florence county

Salesforce Implementation & Economic Development Accelerator

The Client

Florence County of South Carolina transitioned from spreadsheets and Word documents to the Summit Technologies’ Economic Development Accelerator for Salesforce Setup.

Florence County of South Carolina strives to provide an environment that enhances all learning experiences, accelerates economic endeavors, fosters a friendly and secure sense of place, and facilitates its position as the doorway to the global economy with innovative, efficient and effective delivery of services by dedicated and professional employees. 

 

The county was formed in 1888 from parts of Marion, Darlington, Williamsburg, and Clarendon counties. The city of Florence was founded in the 1850s as a stop on the Wilmington & Manchester Railroad. Florence County today is considered a Garden of Eden for its stunning area of 699 square miles. It is also as rich in history as in commercial and agricultural resources.

The Problem

In an era of rapid technological advances, Florence County had an unreliable system of spreadsheets and Word documents to store their member lists, business contacts, projects, and properties, but faced a major problem. Not only was the system not able to support the growth goals of the County, it was also lacking in features that encourage enhanced productivity. A change was needed, and Florence County looked to transition to a sophisticated and structured CRM.

 

The Solution

Summit Technologies identified Florence County’s need for the Economic Development Accelerator and recommended migrating all the fragmented data into a customized Salesforce CRM. The following was decided to satisfy Florence County’s requirements:

  • Installed and configured Salesforce Economic Development Accelerator

  • Provide tools for staff to record BRE (business retention and expansion) visits and results

  • Keep notes for contacts in-between visits (include date/time)

  • Allow Relations Manager to keep up with membership lists

  • Allow Relations Manager to track RSVPs and Event Attendance in Campaigns

  • Allow Relations Manager to track potential members and private membership leads

  • Current state analysis and gap analysis

  • Setup Client users/stakeholders with access credentials

  • Provided Economic Development General User Training and Specialized User Training remotely

 

The Result

Summit Technologies’ collaboration with Florence County resulted in a customized and dependable infrastructure capable of organizing and managing data to their needs. Since the project’s completion, Summit Technologies has maintained managed services to further assist Florence County with their new CRM.

 

“Summit Technologies was extremely beneficial in helping our economic development organization establish a CRM. Their willingness to listen to our needs and tailor Salesforce to best meet these needs, truly made the project a success! The wonderful staff at Summit is always willing to assist and answer any questions we have in a timely manner. Overall, we are very pleased with our partnership with Summit Technologies and highly recommend them to other economic development organizations.” - Stephanie Bosch, Project Manager, Florence County.