Success Stories

eAtlantic Engineering

eAtlantic Engineering Salesforce Field Service Lightning Implementation

Meet The Client

About eAtlantic

eAtlantic Engineering partnered with Summit on a journey to digital transformation - away from a paper-based system, to a modern, streamlined, and simple inspection process. Summit 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 in implementing that solution for their mobile inspection process.

eatlantic engineering logo

The Challenge

eAtlantic Engineering was spending many hours on an inefficient, paper-based process they had developed for monitoring client projects requiring inspections, assigning inspections to the most qualified inspector in the area, creating inspection schedules, and reporting inspection results to the county agencies. Although there was a great opportunity to grow the business, these manual processes were holding them back.

The Solution

A robust field service and CRM solution built on the Salesforce Field Service Lightning platform answers the challenges the eAtlantic Engineering team faced. Summit built a solution that exceeded the expectations of eAtlantic Engineering.

A short list of features from the Inspector Solution:

  • Inspector Efficiency

    • Provide inspectors with the ability to see their schedule
    • Utilize Mobile app to quickly navigate to their next appointment
    • Image upload document with photos
    • Create inspection results through the
    • Field Service Mobile App
    • Cut inspector travel time by creating optimized inspection routes

  • Administrator Optimization

    • Assign inspections to properly qualified inspectors in a region
    • Generate inspection reports to contractors
    • Create notices to the agency on Scheduled Inspections
    • Notify the agency on Completed inspections
    • Generate the sequence of inspections that need to be completed
    • Provide inspectors a schedule of their inspections
    • Generate the full final inspection report on a single click

  • Contractor Improvements

    • Inspection report to be provided to the contractor when completed
    • Self Service to book appointments
    • Allowed contractors to view past inspections

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Results for Our Client

eAtlantic Engineering has been able to streamline the process for inspectors and significantly reduce the time it takes to report to the county agencies. With the new digital experience and automated solution, eAtlantic Engineering is positioned for rapid growth.

In our Client's Words...

“If we could give [Summit] six stars, we would!”

- eAtlantic Engineering

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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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