ExecutivePulse CRM For Economic Developers
By Economic Developers, For Economic Developers
ExecutivePulse is the only customer relationship management (CRM) system developed by economic developers, for economic developers. We’ve created technology with a real-world understanding of the specific needs, opportunities, and challenges of our industry. ExecutivePulse offers a variety of customization options to ensure your CRM helps you work the way you want to -- achieving your mission critical community goals and organizational objectives.
Put simply: We build technology tools that make your job easier.
ExecutivePulse helps you organize customer intelligence, fortify customer relationships, and anticipate significant trends in your market.
Economic developers and public-sector agencies have used our CRM for:
- Business Walks
- Disaster Preparedness
- Downtown Improvement
- Economic Gardening
- Focus Groups
- Green/Sustainable Initiatives
- High-Speed Rail
- Immigrant Workforce
- International Business Development
- Investor Relations
- Landlord Registration
- Loan Portfolio Monitoring
- Seminars & Events
- Sites & Building
- Small Business Counseling Sessions
We Focus On What Makes You Unique
Every community and economy is different. For that reason, a rigid, cookie-cutter, one-size-fits-all approach to economic development software doesn’t work. ExecutivePulse can help you break down organizational silos and facilitate collaboration between your entire team of stakeholders. By incorporating flexibility into every feature of our CRM, we empower you to work the way you want to -- today and tomorrow.
Intuitive, Easy to Use, and Built Just for You
Whether you're using a smartphone, tablet, laptop, or desktop device, you'll immediately and intuitively understand how to navigate our "app interface." The atomization of our interface allows you to add features and functions dynamically as your needs change or evolve. It also allows each member of your economic development organization or workforce development team to configure the system to work the way they do.
For instance, if you're switching roles from BR&E specialist to FDI manager, you're just a couple clicks away from removing the features you don't need and adding the ones you do to take on your new role and challenges
Best of all, system preferences cascade throughout the CRM platform so your user experience is clear and consistent -- regardless of where you are in the system and what you are doing.
While we offer standard functionality for all mainstay economic development activities, each ExecutivePulse CRM is ultimately customized for the unique needs and circumstances of your community, organization, and team. Because we are economic developers, you don't have to explain the "hows and whys" to us. We understand this industry and your endgame. Also, our large and diverse customer base will work in your favor if you are looking for best practices across the US, Canada, and beyond. Bottom line…you don’t need to reinvent the wheel for CRM success.
Powerful Analytics & Reports
You can tell your story with data a variety of ways in ExecutivePulse. We offer three main pathways for analytics and reporting that meet any user need and proficiency. People who are unfamiliar with data can lean into our one-click custom reports. People who want to develop their own, specific user reports can do so with Dashboarding and/or Power Search reports. All our reports automatically generate board ready, fully formatted, and branded results. Reporting also allows for saving, full automation and many more options.
Popular System Features
Do you have a brand? If so, send it our way and we'll customize your CRM with it. Branding is a vital component to high impact, "board ready" analytics & reports as well as email communications in the ExecutivePulse CRM platform. Many of our customer systems throughout the US and Canada sport multiple branding elements that users can "toggle" depending on their needs for communication and reports.
Using Office? We offer seamless integration with all major office suites and versions. You can export a fully formatted, branded, board ready report to Excel, PowerPoint, Word, or PDF with a single click. Of course, we provide one click email, print, copy, save, and automation features as well.
What about integration? Many of our clients use third party applications and want to exchange data with ExecutivePulse. We offer several ways to accomplish this. Ask us for more information!
Switching from another CRM, Access, or Excel? All new clients get free data migration from whatever platform you are currently using to ExecutivePulse. Our technical team will gather, dedupe, and migrate data for you and your stakeholders. As we flip the switch on your new CRM, you are ready to go with full customer profiles.
Are you a data DIY-er? If you want to import your own data, today or any time in the future, we offer a straightforward, integrated Data Import Tool feature. In three steps, you can map and migrate your data into the ExecutivePulse CRM. This feature is great because it provides you with a real time scorecard on how well the import went and why.
Are you Into mobile? Our newest mobile app is available as a free download at Android, Apple, and Kindle stores. The mobile app’s streamlined interface provides a suite of communication, management, and search features. The current version of the mobile app also gives you the ability to add information about companies, contacts and more on the fly.
Do you use Outlook or Exchange for email? If so, we offer an optional add-in that allows you to sync calendar events, contacts, and email messages. If you are an Apple mail or Gmail user don’t worry. We have you covered with a seamless email forwarding solution for you as well.
Do you need to manage sites and buildings? We have functionality that allows you to manage and report on available land, vacancies, change of ownership, etc.
Do you hate manual data entry? We offer Google Search integration as well as Survey Builder and Survey Campaign functionality to help you effortlessly obtain customer data. Unlike third party survey programs, this information will automatically correlate into the CRM—creating robust customer profiles.
Tired of hidden upgrade fees and hassles? Regardless of system customization, all our clients across the US and Canada are on the latest version of ExecutivePulse. Our customers expect proactive enhancements, the introduction of new features, and bug fixes.
Rock Solid Training & Technical Support
It's simple. There is no CRM vendor in our industry who provides more passionate, hands-on technical and training support than ExecutivePulse. Just ask the customers who actively use our CRM.
At ExecutivePulse, we believe that a properly designed and adopted CRM paves the way for your success. That's why we educate every client on CRM best practices, specifically as it relates to our economic development industry.
As you integrate the ExecutivePulse CRM System into your organization, we are there every step of the way -- providing you and your team with webinar training and personalized guides to ensure a comprehensive understanding of our system.
If any technical questions or needs arise, our in-house technical support staff is available 24/7 through the CRM as well as toll free and email options.
Best of all, unlike many big box vendors our technical support and training is provided at no additional cost.
To give our clients the best performance and security options available, we utilize industry-leading, third-party hosting companies.
Your Strategic Partner: Offering an Integrated Solution
ExecutivePulse provides you with a complete, turnkey solution for all your CRM technology needs. From initial customization and deployment to full 24/7 support and webinar training, we’re here to help you position yourself for success. To find out more, contact us today for a demonstration.