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

Service Cloud Voice Implementation Contact center agents are better able to sell, retain, and support customers with our Service Cloud Voice services for Salesforce CRM Price will vary based on the scope of each project Our base services include: Enable Service Cloud Voice in Salesforce environment Set up Account/Contact screen pops for inbound calls Click to dial Call recording if available Agent Dashboard Supervisor Dashboard Configure Salesforce page layouts to include Service Cloud Voice functionality Assign related permission sets to users Test the integration Deploy Additional services offered: Advanced VOIP functionality Service Cloud Voice Training What's Included We offer Managed Services to keep Service Cloud Voice 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

Salesforce Integration Services We design and build integration solutions using native apps, integration platforms (such as Mulesoft, Workato, Zapier or Scribe Online) or custom API's Integration Services Start at $2500 Discovery including integration methodology with the least technical debt Integration Design Integration build Testing the solution Go-Live What's Included Not all systems have API's so integration may not be possible 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. ready to chat? let's connect! Send Thank you, we will get back to you within one business day

Salesforce Sales Cloud Tuning & Optimization Maximize your Salesforce ROI by leveraging advanced functionality and automation capabilities of the platform Sales Cloud Optimization Services from $4,500 Are you getting a good return from your Salesforce investment? Salesforce is the most feature-rich and powerful CRM in the world, yet we find most organizations are only utilizing a fraction of the capabilities of the platform. With three releases a year, it is easy to fall behind, especially if the implementation was done in-house or years ago. ​ What's included in Performance Tuning package? Aimed at SMB's who have been using Salesforce for a while, we have put together an affordable package of optimization services that will make your sales team more productive and excited to use Salesforce! ​ Here are a few of the highlights of our performance tuning service: Discovery session with a senior Salesforce consultant - we will review with you how you are currently using Salesforce to determine areas for optimization and to use more of the pre-built Salesforce functionality Lightning implementation or optimization - if you are not using Lightning, we will get you converted. If you are already, we will optimize the screens in ways you never knew possible, based on over 50 Lightning implementations we have done, that will make them more intuitive and easier to navigate Improve data summaries and visibility - we can create rollups of sales data on accounts and formulas to help determine account health or other important metrics Process automation - we will look for ways to automate routine tasks in Salesforce from simply changing an Account type to Customer when an Opportunity closes to complex processes like creating new customer onboarding tasks and assigning them to your operations team Optimize your sales processes - if you are not using Products and Quotes, we will see if they are a good fit. If you are, we will optimize them to make creating a new quote or opportunity much faster by defaulting fields to data from the Account or other records or common values you use. Create new reports and dashboards - we will discuss the important KPI's in your organization and create reports and dashboards to help visualize these KPI's and automatically push them out to important stakeholders like managers or executives. After your system has been tuned and optimized, we will lead a training session for your team to show them all the great features in Salesforce they may not have been aware of that will allow them to work faster and to personalize their Salesforce experience. 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 Managed Services for Government 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 public sector 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 municipality or a state agency, 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

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. Field Service Lightning Custom Implementation start at $17,000 Summit Technologies has a great deal of experience implementing all aspects of Field Service Lighting . Our consulting team has relevant certifications in: Field Service Consultant Advanced Salesforce Administration Platform App Builder ​ We will work with you to build a relivant system that meets your business needs. Some of the services we offer: Configure users Object List View and Record Detail Pages Create custom Reports and Dashboard charts, graphs or gauges Field Service Lightning (FSL) Functionality Core FSL Package Setup Standard Object Setup or Configuration FSL Mobile App Page Layouts Field Service User Training Dispatcher User Training Salesforce Administrator Training Work with Cases, Contracts and Assets Custom business process automation Custom data validation rules Data loading Integration with ERP and/or other applications What's Included Looking beyond implementation services? We offer integration, custom development, training and support for Salesforce Field Service Lightning as well as managed services plans. Important Considerations Related Success Stories Ross Environmental Services Salesforce Field Service Lightning Implementation Salesforce Field Service Lightning Implementation ready to chat? let's connect! Send Thank you, we will get back to you within one business day

