Empowering Nonprofits with Tailored Salesforce Solutions

We help nonprofit organizations with optimized, budget-friendly Salesforce support to increase impact, efficiency, and security.
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How Should Your Startup Navigate Dynamic Growth Securely?

As a startup, you might be reaching a critical point in your growth where the systems and processes in place aren't able to keep up. Different tools, clunky data flows, and staff wearing multiple hats can make it difficult to scale, leading to major compliance and security risks.

6 people sitting in an office
If your startup is in the financial space, the potential exposure of sensitive customer data is of high concern, especially under stringent federal banking regulations. However, all startups will be impacted by system inefficiencies, which can affect business continuity. Over time, these inefficiencies may hinder your ability to scale as quickly as planned and create challenges in sustaining long-term operations.You may be struggling to implement solutions that address these concerns, especially within these common areas

As a nonprofit organization, these struggles might sound familiar to you:

Shadow SaaS & Unvetted Integrations

Employees connecting unauthorized tools (like Zapier or GoogleSheets) can leave your Salesforce org exposed, leading to uncontrolled dataflows and backdoor access

Weak Identity & Access Management

Lack of enforced security protocols like MFA or role-based permissions makes your organization vulnerable to credential compromise

Audit Gaps & Lack of Monitoring

Incomplete data logs or missing real-time alerts make it difficult to track and respond to potential incidents or compliance audits

Optimized Salesforce Support Through Quick Action and Understanding

At Summit One, we don't just fix systems, we build trust. As a startup, you don't have time for Salesforce implementations with massive scope creep, skyrocketing costs, and missed timelines. Our decades of experience and unique approach to understanding your business needs allow us to rebuild your Salesforce ecosystem so it works for you, not the other way around.

We aren't here to just sell you another tool; we instead offer Salesforce solutions that work to support your short-term growth and long-term goals.

Working with Summit One will provide you with:

image showing growth

Actionable Data for Scalability

We ensure your Salesforce org has scalable processes that produce the actionable insights you need to make informed decisions to drive business growth

Quick, Efficient Outcomes

We'recommitted to eliminating the stigma of delayed or inefficient Salesforce implementations. You need results fast and we are dedicated to getting you there

Strengthened Security

Sensitive data security is crucial for a Salesforce org that grows with your startup. We'll work with you to meet the required security standards based on industry regulations and guide you through maintaining compliance as you grow

Testimonials

What our happy customers say

Our years of experience working with startup companies mean we understand that you need experts who will partner with you to achieve not only growth, but long-term success. We approach every project with transparency and efficiency; our goal is to deliver a high-value Salesforce implementation and give your team the suite of tools they need to maintain it.
"As the VP of Sales, I couldn't be more impressed with Nick & Summit One as a Salesforce Implementation Partner. They are
transparent, always upfront and mindful regarding timelines, budgets, and expectations, which made our engagement seamless. Their team was genuinely committed to our success.
They even came to our Tampa office for an in-person discovery session, making sure they understood our Sales and RevOps needs. Their focus on self-sufficiency empowered our team,
and their responsiveness was second to none. SLA concems were non-existent because they always delivered immediate and thoughtful responses. Summit One embodies what it means to be customer-centric."

Matt Weisman

VP Sales, Go Harness
"I came to the Summit One Team in pretty desperate need of help. Our initial implementation had gone horribly with another provider, and a subsequent effort to fix our problems wasted many months of time and ran into a dead end. The team graciously took on our case and went to work solving the myriad of problems we had. They were able to work through our issues, re-build key flows, and get us functioning with some great automation to boot! Great team."

Jon Gedde

CEO, SimpliFi Mortage
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Salesforce Solutions You Can Trust

Ready for a more efficient Salesforce? Start with a free health audit of your current org!

