From Chaos to Clarity – Streamlining Data Integrity
FARF was dealing with many duplicate contacts in their database, & turned to Summit One to transfer their organization's data to Salesforce.
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Jayme Beratlis
- Nov 3
- 4 min
An Organizational Rebranding Alongside a New Database in Under 2 Months
From a complete rebranding to migrating databases in Salesforce, the Summit One team entirely altered the trajectory of this organization.
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Jayme Beratlis
- Oct 24
- 4 min
A program management system to serve more students, efficiently
Children Rising was able to "serve more kids and do it better,” says Jim Wambach, the Executive Director of Children Rising.
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Nick Milsner
- Jun 30
- 0 min
Salesforce Announces New Nonprofit Cloud
By adopting Salesforce's new Nonprofit Cloud, nonprofits will have access to technologies such as Financial Services Cloud & Health Cloud.
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Nick Milsner
- Mar 24
- 3 min
Helping Malawi Recover From Cyclone Freddy
Background After traveling across the entire Indian Ocean, Cyclone Freddy made its first landfall in Madagascar on February 21, 2023....
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Nick Milsner
- Feb 21
- 1 min
Customer Success Story: Program Management for Fanconi Anemia Research Fund
Low-budget data cleansing can be difficult find. Luckily, Summit One values assisting nonprofits with effective, low-cost data solutions.
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Nick Milsner
- Feb 3
- 8 min
Duplicate Records In Salesforce: What It Is And What To Do About It
Salesforce is an excellent tool for keeping track of all your customer details and history, but it might fail you if you do not keep your...
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Nick Milsner
- Feb 3
- 3 min
Duplicate Management With Flows
If you are looking for an easy & efficient way to create unique contact records in Salesforce, discover the solution Summit One has for you.
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Nick Milsner
- Jan 23
- 1 min
Customer Success Story: Referral Management for the Foundation for Blind Children
If your organization is interested in increasing overall workflow efficiency and enhancing reporting experiences, Summit One has a solution!
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Nick Milsner
- Jan 22
- 5 min
5 Tips to Manage Duplicates Without Additional Software Cost
Is your organization tired of experiencing duplicate data entries? Check out these 5 tips on how to simplify your data at no cost.
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Nick Milsner
- Jan 4
- 1 min
Customer Success Story: Grant Management for CPAC
A popular American grant maker's staff wanted to reduce the time they spent on enhancing grant reporting, as well as simplifying their CRM.
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Nick Milsner
- Dec 14, 2022
- 7 min
Application Reviews: Flexible Decision Making With Flows
Is your organization overwhelmed with applications for a new job posting? Learn how to use Salesforce to simplify pre-qualified applicants.
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Nick Milsner
- Dec 10, 2022
- 1 min
Customer Success Story: Making Application Reviews Easier for CrossPurpose
Are your internal staff spending too much time processing data on Salesforce? Check out how Summit One helped CrossPurpose avoid this issue.
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Nick Milsner
- Nov 23, 2022
- 3 min
5 Ways to Make Meetings More Effective
Nick dives into a step-by-step process your organization can follow to have more more efficient & accomplished meetings!
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