Salesforce Consulting Services and Solutions

Summit combines deep Salesforce expertise with a collaborative, strategy-first approach. We don’t just configure features—we align Salesforce with your business goals to deliver measurable value. Our certified Salesforce consultants, proven methodologies, and industry experience ensure you get the right solution for long-term success.

Successful Salesforce initiatives depend on adoption. Summit focuses on training, change management, and ongoing management and support to empower your team. We provide structured rollouts, hands-on workshops, and tailored enablement programs to ensure Salesforce becomes an integral part of daily workflows and delivers a stronger return on investment.

To ensure your Salesforce initiatives deliver real business value, it’s essential to measure success using clear KPIs and metrics. Tracking key indicators—such as customer satisfaction, sales performance, marketing ROI, and platform adoption—enables businesses to evaluate the effectiveness of their Salesforce solutions and identify opportunities for continuous improvement.

With the right measurement framework in place, organizations can make data-driven decisions, optimize their Salesforce platform, and achieve greater returns on investment. Our Salesforce consulting experts work with you to define and implement the metrics that matter most to your business, enabling you to monitor progress, refine strategies, and drive ongoing success.

By focusing on meaningful KPIs, your company can unlock the full potential of Salesforce—enhancing customer experiences, accelerating business growth, and ensuring your investment delivers measurable results.

Yes. Every business is unique, and so are its challenges and opportunities. That’s why Salesforce customization and configuration are essential for organizations looking to maximize the value of their CRM investment. Our Salesforce consulting team specializes in integrating Salesforce with ERP, marketing automation, customer service platforms, and other critical business systems. We also design customizations that extend Salesforce functionality to fit your unique processes, ensuring your platform works seamlessly across the entire enterprise.

Furthermore, by leveraging the flexibility of the Salesforce platform, companies can tailor their solutions to address specific business needs—whether it’s automating complex workflows, integrating with existing technologies, or creating custom analytics dashboards.

Our Salesforce consulting experts work closely with your teams to design and implement solutions that fit your unique requirements. This approach ensures seamless integration with your current systems, streamlines operations across sales, marketing, and service, and reduces costs by eliminating inefficiencies.

With advanced tools and features available through Salesforce Platform-as-a-Service, including AI-powered automation and real-time analytics, your organization can create a competitive advantage that drives business growth and enhances customer satisfaction.

Investing in Salesforce customization means your CRM evolves with your business, supporting your teams as they deliver exceptional service and support. The result is a solution that not only meets today’s needs but also scales for future success.

Our support doesn’t end at go-live. Summit offers managed services, training, health checks, and strategic advisory through our Salesforce Center of Excellence (CoE). Whether you need system optimization, new feature deployment, or proactive maintenance, we ensure Salesforce continues to evolve with your business.

Protecting your Salesforce ecosystem is critical to maintaining customer trust and supporting business growth. Effective governance and robust security measures ensure that your data remains safe, your operations stay compliant, and your organization is prepared for evolving threats.

Salesforce offers a comprehensive suite of security features, including encryption, access controls, and real-time monitoring tools, to help businesses safeguard sensitive information. By partnering with Salesforce consulting professionals, companies can develop and implement a security strategy tailored to their unique needs—ensuring that only authorized users have access to critical data and that regulatory requirements are consistently met.

With the support of Summit’s Salesforce experts and professional services, your organization can reduce risks, protect valuable customer data, and maintain the integrity of your Salesforce platform. A secure and well-governed Salesforce environment not only supports compliance but also enables your business to innovate and grow with confidence.

We support the full Salesforce ecosystem: Sales Cloud, Service Cloud, Marketing Cloud, Experience Cloud, Nonprofit Cloud, Education Cloud, CPQ/Revenue, Field Service Lightning, Public Sector, and more. Each implementation is tailored to align with your goals and workflows.

Yes, Salesforce supports advanced automation and artificial intelligence. An AI agent can automate tasks, manage conversations, and trigger actions within Salesforce by using data and large language models. This allows you to streamline processes, handle support jobs, and ensure actions are executed based on specific business rules or stimuli.

Yes, we can. In today’s data-driven world, having a unified view of your customers is essential for business growth and competitive advantage. Salesforce Data Cloud empowers organizations to bring together data from multiple sources, creating a comprehensive customer profile that fuels personalized marketing, sales, and service experiences.

With robust data management, advanced analytics, and AI-powered automation, Data Cloud enables businesses to streamline data processes, reduce costs, and enhance customer satisfaction. Seamless integration with your existing technologies ensures that your teams have access to the insights they need—when they need them—to make informed decisions and drive success.

Our Salesforce consulting experts help organizations implement and optimize Data Cloud, ensuring you get the most out of your investment. By leveraging the full capabilities of Data Cloud, your company can create targeted campaigns, deliver exceptional customer experiences, and achieve long-term business success.

Absolutely. We tailor Salesforce to fit industry-specific requirements across sectors such as government, education, nonprofit, manufacturing, and logistics. This ensures your solution navigates regulatory and operational complexities from day one.

Yes—we offer user training as well as reporting, automation, and best practices support to drive adoption from go-live. We also offer ongoing training programs to extend business value.