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Salesforce - Docusign Integration Create, send, sign, track, and file agreements quickly & securely in Salesforce with our DocuSign 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 DocuSign integration built on the Salesforce platform. Works with Sales Cloud, and Service Cloud. Our base services include: Install DocuSign app for Salesforce CRM Connect app to customer DocuSign account Configure Salesforce page layouts to include DocuSign functionality Assign related permission sets to users Test Deploy Additional services offered: Document generation DocuSign App Training What's Included We offer Managed Services to keep DocuSign 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

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

Salesforce - Quickbooks Enterprise Integration Sync customers, orders, opportunities, products and much more between Salesforce CRM and Quickbooks Enterprise 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 Quickbooks Enterprise 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 Quickbooks Enterprise 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

The Ohio State University College of Arts and Sciences 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 About the Client The Ohio State University College of Arts and Sciences (ASC) consists of 38 Departments and Schools, 20+ Centers and Institutes, 2,000 Faculty and Staff, 81 Majors, 100+ Minors, $284Million Budget, $86Million Research Expenditures. They provide instruction in 30 Languages. The ASC Marketing Department provides creative solutions to help staff connect with their audience and successfully promote their department, center, initiative, program or event. The Challenge The ASC Marketing Department is tasked with marketing to prospective students with the goal of getting them to apply to OSU and major in one of the majors offered by ASC. After a student applies and has been admitted, ASC Marketing is also challenged with ensuring an admitted student pays their fees, attends orientation, pays tuition and ultimately enrolls in classes. The reality is a certain percent of students that are admitted never enroll for classes, thus creating a problem referred to as “Summer Melt”. ASC Marketing wished to have the ability to track their results within the prospecting and recruiting cycles as well as across multiple academic years. They wanted to be able to establish an analytics platform of reports and charts to visualize their prospecting and admit funnels and track the efficacy of their efforts. ASC Marketing also wanted an enterprise-grade multi-channel marketing solution connected to a CRM to create marketing content and engage prospects and admits intelligently and dynamically through multiple channels including SMS and email using a journey builder. The Solution Summit Technologies analyzed the data coming from internal systems and architected a data model in Salesforce Sales Cloud CRM to house prospects in the Lead object and Admits with their application information in Contacts and Opportunities. Hundreds of custom fields were created to house the data imported into the system. Custom stages were created to track prospect and admit progress through the recruiting and admit process. As the data is coming from the OSU Admissions department on an as-requested basis in a flat file, and an ETL solution is not feasible at this time, Summit Technologies devised a solution to load the data into Salesforce quickly and easily. The solution consists of a MS Excel Power Query spreadsheet to automate the numerous data transformation steps required to re-format the data to one that would be accepted by Salesforce. The Apex Data Loader command line interface was leveraged to reduce the process of data loading to copying and pasting a couple commands to a command prompt. Summit Technologies created 15 different reports and charts that allow ASC Marketing staff to visualize their funnels by data such as gender, in-state or out of state, regions of the world where applicants were located and other criteria. Salesforce Marketing Cloud was connected to Sales Cloud using the connector and a custom domain hosted by OSU was provisioned to send email. Data extensions were created in Marketing Cloud to house prospect and admit data for the purposes of utilizing the Journey Builder to create comprehensive engagement plans. Summit Technologies provided training to ASC Marketing 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 The OSU ASC Marketing Team now has a highly scalable CRM and Marketing Platform that allows them to engage prospects and admits through multiple channels using journeys that allow decision points to be injected into the marketing process. Rather than all prospects and admits getting the same emails, dynamic content may be employed to tailor the message to the audience. As statuses of prospects and admits change, the frequency and content of the marketing messages can change, creating personalized marketing journeys that engage the audience. Marketing staff can view reports and charts to see their data in ways never before possible, allowing problems and opportunities to be surfaced and addressed that previously were not visible until it was too late to act on them. Historical data is now stored within the CRM allowing the Marketing department to compare results from one year to another to identify trends. The OSU ASC Marketing Department also now has a platform that can be extended to other departments and schools within the College, allowing them to share department-specific data about recruiting and admissions with others within their College who would like to better understand current status and engage with admitted students prior to their enrollment. In Our Client's Words... ​ Related Summit Technologies Services Salesforce Sales Cloud Quickstart Accelerate your Sales Cloud setup with our Quickstart. US-based certified consultants offer tailored training, ensuring completion in just weeks. Salesforce Marketing Cloud Email Studio Quickstart Implementation Get up and running on Marketing Cloud Email Studio in a few weeks. Includes personalized training from a certified Marketing Cloud expert. let's talk about how we can turn your challenge into a success story Send Thank you, we will get back to you within one business day

