Economic Development Accelerator

An easy-to-use CRM for public and private Economic Development organizations built on Salesforce. Includes properties, projects, BREs, and much more.

Accelerate Economic Development

Economic development is tied to prosperity in every community. Every practitioner needs tools to excel at their work. The economic developer’s best tool is the CRM.​

Economic Development Organizations need a place to capture and share information about organizations in their region. Whether those organizations are targets or recipients of assistance, partner organizations, board members, office holders, or media, the need for shared contacts is critical to future business development efforts.

​As new initiatives are launched, it is important to log outreach activities, and that the right messages have been shared with key organizations. When a qualified company seeks assistance, being able to track and share the status of each business development opportunity is key. Reporting on opportunity projects by status, region, jobs, industry, type and investment is a must. Once a project is approved, it must be monitored to be sure that the goals and project reporting requirements are being met.

Today’s Economic Development Organizations know precisely what they want - a CRM solution that:

  • Meets their complex and changing needs

  • Is easy for their staff to use

  • Secure, anywhere access with no internal IT systems needed

  • Works with the tools that they use every day (e.g. MS Outlook, MS Office 365, Smartphones, Tablets)

  • Adaptable to meet unique needs and change as the business evolves

  • Dashboards & reports that provide accurate information about outreach activities, pending and active projects, jobs and investments by industry and project type

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A Modern Approach

Our CRM Solution for Economic Development is built on the Salesforce Platform and is our answer to the issues that Economic Development teams tackle every day. We built this solution to address the needs of Economic Development teams and agencies. It is easy to use, feature rich, and covers most organizations immediate needs with ample room for growth. Most importantly, It is a turn-key solution, ready to use today for:​

  • Manage Prospects and Projects

  • Manage Incentive Programs

  • Conduct Business Retention and Expansion Surveys

  • Monitor Program Effectiveness

Meet our Economic Development Solution

Our solution for Community Development is the answer to the issues that Planning, Permitting, and Code Enforcement teams tackle every day. We built this solution to address the needs of Community Development teams and agencies. It is easy to use, feature rich, and covers most organizations’ immediate needs with ample room for growth. Most importantly: It is a turn-key solution, ready to use today for:

  • Business recruitment

  • Business retention and expansion

  • Entrepreneurial development

  • Event management

  • Government front desk programs

  • Investor relations management

  • Project management

  • Sector or cluster-based initiatives

  • Sites and buildings

  • Supply chain initiatives

  • Workforce development

  • Referral tracking

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Get a jumpstart by connecting with one of Summit's Salesforce Certified Experts today.

A solution as unique as your community

Unlike other CRM solutions, with our solution on the Salesforce Platform, you become part of a worldwide, multi-billion-dollar ecosystem that offers a diverse global resource pool and expands your organization reach beyond a proprietary solution. However, there’s no organization like yours, so why not configure a CRM solution that’s tailored to your precise needs? Here is a short list of what you can do with our Economic Development solution:

  • Projects

    Create a centralized master project record for each of your economic development initiatives.

  • Programs

    Search for available programs and track fund availability

  • Nurture

    Add Leads and Prospects to nurture lists to generate interest in your community

  • Enrich

    Add relevant information Prospects and Leads with a button click

  • Automate

    Reminders and followups

  • Email Templates

    Send individual and bulk emails using personalized custom email templates

  • Incentives

    Maintain visibility of all economic incentives offered right on the master project record.

  • Grants

    Save all important grant information and connect to the master project record

  • Offers

    Easily generate offer letters with all incentives and commitments with no copy and paste

  • Compliance

    Easily track actual results for job creation and economic impact targets for active/won projects.

  • Sites

    Manage available site locations and perform site matching for Economic Development projects based on prospect needs.

  • Leases

    Manage leases/occupancies for business facilities such as incubators, offices, or properties.

  • Investors

    Track giving commitments and follow-through. Send automated notifications and reminders.

  • Case & Service Management

    Create business support/customer service cases, then assign and track through resolution.

  • BRE Surveys

    Powerful profiling and segmentation of your local business community. Complete BRE surveys and connect to actual business records – all from your mobile device.

  • Dashboards

    Measure the success of your department over the course of the year and year over year

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As a firm specializing in Salesforce project work, we place a high value on obtaining and maintaining Salesforce certifications for the various Salesforce products we support and services we offer. Our team has obtained over 60 certifications spanning over 20 unique areas of certification. Every member of our delivery team holds at least one certification, and many team members have earned more than five.

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Northwoods worked with Summit to help migrate our Microsoft Dynamics CRM system to Salesforce.  Mike and his team were 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. Mike and his team at 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 Mike’s credit for imparting his 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!

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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.

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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 Mike Leibrand 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. Mike has been helpful in supporting our team with a custom solution in order for us to be able to serve our community better. He is timely and professional, and eager to learn about the why before telling us the what.

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

Mike and his team at Summit Tech 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 Tech, and from day one they made the formidable task of implementing Salesforce doable (and even enjoyable!). Mike is a pro, from his accessibility and communication to industry knowledge and attitude, he never said 'no' to a request. When we encountered hiccups along the way he 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 Mike and his team.

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