Success Stories

Janitorial Services Inc.

Janitorial Services, Inc. migration from ACT! to Salesforce Sales Cloud with MailChimp Integration

Meet The Client

About Janitorial Services

Janitorial Services, Inc. (JSI) was started in 1970 by Ronald Martinez Sr. in Cleveland, Ohio, and is still family-owned and operated by Ronald Martinez Jr. (President). Since 1970, JSI has developed a reputation of being one of Ohio’s premier janitorial providers, offering high-quality, cost-effective building solutions. As of today, JSI currently employs over 1,000 professionals, and have grown their customer base to over 200 accounts throughout the entire state of Ohio.

janitorial services inc logo

The Challenge

JSI was operating on an outdated platform (ACT!) that was not scaling with the rapid growth of the business. Client sales representatives did not have access to a mobile platform, so data visibility while in the field was limited, Delays in accurate and updated information being entered into the system affected the sales pipeline, forecasting and reporting. The organization didn’t have a centralized system to record client information, so time and productivity were wasted trying to verify the correct information and to find activities related to accounts. JSI was utilizing Mailchimp for their email marketing campaigns, but their CRM would not integrate with it to allow for proper email targeting and contact management.

The Solution

JSI engaged Summit to migrate from ACT! to the Salesforce Sales Cloud CRM and integrate Salesforce with Mailchimp. Summit delivered a solution that allowed JSI and their employees to:

  • Have better visibility into their Accounts from both the office and while in the field

  • Easily schedule a series of follow-ups with an Account or Prospect

  • Be alerted when a Contract is up for renewal

  • Automatically add Contacts to Mailchimp email campaigns based on criteria

  • Use an integrated email platform to deliver content to Leads and Accounts

  • Track activities for Accounts and Contacts

  • View and manage Sales pipeline

  • Have a single source of truth for Accounts, Contacts, Opportunities, Contracts and Activities

  • Be positioned to further extend the solution to drive efficiency in their growing business

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Results for Our Client

Janitorial Services, Inc., was very pleased with their new instance of Salesforce and started realizing the benefits of the new system immediately. Summit remains engaged with the client to ensure proper adoption of the system, and to assist with any further customizations and training.

"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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