AI That Works With Data That's Trusted
Every organization today is under pressure to “do something with AI.” Boards want productivity gains, customers expect personalization, and competitors are touting their latest innovations. But the uncomfortable truth is this: without strong data foundations, AI simply doesn’t work.
AI is only as good as the data it’s built on. If your systems are siloed, your records duplicated, or your governance unclear, then your AI will inherit those same flaws. The result? Biased models, bad predictions, compliance risks, and failed initiatives that erode trust instead of building it.
At Summit, we know that data is the bedrock of successful AI. That’s why our Data, Analytics, and AI Services are designed as a fully integrated portfolio: we help you unify and govern your data, turn it into actionable insights, and then responsibly activate it with AI solutions, from predictive models to generative AI copilots and Agentforce-powered AI agents.
Our approach is pragmatic, future-ready, and always tailored. We’re fluent across the entire Salesforce ecosystem, Data 360 (formerly Data Cloud), MuleSoft, Tableau, Informatica, Heroku, and Agentforce, and we apply these platforms only where they bring measurable value. The result is a strategy and solution set that is not only technically sound, but also trusted, ethical, and aligned with your business goals.
Our Data Services
Data, Analytics, and AI Advisory
Partner with executives and boards to craft strategies using our proprietary Summit VECTOR Framework™, aligning AI vision with measurable ROI, cultural change, and ethical adoption.
Data Health Check & Optimization
Establish a clean, secure, and AI-ready foundation by uncovering risks, inefficiencies, and missed opportunities in your data environment.
Salesforce AI Advisory Services
Help executives and technology leaders define a practical, ethical, and ROI-driven roadmap for adopting AI within the Salesforce ecosystem.
Data Governance & Compliance
Create guardrails that protect privacy, ensure compliance, and build trust, leveraging Salesforce Trust Layer, Informatica Governance, and Heroku Shield for regulated workloads, so that AI and analytics can be adopted confidently and ethically.
Data Integration & Platform Modernization
Break down silos and unify ERP, CRM, SIS, and cloud platforms into a single source of truth, leveraging MuleSoft, Informatica, Data 360 (formerly Data Cloud), and Heroku Connect to ensure AI and analytics draw from consistent, governed data
Analytics & BI
Transform raw data into intuitive dashboards, predictive models, and executive-ready reports using Tableau, Salesforce CRM Analytics, Informatica, and real-time data streams from Heroku services.
AI Solutions & Model Development
Move beyond pilots into production AI. Build predictive and generative models, deploy Agentforce AI agents for real-world automation, and use Heroku as the scalable runtime for APIs and machine learning models, responsibly scaled with MLOps and governance.
AI (Agentforce) Quickstart
A streamlined solution designed to empower organizations with AI capabilities swiftly and efficiently. Our package ensures a seamless integration of AI-driven agents into operations, enabling rapid adoption and immediate benefits.
Managed Data & AI Services
Keep data platforms, AI models, and Heroku-hosted applications reliable with continuous monitoring, proactive tuning, and governance, so insights and predictions remain trustworthy over time.
The Summit Advantage
- Ecosystem Expertise: Fluent in Salesforce Data 360 (formerly Data Cloud), MuleSoft, Tableau, Informatica, Heroku, and Agentforce.
- Responsible by Design: Governance, ethics, and compliance baked into every engagement.
- Cross-Industry Impact: Proven success in healthcare, finance, education, logistics, retail, and public sector.
- Scalable Models: From a 2-week readiness check to enterprise-wide AI programs.
Why This Matters Now
AI is no longer optional, but responsible, trusted AI is impossible without strong data foundations. Summit ensures your data is accurate, secure, and unified so your AI solutions aren’t just exciting demos, but sustainable engines of growth, efficiency, and innovation.
Summit doesn’t just implement AI, we make AI possible by leveraging great data.
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 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.
Salesforce 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 Chat?
Get a jumpstart by connecting with one of Summit's Salesforce Certified Experts today.
