Blog

Discover the latest in Salesforce, cloud technology, and solutions to the most commonly asked questions.

Summit Blog Executing Your Account Plan in Salesforce

Building an Account Plan in Salesforce

It is more costly to acquire a new customer than to keep an existing one. ...
Summit Blog How Healthcare CRM Enables Consumers and Builds Trust

Salesforce and the Connected Health Consumer

In today's healthcare landscape, patients expect to have access to care from anywhere and to ...
Summit Blog Ubiquitous Connectivity and Government Cyber Security

Ubiquitous Connectivity and Government Cyber Security

As the world becomes increasingly reliant on digital systems, the issue of supply chain security ...
Summit Blog Salesforce My Domain Change Post-Deployment Checklist

Salesforce My Domain Considerations

Plan Your My Domain Change Whether you change your My Domain to update your brand ...
Summit Blog How a Family Coffee Business Boosted Its Online Business Growth

How a Family Coffee Business Boosted Its Online Business Growth

Bitty & Beau’s Coffee, a unique coffee shop chain that prioritizes employment opportunities for individuals ...
Summit Blog Salesforce Customer 360 Overview

Salesforce Service Accounts – Your Dedicated Salesforce Integration User

Today’s Salesforce instance is far more likely to function as part of an entire Salesforce ...
Summit Blog Happy New Year fromSummit

Happy New Year fromSummit

“Tomorrow is the first blank page of a 365-page book. Write a good one!” — ...
Summit Blog Salesforce Lightning Migration

A Real-Time CRM

With Dreamforce 2022, Salesforce introduced Genie, providing you with real-time visibility into your customers. Genie, ...
Summit Blog Inside Sales With Salesforce

Inside Sales With Salesforce

Inside sales is the foundation of a successful sales organization. Inside sales is an efficient ...
Summit Blog Building a Successful CRM From License Procurement to Launch

Building a Successful CRM From License Procurement to Launch

At Summit we believe everything should be right-sized. Your CRM solution should meet your needs ...
Summit Blog Salesforce Lightning Migration

Automatic Deployment of Enhanced My Domains Coming to Salesforce Beginning January 2023

Spring ’23 release deployment starts in January 2023 (sandboxes) and February 2023 (production). With this ...
Summit Blog Sales Cloud Einstein Rollout Strategies

Sales Cloud Einstein Implementation Planning

Salesforce Sales Cloud is a powerful extension of your organization’s business growth. An investment in ...