Success Stories

Real Results from Real Organizations

Every day, the ExecutivePulse CRM System is used by thousands of economic development and allied professionals across North America. Our clients work in small communities, suburban markets, metro areas and provinces/states.

2100+ Active Users
25+ Years Experience
5 Countries
Canada
Province of Alberta
Leading Economic Development Network

Leading economic development network, Economic Developers Alberta sponsors the ExecutivePulse CRM for their members across the province. By and large, industry professionals in this region are using our platform for mainstay economic and workforce-development work.

Crisis Response Success

During the Calgary floods of 2013 and Oil Field wildfires in 2016, our CRM was used by the Economic Development Association (EDA) for disaster recovery work.

In addition, The Red Cross and local disaster-recovery officials logged all business-loss data into ExecutivePulse. Our analytics and reports were used to understand the financial disruption caused by the floods and fires.

USA
Commonwealth of Pennsylvania
Statewide CRM Implementation

Pennsylvania uses the ExecutivePulse CRM System as their primary database for roughly 1,300 economic development and allied users across its ten regions and 67 counties.

1,300+ Users
67 Counties
10 Regions

Customized Programs

  • Partnerships for Economic Prosperity (PREP)
  • Engage Business Retention and Expansion Program
  • Office of International Business Development
  • Keystone Innovation Zone (KIZ) program

ExecutivePulse has customized the Pennsylvania CRM for the Commonwealth's two mainstay statewide programs. Commonwealth officials and stakeholders can quickly generate local, regional, and/or statewide metrics and outcomes with the click of a button.

In addition to the domestic use of our platform, the Office of International Business Development uses the CRM for FDI and Export initiatives—and has users all over the globe.

Canada
Province of British Columbia
15+ Year Partnership

The British Columbia Economic Development Association (BCEDA) has been an ExecutivePulse customer for over 15 years. They came to us from another technology solution. Today, approximately 80 communities and regions across the province use our CRM for mainstay economic development functions.

15+ Years
80 Communities

Core Functions

  • Business Walks
  • Business Retention & Expansion (BR&E)
  • Investment/Attraction
  • Workforce Development

Like Alberta, this system was used in 2017 and 2018, for disaster recovery work. Once again, the Red Cross and local disaster recovery officials logged business loss data into the system. ExecutivePulse's analytics and reports were examined to understand the full scope of the financial and organizational disruption the fires caused.

More recently, many communities and regions across the province used ExecutivePulse for COVID-19 business assessment and response activities. Many of these communities did three to four distinct phases of pandemic work in the ExecutivePulse CRM.

USA
Fort Worth Texas Metro Area
Regional Collaboration

The Fort Worth Regional Chamber and 21 jurisdictions in the metro area using the ExecutivePulse CRM for their aggressive business retention and expansion program.

21 Jurisdictions

Regional Approach

The program provides regional baseline data but gives each jurisdiction the ability to tailor their approach to existing industries at the local level.

This newer client came to us after evaluating many other technology options. The regional collaboration model allows for coordinated economic development while maintaining local flexibility.

USA
Philadelphia Works
Workforce Development Innovation

This regional workforce development organization that serves the entire Philadelphia metro area uses ExecutivePulse for general client outreach and service delivery.

Innovation Program

The American Apprenticeship Initiative - a demonstration program conducted in conjunction with the Urban Land Institute.

This year, they are using the ExecutivePulse CRM for a demonstration program that is being conducted in conjunction with the Urban Land Institute. The pilot program, The American Apprenticeship Initiative, seeks to understand the correlation between extensive employer engagement and decisions about apprenticeship programs.

USA
Asheville Area Chamber of Commerce
Business Directory Automation

The Asheville Area Chamber of Commerce is a longstanding ExecutivePulse client. They have traditionally used our CRM system for mainstay economic development functions like business retention and business recruitment.

2020 Innovation

Utilized customized Survey Campaign functionality to fully automate their annual business directory efforts.

In 2020, they began utilizing our customized Survey Campaign functionality to fully automate their annual business directory efforts. Businesses self-enroll into the directory process and the end-product is a fully formatted "board ready" report that covers all the bases on these businesses and has implications for buy local and matchmaker activities in this progressive metro area.

USA
Miami Valley Ohio
20+ Year Partnership Evolution

This regional Ohio client has been with us for over 20 years and, accordingly, their CRM has gone through many versions, phases, and changes as their economic, community and workforce development needs have evolved.

20+ Years

Comprehensive Usage

  • Business retention and recruitment
  • Foreign Direct Investment (FDI)
  • Workforce development
  • Disaster recovery
  • International matchmaker activities
  • Business Solution Center

Today, the Dayton metro is using the ExecutivePulse CRM for business retention, business recruitment, FDI, workforce development, disaster recovery, international matchmaker activities, and their Business Solution Center.

Internal
ExecutivePulse Staff
We Practice What We Preach

We practice what we preach. We actively use our CRM for customer demonstrations, sales, management, and billing. ExecutivePulse also documents and manages its own internal IT workflow from this CRM.

Internal Use Cases

  • Customer relationship management
  • Sales pipeline tracking
  • Project management
  • Billing and invoicing
  • Internal workflow management

This gives us unique insights into the day-to-day challenges and opportunities that our clients face, allowing us to continuously improve our platform based on real-world usage.

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