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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

Salesforce Custom Development Services Custom API integrations, business logic, Lightning Web Components (LWC) and Visualforce pages built to best practices by certified architects & developers Price will vary based on the scope of each project Summit Technologies is proficient at all aspects of Salesforce customization​ . Our consulting team has relevant certifications in: Salesforce Application Architect Salesforce System Architect Platform App Builder Platform Developer Sharing and Visibility Designer Integration Architect ​ Some of the customization services we offer: Apex Triggers VisualForce Custom UI Development Lightning Web C omponent (LWC) Development Custom App Development Test Driven Development AppExchange Application Development AppExchange App Deployment and Configuration Heroku Full Software Lifecycle Management Platform as a Service (PaaS) Software as a Service (SaaS) Build Complex Workflows in Salesforce through the Declarative Interface Leverage Salesforce API for custom integrations What's Included Important Considerations Related Success Stories ready to chat? let's connect! Send Thank you, we will get back to you within one business day

Salesforce 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. Marketing Cloud Account Engagement (Pardot) Quickstart from $4,950 3-6 week implementation 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​ Pardot Training​​ Set up Landing Pages Create Email Templates Create Drip Campaign Automation Rules Webforms and handlers What's Included Looking beyond implementation services? We offer integration, custom development, training and support for Marketing Cloud Account Engagement / Pardot. 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. Carter Logistics CRM migration from Winmore to Salesforce Replace Winmore CRM with Salesforce Sales Cloud to better track deals. Create a system to better manage driver relation efforts. Implement Pardot to provide Marketing department with automation capabilities. ready to chat? let's connect! Send Thank you, we will get back to you within one business day

Salesforce AI Consulting Engagement We will help you unlock the power of AI for your business with Salesforce AI products AI Consulting Engagements Start at $10,000 Now, you might be wondering how to navigate AI- that's where Summit Technologies AI consulting engagement comes in. We're not here to sell you on AI, but to guide you to the best solutions that provide the highest return on investment for your team. In today's dynamic business landscape, staying competitive means harnessing the potential of cutting-edge technology. That's where Salesforce's predictive and generative AI solutions come into play, offering small businesses a game-changing advantage. At its core, predictive AI is like a crystal ball for your business. It analyzes your historical data to forecast future trends, helping you make informed decisions. Whether it's predicting customer preferences, inventory needs, or market shifts, Salesforce's predictive AI empowers you to plan ahead and stay ahead. On the other hand, generative AI is the creative sidekick your business needs. It generates content, automates repetitive tasks, and even crafts personalized marketing messages. Imagine your small team having an AI assistant that helps with content creation or automates routine processes – that's generative AI at work. Our team of experts will meet with your team, understand your unique business needs, and help you chart a customized AI journey leveraging the Salesforce ecosystem - everything from the “right now” tactical uses, through building a comprehensive roadmap for the future. The initial 90 minute engagement is provided without cost, so we can determine together if AI, and Summit Technologies are the right fit for your business. Our process is simple and transparent. We'll start by assessing your current systems and data. Then, we'll recommend tailored solutions that fit your budget and goals. We'll guide you through the implementation process, ensuring a seamless transition. And we won't disappear after the setup – we also offer ongoing support. Small businesses can't afford to miss out on the AI revolution. With Salesforce's predictive and generative AI solutions and our expert guidance, you'll be ready to embrace the future with confidence. Contact us to kickstart your AI journey today, and let's unlock your business's full potential together. What's Included We also offer Managed Services for Salesforce AI products. 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 Composer Quickstart Implementation Generate quotes, proposals, contracts and other documents from Salesforce CRM merging CRM data into the document Conga Composer Implementation from $2,250 Setup and Configuration of App Install Conga App Update page layouts as needed Create buttons to launch templates from Opportunity or other object page Assign permission sets as needed Test app Brief training/handoff session (30 minutes budgeted) Conga Composer Template Creation Create template from customer provided Word file document template Generate test document from Salesforce Adjustments / enhancements to template bases on client feedback What's Included Additional licensing fees from Conga not included 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

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 Experience Cloud Customer Portal Quickstart from $4,000 Elevate the customer experience with Summit Technologies' Experience Cloud QuickStart service. Introduce a customer portal designed for user-centric interactions: Discovery Session: Deep dive into your brand's unique requirements, ensuring your portal resonates with your customer-centric ethos. Tailored Builds: Curate a portal where customers can effortlessly access self-help resources, share files, and engage in collaborative discussions with their peers. Expert Training: Equip your team with the skills to navigate, manage, and optimize the portal, enriched by select Salesforce resources. Forge stronger customer relationships, drive loyalty, and promote self-sufficiency. Choose Summit Technologies to navigate the vast horizons of Salesforce's Experience Cloud customer portals. 3-6 week implementation Discovery​ ​Set up portal URL Create Portal User Profile Set up Home page Configure record and field visibility for portal users Set up list view pages for portal Create standard and custom object pages including Cases as needed Set up web-to-case in the portal as needed 1 Hour internal portal admin training, Create and maintain portal Users Basic portal page administration Provide custom slide deck with screenshots What's Included Looking beyond implementation services? We offer integration, custom development, training and support for Experience Cloud. Important Considerations Related Success Stories Discover Publications Salesforce Community Implementation Discover Publications contacted Summit Technologies in desperation when, after nine months, they had still not rolled out Community Cloud to their clients. Cleveland Housing Network Salesforce Community & Knowledge Implementations Cleveland Housing Network (CHN), a Cleveland, Ohio based non-profit, Salesforce Community and Knowledge implementations 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 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

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

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

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

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

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

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

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

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