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Give Mobile Access
Access important information from anywhere on any device in the field. Development officers can update records, see key details, and collaborate on the go from the Salesforce mobile app.
Manage Economic Development
Salesforce has helped economic development organisations manage relationships between businesses, citizens, and government by improving their communication, service, and collaboration with the business community. Using modern, intuitive applications, agencies are enabled to offer more business assistance services and capital programs for business attraction and acceleration, which are transforming their economic development efforts.
Economic Development Officers can start their days looking at key metrics such as employment demand, fund spending, interests, and more. Home screens can be easily customised to include other components such as a Chatter feed where employees can see updates to records, activities, and provide a space for collaboration.
Connect with Businesses
Create an informative website to help grow and retain businesses. Utilise Salesforce Communities to build your front door with the Experience Builder, a simple drag-and-drop tool with customisable templates. Build a vibrant, branded, mobile-friendly website — no coding required. Here you can provide knowledge articles, resources for business, and funding opportunity forms.
Collect Applications
Make it easier for prospective businesses to reach out and learn more by providing intake forms on the Salesforce Community portal, or simply embed the form directly on your existing website. Once the business fills out the form - the information automatically gets routed into Salesforce, providing key insights into what that prospective businesses are most interested in discussing further.
Track Leads
Leads help track early interactions and conversations as potential business development opportunities are explored. The information leads provide will be included in the lead detail page to show their interests and needs. As a lead is developed, the agency can track its progress, activities, and interactions along the way.
Gain Transparency of Businesses
As businesses become more established and continue to interact with the agency, the Economic Development Officer gains a wholistic view of the business and their needs. They can see related contacts, requests, files, discussions, etc. For example, here is where the business development (BD) projects they are exploring can be tracked.
Track Projects
Business Development (BD) Projects allow the economic development agency to track all current projects they are working on to attract businesses to their state or location. When working on specific business development deals, they will spend the most time on an individual BD Project record.
In the Performance Summary section of the page, the agency can establish and track if the business is meeting their obligations and if they are on target to achieve their objectives. Businesses can establish and track agreed to objectives over time to have continual insights into project goals and measurable outcomes.
Manage Investments and Objectives
From the BD Project page the Officer will also get a full view of:
- Opportunity Investments – What the organisation is committing in grants, loans, and tax credits for this BD Project
- Occupational Demands – What types of job positions are required for a business in order to execute on this BD Project
- Opportunity Objectives – What “soft objectives” are tied to this project. IE, easy transportation access, developable land, warehouse space, office space
Automate Processes
Upon determining that a business will receive funds, the agency can easily and automatically follow the workflow by utilising templates and triggering actions in Salesforce. Remove paper-based and labor intensive inefficiencies. Using third party apps, the organisation can also accept e-signatures to further automate processes and create a legal document that is stored on the project record.
Extend the Platform
Use lightning components to add value and extend the platform. The agency can provide services to help businesses find real estate. The component can even bring in data from the real estate market on the account record to help facilitate site selection or available location information.
Give Mobile Access
Access important information from anywhere on any device in the field. Development officers can update records, see key details, and collaborate on the go from the Salesforce mobile app.
Manage Economic Development
Salesforce has helped economic development organisations manage relationships between businesses, citizens, and government by improving their communication, service, and collaboration with the business community. Using modern, intuitive applications, agencies are enabled to offer more business assistance services and capital programs for business attraction and acceleration, which are transforming their economic development efforts.
Economic Development Officers can start their days looking at key metrics such as employment demand, fund spending, interests, and more. Home screens can be easily customised to include other components such as a Chatter feed where employees can see updates to records, activities, and provide a space for collaboration.
Connect with Businesses
Create an informative website to help grow and retain businesses. Utilise Salesforce Communities to build your front door with the Experience Builder, a simple drag-and-drop tool with customisable templates. Build a vibrant, branded, mobile-friendly website — no coding required. Here you can provide knowledge articles, resources for business, and funding opportunity forms.
Collect Applications
Make it easier for prospective businesses to reach out and learn more by providing intake forms on the Salesforce Community portal, or simply embed the form directly on your existing website. Once the business fills out the form - the information automatically gets routed into Salesforce, providing key insights into what that prospective businesses are most interested in discussing further.
Track Leads
Leads help track early interactions and conversations as potential business development opportunities are explored. The information leads provide will be included in the lead detail page to show their interests and needs. As a lead is developed, the agency can track its progress, activities, and interactions along the way.
Gain Transparency of Businesses
As businesses become more established and continue to interact with the agency, the Economic Development Officer gains a wholistic view of the business and their needs. They can see related contacts, requests, files, discussions, etc. For example, here is where the business development (BD) projects they are exploring can be tracked.
Track Projects
Business Development (BD) Projects allow the economic development agency to track all current projects they are working on to attract businesses to their state or location. When working on specific business development deals, they will spend the most time on an individual BD Project record.
In the Performance Summary section of the page, the agency can establish and track if the business is meeting their obligations and if they are on target to achieve their objectives. Businesses can establish and track agreed to objectives over time to have continual insights into project goals and measurable outcomes.
Manage Investments and Objectives
From the BD Project page the Officer will also get a full view of:
- Opportunity Investments – What the organisation is committing in grants, loans, and tax credits for this BD Project
- Occupational Demands – What types of job positions are required for a business in order to execute on this BD Project
- Opportunity Objectives – What “soft objectives” are tied to this project. IE, easy transportation access, developable land, warehouse space, office space
Automate Processes
Upon determining that a business will receive funds, the agency can easily and automatically follow the workflow by utilising templates and triggering actions in Salesforce. Remove paper-based and labor intensive inefficiencies. Using third party apps, the organisation can also accept e-signatures to further automate processes and create a legal document that is stored on the project record.
Extend the Platform
Use lightning components to add value and extend the platform. The agency can provide services to help businesses find real estate. The component can even bring in data from the real estate market on the account record to help facilitate site selection or available location information.
Give Mobile Access
Access important information from anywhere on any device in the field. Development officers can update records, see key details, and collaborate on the go from the Salesforce mobile app.
