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 crm challenges of Economic Development teams
This CRM 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.
“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.”
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Ready To Get Started?
Learn how Sikich can help you get the most out of your economic development organization with Cloud Nine CRM solution.
