Success Stories

The Business Council of Milwaukee

Connect members, businesses, and programs while streamlining case management, fund allocation, payments, and stakeholder engagement.

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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 Business Council

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

With Summit’s implementation, The Business Council achieved a unified and scalable CRM platform that connected members, businesses, and programs while digitizing end-to-end processes for case management, fund allocation, and engagement.

The solution delivered a fully integrated digital experience, streamlined payment processing and financial tracking, improved data quality and KPI visibility, and reduced manual effort to increase operational efficiency.

What began as a system replacement evolved into a full digital transformation, positioning The Business Council to better serve its stakeholders, expand its impact, and operate with greater efficiency and insight.

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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"Easy to Work With"
Angie W.

Northwoods worked with Summit to help migrate our Microsoft Dynamics CRM system to Salesforce.  Summit was extremely knowledgeable, thorough, and easy to work with.  They were able to help us configure the system to handle complex business processes while making the system easy for end users.  They were also able to migrate all our legacy Dynamics data to the new Salesforce system.  Summit helped train our technical team on Salesforce administration while keeping the project on time and under budget.  I highly recommend Summit for any Salesforce-related project.

"Mind Blowing!"
Rachael H.

As a leader of a small non-profit aimed to scale rapidly and efficiently, I knew it was critical to transition from antiquated spreadsheets to a sophisticated CRM. We dabbled in Salesforce on our own the year prior. To put it mildly, I was terrified to go there again. Summit met my apprehension with confidence and reassurance. They were timely, efficient and positioned us to utilize Salesforce in ways we hadn’t imagined. Every day I’m in awe of what Salesforce can do; to the team’s credit for imparting their wisdom. Summit has positioned us for unprecedented opportunities at Walk with a Doc. Thank you!

"BEST Salesforce Consultant Available"
Catherine Z.

We went through 3 consultants before finding Summit. The difference was night and day, and the cost was very reasonable. They helped us get our Communities up and running in less than a week (after 2 other teams essentially dragged their feet for 9 months - yes, 9 months!). We are ecstatic! We also have Managed Services with them, for a few hundred bucks a month they are our go-to for anything Salesforce. The team is INSTANTLY responsive - like within 2 minutes. I have experienced other consultants and can tell you, there is no comparison. Hire Summit!

"Did a Wonderful Job"
Paige B.

We have primarily been using Salesforce for our sales team. Recently we decided to bring our support team on and Summit did an awesome job helping us get everything set up the way we needed.

"Great Learning and Implementation"
Annette H.

Great experience with Summit. They are very knowledgeable about Salesforce and their turn around is outstanding. I am looking forward to working Part 2 of our plan with them.

"Transformation Data w/ Excellent Service"
Kay W.

The skill set and knowledge that Summit has brought to this project far surpasses our initial expectation- especially since our initial contact with Salesforce corp. was challenged in regards to utilizing training videos to suit our scope and need. Summit and team has been helpful in supporting our team with a custom solution in order for us to be able to serve our community better. They are timely and professional, and eager to learn about the why before telling us the what.

"Made our Dream CRM a Reality!"
Matt S.

Summit made our Salesforce dream a reality. As a small non-profit on a limited budget with very specific CRM needs we were challenged to find a suitable Salesforce partner. Fortunately we were introduced to Summit, and from day one they made the formidable task of implementing Salesforce doable (and even enjoyable!). The Summit team are pros, from their accessibility and communication to industry knowledge and attitude, they never said 'no' to a request. When we encountered hiccups along the way they took the time to trouble shoot and make fixes, even when it was outside the original scope of the project. We didn't deviate from the project timeline or budget, which says a lot considering our custom needs for data collection/reporting, donor communication, and third party plug-ins. If you are considering implementing Salesforce or have any Salesforce needs, I highly recommend Summit and their team.

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