Client Impact Story

Greater Phoenix Economic Council Drives Economic Development With One Unified Platform

From Salesforce Classic To Salesforce Lightning For Maximum Capability

BACKGROUND

Established in 1989, the Greater Phoenix Economic Council (GPEC) actively works to attract and grow quality businesses and advocate for the competitiveness of the Greater Phoenix region. As the regional economic development organization, GPEC works with 22-member communities, Maricopa County and more than 160 private investors to accomplish its mission and serve as a strategic partner to companies across the world as they expand or relocate.

GPEC works closely with its partners to provide the resources companies need to successfully move or grow their businesses in the region. Although the organization had previously invested in Salesforce Classic, its needs had outgrown the current capability of the software. GPEC’s partners, for example, did not have reliable access to critical project data, and internal employees were using multiple systems to perform redundant processes, threatening the productivity of the entire organization. With a lack of integration between its technology systems and more of its employees turning to email and phone calls to communicate with partners, GPEC realized the need to launch a new initiative that would streamline its existing Salesforce application and deploy a consistent Salesforce approach across all business units. By partnering with MST Solutions to migrate to Salesforce Lightning and enhance its existing systems, GPEC was able to increase user adoption while improving data consistency and productivity throughout the organization.

CHALLENGE

Prior to launching the new solution, GPEC was struggling to maintain multiple systems and provide consistent and timely information to its partners. Although GPEC had been using Salesforce Classic for many years, its usage varied between Business Development, Investment Engagement and Marketing teams. The additional time required to coordinate with its partner communities led to data inconsistency and lost productivity. At the same time, GPEC wanted to provide a single communication platform to partners and employees, improve collaboration, and produce better reports for its leadership team. What was needed was an updated Salesforce platform with greater capabilities, easier integration of new features, and the ability to scale with the organization.Once the migration from Salesforce Classic to Lightning was complete,

MST Solutions Helps GPEC Expand Community Connections
It’s imperative that GPEC remains at the forefront of digital innovation, and that what led them to MST Solutions. See their story here.

SOLUTION

Once the migration from Salesforce Classic to Lightning was complete, MST Solutions implemented a variety of enhancements to automate existing manual processes and made data consistent and reportable. Sales Cloud is now used for project tracking, with accessibility for partners through Community Cloud. Integration with SharePoint allows files uploaded by partners to be easily accessed by the GPEC team. Wrike integration allows for linking between the two systems which provides better interaction between the GPEC teams. Integrating Salesforce with Marketo has replaced a whole host of marketing tools and provides better insights for nonmarketing users in Salesforce. Finally, Einstein Analytics gives leadership a better read on the opportunities being worked by the team and their progress toward annual goals.

With employees, partners and clients all using the same platform, the full power of the Salesforce has reduced cost due to integration and sunsetting of nonessential tools. The community portal acts as a one-stop shop for GPEC’s 22 partners to get the details they need about any opportunity.

Salesforce has also provided improved collaboration and operational efficiency. The new implementation reduces time spent on manual and administrative tasks as everything is recorded/reported in one place.

“MST was able to look at our unique business case and create and enhance tools in our salesforce system that enable us to execute our work more efficiency and increase productivity.”
Maureen Howell
VP, Operations Greater Phoenix Economic Council

Technologies Used

  • Salesforce Classic to Salesforce Lightning
  • Community Cloud
  • Sales Cloud
  • Einstein Analytics
  • Marketo
  • Wrike
  • SharePoint
  • VisionE

Key Outcomes

  • Increased Lightning adoption from 60% to 100%
  • Improved data consistency by creating automated processes for data validation
  • Integration with SharePoint, Wrike and Marketo
  • Increased transparency on project data for GPEC community partners through the Community Portal
  • Enhanced the current implementation using automation, process improvements, more security controls

To read the full case study click here!

Public Sector

State Agency Connects with Citizens Better than Ever with Salesforce Marketing Cloud

Established in 1972, the Arizona Department of Economic Security works with families, community organizations, advocates, and state and federal partners to ensure a collective vision that every child, adult, and family in Arizona will be safe and economically secure. Headquartered in Phoenix, the agency, which helps approximately 3 million people annually, is dedicated to caring for the vulnerable and helping Arizonans reach their potential through temporary assistance for those in need.

Read
Healthcare & Life Sciences

How One of America’s Largest Employers Revolutionized Its Hiring Process

Headquartered in Phoenix, Arizona, Banner Health is one of the largest nonprofit health care systems in the United States. The system owns 30 acute-care hospitals including three academic medical centers and other related health entities. Banner Health operates in six states: Arizona, California, Colorado, Nebraska, Nevada, and Wyoming.

Read
Public Sector

Arizona Commerce Authority Creates A 360-Degree View For A Unified Team

ACA partners with MST Solutions for sales cloud implementation to improve the salesforce platform’s user adoption. With this, ACA had a 360-deree view of the customer, eliminated repetitive processes and enhanced reporting capacities.

Read