Success Stories

Texas Economic Development Corporation

Texas Economic Development and Marketing Cloud in Salesforce

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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.

Texas EDC

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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"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.

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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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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!

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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.

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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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