Success Stories

University of Cincinnati Online

Migrated UC Online recruiting from Hubspot to Salesforce Education Data Architecture (EDA), Interactions for Student Recruitment, and Marketing Cloud.

Meet The Client

About the University of Cincinnati Online

The University of Cincinnati, located in Ohio, is a nationally ranked college. In addition to its beautiful campus, the University of Cincinnati offers 100% online programs.

university of cincinnati online logo

The Challenge

University of Cincinnati Online wanted to transition their recruiting efforts from a mature, heavily-used Hubspot system to a more robust CRM and marketing automation solution, so they selected Salesforce EDA as their CRM and Salesforce Marketing Cloud as their marketing platform. To make things more challenging, UC’s Hubspot licenses were set to expire on February 1, 2020, giving the team less than 3 months to recreate hundreds of email templates and journeys, move millions of rows of data and train their team of 30+ recruiters on the new system. They selected Summit as their partner in the transition.

The Solution

Knowing that making a seamless transition between platforms can be challenging,  particularly when data is being generated nearly every minute, 24/7,  Summit recommended leveraging Scribe Online to create mappings between Hubspot and Salesforce CRM so the data could be kept in sync. The Summit team also recognized that UC Online was a perfect candidate for the free Interactions for Student Recruitment app  for Salesforce EDA, and demo’ed the product for UC Online. After their  enthusiastic response to Interactions, the team installed and configured  the app alongside Salesforce EDA.

Summit worked closely with client staff to create a project plan that included the following:

  • Current state analysis and gap analysis

  • Hubspot data analysis and mappings to existing and custom Salesforce objects and fields

  • Continuous migration and syncing of data from Hubspot org to new Salesforce org

  • Installed and configured Salesforce Marketing Cloud Connector

  • Installed and configured Interactions for Student Recruitment for EDA

  • Configured EDA for Departments, Terms, Programs, and Program Enrollments.

  • Designed and created numerous reports and dashboards for various stakeholder groups to measure individual, team, and organizational performance

  • Successfully  migrated millions of data records from legacy system to Salesforce  using Tibco Scribe, custom data extraction scripts, and Salesforce Data Loader

  • Helped migrate dozens of email templates and customer journeys

  • Guided client through User Acceptance Testing (UAT) process

  • Collaborated with key stakeholders at UC Online to design a highly-customized training program for their Recruiting, Retention, and Marketing teams.

  • Delivered a full-day of training on-site at the University of Cincinnati

  • Worked during deployment and post go-live with client team to ensure a smooth, successful deployment

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Results for Our Client

Success! The project was completed without any major obstacles and on-time. Client admins are more empowered than ever before to support their users and extend the solution as needed to ensure it keeps up with the demands of their business. Summit remains engaged with the client to provide additional advice and support as they move forward.

"Easy to Work With"
Angie W.

Northwoods worked with Summit to help migrate our Microsoft Dynamics CRM system to Salesforce.  Summit was 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. 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 the team’s credit for imparting their 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 Summit 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. Summit and team has been helpful in supporting our team with a custom solution in order for us to be able to serve our community better. They are timely and professional, and eager to learn about the why before telling us the what.

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

Summit 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, and from day one they made the formidable task of implementing Salesforce doable (and even enjoyable!). The Summit team are pros, from their accessibility and communication to industry knowledge and attitude, they never said 'no' to a request. When we encountered hiccups along the way they 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 Summit and their team.

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