Salesforce Health Check and Road Map Summit Technologies' Strategic Services help maximize technology ROI for businesses of all sizes. We offer analysis, guidance, solutions and training Price will vary based on the scope of each project The Strategic Services Division of Summit Technologies helps organizations achieve maximum value from their technology investments. We help small businesses who are growing and have not yet invested in IT and need guidance in getting started. We also help medium-to-large businesses who need assistance in fixing things that are broken, building a scalable and cost effective IT infrastructure in preparation for rapid growth; or need complete restructuring of their IT infrastructure: i.e. re-organizing, outsourcing, insourcing, downsizing, upsizing, etc. Summit Technologies provides the guidance, recommendations, and, as needed, the skillset to implement these initiatives. High-level Initiatives: IT Strategic planning: Create, and optionally implement, a comprehensive strategy that leverages technology to help your organization become a high-performance business. Develop a big picture that realistically defines your information technology investment as a strategic business tool to give your organization a competitive advantage. Rationalizing and managing IT budgets: Understand which IT investments make business sense. Create models for Total Cost of Ownership (TCO), Return on Investment (ROI) and Risk Management that relate to your short-term and long-term business strategy. Define an IT budget that supports business growth, and manage the budget in step with actual business results and perceived opportunities. Consider opportunities for outsourcing/insourcing. Evaluate potential vendors, develop, and implement a plan. Business and IT process improvement and reengineering: Analyze current workflows and processes within your business and IT, and between your business and outside organizations. Use information technology to help you improve or redesign business processes in order to enhance collaboration with suppliers, partners and customers to maximize performance and achieve your business goals more quickly. Improve your IT processes through the adoption of IT best practices. IT Contract and vendor negotiations: Qualify vendors and evaluate products and services that support your business objectives and are in line with your IT budget. Negotiate contracts to maximize the business impact of your budgeted IT investments and to meet cash flow requirements. Monitor product performance guarantees, service level agreements, and special upgrade opportunities. Business Continuity Planning: Create and test an IT disaster recovery plan that: includes analyzing the vulnerability of your IT infrastructure and critical data, addresses disaster scenarios such as hardware failure, natural and man-made catastrophes or hacker attacks, defines backup procedures and/or backup system validation, describes an effective and affordable power backup system, and incorporates an appropriate level of system redundancy. IT organization assessment, design, and staffing: Assess the strengths and weaknesses of the IT organization by conducting a skills assessment. Reorganize the IT team, if necessary, based on functional areas. Where there are gaps, fill with key hires or supplemental staff while being watchful of the IT budget and staying in tune with business financial metrics and score cards. IT Project Management Office (PMO) design: Work with the team of project managers to create a holistic strategy to startup, evolve, and mature a PMO. This entails attention to culture and governance, skills development, process refinement and standardization. Emerging technologies: Research and propose pertinent emerging technologies to propel the business to achieve high gains in operational efficiencies. We stay on top of the most advanced technologies so that organizations can reap the benefits of using emerging technologies as differentiators in their industries. E.g. cloud and SaaS technologies, virtual workspace, wireless and mobile, hand-held, interactive media, visualizations, Low-Code, artificial intelligence and machine learning. ​ Our process: Needs assessment: We work closely with the executives, managers, employees, and board members of the organization to gain a deep understanding of the business goals and IT needs. Establish a baseline: We evaluate the strengths and weakness of the organization from an IT perspective (processes, staff, infrastructure, best practices, etc.), while always relating the IT needs to the business goals. We establish a baseline as a frame of reference for progress. Produce a plan: We develop an IT plan appropriate to the size and expected growth of the organization. The plan usually includes prioritized tasks, timelines, deliverables, and budget. (Optionally) Execute the plan: We manage tasks to completion based on business priorities and agreeable IT investments. 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

