Success Stories
The Business Council of Milwaukee
Connect members, businesses, and programs while streamlining case management, fund allocation, payments, and stakeholder engagement.
Meet The Client
About The Business Council of Milwaukee
The Business Council Milwaukee is a nonprofit business membership organization focused on helping ethnically diverse (often minority-owned) businesses grow and access economic opportunities—especially in the Milwaukee and Southeastern Wisconsin region.
The Challenge
The Business Council relied on manual processes and disconnected systems to manage member relationships, funding programs, and business engagement, creating challenges around data visibility, operational efficiency, and scalability.
Fragmented systems, limited reporting capabilities, time-intensive case and fund management processes, and a lack of digital experiences for stakeholders made it difficult to effectively support growth. The organization needed more than a CRM—it required a unified platform to connect stakeholders, automate operations, improve data consistency, and create a foundation for long-term success.
The Solution
Summit partnered with The Business Council to deliver a full-scale Salesforce transformation, unifying CRM, digital experience, payments, and engagement into a single, scalable platform. Summit provided the following:
Implemented Salesforce Sales & Service Cloud to centralize core data and processes, including custom Fund Management and streamlined Case Management with automation, security, and governance
Delivered a secure Experience Cloud portal enabling members to access, manage, and collaborate on CRM data with role-based experiences
Built scalable, branded customer portals (up to 20 environments) to enable businesses to submit requests, manage interactions, and access services digitally
Integrated PayPal to automate payment processing, tracking, and CRM visibility
Enabled bi-directional integration with Constant Contact to support synchronized campaigns, segmentation, and engagement tracking
Executed data migration and cleansing, and delivered dashboards and KPI reporting for real-time operational visibility
Led training, go-live, and adoption, supported by one year of managed services for continuous improvement
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Results for Our Client
In our Client's Words...
“I am pleased with the work done by the Summit Team. They have worked hard with each end user to identify requirements/solutions and continue to offer customizations for each entity based on feedback submitted. Our weekly meetings are very productive and they always listen to my feedback, instructions/suggestions and find a way to get it accomplished in a timely manner. End users are continually updated and showed progress with the build along the way. I have received excitement and "thank you's" because they can see how this tool will add value to their processes and improve efficiency. The Summit team were great to work with. Clear explanations were delivered and they always listened to what was needed to complete the task. Special Kudos to for prompt responses and willingness to help -Thank you for the hard work!”
- The Business Council of Milwaukee
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