CRM System

The vendor is required to provide customer relationship management (CRM) system for corporation.
1. EDO-specific CRM features
•    Project tracking and management: support for prospects site selection, and existing business outreach.
•    Data fields: capture business type, industry sector, workforce needs, capital investment, job creation, and site requirements (e.g., square footage, acreage, utilities, infrastructure).
•    Customized program pipelines:
o    Business improvement grant
o    Business retention and expansion (BRE) program
o    Incentive agreement tracking
o    Prospect to project pipeline
o    Site readiness
o    Event management
•    Document management: built-in storage, version control, and sharing for proposals, contracts, and responses.
2. Data organization and lead management
•    Contact types: support diverse contacts (e.g., businesses, government agencies, investors, Partners, residents, site selectors, brokers, property owners, prospects).
•    Segmentation: by industry, location, development stage, etc.
•    Lead tracking: track progression from lead to prospect to developed business.
•    Workflow automation: customizable workflows for grants, incentives, and other EDO-specific processes (e.g., approval workflows through the board and council).
3. Data ownership and portability
•    Full ownership of input data with rights to extract data, in a common or non-proprietary format at any time, up to 30 days after the termination of a contract.
•    Robust data import and export capabilities.
4. Data analysis and reporting
•    Dashboard: visualize KPIs, including investment growth, job creation, and grant success rates.
•    Reporting: standard and custom report generation.
•    AI-driven insights: lead scoring, prospect prioritization, and economic trend analysis.
5. Communication and collaboration
•    Automation: calendar integration with configurable scheduling.
•    Notifications: configurable alerts for key events (e.g., prospect milestones, task deadlines, automated follow-ups).
•    Task management: assign and track team-level tasks for collaboration and follow-ups.
•    Email marketing: include data analytics for campaign performance.
•    Licensing: flexible model with varying edit and view permissions.
•    Cross-departmental use: ability to include other departments for cross-functional collaboration.
6. Third-party integration capabilities
•    Provide details on your capabilities and pricing to integrate with the following third parties:
o    ArcGIS
o    In-code (Tyler technologies)
o    Microsoft suite
o    Mitel phone system
o    My-gov
o    Placer AI
o    Deal front
o    Costar
o    HDL companies
o    GIS planning's zoom prospector
o    Moody's analytics
o    Social media platforms (e.g., LinkedIn, x, meta etc.)
o    Web analytics tools (e.g., google analytics)
•    API capabilities for custom integrations.
7. Scalability
•    Support for adding new licenses and third-party integrations.
•    Transparent pricing for scalability options.
8. Access and security
•    Security: encryption, data retention, and backup protocols.
•    Compliance: adherence to data privacy regulations.
•    Hosting: specify whether server-based or cloud-based, the region where the data is stored, and any hosting and storage redundancies.
9. System performance and usability
•    User interface: intuitive and user-friendly to minimize training and enhance adoption.
•    Service-level agreements (SLAs): guarantees for system uptime, performance, and support response times.
10. Mobile app
•    Full functionality with offline capabilities, allowing data syncing when reconnected.
11. Public-facing features
•    Limited-access dashboard for board, council, or citizens to review key metrics.