a LEADER IN ECONOMIC EXPANSION, CALGARY ECONOMIC DEVELOPMENT (CED) GAINS UNIFIED SUCCESS WITH CRM
Calgary is Canada’s third largest city, with the fastest growing population of any major metropolitan area in the world. With 36 international consulate offices and financial sector that manages 12% of the global energy deal volume, Calgary attracts a strong workforce and new businesses.
Through working with businesses, community partners, and government, CED is a non-profit devoted to achieving economic success in Calgary.
In Pursuit of a Better System
CED spent years pursuing the right business contact manager, trying customer relationship management (CRM) solutions such as Saleslogix (now known as Infor CRM) that did not meet their needs.
One CRM to Support Them All. One Platform to Combine Them.
CED wanted a platform that could support other software and business uses in the organization. With 14 business units, CED did not have a single area where they stored contact information. Additionally, they wanted to track accounts, opportunities and leasing agreements for their Global Business Centre. Reports were made in spreadsheets where data was manually input multiple times across business units.
A new CRM solution was part of a larger strategy to bring all systems onto a single platform and create collaboration across departments.
The system needed to be relevant to CED’s business processes so that employees would adopt it CED needed a united software application and shared database for the entire team to use in reporting and collaboration. The new system would be a central repository for the contact details of potential and existing customers. The CRM system would also allow for targeted marketing based on customer segmentation and categorization.
The CED team created a list framing their requirements, then began looking for a solution.