Blog

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

Summit Blog Digital Tools for Healthcare Workers

Digital Tools Help Healthcare Workers

From wearable technology that tracks your personal health and exercise data to telehealth calls with ...
Summit Blog Salesforce Customer 360 Overview

Salesforce Service Accounts – Your Dedicated Salesforce Integration User

Today’s Salesforce instance is far more likely to function as part of an entire Salesforce ...
Summit Blog Keys to a Healthy Marketing Database

Keys to a Healthy Marketing Database

Data management isn’t the most exciting part of our jobs as sales and marketing professionals, ...
Summit Blog Happy New Year fromSummit

Happy New Year fromSummit

“Tomorrow is the first blank page of a 365-page book. Write a good one!” — ...
Summit Blog Salesforce Lightning Migration

A Real-Time CRM

With Dreamforce 2022, Salesforce introduced Genie, providing you with real-time visibility into your customers. Genie, ...
Summit Blog Slack Process Automation Inside and Outside of Salesforce

Connecting Slack with Salesforce

Slack and Salesforce. There are really only two important things to know. Slack enables teams ...
Summit Blog Salesforce Shield

Protect, Monitor, and Retain Critical Data with Salesforce Shield

Safeguarding your most sensitive data and staying ahead of evolving compliance and industry regulations with ...
Summit Blog Salesforce Lightning Migration

Salesforce Automation

Automation reduces the work that humans have to do on repetitive or monotonous tasks, which ...
Summit Blog Slack Process Automation Inside and Outside of Salesforce

What is Salesforce Slack?

If you are one of the more seasoned members of your organization, no doubt at ...
Summit Blog Inside Sales With Salesforce

Inside Sales With Salesforce

Inside sales is the foundation of a successful sales organization. Inside sales is an efficient ...
Summit Blog Data Analytics in the Insurance Industry

Data Analytics in the Insurance Industry

In the insurance industry data analytics are an invaluable tool to make better decisions for ...
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 ...