Nick Milsner

About Nick Milsner

Shortly after graduating with a Management Information Systems degree, I jumped into an entry-level sales role.go figure, right? I quickly learned that making hundreds of phone calls a day wasn\'t the best fit for me. I have a ton of respect for what salespeople do on a day-to-day basis. In fact, I still answer phone calls that come up on my phone as \"Spam.\" My wife hates it! Sales just wasn\'t the best personality fit. I was looking for a career that was project oriented, and that\'s when I landed on the Salesforce ecosystem. I spent 3 years of my career as a Salesforce Administrator for two quickly growing and exceptional start-ups, supporting their Sales, Customer Support, and Customer Success organizations. But when I discovered that small businesses and nonprofits could be getting more out of their Salesforce investment, my passion and skillset came face-to-face. This is when I started Summit One, a Salesforce Consultancy with the mission of helping small organizations grow on the Salesforce Platform. Small organizations are bandwidth and resource constrained, and navigating Salesforce with these constraints can feel like scaling a mountain – a challenging and overwhelming journey. At Summit One, we recognize that success lies in transforming this experience into a guided expedition. We think of ourselves as experienced trail guides, ready to lead small organizations through the complexities of Salesforce. With our expertise, we turn the daunting climb into a manageable trail, ensuring they\'re never alone in the journey. Summit One is a dedicated companion, making the Salesforce experience not only conquerable, but a rewarding exploration. We aim to turn mountainous task into a guided adventure together.With over 6 years of experience in Salesforce administration, development, and consulting, I am passionate about helping these small organizations leverage the power of the Salesforce platform to achieve their goals and missions. I founded Summit One in 2021. We provide end-to-end Salesforce solutions for nonprofits and businesses across various sectors, such as Financial Services, Professional Services, Real Estate, Insurance, Compliance, Engineering, and High-Tech.In my free time, I travel with my wife - my best friend and life-long partner. We own and operate 2 AirBnBs, one in Reno, Nevada and the other in Davenport, Florida. I\'m the Co-Leader of the Reno-Tahoe Salesforce Admin Group, a member of the world renowned book club, The Author\'s Circle (self-proclaimed), and a Brazilian Jiu-Jitsu Blue Belt.

Experience

1. Founder & Principal Consultant

   Summit One

   Jul 2022 — Present

   Led successful NPSP implementations that included comprehensive Program Management, Donor Management, and Volunteer Management systems for 20+ nonprofit organizations. Each of these projects resulted in streamlined organizational processes, enhanced donor engagement, and optimized program efficacy, aligning technology with their impactful missions-Directed end-to-end Salesforce implementations and provided continuous support for notable organizations in the Financial Services, Real Estate, Mortgage Lending, Insurance, and High-Tech sectors, cultivating robust Salesforce ecosystems that foster operational excellence and drive sustained growth-Strategically architected Experience Cloud implementations, reducing case handle time, application handle time by as much as 80%-Architected and deployed Salesforce Knowledge and Help Centers for High Tech organizations, revolutionizing customer support frameworks and significantly enhancing the customer support experience-Expertly orchestrated the deployment of robust Contract Management solutions utilizing industry-leading tools such as Conga Sign, FormStack, DocuSign, and other advanced platforms. Strengthened contract lifecycles, automated processes, and bolstered operational efficiency for various organizations-Expertly integrated and customized sales engagement platforms, including SalesLoft, High VelocitySales, Groove, and Outreach, empowering teams to boost efficiency and drive sales productivity-Implementation of 3rd party SMS integrations & Salesforce Service Cloud to reduce cost, handle time, and speed to resolution-Seamlessly integrated third-party telephony solutions including Talkdesk, Five9, and Natterbox with Salesforce, enhancing communication capabilities and streamlining workflows. Elevated customer interactions, optimized call management, and provided a cohesive environment for efficient operations and improved service delivery.

Education

• San Diego State University

  Bachelor of Business Administration, Management Information Systems

  2014 — 2018

• San Diego State University

  Lavin Entrepreneurship Program, Entrepreneurship/Entrepreneurial Studies

  2016 — 2018

• Zahn Innovation Platform Launchpad

  Entrepreneurship/Entrepreneurial Studies

  2017 — 2018

• Allied Business Schools, Inc.

  Real Estate Principles, Real Estate Practice, Property Management , Real Estate

  2017 — 2017

• Czech University of Life Sciences Prague

  International Business , Cross-Cultural Business Management

  2018 — 2018

• San Ramon Valley High School

  High School Diploma, General Studies

  2010 — 2014

Skills

• Microsoft Office
• Social Media Marketing
• Fitness
• Event Management
• Social Media
• Fundraising
• Nonprofits
• Debate
• Marketing
• Training
• Teamwork
• Social Networking
• Event Planning
• Leadership
• Communication
• Facebook
• Time Management
• Public Speaking