Summit Service Catalog

Take a comprehensive look at Summit's Data, AI, and Automation capabilities and services.

The Summit Service Catalog reflects our evolution into a full-spectrum technology and transformation partner, grounded in Salesforce expertise and expanded through deep capabilities in Data, AI, and Automation.

As organizations modernize their operations and accelerate AI adoption, Summit’s services are designed to help them connect people, systems, and intelligence through a unified approach that balances strategy, implementation, and sustainability.

To simplify and strengthen how clients engage with us, Summit’s services are organized into two functional areas, Automation & CRM and Data, each offering a complete lifecycle of engagement through three levels:

  • Consulting Services

    Strategic guidance, assessments, and planning to help organizations envision, align, and prepare for success.

  • Implementation Services

    Hands-on delivery and integration of Salesforce and data solutions to execute transformation with precision.

  • Managed Services

    Ongoing optimization, monitoring, and support to ensure continuous value and adaptability.

For most consulting engagements, Summit leverages our proprietary VECTOR Framework™, a structured, outcome-driven methodology that ensures every engagement connects Vision, Execution, Culture, Technology, Operations, and Results. This framework helps clients move from strategic vision to measurable business outcomes with speed, clarity, and accountability.

Customer Service Call Center

Salesforce Automation & CRM Services

For years, Summit has delivered Salesforce Automation & CRM excellence grounded in deep Salesforce experience. Our mature service portfolio continues to evolve, with the ever-change Salesforce eco-system, as we enhance core capabilities, strengthen strategic guidance, and introduce new innovations that help clients maximize value, streamline operations, and drive long-term transformation.

Consulting

  • Salesforce Health Check

  • Salesforce Center of Excellence (CoE)

  • Technology Modernization Strategic Services

  • Salesforce CRM Consulting

  • Salesforce Platform Strategy & Roadmap

Implementation

  • Salesforce Implementation Services

  • Salesforce Quickstarts

  • Salesforce Project IV&V

  • Salesforce Training

  • Salesforce Integration Services

Managed Services

  • Salesforce Managed Services

Data, Analytics, and AI Services

Data has always been at the core of Summit’s work. Our Data, Analytics, and AI Services practice reflects that long-standing commitment, offering cohesive services that help clients unify their data, harness analytics, and activate AI responsibly across the enterprise.

Consulting

  • Data, Analytics, and AI Advisory

  • Data Health Check & Optimization

  • Salesforce AI Advisory

  • Data Governance & Compliance

Implementation

  • Data Integration & Platform Modernization

  • Analytics & Business Intelligence (BI)

  • AI (Agentforce) Quickstart

  • AI Solutions & Model Development

Managed Services

  • Salesforce Managed Data & AI Services

A Unified Approach

The Summit service catalog represents more than a list of offerings, it’s a blueprint for long-term partnership. Every consulting engagement is grounded in our VECTOR Framework™. With deep focus on the complete Salesforce eco-system, including Data 360 (Formerly Data Cloud), Informatica, MuleSoft, Tableau, Heroku, and Agentforce, and supported by our strategic alliances, we deliver impact, transformation, and true-value to our clients.

Together, these capabilities position Summit as a trusted partner for clients seeking not just to implement technology, but to operationalize innovation, achieve measurable outcomes, and build a data- and AI-powered enterprise for the future.

Salesforce Automation & CRM Consulting

Salesforce Health Check

Get a proactive assessment of your Salesforce environment to ensure it’s optimized, secure, and delivering maximum value. Our audit uncovers risks, enhances performance, and aligns your system with best practices—helping you avoid costly issues and keep Salesforce running at its best.

Salesforce CoE

Build a Salesforce Center of Excellence (CoE) that drives consistency, innovation, and long-term success. We guide you in structuring, training, and sustaining a high-performing Salesforce team—ensuring governance, best practices, and continuous value from Salesforce.

Technology Modernization Strategic Services

Ensure alignment between Salesforce and your long-term business goals. We help you create clear roadmaps, define the right KPIs, and shape a CRM strategy that accelerates growth. With expert insights, you’ll make smarter decisions, maximize ROI, and achieve measurable business impact.

Salesforce CRM Management Consulting

We help you optimize strategy, streamline processes, improve customer engagement, and integrate sales, service, and marketing data for a unified CRM experience. This ensures your Salesforce CRM system helps to strengthen relationships, boost efficiency, and drive revenue.

Salesforce Platform Strategy and Roadmap

Build a scalable, multi-cloud Salesforce vision that is designed to help businesses stay aligned with business goals, architecture, and investments. We help you transform Salesforce from a tool into a strategic enterprise platform, unifying Sales, Service, Marketing, Commerce, Data, and AI under one connected roadmap.

Salesforce Automation & CRM Implementation

Salesforce Implementation Services

Ensure your Salesforce implementation is set up for success from the start. From discovery and design to development, training, and go-live support, we configure Salesforce to fit your business—driving sales, automating processes, enhancing service, and streamlining operations.

