TITLE
The Mayor and City Council shall discuss and possibly take action on a budget transfer to purchase Microsoft Dynamics as the departments customer relationship management (CRM) system. The request for a budgetary transfer in the amount of $8,375 Economic Development - Advertising (10011616-55540) to Economic Development - Technical (10011616-53340). Discussion and Action.
AGENDA ITEM DESCRIPTION
The Mayor and City Council will hear a request to transfer funds for the purchase of Microsoft Dynamics a CRM.
The Economic Development Department has been exploring available options for updating the current Content Relationship Management (CRM) system. CRM systems act as a centralized repository for leads, campaign information, program initiatives and more. Below are some examples as to how the program typically works.
1. Sales Mission - The Department would enter each meeting held, topics discussed, course of action or follow up items. All information is not only held in the CRM but it will also keep a log of necessary action items and reminders.
2. Business Retention & Expansion Program - The Department would be able to store meeting findings in the CRM, all information is accessible to all members of the department, and the program would create a log of action items.
3. Project Leads - The Department would enter any all leads sourced by our Department, ACA, GPEC, Sun Corridor or other. The CRM would allow us to enter data on each lead, which site was chosen and notes as to why Maricopa was or was not chosen.
4. Projects Details - The Department would be able to enter specific information to a project for example Edison Pointe, Apex, The Wells.
5. Developer Contacts - Each member of the Department should be able to enter any contact information as well as action items such: email introduction, send marketing materials, share Why Maricopa video, etc.
We currently utilize Salesforce as the CRM system for the Department. The current version of the CRM is disco...
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