Dealing with a Difficult Salesforce Partner: Why Summit Makes It Easy to Succeed

Salesforce Partner

Choosing the right Salesforce partner is a critical decision that can make or break your implementation or optimization journey. Unfortunately, not all partners deliver the seamless experience you deserve. If you’ve dealt with a difficult Salesforce partner, you’re not alone.

At Summit, we believe in redefining the partnership experience—providing transparency, expertise, and unwavering support to help you achieve your goals. Let’s explore the common challenges clients face with difficult partners and why Summit is the right choice for a smooth and successful Salesforce journey.

The Challenges of a Difficult Salesforce Partner

Working with a subpar Salesforce partner can be frustrating and costly. Here are some common red flags:

  1. Lack of Communication: Delayed responses, vague updates, or inconsistent messaging can leave you in the dark.
  2. Scope Creep: Poorly defined project scopes or frequent changes can lead to spiraling costs and timelines.
  3. Insufficient Expertise: Some partners lack the specialized knowledge needed for your industry or specific Salesforce Cloud.
  4. Rigid Processes: Inflexible methodologies can make it challenging to adapt to your evolving business needs.
  5. Missed Deadlines: Chronic delays can disrupt your operations and erode stakeholder confidence.
  6. Poor Post-Implementation Support: A lack of ongoing guidance and support can leave you struggling to fully utilize Salesforce’s capabilities.

The Summit Difference: Why We’re Easy to Work With

At Summit, we’ve built our reputation on being a partner that businesses can rely on. Here’s how we ensure a hassle-free experience:

  1. Clear and Consistent Communication: From the initial consultation to project completion, we keep you informed every step of the way. Our team is always accessible and responsive to your needs.
  2. Well-Defined Project Scopes: We start every engagement with a thorough requirements elicitation and elaboration process to ensure alignment on goals, timelines, and budgets—eliminating surprises down the road.
  3. Unmatched Expertise: With deep knowledge across Salesforce Clouds and a focus on your industry, our team delivers solutions tailored to your unique challenges.
  4. Flexible and Agile Approach: We adapt to your business’s needs, ensuring that our solutions grow with you and remain relevant as your goals evolve.
  5. Timely Delivery: We take deadlines seriously, using proven project management strategies to stay on track and on budget.
  6. Comprehensive Support: Our relationship doesn’t end at go-live. We offer ongoing training, managed services, and strategic guidance to help you maximize your Salesforce investment.

Real Stories: From Frustration to Success

One of our clients, a mid-sized construction company, came to us after experiencing months of delays and miscommunication with another Salesforce partner. Their project had stalled, and morale was low.

Summit stepped in, re-evaluated their needs, and restructured their implementation plan. Within a few months, they were live on Salesforce, with a tailored solution that exceeded their expectations. Today, they’re thriving with improved efficiency and a renewed sense of confidence in their technology. We succeed where others fail—turning stalled projects into success stories.

Partnering with Summit: A Decision You’ll Never Regret

We understand the stakes involved in your Salesforce projects, and we’re committed to making the process as seamless and productive as possible. When you choose Summit, you’re choosing:

  • A partner who values your time and investment.
  • A team that prioritizes collaboration and transparency.
  • A long-term relationship focused on your success.

Let’s Make Salesforce Work for You

Don’t let a difficult partner slow you down. Experience the Summit difference and see how easy it can be to unlock Salesforce’s full potential. Contact us today to get started on a partnership built for success!

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"Easy to Work With"
Angie W.

Northwoods worked with Summit to help migrate our Microsoft Dynamics CRM system to Salesforce.  Summit was extremely knowledgeable, thorough, and easy to work with.  They were able to help us configure the system to handle complex business processes while making the system easy for end users.  They were also able to migrate all our legacy Dynamics data to the new Salesforce system.  Summit helped train our technical team on Salesforce administration while keeping the project on time and under budget.  I highly recommend Summit for any Salesforce-related project.

"Mind Blowing!"
Rachael H.

As a leader of a small non-profit aimed to scale rapidly and efficiently, I knew it was critical to transition from antiquated spreadsheets to a sophisticated CRM. We dabbled in Salesforce on our own the year prior. To put it mildly, I was terrified to go there again. Summit met my apprehension with confidence and reassurance. They were timely, efficient and positioned us to utilize Salesforce in ways we hadn’t imagined. Every day I’m in awe of what Salesforce can do; to the team’s credit for imparting their wisdom. Summit has positioned us for unprecedented opportunities at Walk with a Doc. Thank you!

"BEST Salesforce Consultant Available"
Catherine Z.

We went through 3 consultants before finding Summit. The difference was night and day, and the cost was very reasonable. They helped us get our Communities up and running in less than a week (after 2 other teams essentially dragged their feet for 9 months - yes, 9 months!). We are ecstatic! We also have Managed Services with them, for a few hundred bucks a month they are our go-to for anything Salesforce. The team is INSTANTLY responsive - like within 2 minutes. I have experienced other consultants and can tell you, there is no comparison. Hire Summit!

"Did a Wonderful Job"
Paige B.

We have primarily been using Salesforce for our sales team. Recently we decided to bring our support team on and Summit did an awesome job helping us get everything set up the way we needed.

"Great Learning and Implementation"
Annette H.

Great experience with Summit. They are very knowledgeable about Salesforce and their turn around is outstanding. I am looking forward to working Part 2 of our plan with them.

"Transformation Data w/ Excellent Service"
Kay W.

The skill set and knowledge that Summit has brought to this project far surpasses our initial expectation- especially since our initial contact with Salesforce corp. was challenged in regards to utilizing training videos to suit our scope and need. Summit and team has been helpful in supporting our team with a custom solution in order for us to be able to serve our community better. They are timely and professional, and eager to learn about the why before telling us the what.

"Made our Dream CRM a Reality!"
Matt S.

Summit made our Salesforce dream a reality. As a small non-profit on a limited budget with very specific CRM needs we were challenged to find a suitable Salesforce partner. Fortunately we were introduced to Summit, and from day one they made the formidable task of implementing Salesforce doable (and even enjoyable!). The Summit team are pros, from their accessibility and communication to industry knowledge and attitude, they never said 'no' to a request. When we encountered hiccups along the way they took the time to trouble shoot and make fixes, even when it was outside the original scope of the project. We didn't deviate from the project timeline or budget, which says a lot considering our custom needs for data collection/reporting, donor communication, and third party plug-ins. If you are considering implementing Salesforce or have any Salesforce needs, I highly recommend Summit and their team.

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