Salesforce Service Cloud Consulting and Optimization Our Salesforce certified consultants will set up a service console, web-to-ticket, escalation rules, phone system integration, chatbots, Knowledge and much more Price will vary based on the scope of each project Summit Technologies has a great deal of experience implementing all aspects of the Salesforce Service Cloud​ . Our consulting team has relevant certifications in: Salesforce Business Analyst Service Cloud Consultant Advanced Salesforce Administration Platform App Builder Platform Developer ​ Some of the services we offer: Phone system integration Case deflection using customer portals Chatbot configuration AI with Service GPT Set up and Configure Service Console Implement Web-to-Case Automate Case Assignment Set up Case Queues Service Contracts and SLA's Configure Case Escalation Rule Entitlement Configuration Salesforce Knowledge Implementation Post-sales process management Implement Assets and Contracts What's Included We also offer Managed Services 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

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SUMMIT TECHNOLOGIES RESOURCES Salesforce Nonprofit Users Group - Columbus OH Meet, network and learn with nonprofit Salesforce users in the central Ohio area. Meets monthly. Salesforce Developers Meetup - Columbus OH Meet local Salesforce developers and discuss the latest developments on the Salesforce platform as well as tips, tricks, swag and more! Meets monthly. Central Ohio Salesforce User Group Meets quarterly to discuss topics of interest to Salesforce users in Central Ohio. Buckeye Dreamin Salesforce Community Conference in Central Ohio.

Salesforce - Google Drive Integration via Drive Connect Link Google Drive files and folders to Salesforce records & Generate new Google Docs from your Salesforce data with our Drive Connect implementation Price will vary based on the scope of each project Our base services include: Install DriveConnect app for Salesforce CRM Connect app to customer DriveConnect account Configure Salesforce page layouts to include DriveConnect functionality Assign related permission sets to users Test Deploy Additional services offered Create document templates to generated Google Docs from Salesforce CRM data DriveConnect Training What's Included We offer Managed Services to keep Drive Connect 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

summit technologies partner Commercient Commercient makes ERP and Salesforce CRM integration really simple, quick, and efficient. Commercient has helped over 1000+ global companies seamlessly deploy enterprise integrations for ERP, CRM, Sales Automation (SA), and e-commerce by providing an “out of the box” integration solution that can be deployed rapidly with minimal services and overheads. Commercient integration platform synchronizes 150 + on-premise and cloud ERP systems, including Netsuite, Sage Intacct, Acumatica, Microsoft 365 AX, NAV, SL, Workday, IFS, INFOR, Epicor, ECi, Exact, SAP, Deltek, GlobalShop, IQMS, QAD, Syspro, Plex, Quickbooks, M2M, and many more. related summit technologies services Sync customers, orders, opportunities, products and much more between Salesforce CRM and Quickbooks Enterprise Salesforce - Quickbooks Enterprise Integration Sync customers, orders, opportunities, products and much more between Salesforce CRM and Epicor ERP Salesforce - Epicor ERP Integration Sync customers, orders, opportunities, products and much more between Salesforce CRM and JD Edwards ERP Salesforce - JD Edwards ERP Integration Sync customers, orders, opportunities, products and much more between Salesforce CRM and PLEX ERP Salesforce - PLEX ERP Integration

