Neovia Salesforce Sales Cloud, Quip and My Trailhead Implementations

Neovia Logistics

Summit migrated Neovia Logistics from Winmore to a custom Salesforce Lightning CRM Implementation with services including Custom Sales Cloud, Quip for collaboration, reports and dashboards to support both sales leadership and sales team's efforts and user and administrator training.

Meet The Client

About Neovia Logistics

Neovia is a global leader in third-party logistics, operating more than 100 facilities in 20 plus countries across six continents. For over 30 years, Neovia has combined an OEM mindset with real-world innovation to partner with, and solve complex logistics challenges for, leading companies in the automotive, industrial, aerospace and technology sectors.

Neovia Logo

The Challenge

Neovia Logistics was using a CRM (Winmore) that was no longer meeting the needs of their sales team. Neovia Logistics was faced with the following challenges:

  • Needed to quickly get up and running in Salesforce with assistance and guidance to ensure a smooth transition

  • Had a user who was a previous Salesforce administrator and desired to work in tandem with Summit to increase talent

  • Utilizing a complex sales process, they needed to ensure their processes were set up in Salesforce with efficiency and accuracy at in mind

  • Sought consultation on industry and technology best practices to meet their commitment of continuous process improvement

  • Needed for a strong internal collaboration tool to ensure prospects are effectively qualified and proposals are constructed in a timely fashion. Transparency, automation, timely notifications, and effective oversight were the keys to success

  • Desired to integrate Salesforce with other systems to further enhance the value of the solution

The Solution

Summit designed and configured a custom solution that got Neovia Logistics up and running in two months, with a sales automation process.

Summit:

  • Automated the creation of tasks at relevant steps in the sales process

  • Integrated Quip for account planning to foster communication between members of the sales team and their clients

  • Designed and built sophisticated commission tracking system

  • Advised and configured Single Sign On (SSO)

  • Integrated MyTrailhead for user training

  • Enabled Einstein Activity Capture

  • Created Sales scoring methodology

  • Developed reports and dashboards to align with key performance indicators (KPI) to ensure all RFP deadlines were met

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Results for Our Client

Summit was able to deliver the project on time and on budget, migrating Neovia Logistics off their previous system with no interruption to their business. Neovia staff can now effectively collaborate with internal sales team members as well as external client stakeholders to easily and effectively collaborate on sales opportunities with the comfort of knowing there is proper oversight, data security and accountability.

"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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