Blog

Discover the latest in Salesforce, cloud technology, and solutions to the most commonly asked questions.

Summit Blog Time Tracking Solutions in Salesforce

Time Tracking Solutions in Salesforce

Does salesforce have a time tracking solution? Want to know how you can track time ...
Summit Blog Salesforce High Velocity is Now Sales Engagement

Salesforce High Velocity is Now Sales Engagement

The High Velocity Sales name has changed to Sales Engagement. The automation features within the ...
Summit Blog Salesforce Customer 360 Overview

Salesforce Customer 360 Overview

Summit is pleased to introduce Salesforce Customer 360. Salesforce Customer 360 is a suite of ...
Summit Blog Executing Your Account Plan in Salesforce

Building an Account Plan in Salesforce

It is more costly to acquire a new customer than to keep an existing one. ...
Summit Blog How a Family Coffee Business Boosted Its Online Business Growth

How a Family Coffee Business Boosted Its Online Business Growth

Bitty & Beau’s Coffee, a unique coffee shop chain that prioritizes employment opportunities for individuals ...
Summit Blog Building a Successful CRM From License Procurement to Launch

Building a Successful CRM From License Procurement to Launch

At Summit we believe everything should be right-sized. Your CRM solution should meet your needs ...
Summit Blog Sales Cloud Einstein Rollout Strategies

Sales Cloud Einstein Rollout Strategies

Perhaps you have heard that other companies are using artificial intelligence to do more business ...
Summit Blog Einstein Automate

How Einstein Lead Scoring Works

Not all leads are created equal. And they can’t be accurately scored with arbitrary details, ...
Summit Blog Sales Enablement Technology

Sales Enablement Technology

The signs are all around us that 2023 and beyond may be a challenging time ...
Summit Blog Account Based Marketing

Account Based Marketing

Account-based marketing (ABM) is a powerful B2B marketing strategy that aims to target specific customers ...
Summit Blog Salesforce My Domain Change Post-Deployment Checklist

Salesforce Subscription Quotes

With Salesforce's Subscription Quotes feature, your sales team has the ability to create quotes for ...
Summit Blog Salesforce Lightning Migration

Utilizing the Salesforce CRM

Salesforce, the industry leader in customer relationship management (CRM) systems, reports that 83% of sales ...