Success Stories

Venture Logistics

Venture Logistics needed to re-implement Salesforce CRM to migrate from an outdated Salesforce org to a new Lightning org configured for multiple business units and opportunity types and integrate Salesforce with their ERP.

Meet The Client

About Venture Logistics

For over 25 years, Venture Logistics has served as a full-service logistics partner for customers in North America and across the globe. Venture Logistics offers a vast array of specialized services to get the job done safely, successfully, and on time - 24/7, 365 days a year.

Venture Logistics Logo

The Challenge

Venture Logistics had one business unit that was using Salesforce but needed assistance bringing two other sales business units into a single Salesforce platform. The sales teams needed to be able to work independently on some opportunities and collaborate on others. Reports and dashboards that existed in the previous environment needed to be rebuilt with multiple business units in mind. Existing data from previous Salesforce needed to be migrated and associated to the appropriate units. Venture Logistics needed to update the lead process to accommodate the new model.

Through the discovery process with Venture Logistics, Summit learned that Venture:

  • Wanted like to migrate from an outdated Salesforce org to a new Salesforce org while enhancing the functionality for the business unit using it and onboard two other business units that were minimally or not using Salesforce

  • Had a need for strong internal contextual collaboration tools to cross-sell across business units and ensure proposals are generated in a timely fashion - Transparency, automation, timely notifications and effective oversight were keys to achieving this process in Salesforce

  • Required integration between Salesforce and their ERP to keep account data in sync and surface critical account revenue data for the sales teams

  • Desired a quick launch to deliver the initial stages of the Salesforce implementation, with Summit providing expert assistance and guidance to ensure a seamless transition from the old Salesforce org to the new

  • Had strong internal personnel resources that can be leveraged during the project to: Work side by side with Summit to share work and provide in-depth oversight and input and work towards establishing an internal center of excellence for Venture, which will give long term optimization of their Salesforce instance

  • Wanted to strengthen their email marketing efforts and associated reporting

The Solution

Summit addressed the challenges. The Summit team:

  • Designed a new data model to include the additional business units

  • Migrated the data from one Salesforce instance to the other with no interruption to the business

  • Revised the lead process to align with Salesforce best practices and allow for additional business units

  • Updated reports and dashboards to align with new key performance indicators (KPI)

  • Trained their Salesforce administrators on newer functionality of Salesforce and best practices

  • Integrated ZoomInfo Phone system

  • Integrated ERP system with Salesforce via iPaaS (integration platform as a service)

  • Developed solutions to automate processes as needed as well as convert outdated Workflows to supported Salesforce automation methods

Ready to Solve Challenges of Your Own?

Connect with Summit and count on our Salesforce experts to guide you in the right direction.

Results for Our Client

Summit was able to provide the “One Venture” experience that Venture Logistics leadership had championed. Sales teams across all business units are able to share and collaborate on opportunities and can view critical data from the ERP system while in Salesforce. The Marketing team is building effective marketing journeys for clients and prospects with deeper insight into their efficacy. The Venture Salesforce admin team was impressed with the knowledge of the Summit team and how quickly we were able to overcome any hurdles that arose during the process.

"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.

Ready to Chat?

Get a jumpstart by connecting with one of Summit's Salesforce Certified Experts today.

Name(Required)