Who We Are
A Salesforce Consulting Agency for Small Businesses
In our past life, our team of thinkers, strategists, and technologists worked for major brands like CBRE, Rotary International, and Meta. With our small business mentality and enterprise-level experience, we understand how Salesforce can be used to help an organization grow.
Our Industry Expertise
Our experience working with enterprise-level software, financial service, and nonprofit organizations allows us to translate technology into meaningful business impact.
As a small business serving small businesses, we know the importance of staying within budget.
"They are extremely thoughtful regarding the unique needs of our organization, meticulous in their work, and conscientious regarding limited budget. Summitone.io ensures that our time and tasks are prioritized wisely, so that we never exceed the budget unnecessarily. And importantly, they are skilled at simplifying concepts that are abstract to those unfamiliar with the ins and outs of Salesforce. I highly recommend working with Summitone.io!"
Jordan Deines, Family Services Director
We Empower Internal Staff.
As a small organization, turning staff members into leaders is critical for organizational growth. With our available training resources, staff members will become leaders on the Salesforce platform.
Transparent. Driven. Reliable.
Transparency is our core tenant. We speak honestly, disclose information, provide feedback, and set realistic expectations with our clients. In addition, as a small team, we're able to treat every client with the same level of importance. We communicate early and often, measure success through client satisfaction, and deliver projects that exceed client expectations.
What Our Clients Say
“Because of Summit One, we have been able to streamline and manage our program information, automate outreach for our programs, and enhance workflow processes to ensure effective tracking and reporting”
“There isn't one minute that I have regretted the decision to hire Summit One. Not only do they have all the technical skills to build our program, they have always been able to explain to me in layman's terms how Salesforce works and what our best options are.”
Tamara Nutter, James G Parker
"Summit One has been a great resource from conceptualizing our Salesforce instance pre-launch to initial build-out, and continues to be an important partner to help optimize our processes."
We Pledge 1%
We donate 1% of revenue directly to our nonprofit clients.
Summit One is proud to join Pledge 1%, a global movement that is creating a new normal where companies of all sizes integrate giving back into their culture and values. We participate by donating 1% or more of our revenue directly to our nonprofit clients.