Economic Development Accelerator
An easy-to-use CRM for public and private Economic Development organizations built on Salesforce. Includes properties, projects, BREs, and much more.
Accelerate Economic Development
Economic development is tied to prosperity in every community. Every practitioner needs tools to excel at their work. The economic developer’s best tool is the CRM.
Economic Development Organizations need a place to capture and share information about organizations in their region. Whether those organizations are targets or recipients of assistance, partner organizations, board members, office holders, or media, the need for shared contacts is critical to future business development efforts.
As new initiatives are launched, it is important to log outreach activities, and that the right messages have been shared with key organizations. When a qualified company seeks assistance, being able to track and share the status of each business development opportunity is key. Reporting on opportunity projects by status, region, jobs, industry, type and investment is a must. Once a project is approved, it must be monitored to be sure that the goals and project reporting requirements are being met.
Today’s Economic Development Organizations know precisely what they want - a CRM solution that:
Meets their complex and changing needs
Is easy for their staff to use
Secure, anywhere access with no internal IT systems needed
Works with the tools that they use every day (e.g. MS Outlook, MS Office 365, Smartphones, Tablets)
Adaptable to meet unique needs and change as the business evolves
Dashboards & reports that provide accurate information about outreach activities, pending and active projects, jobs and investments by industry and project type
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Meet our Economic Development Solution
Our solution for Community Development is the answer to the issues that Planning, Permitting, and Code Enforcement teams tackle every day. We built this solution to address the needs of Community Development teams and agencies. It is easy to use, feature rich, and covers most organizations’ immediate needs with ample room for growth. Most importantly: It is a turn-key solution, ready to use today for:
Business recruitment
Business retention and expansion
Entrepreneurial development
Event management
Government front desk programs
Investor relations management
Project management
Sector or cluster-based initiatives
Sites and buildings
Supply chain initiatives
Workforce development
Referral tracking
Ready to Chat?
Get a jumpstart by connecting with one of Summit's Salesforce Certified Experts today.
A solution as unique as your community
Unlike other CRM solutions, with our solution on the Salesforce Platform, you become part of a worldwide, multi-billion-dollar ecosystem that offers a diverse global resource pool and expands your organization reach beyond a proprietary solution. However, there’s no organization like yours, so why not configure a CRM solution that’s tailored to your precise needs? Here is a short list of what you can do with our Economic Development solution:
Projects
Create a centralized master project record for each of your economic development initiatives.
Programs
Search for available programs and track fund availability
Nurture
Add Leads and Prospects to nurture lists to generate interest in your community
Enrich
Add relevant information Prospects and Leads with a button click
Automate
Reminders and followups
Email Templates
Send individual and bulk emails using personalized custom email templates
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
Offers
Easily generate offer letters with all incentives and commitments with no copy and paste
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 Economic Development projects based on prospect needs.
Leases
Manage leases/occupancies for business facilities such as incubators, offices, or properties.
Investors
Track giving commitments and follow-through. Send automated notifications and reminders.
Case & Service 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 – all from your mobile device.
Dashboards
Measure the success of your department over the course of the year and year over year
Summit's Salesforce Certifications
As a firm specializing in Salesforce project work, we place a high value on obtaining and maintaining Salesforce certifications for the various Salesforce products we support and services we offer. Our team has obtained over 60 certifications spanning over 20 unique areas of certification. Every member of our delivery team holds at least one certification, and many team members have earned more than five.