Cloud Nine Economic Development™ is built on Microsoft Dynamics 365, providing a trusted platform and core CRM functionality such as: Business Process Flows, Activities, Contacts, Leads, Campaigns, Mailing Lists, and the following custom entities:

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

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.

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

Sites Locations - Manage available site locations and perform site matching for ED projects based on prospect needs.

Investors - Track giving commitments and follow-thru. Send automated notifications and reminders.

BRE Surveys - Powerful profiling and segmentation of your local business community. Complete BRE surveys and connect to actual business records.

Everything an EDO needs to manage all the complexities involved in attracting, expanding and retaining organizations and workforce development.

Cloud Nine EDO Accelerator

作者 Cloud Nine