Salesforce CRM Consulting

Summit’s Salesforce CRM Management Consulting provides expert guidance to optimize and enhance your Salesforce Customer Relationship Management (CRM) strategies and systems. Our certified Salesforce consultants work with you to assess, design, and implement Salesforce CRM solutions that align with your business goals, drive customer engagement, and improve overall operational efficiency.

Whether you need help with strategic planning, system optimization, or change management, our consulting services ensure that your Salesforce CRM investment delivers maximum value.

614-859-6543

Optimize Your CRM. Increase Adoption. Turn Salesforce Into a Growth Engine.

Your CRM should make work easier, not harder. But when Salesforce isn’t aligned to your business, teams struggle with low adoption, inconsistent data, and processes that slow everything down.

Summit’s Salesforce CRM Management Consulting helps organizations design, optimize, and manage Salesforce so it supports how your teams actually work. We combine strategic guidance with hands-on execution to ensure your Salesforce CRM delivers real value—better visibility, stronger customer relationships, and measurable business outcomes.

What Salesforce CRM Consulting Really Means

Salesforce CRM consulting goes beyond configuration. It’s about shaping Salesforce to support your goals, users, and processes—today and as your business grows.

Summit works with organizations to assess their current CRM environment, identify gaps, and implement improvements that drive adoption, efficiency, and trust in the data. From foundational cleanup to advanced optimization, we help transform Salesforce into a system your teams rely on every day.

As an experienced, Summit-tier Salesforce partner, Summit supports organizations across cloud-based platforms and Salesforce products, including Sales Cloud, Service Cloud, and Marketing Cloud.

View Our Salesforce Services

How Summit Approaches Salesforce CRM Consulting

Salesforce CRM Strategy Development
We work with your team to develop a comprehensive Salesforce CRM strategy that aligns with your business objectives. This includes defining your Salesforce CRM vision, setting clear goals, and creating a roadmap to achieve them. Our strategy development ensures that your Salesforce CRM initiatives support your broader business strategy and deliver measurable outcomes.
Salesforce CRM System Assessment
Our consultants conduct a thorough assessment of your current Salesforce CRM capabilities, evaluating its performance, functionality, and alignment with your business processes. We identify areas for improvement, potential risks, and opportunities to enhance your Salesforce CRM's effectiveness.
CRM System Optimization
We provide recommendations and solutions to optimize your Salesforce CRM capabilities, ensuring it operates efficiently and meets your business needs. This includes improving data management, refining workflows, enhancing user interfaces, and integrating with other systems to streamline operations.
Process Redesign
Effective Salesforce CRM management requires streamlined processes. We help you redesign your Salesforce CRM-related processes to enhance efficiency and effectiveness. This includes automating repetitive tasks, improving data capture and reporting, and aligning processes with best practices.
Data Management and Integration
Proper data management is critical for Salesforce CRM success. We assist with data quality assessment, cleansing, and migration, ensuring that your Salesforce CRM data is accurate and reliable. Additionally, we support the integration of your Salesforce CRM with other systems to ensure seamless data flow and comprehensive reporting.
Change Management
Implementing Salesforce CRM changes can be challenging. Our consulting services include change management strategies to facilitate a smooth transition. We provide communication plans, training programs, and support to help your team adapt to new processes and technologies effectively.
Salesforce User Adoption Strategies
Ensuring that your team embraces the Salesforce CRM system is crucial for its success. We develop user adoption strategies that include training, support, and engagement tactics to drive higher usage and satisfaction with the Salesforce CRM capabilities.
Performance Metrics and Reporting
To measure the success of your Salesforce CRM initiatives, we help you establish key performance indicators (KPIs) and reporting mechanisms. We ensure that you can track and analyze Salesforce CRM performance, providing insights that drive continuous improvement.
Salesforce Cloud Evaluation and Selection
If you're considering a new Salesforce Cloud(s), we assist with evaluating and selecting the right Salesforce solution for your needs. This includes reviewing cloud offerings, conducting demonstrations, and providing recommendations based on your specific requirements.
Ongoing Support and Optimization
Our consulting services extend beyond implementation. We provide ongoing support to address any issues, optimize system performance, and adapt to evolving business needs. This includes periodic reviews and updates to ensure your Salesforce CRM system continues to deliver value.

