Success Stories

AmeriWater

AmeriWater Custom Product Configurator in Salesforce

Meet The Client

About AmeriWater

AmeriWater is a long-established industry leader in the design, manufacture, installation and supply of water purification systems and services for dialysis, industrial and healthcare applications. They offer a broad portfolio of high quality, flexible and trusted water purification products, all of which are designed with the end user in mind.

AmeriWater Logo

The Challenge

AmeriWater sells complex water treatment systems to dialysis centers through a network of distributors. Each system is a combination of 10 or more products that must be selected based on a number of different factors and formula calculations.

When scoping for a sale for a new water purification system distributors need to fill out a 17-page document. This document is very time consuming to complete as it requires many formulas, inputs, and workflows that has to be completed by Sales reps and introduces the possibility for errors. The inputs and calculations are the attributes used to select the appropriate components of the system.

After emailing the completed form to AmeriWater, an AmeriWater sales manager needs to carefully review it as errors are costly. and easy to make The entire process is labor intensive and reliant on a few key individuals at AmeriWater.

The Solution

Summit built a web form using FormAssembly to gather the input data which is then processed using a Salesforce Flow to perform the needed calculations and select products that matched the input parameters. Selected products are staged on the quote record for an AmeriWater rep to validate. Once validated, with a button click the products are added as Quote Line Items.

Quote templates were created to easily generate the customer-facing documents with editable fields for terms and installation instructions.

AmeriWater products were loaded into Salesforce and the Product object was customized with custom fields to capture the product attributes required for the automated selection process.

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Results for Our Client

  • AmeriWater now had a more efficient process to select the required products and generate sales documents. Errors by the distributors will decrease immensely.

  • What was a long process for the AmeriWater team and their distributors is now automated in Salesforce, which allows AmeriWater to respond to distributor opportunities more quickly.

  • AmeriWater is now less reliant on a few key employees to generate sales proposals.

"Easy to Work With"
Angie W.

Northwoods worked with Summit 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 helped train our technical team on Salesforce administration while keeping the project on time and under budget.  I highly recommend Summit for any Salesforce-related project.

"Mind Blowing!"
Rachael H.

As a leader of a small non-profit aimed to scale rapidly and efficiently, I knew it was critical to transition from antiquated spreadsheets to a sophisticated CRM. We dabbled in Salesforce on our own the year prior. To put it mildly, I was terrified to go there again. Mike and his team at Summit met my apprehension with confidence and reassurance. They were timely, efficient and positioned us to utilize Salesforce in ways we hadn’t imagined. Every day I’m in awe of what Salesforce can do; to Mike’s credit for imparting his wisdom. Summit has positioned us for unprecedented opportunities at Walk with a Doc. Thank you!

"BEST Salesforce Consultant Available"
Catherine Z.

We went through 3 consultants before finding Summit. The difference was night and day, and the cost was very reasonable. They helped us get our Communities up and running in less than a week (after 2 other teams essentially dragged their feet for 9 months - yes, 9 months!). We are ecstatic! We also have Managed Services with them, for a few hundred bucks a month they are our go-to for anything Salesforce. The team is INSTANTLY responsive - like within 2 minutes. I have experienced other consultants and can tell you, there is no comparison. Hire Summit!

"Did a Wonderful Job"
Paige B.

We have primarily been using Salesforce for our sales team. Recently we decided to bring our support team on and Summit did an awesome job helping us get everything set up the way we needed.

"Great Learning and Implementation"
Annette H.

Great experience with Summit. They are very knowledgeable about Salesforce and their turn around is outstanding. I am looking forward to working Part 2 of our plan with them.

"Transformation Data w/ Excellent Service"
Kay W.

The skill set and knowledge that Mike Leibrand has brought to this project far surpasses our initial expectation- especially since our initial contact with Salesforce corp. was challenged in regards to utilizing training videos to suit our scope and need. Mike has been helpful in supporting our team with a custom solution in order for us to be able to serve our community better. He is timely and professional, and eager to learn about the why before telling us the what.

"Made our Dream CRM a Reality!"
Matt S.

Mike and his team at Summit Tech made our Salesforce dream a reality. As a small non-profit on a limited budget with very specific CRM needs we were challenged to find a suitable Salesforce partner. Fortunately we were introduced to Summit Tech, and from day one they made the formidable task of implementing Salesforce doable (and even enjoyable!). Mike is a pro, from his accessibility and communication to industry knowledge and attitude, he never said 'no' to a request. When we encountered hiccups along the way he took the time to trouble shoot and make fixes, even when it was outside the original scope of the project. We didn't deviate from the project timeline or budget, which says a lot considering our custom needs for data collection/reporting, donor communication, and third party plug-ins. If you are considering implementing Salesforce or have any Salesforce needs, I highly recommend Mike and his team.

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