about summit technologies History and background Awards and honors Our Salesforce certifications Project delivery methodology ​Location and contact info History and background Summit Technologies - Salesforce partners since 2016 Summit Technologies was formed in the summer of 2016 by long-time friends Mike Leibrand and Moez Chaabouni. Mike had just sold a couple of companies in the apparel industry that he had founded grew to over $25M in annual sales, and wanted to change his focus to technology services, having recognized the critical role technology played in the growth and success of his previous businesses. Moez had just left a position as Deputy CIO for the City of Columbus, and recognized the transformational potential of cloud based platform development. Moez recommended Mike take a deep dive into Salesforce, and when Mike did, he recognized the revolutionary power of the platform to enable businesses to rapidly adapt, scale and grow in an ever-changing, challenging market. ​ That summer, Moez and Mike formed Summit Technologies LLC as a Salesforce partner , specializing in project work. Moez and Mike bring a diverse and complementary skill set to the business. Mike has been an entrepreneur since the early 1990's and is very much in tune with the needs and challenges of small businesses. Moez brings experience working in a leadership role for local government, higher education and large enterprises. Through a shared philosophy of creating a great place to work and giving back to the community , Moez and Mike have built a strong team of Salesforce professionals over the years since their inception. ​ Today, Moez and Mike work as the managing partners for a thriving Salesforce partner practice, dealing with the daily challenges of running a rapidly growing organization. They have surrounded themselves with a talented team of sales and delivery professionals who consistently fulfill the promise of the organization to deliver success to each of our clients on every project. ​ The future is bright for Summit Technologies as we continue to grow and deepen our focus on bettering ourselves, bettering our clients and bettering our community. 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 Awards & Recognition Our team's Salesforce certifications As a firm specializing in Salesforce project work, we place a high value on obtaining and maintaining Salesforce certifications for the various Salesforce products we support and services we offer. Our team has obtained over 60 certifications spanning over 20 unique areas of certification. Every member of our delivery team holds at least one certification, and many team members have earned more than five. Salesforce architect certifications Salesforce Certifications ready to chat? let's connect! Success! We will respond within one business day. Send Summit Technologies LLC 1391 W 5th Ave #349 Columbus, OH 43212 614-859-6543 info@summittech360.com ​ How we successfully deliver projects and deliver value Our long track record of success is due to a carefully thought-out and predictably executed delivery methodology, developed and continuously refined based on client feedback and a commitment to lessons learned from each project. our project delivery strategy We use a hybrid Agile / Scrum / Waterfall approach for our projects Initial discovery and business process review to flesh out MVP requirements Design, planning, project management and client collaboration in our proprietary project workbook and project management systems Two week sprints, most consisting of discovery, build, testing and deployment Sprint planning and review meetings with client each sprint Progress, scope and budget reviews each sprint Weekly internal project meetings to ensure projects remain on track Location & Contact Info Project Delivery Methodology

summit technologies partner Mogli Mogli Technologies, a Salesforce Partner since 2011, is the developer of Mogli SMS, a Salesforce native application that unlocks the power of mobile messaging. Whether you need to send a bulk announcement, automated notifications, surveys, or facilitate 1-1 conversations, the magic of Mogli makes it happen and keeps it all in Salesforce. related summit technologies services Add SMS text messaging capabilities to Salesforce Leads, Contacts, Cases or any custom object Mogli SMS Implementation for Salesforce CRM

Scribe Online Integration Services for Salesforce Complex integrations between Salesforce and other apps or SQL databases are fast and simple with our Scribe services Scribe Online Integration Services from $7,000 Discovery on client data model Create field mappings document Configure Scribe to connect with Salesforce Configure non-custom Scribe connector endpoint (ie SQL Server) Create triggers for data sync between the two systems Create flow mappings in Scribe to sync data from source system to destination system (ie Accounts, Contacts, Leads and Opportunities or Orders) Add logic or functions to Flows as needed to parse or transform data in transit Sync records Test sync and work with client to resolve any errors Activate and monitor sync for user acceptance period to resolve any sync issues What's Included We offer Managed Services to keep Scribe Online 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

