Success Stories

Totally Promotional

Salesforce Marketing & Sales Cloud Implementation

Meet The Client

About Totally Promotional

Totally Promotional is a veteran in the promotional products industry. Their Coldwater, Ohio-based production plant has been customizing promotional products for individuals, schools, companies, organizations, universities, and government agencies for more than 25 years.

Totally promotional Logo

The Challenge

Totally Promotional had been using Salesforce for many years; however, their instance and associated installed apps were out of date and they were not able to move to the Salesforce Lightning interface due to significant technical debt. They also wished to implement Salesforce Marketing Cloud to accurately segment and market to their target prospects and customers.

Totally Promotional's online storefront was experiencing frequent shopping cart abandonment, as well as lacking in a proper email sign-up list, to capture customer information. The Management and Executive teams had very little visibility into their system and its performance and needed new reports and dashboards.

The Solution

Salesforce Marketing Cloud was connected to Sales Cloud, and fields were mapped from Accounts, Leads and Contacts based on the client’s specifications. Data extensions were created in Marketing Cloud to house prospects for the purposes of utilizing the Journey Builder to create comprehensive engagement plans to deliver the right message at the right time, moving prospects and clients through the sales funnel. A specific journey was created to combat shopping cart abandonment.

Summit created 10 different reports and charts that allow the Totally Promotional Marketing staff to visualize their funnels by criteria such as gender, region, and product category.

After careful analysis and planning, the Summit team remediated technical debt by updating API versions of APEX code, created and updated test classes, fixed hard coded record ID’s, addressed outdated URL hacks, uninstalled unused apps, deleted unused objects and fields, and performed other necessary actions to facilitate the move to Lightning. Work was done in a sandbox environment with extensive regression testing to minimize likelihood of a disruption to the business.

Summit also provided training to Totally Promotional staff for the CRM solution, the data loading process and introduced the team to Market Cloud Email Studio and Journey Builder.

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Results for Our Client

Summit built a highly scaleable custom marketing solution for Totally Promotional that allows the marketing staff to:

  • Create and manage customer Journeys

  • Deliver the right message at the right time, moving prospects and clients through the sales funnel

  • Create a specific journey to combat shopping cart abandonment

  • Create meaningful relationships between Totally Promotional and their prospects & clients

"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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