Success Stories

Carter Logistics

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.

Meet The Client

About Carter Logistics

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.

Carter Logistics Logo

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 drivers to reduce driver turnover, ramp up their marketing efforts with a marketing automation solution, and quickly generate accurate, branded sales documents from a single system.

The Solution

Summit 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 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

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Results 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 manage their marketing efforts and budgets better.

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"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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