Success Stories
Elevated Technologies, Inc.
Break down data silos, connect multiple business systems, and create a seamless customer experience through a modern integration strategy.
Meet The Client
About Elevated Technologies, Inc.
Elevated Technologies Inc. (ETI) is a veteran-owned company that designs and implements elevator modernization projects, as well as maintenance, repair, and modernization services. With a strong presence in the private sector, their services seamlessly integrate with construction projects of varying sizes and at different stages. They maintain over 2,000 elevators at iconic buildings and hospitals in the US.
The Challenge
As ETI’s business expanded, its technology ecosystem grew, but its data integration capabilities struggled to keep pace. Critical information, including customer payment history and invoices stored in QuickBooks, was not easily accessible to field service agents in Salesforce, while separate Salesforce organizations for ETI and its subsidiary, Veteran Elevators, created disconnected processes and fragmented customer data.
ETI sought to unify key data across both Salesforce environments and provide secure access to mission-critical QuickBooks information directly within Salesforce, enabling a more seamless customer experience without expanding QuickBooks access or compromising security.
The Solution
Summit helped ETI elevate their service experience through the following solutions:
Synchronized Accounts, Contacts, Invoices, and Payments across ETI’s and its subsidiary’s Salesforce organizations using MuleSoft
Integrated Salesforce with QuickBooks Online to automatically connect customer records across both systems
Enabled accounting teams to manage invoicing and payments while giving service agents real-time access to billing information in Salesforce
Created a consistent, unified customer view across multiple systems to improve collaboration and service
Delivered the solution through a hybrid onshore/offshore model, optimizing cost while maintaining quality, speed, and effective knowledge transfer
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Results for Our Client
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