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Economic Development/Community Development/BRE Incentives' Management

Attract new Economic and Community Development Incentive Customers with EIM

Overview

Vertex's EIM -- Economic Incentives Management -- solution is for any Economic Development or Community Development organization regardless of size. EIM optimizes the ability to attract, secure, and manage new or existing Businesses Incentive Contracts.

1 of 1

  • Application Management includes a simple 'Quick Application' to qualify new prospective Businesses for your Incentive offerings and recording the new Account, Contact, and Application records with a single keystroke.

  • Incentives Management includes full automation of Contractual requirements for all Incentive offerings that automatically creates and assigns all Contract compliance Tasks, document needs, etc. throughout the term of the contract regardless of duration.

  • Property Management functionality captures all critical property information by type -- e.g., Retail, Medical, Manufacturing, vacant lots, and more. Our Properties' Object can also display a map of the property to clarify details and save valuable time.

  • Payment Management captures all Incentive-related payments and refunds along with capturing and recording Application Fees.

  • EIM's Home Page serves as a Management Console providing all Key Performance metrics of Applications, Incentives, Properties, Payments, and BRE Activities via detailed Reports and Dashboards along with Task details and Due Dates to enforce compliance.

  • EIM's Year-over-Year (YoY) Reporting allows users to quickly compare key YoY metrics -- e.g., Revenues, Employees, Payroll -- to monitor Incentive Contract compliance.

  • EIM can quickly answer questions such as how many Job Creation contracts are non-compliant because they haven’t provided scheduled Job Reports and how many new jobs were created Year-over-Year (YOY)?

Vertex's EIM -- Economic Incentives Management -- is a tailored and highly automated application that has been designed and developed by our working with dozens of Economic and Community Development departments to deliver a solution that supports Economic Development, Community Development, and BRE -- Business Retention & Expansion -- initiatives within a single package. Vertex's EIM application leverages Salesforce Flows to assign Task ownership and due dates to enforce Incentive Contract compliance regardless of contract duration. Every aspect of Economic and Community Development Business Processes, data, and Contract Management needs is bundled into EIM allowing users to start small and scale to more Incentive Types and implement additional Salesforce functionality as warranted. Forget about spreadsheets and manual methods -- it's time to deploy Vertex's EIM solution.

Categories

Business Needs
Sales
Productivity
IT & Administration
Industries
Engineering, Construction, & Real Estate
Government
Public Sector
Personas
Business Operations Manager
Consultant
Executive
Features
No Limits
This product's apps, tabs, and objects don't count against your Salesforce org limits. Learn More in Help
Lightning Ready
Optimized for Salesforce orgs that use Lightning Ready.
Multiple Currencies
Supports Salesforce orgs that use Multiple Currencies.
Person Accounts
Supports Salesforce orgs that use Person Accounts.
Salesforce Shield
Supports Salesforce orgs that use Shield.
Managed Package
This product is installed in your Salesforce org as a managed package and receives automatic upgrades.
Lightning App Builder
Ready to use in the Salesforce Lightning App Builder.
Salesforce Mobile
Supports Salesforce for iOS and Android.
No Limits
Lightning Ready
Multiple Currencies
Person Accounts
Salesforce Shield
Managed Package
Lightning App Builder
Salesforce Mobile

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