Success Stories

St. Louis Development Corporation

St. Louis Development Corporation Salesforce Sales Cloud, Experience Cloud, and Maps Integration

Meet The Client

About St. Louis Development Corporation

St. Louis Development Corporation (SLDC) is the independent economic development agency serving the City of St. Louis, Missouri. It is an action-oriented organization that exists to empower, develop and transform St. Louis through a vibrant, just and growing economy where all people can thrive.

May 2, 2022 by Moez Chaabouni

The Challenge

St. Louis developed their Economic Justice Action Plan to support their efforts to provide “equitable and inclusive economic development for everyone in St. Louis — regardless of geography, socioeconomic status or race. The Economic Justice Action Plan will guide the unprecedented investment in marginalized communities in St. Louis — particularly North City.” The goal of this project was to implement a solution that would allow them to track the Pillars, Strategies, Objectives, and Activiations identified to enable the implementation of the Action Plan as well as related organizational initiatives and development projects. They began tracking the plan in a spreadsheet, but the complexity of the plan and its many components soon outgrew the spreadsheet format.

The Solution

In SLDC’s Sales Cloud, Summit implemented a combination of standard and custom objects to allow staff to record actions, projects, products, and services that support the implementation of the Action Plan.

  • Several reports and dashboards were built to present information in the Action Plan and its related efforts

  • Summit implemented a Developer Portal on Experience Cloud to allow developers in the region to submit applications for project incentives

  • Summit developed portal pages and related flows to allow developers to submit Annual Reports to SLDC

  • Summit configured Salesforce Maps to allow SLDC staff to visualize the locations of projects within the St. Louis geography

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Results for Our Client

The implementation of Sales Cloud resulted in greater transparency of Action Plan efforts within the organization and improved cross-organizational visibility into projects, products, services, and other initiatives supporting the Action Plan. It also eliminated manual data entry for developer applications and annual reporting, while significantly improving the efficiency of incentive compliance functions.

In our Client's Words...

“As an Economic Development organization, we engaged Summit to develop our Salesforce to better meet the needs of several functions within our organization. Summit has an Economic Development Accelerator program to get an organization up and running quickly. While we did take some advantage of the accelerator, we had previously developed some basic functionality with another consultant. We needed to develop our BRE and Economic Development Incentives platforms to be more tailored to the way we work, to properly track the information we need, and to make it much easier and more efficient for our people to do so. This required a bit of customization and a lot of Summit listening, digesting, and understanding of our organization and what we’re seeking (even when we weren’t exactly sure what it was that we needed). They made the effort to understand us and to advise us which has helped us create a very successful product to date, and we imagine this will continue into other projects with the same level of success. They’re a great partner.”

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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!

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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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