Cloud Nine for Economic Development Professionals

Cloud Nine for Economic Development Professionals

Cloud Nine | Economic Development™ for Dynamics 365 CRM

Cloud Nine | Economic Development™ is built on Microsoft Dynamics 365, providing a trusted platform and core CRM functionality such as: Business Process Flows, Goals Tracking, Activities, Contacts, Leads, Campaigns, Mailing Lists, and more.

Addressing the challenges of Economic Developers

This solution 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.

We’ve created a pre-built set of enhancements that accelerates new implementations of Dynamics CRM and solves the most common challenges economic developers face, right out of the box. The solution completely covers all requirements of many economic development organizations, and further customizations and enhancements can be made to address more complex needs.

The Cloud Nine EDO solution allows economic development organizations to greatly reduce CRM implementation cost and time. We can then further customize Dynamics CRM to meet a specific organization’s unique need.

Econ Dev 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

Manage available site locations and perform site matching for Econ Dev projects based on prospect needs.

Leases

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

Investors

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

Case 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.

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“Your approach to the project and your willingness to be flexible has allowed us to get a better product than we would have, to achieve more than we planned to achieve and to do it at a lower cost and in a shorter time frame.”

Calgary Economic Development

Ready To Get Started?

Learn how Sikich can help you get the most out of your economic development organization.