How Can a Good CRM Support an EDO?

Deploying a suitable CRM software to the EDO (Economic Development Organization) improves the organization by automating and streamlining managing and reporting on Projects, Contacts and Companies.


With the help of a good CRM, EDOs can keep all their information organized in one location making it very easy to find what you need when you need it.  . Moreover, a good CRM can build better customer relationships which, in turn, lead to higher business retention and expansion. 


CRM software can be used across various business platforms to store, organize, and analyze Project, Contact and Company information.





The highly advanced CRM built by SVAM International Inc. is EDO-centric software allowing easy management, access, and facility to record all the information on a single comprehensive platform and is cloud based.  Being cloud based allows for all features to be available to the Users from any internet enabled device, anywhere in the world.


ProTRACKPlus is fully customizable to increase the efficiency of the work in process done by  Economic Development Organizations.  Thereby, allowing the Users to leverage the benefits of all the built-in tools. 


Let’s take a look at how having a CRM like ProTRACKPlus will be helpful for EDOs.


Benefits of using CRM Designed for Economic Development Organizations


Offers an Array of EDO-Centric Functions (and more!)

The business goals of an EDO are different, and so are the requirements. Unlike other businesses, economic development organizations have to manage information about Projects, Contacts and Companies all in a single place.  This allows the EDO to automate reports, documents, forms, and surveys for the purpose of analyzing and better decision making.


An intelligent, function-rich CRM serves the purpose of EDOs by offering them features like project management, data management, interactive notes, and a task manager to track and report all the business activities.


Maintains a Document Library

Since the EDOs have to juggle multiple documents, having a CRM with a document library is an advantage. The document library keeps frequently used documents at their fingertips to speed up the process of completing inquiries such as RFPs.  The user determines the category of documents needing to be at the ready and has subcategories to make it very intuitive to find what is needed.



Allows Real-time Reporting

One of the most important features of CRM is real-time reporting. With the help of a customizable real-time reporting system, organizations can get dynamic reports to make data-driven decisions in no time!


The CRM designed for EDOs can instantly generate a report using all the data stored in the software for projects, contacts, documents, or companies. The users can export these reports to PDF and/or excel and use them to keep all the organization’s leadership better informed.



Keeping in mind the needs and goals of an EDO, ProTRACKPlus is developed along with the expertise of visionaries from SVAM International Inc.


Our CRM combines cutting-edge technologies with the experience of professionals to give organizations supporting economic development an efficient solution for data storage and management.


Book your consultation with one of our experts to know more about ProTRACKPlus.


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