University of Cincinnati Experience-Based Learning and Career Education University of Cincinnati Experience-based Learning and Career Education center CRM University of Cincinnati Experience-based Learning and Career Education center CRM About the Client The University of Cincinnati Experience-based Learning and Career Education (ELCE) serves as a fully-integrated career preparation hub within the University of Cincinnati. As the global birthplace of cooperative education, the division is a recognized leader in real-world education. Within a thriving culture of collaboration, the division provides students, employers and partners a single point of contact for experience-based learning opportunities and transition-to-career services. ELCE is the instructional home of the university's Cooperative Education Program, which for more than 100 years has provided students the opportunity to alternate full-time terms of school and work to give them a solid base of experience and professional development. In 2010, the Division launched the Academic Internship Program, which provides access to part-time internships to all UC students. The Challenge ELCE staff was struggling to track interactions and the level of engagement with organizations who were offering co-op positions and internships to UC students. UC uses a home-grown database system to contain the data for businesses, the positions they offer and the placement of students in the positions. The database system has no reporting capabilities, is not accessible remotely and does not allow staff to track their interactions with contacts at the organizations. The data was accessed by requesting reports from the IT department that were delivered in a spreadsheet whenever the IT department had time to process their request. The process was inconsistent and unpredictable. ELCE had a tight budget and a need for a solution to be implemented in a timely fashion. The Solution Summit Technologies implemented a Sales Cloud CRM solution that enables ELCE staff to easily import data they receive in a flat file from the IT department into a relational CRM. Custom objects for positions and placements were created. Positions are related to accounts and placements are related to positions as child records. A process to upsert new records using the Apex Data Loader was designed and documented step-by-step. Data transformation steps were automated prior to upsert using MS Excel Power Query. Custom sales processes and opportunity stages were set up to track the recruitment and onboarding of new businesses. Custom formulas were created to parse inbound data to pull out valuable information on position availability. Rollup fields summarize data at the Account level to provide quick insights into the quantity and nature of the positions offered by an organization. Charts added to the Account provide visualization of their engagement and the breakdown, by major, of the positions offered. Reports and dashboards were created to track open positions by student major and location as well as the level of engagement of the companies in their system. Reports were also created to help identify companies that were no longer offering positions and companies with positions that were going unfilled. Leads were configured with custom fields to track the majors the new positions might be offered from the companies they were engaging with. ELCE staff were trained in using the new solution both from a desktop and a mobile device to look up information and record their activities. They were also trained on how to administer their new solution and create reports and dashboards. Result for Our Client The University of Cincinnati ELCE now has a modern state-of-the-art system that allows them to quickly and easily find company, contact, position and placement data that had been buried in a legacy system they could not directly access. Since their staff are frequently on the road meeting new prospective companies, the ability to look up information and track their activities from their laptop or mobile device is extremely valuable. Tracking events and communications with companies allows UC staff to identify companies that are more willing to engage with other activities such as open houses, career fairs, and guest speaking engagements. It also provides greater transparency, accountability and continuity within their department. The streamlined data loading solution allows everyone on the ELCE team to benefit from frequent refreshes of the data. The reports and dashboards allow staff to identify organizations who are at-risk of leaving the program and re-engage, positions for students looking for certain criteria, new opportunities with organizations that are highly engaged with UC and areas of high demand with positions going unfilled. The ability for ELCE staff to create their own reports and list views has empowered them to leverage their data in ways they had never dared dream of before. Not relying on an over-committed IT Department has improved morale - for both business and IT, efficiency and the timeliness of how to use the data they have been collecting for many years. In Our Client's Words... ​ Related Summit Technologies Services Salesforce Sales Cloud Quickstart Accelerate your Sales Cloud setup with our Quickstart. US-based certified consultants offer tailored training, ensuring completion in just weeks. let's talk about how we can turn your challenge into a success story Send Thank you, we will get back to you within one business day

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

Payment Processing in Experience Cloud via Linvio Take payments in Salesforce Experience Cloud! Can be used for simple purchases or complex multi-step checkout processes 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 Linvio Payments in Salesforce Experience Cloud include Perform discovery on form and payment processing requirements Install Linvio Payments 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 Linvio Order for payment related to order record Resulting Linvio 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 Linvio payment functionality to Salesforce record pages as needed to create a Linvio 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

summit technologies partner SMS Magic Better Engage with Your Audience Through Conversational Messaging. SMS-Magic makes it easy for you to connect with your audience through personalized messaging via their preferred channels, including text messaging, WhatsApp, and Facebook Messenger. related summit technologies services

Salesforce - JD Edwards ERP Integration Sync customers, orders, opportunities, products and much more between Salesforce CRM and JD Edwards ERP Price will vary based on the scope of each project In a matter of a few weeks, with our partner Commercient we are able to create a robust, reliable 2-way sync between Salesforce CRM and JD Edwards ERP that will periodically sync: Customers Opportunities Orders Fullfillment information Products PO's Data from custom objects and fields The sync period is configurable and near realtime sync may also be achieved. Our services include: Facilitate integration discovery Integration design Create any custom objects or fields needed in Salesforce for ERP data Build integration Integration testing Deploy integration What's Included We offer Managed Services to keep JD Edwards integrations 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

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