Summit One

Who We Are

Summit One is a boutique Salesforce Consulting Agency whose mission is to help small businesses and nonprofit organizations scale and grow through the Salesforce platform.

Originating from a team with a small business mentality and enterprise-level experience from major brands like CBRE, Rotary International, and Meta, Summit One is uniquely positioned to understand and leverage Salesforce for growth. This powerful combination means our clients benefit from Fortune 500-caliber expertise delivered with the personalized attention and agility that only a boutique agency can provide.

Our Mission

We specialize in translating technology into meaningful business impact. With a focus on implementation, administration, data migration, and integration, our services are designed to ensure successful Salesforce adoption that delivers maximum value. By staying budget-conscious, we cater specifically to the needs of small organizations, enabling them to optimize their Salesforce environment without exceeding budget constraints.

Our approach is rooted in the belief that powerful technology should be accessible to organizations of all sizes. We work closely with each client to understand their unique challenges and goals, then craft tailored Salesforce solutions that drive real, measurable results.

Working at Summit One

At Summit One, we empower our staff to become leaders on the Salesforce platform, fostering a culture of transparency, reliability, and results-driven excellence. Our client-centric approach ensures we communicate early and often, measuring our success through client satisfaction and long-term partnerships.

We believe in empowering our internal staff and providing them with the necessary training and resources to lead and grow within the organization. As a small, agile team, every member plays a crucial role in our success and has the opportunity to make a significant impact on both client outcomes and company direction.

Team Benefits

4-Day Work Week: We value work-life balance and offer a reduced workweek while ensuring our team members have ample opportunity for personal and professional development. This schedule allows our team to bring their best energy and creativity to client work while maintaining a sustainable, fulfilling lifestyle.

Remote Work Options: Summit One embraces the flexibility of remote work, allowing our team to collaborate and create from anywhere. Whether you prefer working from home, a co-working space, or your favorite coffee shop, we support the work environment that helps you thrive.

Pledge 1% Initiative: We donate 1% of our revenue directly to our nonprofit clients, integrating philanthropy into our business model and values. This commitment reflects our belief that business success should create positive ripple effects in the communities we serve.

Training and Development: With available training resources and support for Salesforce certifications, staff members are equipped to become Salesforce platform leaders. We invest in continuous learning opportunities that keep our team at the forefront of Salesforce innovation and best practices.

Collaborative Culture: As a small team, we foster strong relationships, open communication, and a supportive environment where every voice is heard and valued. You'll work directly with leadership and have the opportunity to shape both client strategies and company initiatives.