify Primary Use-Cases Travel and expenses not included outside of Ohio Custom Salesforce Training Videos One (1) Salesforce Instructional Video Demonstrating Functionality Tailored to Client Business Process Delivered as .MP4 Duration Not to Exceed Sixty (60) Minutes; Re-Distribution Rights Pass to Client Upon Delivery Additional Salesforce Training Options Summit Technologies also offers half and full day Salesforce training classes, available at our offices in Columbus, Ohio, your office or remote via webinar. Please contact us for pricing and additional information. ​* All packages include, Salesforce Certified Instructors, Pre-Delivery Consultation, Client Guided Curriculum What's Included We also offer Managed Services for Service Cloud Important Considerations Related Success Stories ready to chat? let's connect! Send Thank you, we will get back to you within one business day

privacy policy Summittechnologiesllc.com Privacy Policy Summit Technologies LLC is committed to protecting the privacy and accuracy of confidential information to the extent possible, subject to provisions of state and federal law. Other than as required by laws that guarantee public access to certain types of information, or in response to subpoenas or other legal instruments that authorize access, personal information is not actively shared. In particular, we do not re-distribute or sell personal information collected on our web servers. ​ Information collected: Summittechnologiesllc.com servers may collect the following analytics: Internet Protocol (IP) address of computer being used web pages requested referring web page browser used date and time Summittechnologiesllc.com does not associate this data to individual user identities. Cookies Summittechnologiesllc.com site may use "cookies" in order to deliver web content specific to individual users' interests or to keep track of online purchasing transactions. Sensitive personal information is not stored within cookies. Webforms Summittechnologiesllc.com uses webforms forms on this site. These forms require users to give contact information such as first and last name, company name, email address and phone number. Contact information from the registration form is used only to for internal purposes and will not be sold to another party. Use of collected information: Summittechnologiesllc.com will only use personal information collected from this site for the purpose of communication back to individuals who contact us via the site. Summittechnologiesllc.com uses browser-IP-address information and anonymous-browser history to report information about site accesses and for profiling purposes. This information is used to improve Web presentation and utilization. IP address information may also be used for troubleshooting purposes. ​ Distribution of collected information: Summittechnologiesllc.com will not disclose, without your consent, personal information collected about you, except for certain explicit circumstances in which disclosure is required by law. Summittechnologiesllc.com will not distribute or sell personal information to third-party organizations. Privacy Statement Revisions: This Privacy Statement was last revised on February 21, 2022. We may change this Privacy Statement at any time and for any reason. We encourage you to review this Privacy Statement each time you visit the web site. If we make a significant change to our Privacy Statement, we will post a notice on the homepage of our web site for a period of time after the change is made. Responsibility for External Sites: This website may contain links to other web sites. Some of those web sites may be operated by third parties. We provide the links for your convenience, but we do not review, control, or monitor the privacy practices of web sites operated by others. We are not responsible for the performance of web sites operated by third parties or for your business dealings with them. Therefore, whenever you leave this web site we recommend that you review each web site's privacy practices and make your own conclusions regarding the adequacy of these practices. How to contact us Email info@summittech360.com ​

summit technologies partner Linvio Linvio is the leading FinTech application and payment solution pioneer on the Salesforce platform. They are a long-standing Salesforce ISV and AppExchange partner with a solution set specializing in Salesforce-native commerce, payment, and event management solutions. related summit technologies services 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

Salesforce - Adobesign Integration Create, send, sign, track, and file agreements quickly & securely in Salesforce with our AdobeSign integration service Price will vary based on the scope of each project Easily and quickly create, send, sign, track and file agreements without leaving Salesforce with the Lightning-Ready AdobeSign integration built on the Salesforce Customer 360 platform. Works with Sales Cloud, Community Cloud, Service Cloud, and more. Our services include: Install AdobeSign app for Salesforce CRM Connect app to customer AdobeSign account Configure Salesforce page layouts to include AdobeSign functionality Assign related permission sets to users Test Deploy What's Included We offer Managed Services to keep AdobeSign integration 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

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

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