Carter Logistics 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. About the Client Carter started its business in 1982 with just a couple of trucks moving parts from suppliers to various automotive assembly plants. Today, they are well known within the manufacturing industry as a world-class logistics company. The Challenge Carter Logistics was frustrated with the slow performance and lack of capabilities of WinMore, a CRM system made for the trucking industry. Although there were some features Carter had built into the system that they liked, its poor performance, high cost, and inability to meet their growing needs made them want to replace it. Additionally, Carter wanted to create a system to better engage with their drivers to reduce driver turnover, ramp up their marketing efforts with a marketing automation solution, and easily generate accurate, branded sales documents from a single system. The Solution Summit Technologies meticulously analyzed WinMore and discussed the features that helped their sales team collaborate on complex deals as well as areas it was falling short and could be improved. The Summit Technologies team designed a custom task-driven sales system that broke each stage of an opportunity into required and optional tasks that could be assigned to team members, managed by due date, and whose completion was required to advance the opportunity. Some of the features of the implementation included: Custom Salesforce CRM Implementation including case management Custom opportunity task solution with different templates for different opportunity types Custom object to track Lanes at the Account and Opportunity level Ability to generate sales documents directly from Salesforce using Conga Implementation of custom record types to segregate driver from customer data Pardot Implementation and Training Migration of data from WinMore to Salesforce Result for Our Client In a few months, Carter Logistics went from a CRM with major performance issues and limitations to a feature-rich, high performing system with excellent reports and dashboards for previously unprecedented managerial oversight into sales processes. Branded sales contracts are now quickly and accurately generated from Salesforce, reducing the time and frustration spent passing around Word documents. Carter was able to move driver data and rewards programs from multiple spreadsheets into a dynamic system that improved visibility and capability while reducing staff effort. The Carter Marketing team has built email campaigns for prospects, customers, and drivers and has the reporting capabilities they desired to better manage their marketing efforts and budgets. In Our Client's Words... ​ Related Summit Technologies Services Marketing Cloud Account Engagement (Pardot) Services We offer custom implementation, training and support services for Marketing Cloud Account Engagement (Pardot) Salesforce Marketing Cloud Account Engagement (Pardot) Quickstart Get up and running on Marketing Cloud Account Engagement (Pardot) in a few weeks. Includes personalized training from a Salesforce certified expert. Salesforce 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

innovative solutions powered by salesforce salesforce services Implementations, custom development, integrations, training and more salesforce quickstarts Get up and running in Sales Cloud, Service Cloud, Marketing Cloud, Pardot and NPSP salesforce managed services Gain a team of Saleforce experts for a fraction of the cost of a full-time employee industry & govt solutions View our industry accelerators and solutions for higher ed, government & more As a Salesforce partner, our success is determined by our client's success Summit Technologies is a Columbus, Ohio based Salesforce Consulting Partner consisting of a talented and creative team of Salesforce certified Consultants, Developers, Analysts and Project Managers. We specialize in building innovative solutions for our clients within the Salesforce family of products including Sales Cloud, Service Cloud, Marketing Cloud, CPQ/Revenue Cloud, Experience Cloud, Nonprofit Cloud, Education Cloud, Marketing Cloud Account Management (formerly Pardot) and Field Service Lightning. Summit Technologies' strategic services solutions bring custom Salesforce technology to work for your business. Our leadership team has over 40 years of CRM experience designing sales and marketing automation solutions for growing organizations. We actively listen to and work with our clients to craft technology solutions tailored to their specific needs, rather than a one-size-fits-all approach. ​ We work with many industries, including: nonprofit, small businesses, higher education, transportation and logistics, insurance, healthcare, retail, telecommunications and municipal and state government. ​ Our development team employs Agile, User Story and Scrum Project Management methodologies to ensure maximum value is provided quickly and consistently to our clients. Our team members all possess current certifications and undergo continuing education within the Salesforce family of products. ​ We partner with other leading third party solution providers in the Salesforce ecosystem including Conga, Tibco Scribe, Sdocs, FormAssembly, Commercient, Linvio, SMS Magic and many others. ​ We are very proud of our 5-star rating on the Salesforce AppExchange , earned one project at a time from our customers. Read about our history, philosophy and delivery strategy 3 salesforce architects 76 salesforce certifications "Easy to work with" "Northwoods worked with Summit Technologies to help migrate our Microsoft Dynamics CRM system to Salesforce. Mike and his team were extremely knowledgeable, thorough, and easy to work with. They were able to help us configure the system to handle complex business processes while making the system easy for end users. They were also able to migrate all our legacy Dynamics data to the new Salesforce system. Summit Technologies helped train our technical team on Salesforce administration while keeping the project on time and under budget. I highly recommend Summit Technologies for any Salesforce-related project." -Angie W. ready to chat? let's connect! Send Thank you, we will get back to you within one business day contact

