Success Stories

eAtlantic Engineering

Transform seamless field inspection workflows through Salesforce solutions.

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Meet The Client

About eAtlantic Engineering

eAtlantic Engineering is a professional services firm specializing in inspections, engineering services, and project management. With field teams operating across multiple locations and projects, eAtlantic relies on efficient coordination between field inspectors, office staff, and clients to deliver timely, high-quality services.

eAtlantic Engineering by Ted Chimiklis - Feb 5, 2021

The Challenge

eAtlantic’s inspection and project workflows were heavily manual, limiting real-time coordination between field teams and the office.

Key challenges included inefficient scheduling and inspector assignments, limited visibility into field activities and project status, a lack of mobile capabilities for inspectors, disconnected communication between teams and clients, and no centralized system for managing inspection data, notes, and documentation.

eAtlantic needed a solution to digitize field operations, automate scheduling, and provide a more transparent, connected experience for clients.

The Solution

Summit partnered with eAtlantic to implement a Salesforce Field Service solution that unified field operations, scheduling, and client engagement into a single platform. Summit provided the following:

  • Digitized inspections with Salesforce Field Service, enabling mobile scheduling and real-time documentation

  • Improved scheduling and dispatch with automated routing and resource assignment

  • Provided real-time project visibility through dashboards and centralized management

  • Created a client portal for tracking inspections, updates, and communication

  • Automated notifications and reporting to reduce manual effort

  • Delivered training and go-live support to drive adoption

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

With Summit’s Field Service implementation, eAtlantic transformed its inspection processes through mobile execution, improved scheduling, and real-time visibility into field operations.

The solution enhanced data accuracy, streamlined documentation, increased client transparency through a self-service portal, and reduced manual coordination.

The result is a scalable field service operation that enables eAtlantic to deliver faster, more efficient inspections while providing a modern client experience.

Ready to Chat?

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

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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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