Success Stories
How Eukalin Transformed a Fragmented Salesforce Environment into a Foundation for Growth
The Winning Solution: Salesforce Health Check, Configuration Refactoring, Automated Lab Referral Process, and Administrator Training
A Growing Manufacturer Ready to Get More From Salesforce
Eukalin Corp has served the North American paper converting market since 2008. In 2022, the company expanded significantly — acquiring the assets of Adhesives Specialists in Allentown, PA, including manufacturing operations and real estate. Today, Eukalin manufactures, markets, and supports high-performance adhesives for more than 300 packaging, industrial bag, e-commerce, envelope, print finishing, and bindery manufacturers throughout North America.
As a long-time Salesforce customer, Eukalin had the platform in place. But a series of internal changes — including a company rebrand and evolving business processes — had left their Salesforce environment misaligned with how the business actually operated. Adoption had suffered, and the platform wasn't delivering the value it should.
Eukalin needed a trusted partner to help them fix that. They turned to Summit for a Salesforce Health Check — and to begin laying the groundwork for more advanced marketing optimization ahead.
Meet The Client
About Eukalin
Eukalin Corp, a wholly owned US subsidiary of EUKALIN GmbH, has proudly served the North American paper converting market since 2008. In 2022, to better support the needs of a growing customer base, Eukalin Corp purchased the assets of Adhesives Specialists, Allentown, PA including the company’s manufacturing operations and real estate. Eukalin Corp-Allentown, PA manufactures, markets, and supports high-performance EUKALIN and Adhesives for more than 300 packaging, industrial bag, e-commerce mailer and bag, envelope, print finishing and bindery manufacturers throughout North America.
The Challenge: A Salesforce Environment That Had Drifted From the Business
Eukalin's Salesforce environment had been shaped over time by multiple administrators, each making changes that reflected the business at that moment, but leaving behind a system that had grown inconsistent and increasingly difficult for the team to use with confidence. When your CRM doesn't align with how your team works, adoption suffers. That's exactly what Eukalin experienced.
Three specific challenges defined the engagement:
- Inconsistent configuration — multiple administrators over time had left Profiles, Accounts, Contacts, Opportunities, and Quotes misaligned with Eukalin's current business processes
- No automated Lab Referral process — a key workflow lacked the automation and integrated questionnaire needed to support the business efficiently
- Limited visibility — without reliable reports and dashboards, the ability to make informed, data-driven decisions was constrained
With a rebrand underway and marketing optimization goals on the horizon, Eukalin needed a clean, well-configured Salesforce foundation to build on.
The Solution: A Salesforce Health Check Built Around Eukalin's Business
Summit worked closely alongside Eukalin's internal team — taking a white-glove approach that prioritized collaboration and flexibility throughout the engagement. The work focused on four key areas:
Configuration Refactoring: Summit refactored Eukalin's core Salesforce objects — Profiles, Accounts, Contacts, Opportunities, and Quotes — to accurately reflect their current business processes. A CRM that matches how your team works is one your team will actually use.
Automated Lab Referral Process: Summit designed and built an automated Lab Referral process complete with an integrated questionnaire — replacing an unstructured workflow with a consistent, scalable process.
Salesforce Reports and Dashboards: Summit built comprehensive reports and dashboards to enhance visibility and support better decision-making across the organization.
Administrator and User Training: Summit provided hands-on Administrator and User training to ensure Eukalin's team could confidently navigate and leverage their updated Salesforce environment from day one.
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The Results: A Foundation Built for What's Next
The impact of the Salesforce Health Check reached well beyond the initial scope of the engagement:
A Salesforce environment realigned with the business — refactored configurations that reflect how Eukalin actually operates, removing the friction that had been holding adoption back
Automated, scalable workflows — a structured Lab Referral process that replaced inconsistency with repeatability
Stronger visibility — reports and dashboards that give the team the insight needed to make confident, data-driven decisions
An ongoing partnership — Eukalin continues to engage Summit through Strategic Managed Services, refining processes and expanding Salesforce adoption across the team
ERP integration — Eukalin subsequently engaged Summit to resolve integration challenges between their ERP and Salesforce via DB Sync
In our Client's Words...
"Summit has been an outstanding partner for our Salesforce needs. They have transformed our Salesforce experience, which has set us up for success as we expand and grow.”
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