Venture Logistics 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. About the Client For over 25 years, Venture Logistics has served as a full-service logistics partner for customers in North America and across the globe, offering a vast array of specialized services to get the job done safely, successfully, and on time—24/7, 365. The Challenge Venture Logistics had one business unit that was using Salesforce but needed assistance bringing two other sales business units into a single Salesforce platform. The sales teams needed to be able to work independently on some opportunities and collaborate on others. Reports and dashboards that existed in the previous environment needed to be rebuilt with multiple business units in mind. Existing data from previous Salesforce needed to be migrated and associated to the appropriate units. Venture Logistics needed to update the lead process to accommodate the new model. Through the discovery process with Venture Logistics, Summit Technologies learned that Venture: Wanted like to migrate from an outdated Salesforce org to a new Salesforce org while enhancing the functionality for the business unit using it and onboard two other business units that were minimally or not using Salesforce Had a need for strong internal contextual collaboration tools to cross-sell across business units and ensure proposals are generated in a timely fashion - Transparency, automation, timely notifications and effective oversight were keys to achieving this process in Salesforce Required integration between Salesforce and their ERP to keep account data in sync and surface critical account revenue data for the sales teams Desired a quick launch to deliver the initial stages of the Salesforce implementation, with Summit Technologies providing expert assistance and guidance to ensure a seamless transition from the old Salesforce org to the new Had strong internal personnel resources that can be leveraged during the project to: Work side by side with Summit Technologies, and where appropriate, to share work and provide in-depth oversight and input Work towards establishing an internal center of excellence for Venture, which will provide long term optimization of their Salesforce instance Wanted to strengthen their email marketing efforts and associated reporting The Solution Summit Technologies addressed the challenges. The Summit Technologies team: Designed a new data model to include the additional business units Migrated the data from one Salesforce instance to the other with no interruption to the business Revised the lead process to align with Salesforce best practices and allow for additional business units Updated reports and dashboards to align with new key performance indicators (KPI) Trained their Salesforce administrators on newer functionality of Salesforce and best practices Integrated ZoomInfo Phone system Integrated ERP system with Salesforce via iPaaS (integration platform as a service) Developed solutions to automate processes as needed as well as convert outdated Workflows to supported Salesforce automation methods Result for Our Client Summit Technologies was able to provide the “One Venture” experience that Venture Logistics leadership had championed. Sales teams across all business units are able to share and collaborate on opportunities and can view critical data from the ERP system while in Salesforce. The Marketing team is building effective marketing journeys for clients and prospects with deeper insight into their efficacy. The Venture Salesforce admin team was impressed with the knowledge of the Summit Technologies team and how quickly we were able to overcome any hurdles that arose during the process. 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 Integration Services We design and build integration solutions using native apps, integration platforms (such as Mulesoft, Workato, Zapier or Scribe Online) or custom API's Salesforce Marketing Cloud Account Engagement (Pardot) Quickstart Get up and running on Marketing Cloud Account Engagement (Pardot) in a few weeks. Includes personalized training from a Salesforce certified expert. Salesforce 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

terms and conditions Last updated: February 21, 2022 Please read these terms and conditions carefully before using Our Service. ​ Interpretation and Definitions ​ Interpretation The words of which the initial letter is capitalized have meanings defined under the following conditions. The following definitions shall have the same meaning regardless of whether they appear in singular or in plural. ​ Definitions For the purposes of these Terms and Conditions: ​Affiliate means an entity that controls, is controlled by or is under common control with a party, where "control" means ownership of 50% or more of the shares, equity interest or other securities entitled to vote for election of directors or other managing authority. Country refers to: United States Company (referred to as either "the Company", "We", "Us" or "Our" in this Agreement) refers to Summit Technologies LLC, 555 S Front St Ste 350, Columbus, OH 43215. 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You agree that the original English text shall prevail in the case of a dispute. ​ Changes to These Terms and Conditions We reserve the right, at Our sole discretion, to modify or replace these Terms at any time. If a revision is material We will make reasonable efforts to provide at least 30 days' notice prior to any new terms taking effect. What constitutes a material change will be determined at Our sole discretion. ​ By continuing to access or use Our Service after those revisions become effective, You agree to be bound by the revised terms. If You do not agree to the new terms, in whole or in part, please stop using the website and the Service. ​ Contact Us If you have any questions about these Terms and Conditions, You can contact us: By phone number: 614-859-6543

