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.
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
Ready to Solve Challenges of Your Own?
Connect with Summit and count on our Salesforce experts to guide you in the right direction.
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.”
Ready to Chat?
Get a jumpstart by connecting with one of Summit's Salesforce Certified Experts today.