Economic Development Organizations

quick start package

ADP Solutions understands the full scope of what economic development organizations (EDO) need to show value and return on investment to stakeholders.  Using the leading CRM cloud-based platform from Salesforce provides an accurate, real-time view of performance indicators, pipeline of projects, and team productivity to improve collaboration and efficiency.

How It Works

We’ve taken the basic functionality of Salesforce ‘out of the box’, and built custom functions specifically tailored to the needs of economic development.  This quick start package is already built based on our years of experience, so implementation is quick and painless. Once installed, our team walks you through training on site, using our custom SOP manual as a guide.

Improve processes, engage constituents, spot trends, and quickly respond to the business climate with a Quick Start package for Economic Development.  Managing Partner Anne Pyle and team know the language of your industry, and the metrics that are important to your team for true transparency and a 360-degree view of economic growth and development activities.  Request a consultation today.

Robust Functionality


CRM traditionally means Customer Relationship Management, however ADP Solutions expands that to Constituent Relationship Management. That means the platforms tracks clients, potential clients, partners, governmental agencies, involved community members and more. The QuickStart Package allows better collaboration among all, for a birds-eye view of team productivity that goes beyond just tracking contacts to who is working on what projects, and on what timeline.


This functionality goes beyond keeping a running list of certified or potential sites like an industrial complex, parcel of land or business center. Salesforce tracks when the sites were offered to businesses, tracks activities associated with the offering, and tracks why the site was accepted or rejected by the business. Now you can report to property owners and brokers as to the status of a site and make recommendations for site improvement.


ADP Solutions has years of experience in leveraging this object to its full potential to fully track all startup, recruitment, retention and expansion projects and where they are in the pipeline.  Are they active and moving, or stuck and stagnant?  And why?  We also configure Salesforce to monitor key metrics with these projects, particularly jobs (created, retained, and type) and capital expenditures.

Business Retention expansion (BRE)

BRE, sometimes know as Visitations, are touchpoints with existing businesses to gauge their health, identify concerns and issues that the EDO can help address, and identify potential expansion projects. This functionality can be used to track the progress of a particular business over time and also to track trends in existing businesses. For instance, are businesses in a particular target industry growing, stable or shrinking? How many are reporting issues with regulations? With workforce availability? What can we do to help?


Your working list of incentives including who the granting agency is and who is eligible is tracked in Salesforce.  Our clients use this functionality to review activity and effectiveness—incentives offered, and accepted/rejected, by industry and project type.  Used as part of the platform whole, it’s another valuable insight that is easily reported to your board, agencies, and other constituents.


Our clients use this functionality to evaluate the effectiveness of trade shows, conferences, and other internal and external events, determining which brought in projects and leads for return on investment.  It is a great tool for engagement—connecting with attendees before, during and after the event, tracking conversations and activities, and determining key touchpoints that sparked interest.

Now when a property owner calls about the status of a site, or a public official calls about the status of an attraction project, or a business owner calls to see how our retention efforts are doing, I can look at my computer or phone and quickly give them with an accurate up-to-the-minute update. This makes us more responsive and accountable to our constituents.

Chris Pumphrey

Douglas County Economic Development

Tips + Tricks

Let ADP Solutions share some of the best tips and tricks of the trade. With our blogs and videos, we show you what we know about Salesforce and how it can help you. Salesforce is a robust platform, but don’t let that scare you. We are here to help. Get your processes in gear, accumulate a repository of meaningful data, engage your employees, engage your clients and prospects, improve your revenue stream. It’s all possible with the right implementation of Salesforce. Request a consultation today.

Ready to find the solution that empowers your business?

Contact us today to learn more about our high-level approach to managing and improving your business processes.


120 Caillouet Place
Lafayette, LA 70501

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