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Salesforce Success Stories

Monarch Materials Group: A Salesforce Sales Cloud & ERP Integration Success Story

Summit implemented Salesforce Sales Cloud, integrated Kenandy ERP, and delivered user training to unify sales data, enhance visibility, and improve collaboration across the organization.

Meet The Client

About Monarch Materials Group

​Monarch Materials Group had a simple goal in 1960: to build quality products and distribute them at affordable prices. Today, they are a privately owned business headquartered in central Iowa. Monarch is the nation’s leader and innovator of products for the concrete forming industry. Monarch provides a complete selection of basement and egress products making the purchasing experience easy and efficient. They offer a variety of windows, frames, wells, covers, and accessories that are system-integrated for custom installations. 

Mar 15, 2024 by Joseph Hopkinson

The Challenge: Disconnected Systems, Limited Visibility, and Low Salesforce Adoption

As their business grew, so did the complexity: more SKUs, more custom orders, more coordination between sales, production, and inventory. The old systems were creaking. Monarch sought to implement Salesforce Sales Cloud to enhance their team’s ability to manage sales functions effectively within Salesforce. Additionally, they needed to integrate their existing Kenandy ERP, a Salesforce ISV partner, to ensure seamless data flow between systems. To fully leverage the new platform, Monarch required comprehensive Salesforce user and admin training to equip their team with the necessary skills to navigate and manage the Sales Cloud efficiently.

Monarch’s leadership team recognized several key challenges holding back their efficiency and visibility:

  • Fragmented systems and disconnected data made it difficult to track projects, products, and opportunities in real time.

  • Manual data entry and limited integration between Salesforce and Kenandy ERP slowed sales cycles and introduced risk of errors.

  • Lack of training and adoption readiness meant the team couldn’t fully leverage Salesforce Sales Cloud’s capabilities.

To fix these issues, Monarch needed a partner who could deliver both Salesforce technical integration and user empowerment, ensuring the technology worked for the people using it. They turned to Summit as a trusted Salesforce Implementation Partner to design a connected solution that aligned technology, data, and people.

The Solution: A Unified Salesforce & ERP Ecosystem

Summit designed and implemented a tailored Salesforce Sales Cloud solution that aligned technology, process, and people.

The implementation focused on five key areas:

  • Custom Salesforce Architecture: Configured a combination of standard and custom objects to record actions, projects, products, and services, supporting Monarch’s internal Action Plans and improving sales process visibility.

  • Campaign Enablement: Activated Salesforce Campaigns and trained the sales and marketing teams to track and measure engagement, improving lead management and conversion tracking.

  • Data Loading & Migration: Imported legacy data into Sales Cloud with careful validation to ensure accuracy, continuity, and usability.

  • Kenandy ERP Integration: Integrated Salesforce with Kenandy ERP, providing real-time synchronization and enabling sales and operations to work from a single, accurate dataset.

  • Comprehensive Training & Adoption Support: Delivered user and admin Salesforce training sessions to build Salesforce confidence, encourage adoption, and ensure sustainable long-term success.

By combining technical expertise with practical business insight, Summit delivered a solution that not only improved efficiency but also empowered Monarch’s team to manage Salesforce independently.

The Results: Greater Visibility, Collaboration, and Confidence

The implementation of Salesforce Sales Cloud led to increased transparency across the organization regarding the status of sales efforts, enabling more informed decision-making and collaboration. Additionally, the integration with Kenandy ERP improved cross-organizational visibility into projects, products, services, and other critical initiatives, enabling teams to work more cohesively and stay aligned on business objectives.

  • End-to-End Visibility

    Teams can now view real-time sales data, project status, and customer information in one system.

  • Improved Collaboration

    The integration between Salesforce and Kenandy ERP aligned sales, operations, and inventory management, creating a unified workflow.

  • Empowered Users

    Training and support increased Salesforce adoption and confidence, reducing reliance on manual processes.

  • Data Accuracy & Efficiency

    Automation minimized data duplication and errors, freeing up time for higher-value work.

  • Scalable Foundation

    Monarch now has a connected system that supports future Salesforce solution expansions, such as CPQ, analytics, and Salesforce managed services.

In our Client's Words...

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

Ready to Streamline and Integrate Your Systems?

If your business struggles with disconnected systems, manual workflows, or low Salesforce adoption, Summit can help you transform your CRM and ERP into a unified growth engine. Contact our Salesforce experts to start your success story.

614-859-6543
"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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