Salesforce Quickstarts

Get your business running quickly on Salesforce Sales Cloud, Service Cloud, Marketing Cloud, and more. Designed for rapid deployment, our Quickstarts cut implementation time and cost so you can get productive fast and start seeing benefits quickly.

Salesforce Project IV & V

Get an objective evaluation of your Salesforce deployment to ensure quality, reduce risk, and confirm alignment with your business goals. By identifying potential pitfalls before they affect timelines or budgets, you can be confident that your investment will deliver lasting success.

Salesforce Training

Equip your team to use Salesforce with confidence. From onboarding new users to advancing expert skills across your sales, marketing, and services teams, our tailored Salesforce training programs drive higher adoption, stronger productivity, and lasting success across your organization.

Salesforce Integration Services

Seamlessly connect Salesforce to the applications and platforms that drive your business with Summit's Salesforce Integration Services. From ERP and finance to marketing, e-commerce, HR, and custom databases, create a unified ecosystem where data flows effortlessly and processes work as one.

Salesforce Dedicated Consulting

Gain flexible access to top Salesforce skills and talent without the cost of full-time hires. Our certified Salesforce experts integrate seamlessly with your team to deliver specialized skills for projects, ongoing support, or scaling your CRM—so you always have the right expertise when you need it.

Salesforce Managed Services

Salesforce Managed Services

Keep Salesforce performing at its best with ongoing administration, management, optimization, and strategic support. Our team acts as an extension of yours—proactively managing issues, enhancing functionality, and ensuring your CRM evolves with your business.

Data, Analytics, and AI Consulting

Data, Analytics, and AI Advisory

Discover how Summit's advisory services and proprietary VECTOR Framework™ help leaders move from uncertainty to action. Summit helps organizations cut through the noise with executive-level guidance, turning fragmented data and AI efforts into a clear, ethical, and ROI-driven strategy built for long-term impact.

Data Health Check & Optimization

Uncover hidden risks, quality gaps, and governance blind spots with Summit's Data Health Check & Optimization. Experience a tailored, expert-led assessment that can turn fragmented data into a trusted, future-ready foundation.

Salesforce AI Advisory

Salesforce's AI innovation is moving fast. Connect vision, governance, and execution with a responsible, ROI-driven roadmap tailored to Agentforce, Einstein, and the broader Salesforce ecosystem. Discover how Summit’s proven VECTOR Framework™ turns AI ambition into trusted, scalable outcomes.

Data Governance & Compliance

Unlock confidence in your data with Summit’s end-to-end governance, privacy, and compliance frameworks. Our experts leverage Salesforce Data 360, MuleSoft, Tableau, Informatica, and Heroku to embed compliance across every layer of your data and AI ecosystem.

Data, Analytics, and AI Implementation

Data Integration & Platform Modernization

Unify enterprise data, modernize legacy pipelines, and build cloud-ready architecture that is AI-ready. Summit's proven expertise can turn data into a single source of truth. We help businesses simplify operations, boost trust in their data, and unlock new opportunities for innovation and growth.

Analytics & Business Intelligence (BI)

Experience how we turn complex datasets into intuitive dashboards, predictive models, and executive-ready reports. Whether you’re modernizing platforms or extending existing investments, our flexible, adoption-focused approach ensures analytics are powerful and aligned with business outcomes.

AI (Agentforce) Quickstart

Discover the power of AI with Agentforce, delivering intelligent Salesforce agents that automate tasks, accelerate sales, and enhance customer experiences—all in just weeks. Unearth how easy it is to embed AI into your workflows and unlock immediate value across your organization.

AI Solutions & Model Development

Turn AI ambitions into real-world wins with Summit. We help design and deploy solutions with the right models, agents, and guidance to achieve smarter decisions and greater efficiency. Empower your teams, delight your customers, and watch your AI strategy come to life.

Data, Analytics, and AI Managed Services

Managed Data & AI Services

Reliable data and AI shouldn’t be a luxury—they should be standard. Summit acts as an extension of your team, proactively maintaining, enhancing, and governing your systems. With our managed services, your analytics and AI solutions stay optimized, compliant, and ready to deliver lasting impact.

Ready to Transform Your Business with Salesforce?

Partner with Summit to unlock the full value of Salesforce and achieve your most important business goals. Our certified Salesforce experts deliver strategic Salesforce consulting services, managed services, and tailored solutions that help you accelerate growth, improve efficiency, and strengthen customer relationships.

Your Salesforce investment should deliver measurable results—not missed opportunities. Contact Summit today for a personalized consultation and see how the right Salesforce partner can turn your vision into long-term success.

Summit's Salesforce Certifications

As a firm specializing in Salesforce project work, we place a high value on obtaining and maintaining Salesforce certifications for the various Salesforce products we support and services we offer. Our team has obtained over 60 certifications spanning over 20 unique areas of certification. Every member of our delivery team holds at least one certification, and many team members have earned more than five.

"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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