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

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

Salesforce - Automated Data Import from SFTP or FTP via Skyvia Automate importing data from files loaded to FTP or SFTP folders into Salesforce using Skyvia Price will vary based on the scope of each project Skyvia Implementation Services Set up and test automations within Skyvia to handle data movement between sources including FTP and SFTP folders Scheduled data imports into Salesforce from sources such as FTP and SFTP Scheduled data exports from Salesforce to destinations such as FTP and SFTP Clicks-not-code approach to data manipulation License management assistance What's Included We offer Managed Services to keep Skyvia 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

Salesforce - Quickbooks Online Integration via Zapier Fast and simple integration to create Quickbooks Online Customers and Invoices from closed Salesforce Opportunities Salesforce - Quickbooks Integration from $2,400 Connect Salesforce to Quickbooks Online Reduce duplicate data entry and the potential for errors by connecting Salesforce with Quickbooks Online. Our solution creates a customer and invoice in Quickbooks Online when an opportunity is marked Closed - Won. If the customer already exists, only the invoice is created. If the Opportunity includes Opportunity Products, they will be added to the invoice, otherwise a zero dollar placeholder invoice will be created. ​ We can also sync accounts and customers in Salesforce and Quickbooks Online in either or both directions. Other custom integrations can be performed as well. ​ Zapier Zapier has a low-cost, simple solution for integrating Salesforce and Quickbooks Online What's Included We offer Managed Services to keep Quickbooks 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

City of Delaware Ohio City of Delaware Ohio Salesforce CRM & Email Campaign The City of Delaware teamed with Summit Technologies to create a custom Salesforce solution to manage email campaigns for delinquency issues and escalations, and program efficiency monitoring. About the Client The historic City of Delaware, established on May 9, 1808, has since flourished in its residential and industrial development. Its proximity to Columbus, as well as historic periods of growth and prosperity, has greatly influenced the city’s economy. Its history, however, is carefully preserved in its many 19th century buildings and homes, its comfortable scale and hometown pace of life. The Challenge Because of the pandemic and considerations that were being extended to utility customers, the City of Delaware had not issued any late notices or cut off notices to delinquent utility customers in quite some time. Their existing system grew frustrating for customers and employees alike as it proved to be unreliable and inefficient. The City of Delaware needed a tool that was capable of creating these notices each month and organizing information as reports and cases arose. The Solution Summit Technologies worked with the City of Delaware to design an outreach campaign automation with customized Accounts, Contacts, Campaigns, and Email templates to help them facilitate their requests. Summit Technologies created email templates (late notice, delinquency notice, and cut off notice) with city brand (logos and color scheme) and body text provided by the City of Delaware. Each month, they will export three lists from their utility system, import these lists into Salesforce, and generate the appropriate email campaign to send to the recipients. To ensure the City of Delaware had all its needs met, they collaborated with Summit Technologies to complete the following: Analyze existing City of Delaware data sources to identify custom objects, fields and picklist values Perform gap analysis on current system functionality vs desired functionality Conduct analysis of current business processes Document and advise on sales process as it pertains to CRM Review KPI's and other metrics that can be tracked in CRM to measure and manage individuals and teams Allow City of Delaware clerks to manage email campaigns to collect delinquent DelCo Water billings Allow City of Delaware management team to manage delinquency issues and escalations Allow City of Delaware executives to monitor program efficacy Provide remote training session with PowerPoint presentations and a recording of the training Result for Our Client Summit Technologies was successful in implementing an outreach campaign capable of formulating, sending, and reporting on delinquent accounts and escalations. The City of Delaware now has an effective solution to track these issues as well as evaluate the efficiency of the program. 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

