Success Stories

Florence County South Carolina Economic Development Partnership

Florence County Salesforce Implementation & Economic Development Accelerator

Meet The Client

About Florence County SC

Florence County of South Carolina transitioned from spreadsheets and Word documents to the Summit’ 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.

Florence County Logo

The Challenge

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 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

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Results for Our Client

Summit’ 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 has maintained managed services to further assist Florence County with their new CRM.

In our Client's Words...

“Summit 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 and highly recommend them to other economic development organizations.”

Stephanie Bosch, Project Manager, Florence County.

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"Easy to Work With"
Angie W.

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.

"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. 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!

"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 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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