Client Case Study Examples

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. To get a better sense of how the ExecutivePulse CRM System can help you, check out these case studies.

Province of Alberta Canada

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. However, 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.

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New Mexico Partnership

The state's business recruitment agency uses ExecutivePulse to develop, send, and package RFI's for their network of local and regional economic development partners. Their system features customized form building, campaign and communication attributes that align with their longstanding protocols and processes. The CRM also provides specific "one click" analytics and reports for their internal and external stakeholders.

Province of British Columbia

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, including:

  • 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.

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Fort Worth Texas Metro Area

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

Philadelphia Works

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

Asheville Area Chamber of Commerce

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.

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.

Miami Valley Ohio

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. 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.

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Commonwealth of Pennsylvania

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.

ExecutivePulse has customized the Pennsylvania CRM for the Commonwealth's two mainstay statewide programs -- Partnerships for Economic Prosperity (PREP) and Engage Business Retention and Expansion Program.

Commonwealth officials and stakeholders can quickly generate local, regional, and/or statewide metrics and outcomes with the click of a button. The system features customized functionality for economic development projects, events, and general activity as well.

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.

San Bernardino County California

County workforce staff utilizes the ExecutivePulse CRM System as part of their aggressive outreach to local employers. Staff members use tablet devices in the field to quickly enter company and workforce data. Reports and analytics are then generated to help county officials chart a path for the future.

ExecutivePulse Staff

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.