Blog

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

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 ...
Summit Blog Account Based Marketing

Account Based Marketing

Account-based marketing (ABM) is a powerful B2B marketing strategy that aims to target specific customers ...
Summit Blog Einstein Automate

Sales Cloud Einstein Features

When a really robust, game changing tool arrives in the marketplace, it can be difficult ...
Summit Blog Digital Transformation and Cyber Security

Salesforce Multi-Factor Authentication

Beginning February 1, 2022 all Salesforce customers were contractually required to use multi-factor authentication (MFA) ...
Summit Blog Salesforce My Domain Change Post-Deployment Checklist

Salesforce Subscription Quotes

With Salesforce's Subscription Quotes feature, your sales team has the ability to create quotes for ...
Summit Blog Data and Forecasting

Data and Forecasting

Sales forecasts are like weather forecasts: you rely on them to plan ahead, but they’re ...
Summit Blog What is a digital first company

What is a digital first company?

The term ‘digital-first’ is thrown around online and for some it just reads like the ...