Get Started With A Free Health Check

01

Transparency and Expertise

We understand startups and the need for fast-paced growth. Our approach provides transparency as we develop tailored solutions for efficient improvement that align with your budget requirements, timelines, and challenges

02

Collaboration and Strategy

Our goal is to provide youwith a partnership, not just a product. You can consider our team a part of your team and expect clear and timely communication. We take the time to understand your company's unique needs and work with you to find a solution that will provide quick results and long-term success

03

Operational Efficiency and Scalability

We're committed to delivering Salesforce solutions that will grow with your business as you scale and free up staff time to focus on the things that matter. Building processes from the ground up will allow you to grow quickly and comfortably, knowing that operational efficiencies are built in from the beginning

How it WOrks

Level Up Your Startup's Growth with a Salesforce Support Partner

We understand that growth-based operational efficiency is a main priority for many startups. Our goal is to help you eliminate risk and create scalable processes to help you grow your business quickly and smoothly.

Our free health check process is designed to help you understand where you stand and what improvements are necessary to mitigate your security risks and emphasize scalable growth Based on the severity and impact, we'll develop a clear roadmap to help you prioritize action items for the greatest impact in your Salesforce org.

Free Health Check
Determine Fit
Scoping & Goals
Discovery & Design

Free Health Check

Start with our free health check to learn more about any current efficiency blockers, security risks, and the overall health of your Salesforce org

Determine Fit

After looking at the results of your health check, we will discuss your specific needs, support expectations, and unique challenges to determine if Summit One will be a good fit as a partner for your startup. You will walk away from this step with a no-commitment strategic roadmap that will provide you with a list of high priority focus items that can be tackled internally or with us as a strategic partner if you choose to move forward.

Scoping & Goals

Once you've chosen to move forward with Summit One, we'll refine the project's scope, developing it based on your goals and the complexity of your startup. This step allows us to create a blueprint that includes a clear budget and timeline so there are no surprises along the way.

Discovery & Design

Our effective discovery & design phase involves deep-dive sessions where we work with your team to understand your business, map customer journeys, and build detailed personas. This step helps us deliver an accurate project roadmap that aligns with your business objectives and security requirements, which can include a managed service plan, a block of hours, or project work.

Get your free health check and see how we can help!

Get Started With A Free Health Check

Testimonials

Hear more from other organizations like yours

"My advice to anyone thinking of upgrading to Salesforce is that it’s worth it. It obviously takes time and money, but the optimization and efficiency that Salesforce and Summit One offer, produce a far greater return on investment."
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Charlie Gers

Account Executive, GERS
"My firm accepted a tech project that was punching above our weight and Summit One saved the day! They truly are SalesForce gurus and one of the few with deep expertise in a lot of platforms that tie to SalesForce. Summit One always had a calm demeanor and was proactive in both explaining and addressing any problems which surfaced. I look forward to being able to work with Summit One in the future and highly recommend their services."
Read More

Jay Judas

CEO, Life Insurance Strategies Group
"I came to the Summit One Team in pretty desperate need of help. Our initial implementation had gone horribly with another provider, and a subsequent effort to fix our problems wasted many months of time and ran into a dead end. The team graciously took on our case and went to work solving the myriad of problems we had. They were able to work through our issues, re-build key flows, and get us functioning with some great automation to boot! Great team."
Read More

Jon Gedde

CEO, Simplifi Mortgage
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SaaS & Tech Case Studies

Technical Debt: One of the Biggest Concerns for Growing Startups/SMEs

Fintech startups and SMEs often accumulate hidden Salesforce technical debt—like unused fields, outdated automations, and insecure integrations—that slows growth, increases compliance risk, and lowers ROI. This blog explains how to identify and eliminate that debt through metadata audits, permission reviews, and Summit One’s Free 24-Hour Salesforce Health Check. Optimizing your existing org can boost agility, reduce costs, and unlock more value from your Salesforce investment.

Read more

Let’s get in touch

We don't turn away any questions - big or small. If you have anything you'd like to discuss, or you're interested in chatting about how we can contribute to the growth of your business, please feel free to contact us.

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Testimonials
"My firm accepted a tech project that was punching above our weight and Summit One saved the day! They truly are SalesForce gurus and one of the few with deep expertise in a lot of platforms that tie to SalesForce. Summit One always had a calm demeanor and was proactive in both explaining and addressing any problems which surfaced. I look forward to being able to work with Summit One in the future and highly recommend their services."

Jay Judas

CEO at Life Insurance Strategies Group

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