Success Stories

Monarch Materials Group

Monarch Materials Group Salesforce Sales Cloud Implementation

Meet The Client

About Monarch Materials Group

Monarch Materials Group had a simple goal in 1960, 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

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 user and admin training to equip their team with the necessary skills to navigate and manage the Sales Cloud efficiently.

The Solution

To enhance Monarch's use of Salesforce Sales Cloud, Summit implemented several key solutions:

  • A combination of standard and custom objects was created to help staff record and manage actions, projects, products, and services

  • Summit activated Campaigns within Sales Cloud and provided training to the Monarch team, ensuring they could fully utilize this feature

  • Data loading was performed to integrate existing data into the system smoothly

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Results for Our Client

The implementation of Sales Cloud resulted in greater transparency across the organization regarding the status of sales efforts, allowing for 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.

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.”

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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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