Success Stories

Burnips Equipment Company

Burnips Equipment Company Salesforce Sales Cloud, Document Generation, e-Signature & DIS Integration (DMS)

Meet The Client

About Burnips Equipment Company

Burnips Equipment Company is a farm and construction equipment dealer based in Michigan, USA. Founded in 1972, the company specializes in selling and servicing agricultural machinery, construction equipment, and lawn and garden tools. They offer a wide range of equipment from top manufacturers, including Case IH, New Holland, Kubota, and CLAAS. Burnips has multiple locations across Michigan, serving farmers, landscapers, and contractors by providing equipment sales, parts, and maintenance services. They are known for their customer-focused approach and comprehensive selection of new and used equipment.

Burnips Equipment Logo

The Challenge

Burnips Equipment Company faced several challenges in implementing a CRM solution with Salesforce to enhance their sales management capabilities. A key hurdle was integrating their Dealer Management System (DMS), which housed all unit information, into Salesforce for seamless data flow. Additionally, they required document generation and e-signature functionality for various sales-related forms. Ensuring that both users and administrators received proper training on the new system was another critical challenge to guarantee successful adoption and efficient use of the CRM platform.

The Solution

Summit implemented Salesforce Sales Cloud, configuring a combination of standard and custom objects to allow staff to record Actions, Opportunities, Products & Units.

  • Integrated DIS with Salesforce via custom API solution - specifically a bi-directional sync on the “Unit” Object

  • Implemented Conga Composer

  • Implemented Conga Sign

  • Provided User and Admin training

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Results for Our Client

After implementing Salesforce with Summit, Burnips Equipment Company saw significant improvements, with year-over-year sales increasing from $2.1 million to $4.5 million. The company also enhanced cross-organizational visibility into leads, accounts, contacts, and opportunities, streamlining collaboration across departments. Following these successes, Burnips purchased additional support hours and implemented Salesforce Maps to further optimize operations. They are also planning to roll out Salesforce Field Service by the end of Q4 to continue improving efficiency and customer service.

In our Client's Words...

“The Summit team was great to work with, ability to explain things easily and interpret needs, and their thoughtful suggestions and understanding best practices in Salesforce made this project a success.  We appreciate that they never talked over our head or used too much jargon while interacting with our team.”

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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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