Salesforce Solutions for Higher Education Salesforce services for higher ed include Advancement solutions, SIS, finance & LMS integrations, student recruiting & portals, student success & more! Price will vary based on the scope of each project Summit Technologies has successfully delivered solutions for a number of higher education institutions. Our services include: Set up and configure Education Cloud (EDA) Set up and configure Nonprofit Cloud (NPSP) for Advancement SIS integrations including Banner SIS LMS integrations including Canvas Integration with finance systems including Workday Integrations with other systems including enrollment, recruiting, and more Salesforce Experience Cloud Implementation​ for student portals Discovery Gap analysis Data analysis Project Management Solution architecture Data architecture (including EDA) Salesforce Configuration Salesforce Lightning Component Development Business Process Automation Recruiting / Engagement Solutions Marketing Cloud Account Engagement (Pardot​) Marketing Cloud User and Administrator Training Data migration Post go-live support ​ Salesforce Education Data Architecture (EDA) EDA is an open source, community-driven data architecture built to configure Salesforce out of the box for the full K-20 student lifecycle. Designed to be a flexible and scalable data architecture for institutions of all sizes, EDA can fit your specific use cases from Day 1. Easily see the relationships students have with advisors and family members as well as their affiliations with clubs, departments and more - all in a single view. With a solid building block for institutional growth, your institution will be well on it's way to becoming a Connected Campus and increasing student engagement across the entire lifecycle. ​ Interactions for Student Recruitment Interactions for Student Recruitment provides higher education institutions the tools they need to manage student recruitment in Salesforce. As an unmanaged package/open-source code, it builds on the Higher Education Data Architecture (HEDA) data model and uses Affiliations, Administrative Accounts, and other HEDA features. Interactions for Student Recruitment uses Salesforce-standard Duplicate Management with new functionality called Interactions, which save time and reduce duplicate records by streamlining the data entry process . It provides a highly customizable structure to standard functionality such as Opportunities and Campaigns to meet the many different needs of a higher education institution. This project was funded by a Salesforce.org technology innovation grant and includes technical documentation, user guides, learning guides, and other documents to help universities get started with recruiting in Salesforce. Salesforce Student Advisor Link Advisor Link, which is built on the Salesforce platform, transforms advising in three important ways: By automating certain manual tasks, advisors can spend more time actually advising. Advisor Link will provide provide analytics and insights to empower “data-informed advising.” Advisor Link will help align the student’s community of support and affirm connectedness to their school. ​ NPSP for Advancement The Salesforce Nonprofit Success Pack (NPSP) is a free add-on for Salesforce that allows higher education organizations to organize their fundraising activities . What's Included We offer Managed Services for Higher Ed Salesforce implementations 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 JustCall Click this link for a free trial! For Sales Teams Drive revenue, monitor performance, and ramp new agents with advanced calling, SMS, and AI capabilities. Sales Dialer: Ditch manual dialing - run versatile outbound calling campaigns with an automated dialer to connect with more leads. SMS Campaigns: Supplement your outreach - send targeted messages and follow-ups to leads, and let AI guide you in crafting messages. Conversation Intelligence: Assist your reps with real-time prompts, score every call, and build customized coaching plans to train your team. CRM Integrations: Build integrated calling and SMS workflows with your existing CRM, allowing reps to perform all tasks from a single interface. For Service Teams Deliver a 5-star customer experience with advanced automation and AI-powered features. Inbound Call Management: Drive effective resolution of queries with intelligent call routing, multi-level IVR, and queue callback. Conversation Intelligence: Arm agents with AI-driven insights to keep every interaction on track, receive escalation alerts, and bring in managers. Quality Management: Monitor, analyze, and report on agent interactions and provide team insights & personalized feedback. Deep Integrations: Get context before every call, eliminate manual data entry, and automatically log every interaction with native Help Desk & CRM integrations. For Operations Teams Help your teams work smarter with a scalable solution that fits your existing tech stack. User-friendly Interface: Let your teams operate with autonomy & reduce IT dependence with an easy-to-set-up platform. Reporting & Insights: Set up real-time analytics, monitor team performance, and get insights into your conversations. Security & Accessibility: Easily access 100% secure voice, SMS, and AI features across mobile and desktop applications. Seamless integrations: No need for tech adjustments; connect JustCall with your existing CRM, helpdesk, and productivity tools. For Marketing Teams Boost your lead-gen efforts with powerful features centralizing all your communications data with CRM integrations. Voice & SMS: Activate lead-gen with outbound calling capabilities and expand your outreach with SMS automation and bulk SMS campaigns. SMS Copilot: Frame on-brand messages that resonate with your audience using AI-powered SMS Tone analysis and Rephrasing. CRM integrations: Get a 360-degree view of all interactions with leads and prospects in a single unified interface. Local phone numbers: Establish a local foothold for your business, acquire phone numbers with local area codes from 70+ countries. related summit technologies services

summit technologies partner GetFeedback Launch in minutes, scale in days. The GetFeedback survey app allows to: Access survey templates for NPS ®, CES, CSAT, Digital and Purchase Experience, and more Make it easy to give feedback anywhere, on any device with mobile-optimized, fully branded surveys Close the loop faster with real-time alerts and automatically push feedback into the tools you already use related summit technologies services