Powered by the Summit VECTOR Framework™

Summit’s proprietary VECTOR Framework™ is the foundation of our CRM Management Consulting approach. It ensures that every engagement delivers results that are actionable, trusted, and sustainable, aligning technology decisions with business strategy, governance, and long-term scalability.

Each element of VECTOR represents a critical dimension of a high-performing CRM ecosystem:

V - Vision & Value
Define a unified CRM vision that ties directly to your organization’s strategic goals. We translate business objectives into measurable outcomes, such as increased conversion rates, reduced service times, and improved customer retention, supported by a clear business case and ROI model.
E - Ethics & Enablement
Champion responsible data usage and empower users at every level. We focus on transparency, accessibility, and training programs that encourage ownership, accountability, and adoption, turning your team into engaged CRM advocates.
C - Compliance & Control
Build governance structures that protect data integrity, privacy, and security. From role-based access and audit controls to regulatory readiness (GDPR, HIPAA, CCPA), we help you establish a trustworthy foundation that meets both business and compliance standards.
T - Technology & Talent
Optimize your Salesforce ecosystem through the right configurations, integrations, and skill enablement. We evaluate your architecture, streamline integrations with ERP, marketing, and service systems, and upskill your internal teams to sustain long-term success.
O - Operations & Outcomes
Drive operational excellence through data-driven insights and process optimization. We align automation, workflows, and analytics to measurable KPIs, enabling leadership to track CRM performance, customer satisfaction, and team productivity in real time.
R – Resilience & Responsibility
Design CRM environments that are built to last. We future-proof your systems for growth, ensuring flexibility to adopt new Salesforce innovations, integrate emerging technologies, and maintain agility in an evolving business landscape.

A Trusted Salesforce Summit Partner Delivering 1,100+ Successful Projects

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Why Choose Summit’s Salesforce CRM Management Consulting?

Expert Guidance
Leverage the experience of our consultants to navigate Salesforce CRM challenges and opportunities.
Customized Solutions
We tailor our consulting services to fit your specific business needs and Salesforce CRM goals.
Comprehensive Approach
From strategy development to system optimization and change management, we cover all aspects of Salesforce CRM management.
Results-Focused
Our consulting services are designed to deliver measurable improvements in Salesforce CRM performance and user satisfaction.

614-859-6543

What You Can Expect Working With Our Salesforce CRM Consultants

Organizations that partner with Summit for Salesforce CRM consulting typically see:

Higher user adoption through intuitive design and cleaner processes
Improved data accuracy for reporting, forecasting, and decision-making
More efficient workflows that reduce manual work and errors
Stronger alignment between sales, service, and marketing teams
A CRM platform built to scale with long-term business needs

Our goal is simple: make Salesforce easier to use, easier to trust, and easier to grow with.

View Our Success Stories

Summit's Salesforce CRM Consulting is an Ideal Solution for...

Organizations preparing for new Salesforce CRM implementations
Organizations looking to enhance their Salesforce CRM strategy and system performance, including those in financial services who can benefit from specialized Salesforce solutions such as Financial Services Cloud.
Organizations needing assistance with Salesforce CRM process redesign, data management, or system integration, including expertise to integrate Salesforce clouds like Sales Cloud, Marketing Cloud, and Service Cloud for a unified customer experience.
Organizations undergoing Salesforce CRM system changes and requiring effective change management, supported by Salesforce experts with deep knowledge and certifications.
Teams seeking expert guidance from Salesforce experts on Salesforce CRM Cloud and Package selection, integration, and ongoing support.

Whether you need targeted support or long-term partnership, we tailor our approach to your goals, team structure, and complexity.

Ready to Chat?

Get a jumpstart by connecting with one of Summit's Salesforce Certified Experts today.

614-859-6543

"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.