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Expert Salesforce Consulting, Data & AI Solutions

We deliver end-to-end advisory, implementation, and managed services across the Salesforce ecosystem; uniting data, analytics, and AI to drive smarter decisions and sustainable growth.

Salesforce Services

From Salesforce quickstarts to managed services, get familiar with Summit's services.

Industry Solutions

Discover industry accelerators and Salesforce solutions for Government, Community, and more.

A Trusted Salesforce Summit Partner Delivering 1,100+ Successful Projects

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Summit: Your End-to-End Salesforce Partner

At Summit, we succeed when our clients succeed. Headquartered in Columbus, Ohio, we’re a Summit-Tier Salesforce Partner built on a simple promise: combine certified expertise, creative problem‑solving, and a client‑first mindset to deliver tailored solutions that truly work.

We're proud to hold a 5-star Salesforce AppExchange rating, earned one project at a time through exceptional customer success.

Our talented and creative team consists of Salesforce-certified Consultants, Developers, Architects, Analysts, and Project Managers who bring decades of experience designing sales, marketing, and automation solutions that help organizations achieve their goals faster.

We support the full Salesforce ecosystem with comprehensive consulting services and build innovative solutions within the Salesforce family of products, including Sales Cloud, Service Cloud, Marketing Cloud, CPQ/Revenue Cloud, Experience Cloud, Nonprofit Cloud, Education Cloud, Marketing Cloud Account Management (formerly Pardot), Field Service, and Public Sector solutions.

We also help clients build strong data foundations and unlock insights through MuleSoft, Tableau, Data Cloud, and Agentforce—bridging Salesforce with data, analytics, and AI.

Above all, we don’t just implement technology. We listen, collaborate, and stay engaged, partnering with you beyond launch to ensure your Salesforce, data, and AI investments continue to evolve, adapt, and deliver value as your business grows.

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Comprehensive Salesforce Consulting Services

With over 70 Salesforce certifications (and counting), Summit and our team of highly-capable Salesforce experts are here to help. From implementation to ongoing managed services, we have what you're looking for. Explore all of our Salesforce consulting services.

Salesforce Implementation & Integration

Deploy Salesforce with confidence. Our experts deliver smooth implementations and seamless integrations, plus custom development and training, so you see value quickly without disruption

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Salesforce Quickstarts

Get up and running quickly with pre‑configured Quickstarts for Sales, Service, and Marketing Cloud. Launch fast, reduce risk, and achieve time‑to‑value and ROI sooner.

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Salesforce Managed Services

Maximize the value of Salesforce well beyond go‑live. We provide proactive support, ongoing enhancements, and admin services to keep Salesforce optimized and your business moving forward—without adding headcount.

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Salesforce Industry Solutions

Shorten timelines and accelerate adoption with Summit’s industry expertise and proven industry accelerators. We deliver innovative Salesforce solutions tailored for Government, Nonprofit, Healthcare, Education, Manufacturing, and more.

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Data, Analytics & AI Services

Build a strong data foundation, unlock actionable insights, and responsibly scale intelligent automation. Summit’s Data, Analytics, and AI practice bridges your Salesforce ecosystem with MuleSoft, Tableau, Data Cloud, and Agentforce.

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Innovative Salesforce, Data & AI Solutions For All Industries

Summit delivers Salesforce, Data, Analytics, and AI solutions and services for businesses of all sizes, from start-ups to enterprises, spanning a variety of industries.

Our Salesforce-certified experts have experience working with many industries, including nonprofits, higher education, transportation and logistics, insurance, healthcare, retail, telecommunications, and government: municipal, county, and state. That cross-industry perspective allows us to apply proven patterns while tailoring solutions to the regulatory, operational, and data realities unique to your organization.

We’ll help you tackle today’s toughest challenges, drive adoption, mitigate risk, accelerate growth, and deliver lasting impact—increasingly powered by strong data foundations, actionable analytics, and responsible AI embedded into Salesforce-driven workflows.

To extend your Salesforce capabilities and future-proof your investment, Summit partners with other leading third-party solution providers in the Salesforce ecosystem, including Conga, Tibco Scribe, Celigo, FormAssembly, Commercient, Linvio, SMS Magic, and many others.

Our team maintains current Salesforce certifications across core and industry clouds and participates in continuous enablement as the platform evolves. Using Agile delivery, user-story-driven design, and Scrum-based project management, we focus on delivering value early, iterating intelligently, and ensuring solutions scale with your business over time.

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Why Salesforce Customers Partner With Summit

Choosing the right Salesforce partner is one of the most important technology decisions your business will make. At Summit, we bring together deep Salesforce consulting expertise, a client-first approach, and a proven record of results. The outcome is a Salesforce partnership that drives adoption, maximizes ROI, and positions your business for sustainable, data-driven growth.

  • End-to-End Salesforce, Data & AI Expertise

    One trusted partner across the full Salesforce lifecycle, from strategic advisory and architecture through implementation, integration, analytics, AI enablement, and ongoing managed services.

  • Accelerators & IP That Drive Faster ROI

    Proprietary Salesforce tools and frameworks, including FlexiPath by Summit, shorten timelines, boost adoption, and reduce project risk, without sacrificing flexibility.

  • Industry-Informed, Outcome-Focused Solutions

    Deep experience across public sector, nonprofit, healthcare, education, manufacturing, and other regulated environments ensures solutions align to real-world processes, compliance requirements, and data realities.

  • Advanced Integrations & Project Recovery

    Expertise in complex Salesforce integrations, data migrations, and multi-system environments, plus a strong track record of stabilizing and rescuing underperforming Salesforce initiatives.

  • High-Touch, Client-First Partnership

    Collaborative, responsive teams that stay engaged well beyond go-live, continuously optimizing your Salesforce platform as business needs, data maturity, and AI capabilities evolve.

  • A Proven Record of Results

    With more than 1,200 successful Salesforce engagements, Summit consistently delivers measurable impact, faster sales cycles, higher user adoption, improved customer experiences, and meaningful cost savings. We don’t just promise transformation. We deliver it on time, on budget, and with outcomes that matter.

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

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Summit Consulting and Services FAQs

What services does Summit offer as a Salesforce consulting partner?

We provide comprehensive Salesforce consulting and data, analytics, and AI services, encompassing strategy, implementation, integration, customization, managed services, and ongoing support—all tailored to meet your specific business needs.

Does Summit offer data, analytics, and AI services alongside Salesforce consulting?

How does Summit ensure a successful Salesforce implementation?

What makes Summit different from other Salesforce consulting firms?

Do you support all Salesforce clouds and solutions?

Can Summit help to integrate Salesforce with our existing systems?

What industries does Summit serve?

Which type of Salesforce partner is right for my business?

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