Success Stories

National Truck Protection

National Truck Protection switches to Sales Cloud Managed Services

Meet The Client

About National Truck Protection

National Truck Protection (NTP), with almost 40 years of experience, is a key player in the warranty business. They partner with various stakeholders, offering warranty programs for major mechanical failures in the trucking industry. Known for their transparent approach, they promise to cover repairs for failed parts included in their warranty programs. They prioritize exceptional customer service and work efficiently with over 5,300 repair facility partners to minimize truck downtime.

national truck protection logo

The Challenge

In their Salesforce expansion efforts, NTP actively sought a dedicated Salesforce admin to enhance their data transformation maturity, bolster their current Salesforce Marketing and Sales Cloud implementation, improve sales performance tracking and lead management, and streamline automation for more effective direct marketing and digital media conversion. They aimed to promote data democratization, foster seamless data sharing across sales channels, and enhance dashboard performance to facilitate decision-making. Ultimately, their objective was to streamline internal processes, encourage intuitive connections, and increase operational velocity, benefiting both customers and the business.

The Solution

In a strategic decision to address these challenges, and recognizing the importance of this technology modernization initiative, NTP chose to partner with Summit on a Managed Services model rather than hiring a full-time Salesforce Admin employee. This flexible approach allowed them to efficiently tackle a wide range of Salesforce-related tasks and improvements while leveraging the expertise of Summit' dedicated developer and their full team. This method provided NTP with the advantages of scalability and cost-effectiveness, ensuring they had the right resources precisely when needed to accomplish the complex Salesforce objectives. Instead of relying on a single jack-of-all-trades resource, they had access to a full team of resources with deep knowledge and expertise into a wide portfolio of Salesforce products.

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Results for Our Client

NTP's partnership with Summit persists as they plan to expand their Salesforce organization with our guidance and consulting services. This ongoing collaboration reflects their commitment to growth and leveraging our expertise to enhance their CRM capabilities. With Summit' support, NTP is well-prepared to address evolving challenges and capitalize on opportunities within their Salesforce ecosystem, ensuring sustained success in their operations.

In our Client's Words...

"I have worked with a number of system and solution integration teams during my career and I cannot stress enough how important it is for partners to invest and understand your business. Summit has done just that and we are looking forward to a long partnership for success."

-National Truck Protection

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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.

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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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