Business Retention and Expansion offer of services from ProTRACKPlus for your Economic Development Organization's peace of mind.

1. BUSINESS RETENTION AND
EXPANSION - WEBINAR

2. MEET “JOE”

4. A BUSINESS RETENTION &
EXPANSION (BR&E) PROFESSIONAL

5. The
Pro

6. HE NEEDS TO KNOW HIS CLIENTS
BETTER

7. The
Pro

8. SO THAT HE CAN FOCUS HIS
EFFORTS ON MEETING THEIR NEEDS

9. The
Pro

10. I need
help!
The
Pro

11. HE MAKES FREQUENT APPOINTMENTS
WITH HIS CLIENTS TO MEET THEM AND
COLLECT INFORMATION

12. The
Pro

13. BUT THERE ARE HUNDREDS OF
CLIENTS AND ONLY 1 JOE.

14. The
Pro

15. THIS MAKES IT DIFFICULT TO ESTABLISH A
PERSONAL RAPPORT WITH ALL OF HIS
CLIENTS.

16. Help
Help
Help
Help
Help Help
Help
Help
The
Pro

17. AND IT’S TOO DIFFICULT TO COLLECT
CLIENT-SPECIFIC INFORMATION AND
DISTILL CRITICAL INSIGHT FROM THIS
DATA.

18. The
Pro

19. EVEN WHEN HE IDENTIFIES THE
PROBLEM, IT CAN TAKE HIM SEVERAL
DAYS TO SEND HELPFUL INFORMATION TO
HIS CLIENTS/CONTACTS.

20. The
Pro

21. JOE WANTS TO HELP LOCAL
BUSINESSES SUCCEED AND GROW.

22. The
Pro

23. BUT THESE LIMITATIONS AFFECT HIS
PERFORMANCE AND HIS COMMUNITY – HE
NEEDS SOME SUPPORT

24. INTRODUCING THE PROTRACKPLUS
CLOUD-BASED BR&E MODULE
IT’S BUILT SPECIFICALLY FOR JOE, THE
BR&E PROFESSIONAL

25. The
Pro

26. PROACTIVE
NOW JOE CAN PLAN MEETINGS, SURVEYS,
PHONE CALLS, AND E-MAIL COMMUNICATIONS
WITH HIS CLIENTS WELL IN ADVANCE USING
THE TOUCHPOINT PLANNING TOOL.

27. The
Pro

28. MOBILE
JOE CAN UPDATE CLIENT/CONTACT
INFORMATION WHILE TRAVELING ON HIS
MOBILE PHONE OR TABLET.

30. EFFICIENT
HE CAN ACCESS THE SURVEY MODULE TO
COLLECT INFORMATION FROM ALL CLIENTS
ELECTRONICALLY –
NO MANUAL PAPERWORK REQUIRED.

32. CUSTOMIZABLE
JOE CAN EITHER USE SURVEY TEMPLATES
DESIGNED BY EXPERT BR&E CONSULTANTS
AND SUBJECT MATTER EXPERTS (SMES)
OR DESIGN CUSTOM SURVEYS TO COLLECT
DATA.

33. The
Pro

34. REPORTING DONE FOR YOU
DATA CAPTURED THROUGH SURVEYS ARE
STORED AND AUTOMATICALLY ANALYZED
AND PROVIDE DEEPER INSIGHT ABOUT THE
CLIENTS.

35. Total
Pending, 1
1%
Total
Responded
, 89%
Survey Breakdown

36. EXECUTIVE LEVEL ANALYSIS
JOE CAN IMMEDIATELY SHARE CREATIVE REPORTS
FOCUSED ON MACRO-ECONOMIC FACTORS, CLIENT
RETENTION, AND THE IMPACT ON THE COMMUNITY
IN SECONDS

37. 0%
10%
20%
30%
40%
50%
60%
70%
80%
90%
100%
Business
Needs
Alternative
Needs
Economic
Outlook
Leadership
Status
Business
Performance
Retainable
Ratings
44%
78%
60%
95%
83%
72%
RetainablePercentage
Retainable Ratings Summary

38. RESPONSIVENESS TO CLIENTS
THE RESOURCE DATABASE IN THE CLOUD ALLOWS
JOE TO COLLECT RELEVANT INFORMATION IN ONE
PLACE AND SHARE IT WITH HIS CLIENTS INSTANTLY.

39. The
Pro

40. INTEGRATION
FROM NEW BUSINESS LEAD TO BR&E
COMMUNICATIONS,
THE DATA SEAMLESSLY FLOWS FROM SALES
TO SERVICE.

42. THE SYSTEM
MAKES JOE’S DAY MORE SIMPLE, MORE
AUTOMATED, MORE TARGETED, MORE
EFFECTIVE…
AND OCCASIONALLY END A LITTLE EARLIER!

44. IN CONCLUSION