Success Stories
Texas Economic Development Corporation
Texas Economic Development and Marketing Cloud in Salesforce
Meet The Client
About Texas Economic Development Corporation
The Texas Economic Development Corporation (TX-EDC) is an independently funded 501(c)(3) organization responsible for marketing and promoting Texas as a premier destination for business investment. Working closely with the Governor’s Office of Economic Development and Tourism, TX-EDC supports investors, site selectors, economic development organizations, and global partners to drive job creation and economic growth across the state.
The Challenge
TX-EDC relied on disconnected systems to manage investors, events, marketing campaigns, and stakeholder engagement, resulting in manual processes, limited visibility, and inconsistent reporting. The organization faced challenges including the lack of a single source of truth, fragmented integrations between CRM, event, and marketing platforms, and growing demand for scalable digital engagement. While TX-EDC initially sought support in selecting a modern CRM, it soon recognized an opportunity to transform its broader technology ecosystem and operating model.
The Solution
Summit partnered with TX-EDC through a phased transformation that began with CRM strategy and expanded into a unified Salesforce platform for CRM, marketing, events, and stakeholder engagement. The team implemented a Salesforce-based CRM that centralized investor and member data, streamlined engagement tracking, improved event management, and delivered executive reporting.
Summit deployed Salesforce Marketing Cloud to automate communications, segment audiences, support event and fundraising campaigns, and establish governance across multiple business units. To enhance digital engagement, Summit launched a branded event management portal with registration, online payments, and real-time visibility into participation and marketing referrals.
Following implementation, Summit continued to support TX-EDC through managed services, providing strategic guidance, platform optimization, administration, training, and ongoing user support.
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Results for Our Client
A single, trusted system for investor, member, and engagement data.
Automated marketing and event journeys tied directly to CRM intelligence.
Improved visibility into outreach, participation, and stakeholder engagement.
Reduced manual effort and data duplication across teams.
A scalable foundation that evolves with Texas’ economic development mission.
In our Client's Words...
“Summit helped us move beyond disconnected systems to a unified platform that supports how we engage investors, promote Texas, and measure impact. The solution continues to grow with us.”
- Texas Economic Development Corporation
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