Success Stories

City of Modesto

Texas Economic Development and Marketing Cloud in Salesforce

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Meet The Client

About City of Modesto

The City of Modesto is the largest city and county seat of Stanislaus County, located in California’s Central Valley. It serves as a regional hub for agriculture, manufacturing, and public services, while also acting as a gateway to major destinations like Yosemite National Park. Population: ~218,000 residents; Known for a mix of urban services and strong agricultural economy; Operates under a council-manager form of government with multiple departments (public works, police, utilities, parks, etc.); The city provides a full range of municipal services including public safety, infrastructure, utilities, code enforcement, and community development.

City of Modesto

The Challenge

The City of Modesto was managing code enforcement, case tracking, and reporting through legacy systems and manual processes, creating inefficiencies and limited visibility into operations. Disconnected systems, manual scheduling, and a lack of centralized reporting made it difficult to track compliance, identify trends, and streamline workflows. The City sought a modern solution to improve operational efficiency, enhance compliance management, and provide data-driven insights for decision-making.

The Solution

Summit partnered with the City of Modesto to implement a unified Salesforce Public Sector Solution that centralized code enforcement, case management, inspections, mapping, and document automation.

The solution streamlined field operations through optimized inspection routing, geospatial insights, automated document generation, and a robust service console for efficient case handling.

Real-time reporting, dashboards, training, and post-launch support empowered staff with greater visibility, improved compliance tracking, and enhanced operational performance.

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Results for Our Client

  • A centralized platform for code enforcement and case management.

  • Improved inspection scheduling, routing, and field efficiency.

  • Enhanced visibility into violations, compliance, and city-wide trends.

  • Faster document generation and approval workflows.

  • Real-time data and reporting for informed decision-making.

  • Reduced manual processes and improved operational consistency.

In our Client's Words...

“Summit helped us modernize our code enforcement operations and bring everything into a single, efficient platform. We now have better visibility, better processes, and a stronger foundation for the future.”

- City of Modesto

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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!

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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!

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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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