services

Generate quotes, proposals, contracts and other documents from Salesforce CRM merging CRM data into the document

Create, execute and manage contracts through their entire lifecycle using Conga Contracts for Salesforce CRM

Contact center agents are better able to sell, retain, and support customers with our Five9 integration services for Salesforce CRM

Create robust form solutions for your customer portals that include payments and pre-populated fields from CRM data

Ensure that Marketing Cloud Account Engagement (Pardot) remains aligned with your organization as they both evolve

We offer custom implementation, training and support services for Marketing Cloud Account Engagement (Pardot)

Add SMS text messaging capabilities to Salesforce Leads, Contacts, Cases or any custom object

Take payments in Salesforce Experience Cloud! Can be used for simple purchases or complex multi-step checkout processes

Take payments in Salesforce Experience Cloud! Can be used for simple purchases or complex multi-step checkout processes

Create, send, sign, track, and file agreements quickly & securely in Salesforce with our AdobeSign integration service

Automate importing data from files loaded to FTP or SFTP folders into Salesforce using Skyvia

Create, send, sign, track, and file agreements quickly & securely in Salesforce with our DocuSign integration service

Sync customers, orders, opportunities, products and much more between Salesforce CRM and Epicor ERP

Link Google Drive files and folders to Salesforce records & Generate new Google Docs from your Salesforce data with our Drive Connect implementation

A fast, easy and inexpensive integration that allows Google Forms data to be synced into standard or custom Salesforce CRM objects

Sync customers, orders, opportunities, products and much more between Salesforce CRM and JD Edwards ERP

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!

Sync customers, orders, opportunities, products and much more between Salesforce CRM and NetSuite ERP

Sync customers, orders, opportunities, products and much more between Salesforce CRM and PLEX ERP

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

Fast and simple integration to create Quickbooks Online Customers and Invoices from closed Salesforce Opportunities

We will help you unlock the power of AI for your business with Salesforce AI products

Achieve organizational alignment, application integration, efficient automation and capitalize on the latest features with expert training with Managed Services

We can perform the sometimes tricky and laborious process of moving from Classic to Lightning, including VisualForce page replacement and UI optimization

Custom API integrations, business logic, Lightning Web Components (LWC) and Visualforce pages built to best practices by certified architects & developers

We offer fast, efficient and repeatable Salesforce Data Import & Migration services. Load data once or many times from any source to your CRM.

Custom branded interfaces with HTML and CSS, custom forms, payment processing, self service functions and much more!

Enhance customer interaction with Summit's Experience Cloud QuickStart. Deliver portals for self-service, file sharing, collaboration, and expert-led training

Boost partner engagement with Summit's Experience Cloud QuickStart. Portals for lead submissions, joint opportunities, and expert-led training

We work with you to design and implement custom strategies for Field Service Lightning that align with your business processes and goals.

Get up on Salesforce Field Service Lightning in a few weeks. Includes platform configuration to suit your organization & training from a certified FSL expert

Summit Technologies' Strategic Services help maximize technology ROI for businesses of all sizes. We offer analysis, guidance, solutions and training

Reduce duplicate data entry and the potential for errors by connecting Salesforce with ActionNetwork.org

We design and build integration solutions using native apps, integration platforms (such as Mulesoft, Workato, Zapier or Scribe Online) or custom API's

Achieve organizational alignment, integrated systems, efficient automation & leverage the latest features with expert training with Salesforce Managed Services

Achieve organizational alignment, integrated systems, efficient automation & leverage the latest features with expert training with Salesforce Managed Services

Achieve organizational alignment, integrated systems, efficient automation & leverage the latest features with expert training with Salesforce Managed Services

Unlock the power of location intelligence with Salesforce Maps. Visualize CRM data enhanced with demographic data, optimize routing for sales teams and more

Get up and running on Marketing Cloud Account Engagement (Pardot) in a few weeks. Includes personalized training from a Salesforce certified expert.

Get up and running on Marketing Cloud Email Studio in a few weeks. Includes personalized training from a certified Marketing Cloud expert.

Supercharge Salesforce on mobile devices with our Custom Development. Enhance productivity, access data, and close deals on the go!

Get up on Salesforce Nonprofit Cloud (NPSP) in a few weeks. Includes platform configuration to suit your organization & training from a certified consultant

Accelerate your Salesforce Pro Suite implementation with our Quickstart. US-based certified consultants offer tailored training, completion in just weeks.

Accelerate your Sales Cloud setup with our Quickstart. US-based certified consultants offer tailored training, ensuring completion in just weeks.

Maximize your Salesforce ROI by leveraging advanced functionality and automation capabilities of the platform

Our Quickstart for Salesforce Sales Engagement gives small businesses access to powerful tools used by larger enterprises set up for a budget-friendly price

Our Salesforce certified consultants will set up a service console, web-to-ticket, escalation rules, phone system integration, chatbots, Knowledge and much more

Get up on Salesforce Service Cloud in a few weeks. Includes product configuration to suit your organization & personalized training from a certified expert

Salesforce services for higher ed include Advancement solutions, SIS, finance & LMS integrations, student recruiting & portals, student success & more!

We offer customized training for everyone including Salesforce users, internal trainers, admins and developers

Complex integrations between Salesforce and other apps or SQL databases are fast and simple with our Scribe services

Contact center agents are better able to sell, retain, and support customers with our Service Cloud Voice services for Salesforce CRM

A custom web-based application for Sterilization Monitoring organizations. Manage customers, equipment, tests and payments in one simple system

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