Success Stories

Weldaloy Specialty Forging

CRM on Salesforce Government Cloud with Salesforce Shield and PLEX ERP Integration

Meet The Client

About Weldaloy Specialty Forging

Weldaloy originally started as a producer of precision-shaped welding caps, tips, sleeves, and shafts using extruded copper alloys and advanced resistance welding techniques developed during World War II. Over time, they began melting copper billets and producing their own alloys due to difficulties in finding reliable suppliers. They became a key source for non-ferrous alloys used in welding rust-resistant steels. In the late 1960s, production was centralized in Warren, Michigan, and they expanded their capabilities to include forging, particularly in seam welding wheels. In 1994, Weldaloy was acquired by Rick Warren, and today, it is a prominent supplier of forged copper, titanium, super alloys, and other non-ferrous products to industries like aerospace, oil and gas, power equipment, semiconductor, and material processing.

Weldaloy Specialty forgings logo

The Challenge

Weldaloy was using a homegrown CRM system to manage their sales and customer data, however, as the company expanded and their customer base grew, they encountered reliability and scalability issues with their in-house solution. To address these challenges and streamline their sales and customer management processes, Weldaloy made the strategic decision to adopt Salesforce, a widely recognized and robust CRM platform. Salesforce was selected for its reputation for reliability, extensive features, and the ability to provide a more efficient and scalable solution for managing customer relationships and sales activities.

Recognizing the need for a centralized location for account management and to eliminate the inefficiencies associated with triple data entry, Weldaloy sought a comprehensive solution that Salesforce and Summit could provide. The adoption of Salesforce aimed to consolidate their customer data, improve data accuracy, and enhance overall operational efficiency.

In addition, Weldaloy needed a partner that could collaborate with Commercient to integrate Plex ERP seamlessly into the Salesforce ecosystem. This strategic partnership ensured a holistic solution for Weldaloy, addressing both CRM and ERP needs while fostering a unified approach to data management and business processes.

The Solution

In their quest for a more reliable and scalable CRM solution, Weldaloy opted for the Salesforce Government Cloud paired with Shield data encryption and a PLEX ERP Integration. This choice was made in recognition of the specific needs and requirements of their business, related to security, compliance, and data management in industries where government regulations play a significant role. Salesforce Government Cloud with Shield ensures they meet any government-related requirements or standards.

Several automations were configured by the Summit team to create tasks for untouched Opportunities, reminders if a Quote is in the same stage for too long, and an alert for an email to be sent out to management if an RFQ date is set on an Opportunity without a Quote attached to it. The PLEX Integration was completed with the assistance of a Summit partner, Commercient. Summit served as project manager for the integration to ensure that both the Weldaloy and Commercient teams were communicating and executing effectively.

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Results for Our Client

With Summit implementing Salesforce Government Cloud and providing ongoing support via managed services, Weldaloy can effectively maintain and manage their Salesforce Government Cloud org. With ongoing managed services, Weldaloy has monthly working sessions with the Summit team in order to further expand their Salesforce capabilities and learn best practices from Summit' certified consultant. This partnership helps Weldaloy ensure that not only is their data compliant, but their entire CRM ecosystem remains well-maintained and optimized for their business needs. Summit play a pivotal role in helping Weldaloy uphold the highest standards of data compliance and operational efficiency, allowing them to focus on their core business while having peace of mind about their CRM system's reliability and security.

"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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