What is Customer 360 And What Can It Do For You?

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Salesforce Customer 360 is the suite of products and services that provide you with a complete 360 degree view of your customer and the power to connect with them for all the moments that matter.

With Salesforce Customer 360 as the hub of your Salesforce ecosystem your customer is always at the center of your business and every decision you make. The world’s number one Customer Relationship Management platform unites marketing, sales, commerce, service, IT and analytics in one unified platform and provides a single, shared view of every customer. All on one integrated platform, configured to work with your business model by Salesforce solutions partners like Summit, LLC.

This centralized data model keeps your customer at the center of your business where they expect connected, personalized experiences across your company. Every touch point. Every platform. Every interaction. Summit can enable you to grow with this 360 customer view connecting each data stream so no matter whether sales, service, or support anyone who is connecting with your customers is connecting in a personalized manner.

The digital transformation when you deploy Salesforce Customer 360 customized for the way you do business creates customer interactions that “wow” every time. With Salesforce’s customized reports and dashboards no matter how you interact with your customers the KPIs that matter most will be visible in real-time at a glance.

What is digital transformation?

Digital transformation is the process of using digital technologies to fundamentally change how an organization operates and delivers value to its customers. It involves the integration of digital technology into all areas of a business, fundamentally changing how the business operates and delivers value to customers. Digital transformation can take many forms, depending on the specific goals of the organization.

Some common examples include:

Automating business processes: Using technology to streamline and automate manual processes, such as invoicing, payroll, and customer service.

Enhancing customer experience: Using technology to improve the customer experience, such as by providing personalized recommendations or offering self-service options.

Improving decision-making: Using data and analytics to make more informed business decisions.

Enhancing communication and collaboration: Using technology to improve communication and collaboration within the organization and with customers and partners.

Overall, digital transformation is about using technology to drive innovation, increase efficiency, and deliver a better customer experience. It requires a holistic approach that involves changes to people, processes, and technology. Summit has been helping organizations cross the digital transformation barriers since 2016.

Salesforce is a customer relationship management (CRM) platform that enables organizations to manage and track their customer interactions and data throughout the customer lifecycle. It provides a single, unified platform for sales, customer service, marketing, and more, which can help organizations streamline their operations and improve the customer experience.

Salesforce can enable digital transformation in a number of ways:

Streamlining processes: Salesforce can automate and streamline business processes, such as lead generation, sales forecasting, and customer service, which can help organizations become more efficient and productive.

Enhancing customer experience: Salesforce’s customer relationship management tools can help organizations personalize the customer experience and provide a single view of the customer across departments.

Improving decision-making: Salesforce’s analytics and reporting tools can help organizations make data-driven decisions by providing insights into customer behavior and preferences.

Enhancing communication and collaboration: Salesforce’s collaboration tools can help teams stay connected and work together more effectively, even when they are not in the same location.

Overall, Salesforce can help organizations transform how they interact with customers and drive innovation and efficiency across the organization.

With Salesforce’s Customer 360 and custom Salesforce implementations from Summit, LLC you can transform your organization and provide amazing customer experiences through every touchpoint of the customer lifecycle.

With its fully customizable features, Salesforce can be implemented for digital transformation for your business across all these industries and more:

What is the most amazing? According to the 2022 Salesforce Multi-Cloud ROI study based on over 1600 Salesforce customer interviews 98% of the customers who implemented Salesforce Customer 360 met or exceeded their ROI goals!

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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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