Blog

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

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 Salesforce Lightning Migration

Salesforce Revenue Cloud

What is Revenue Cloud? An end-to-end revenue management solution. So you can streamline your entire ...
Summit Blog Salesforce Lightning Migration

Automatic Deployment of Enhanced My Domains Coming to Salesforce Beginning January 2023

Spring ’23 release deployment starts in January 2023 (sandboxes) and February 2023 (production). With this ...
Summit Blog Keys to a Healthy Marketing Database

Document Generation in Salesforce

Omnichannel marketing is a communication strategy that combines all business communications over a single platform ...
Summit Blog Tactics for Subscriber Management

Tactics for Subscriber Management

In today's digital age, customer data is king. The ability to gather and analyze vast ...
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 Automate and Personalize Alumni Outreach

Alumni Engagement With Salesforce

Alumni engagement is critical to an educational institution's success, and the involvement of alumni is ...
Summit Blog Why you should migrate to salesforce lightning

Migrate To Salesforce Lightning

Business success depends on customer satisfaction and more and more businesses rely on Customer Relationship ...
Summit Blog How Nonprofits Benefit from Salesforce

How Nonprofits Benefit from Salesforce

Should nonprofits use CRM? Absolutely! Salesforce’s CRM for Nonprofits — Salesforce Nonprofit Cloud — is ...
Summit Blog Salesforce Lightning Migration

Automation Drives Business, Not The Other Way Around

My granddaddy always worried people were putting the cart before the horse. I kind of ...
Summit Blog Salesforce Communications Cloud

Salesforce Communications Cloud

Salesforce’s Communications Cloud helps you deliver digital-first journeys and perfect orders that save tie, money, ...
Summit Blog Using Document Generation In Salesforce

Using Document Generation In Salesforce

There are quite a few cases for document generation in Salesforce. Quotes and contracts are ...