Cloud Nine Economic Development for Microsoft Dynamics 365 CRM
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.
Who should use Cloud Nine EDO?
The City of Austin
The Calgary Economic Development Department
The Calgary Economic Development department 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.
See how the EDO Accelerator works

Econ dev projects
Create a centralized master project record for each of your initiatives.

Incentives
Maintain visibility of all economic incentives offered.

Compliance
Easily track results for job creation and economic impact targets.

Locations
Managed available site locations and perform site matching.

Investors
Track giving commitments and follow-thru. Send automatic reminders.

BRE Surveys
Powerful profiling and segmentation of your local business community.

Accounts, Leads, & Contacts
Comprehensive prospect tracking from initial contact through project completion with built-in monthly report.

Events
Integrated event management with attendance tracking.