Success Stories

The Shipyard

The Shipyard Custom Salesforce Project Management Solution

Meet The Client

About The Shipyard

The Shipyard is a Digital Marketing Agency located in Columbus, Ohio that uses data to develop content strategy. Developer and creative teams work hand-in-hand with data science teams to imagine the most personalized and inspiring creative approaches.

The Shipyard Logo

The Challenge

  • The Shipyard won a large contract with a major insurance company to manage the social media pages of their local agents.

  • The Shipyard needs to collect a great deal of personal information, schedule a professional photo shoot, brainstorm, and generate social media posts for each agent

  • The social media posts then must be approved by the agents and scheduled for posting.

  • With hundreds of agents, the prospect of successfully managing hundreds of these projects simultaneously was a source of concern to The Shipyard team.

The Solution

  • After evaluating integration options with existing PM solutions the Summit team concluded that a custom PM solution built in Salesforce would allow The Shipyard team to manage each agent as a separate project within Salesforce.

  • Custom dashboards would allow management to see the status of all projects and tasks easily and identify any tasks that were blocked or past due.

  • In addition to relating projects, milestones and projects tasks to each agent project record, Summit built separate data structures to create project templates as the tasks for each agent project were the same.

  • The templates allowed management to quickly generate complex projects for each agent with many tasks, each assigned to different team members with start and due dates taking into account business days and holidays.

Ready to Solve Challenges of Your Own?

Connect with Summit and count on our Salesforce experts to guide you in the right direction.

Results for Our Client

  • Summit built out a highly scaleable custom project management solution for the Shipyard

  • Team members are presented with a queue of tasks that are ready for their effort

  • Automated email notifications to staff and agents help keep projects on track and team members informed of project status

  • Management team has an overview of agent project status and easy visibility of tasks in danger of being completed late

  • The executive team can easily see the overall health of the program

"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.

Ready to Chat?

Get a jumpstart by connecting with one of Summit's Salesforce Certified Experts today.

Name(Required)