Frequently Asked Questions

ExecutivePulse offers two licensing options: Enterprise Level and Seat User.

The vast majority of our customers across North America are under Enterprise Level licensing. For an initial development and deployment fee, Enterprise Level licensing offers unlimited use to users within a specific geographic market area. The only other cost is a nominal annuity fee that is due on the anniversary of the Customer Relationship Management (CRM) deployment.

Seat User pricing is only pertinent for large market areas that anticipate one or two users.

Not sure which option will work best for you and your business? Give us a call at 866-397-8573 or contact us.

We offer complimentary data migration as part of our formal onboarding process. We also provide a robust and intuitive "Data Importer" feature that allows designated users to independently import large amounts of external data into the ExecutivePulse CRM System with ease.

None. ExecutivePulse CRM operates on a cloud-based software-as-a-service (SAAS), so no additional hardware is required beyond your device. The only core requirements are:

• Internet capable device (Computer, Tablet, or Smartphone)
• Internet connection (Broadband, WIFI, Cell, etc.)
• Up-to-date web browser (Chrome, Edge, FireFox, IE, Opera, Safari, etc.)

ExecutivePulse is a fully-hosted cloud solution that works with all major browsers and email providers, integrates with Microsoft and Adobe suites, and is accessible from nearly any mobile device.

No. We have long-standing strategic partnerships with large and technically advanced Internet Service Providers (ISPs) that host our dedicated database and web servers. They provide 24/7 support on their infrastructure and our server hardware, so they'll resolve any hosting problems you may be experiencing quickly and efficiently.

Our relationship with these hosts allows for seamless adjustments, so your focus remains on your business projects.

Yes. In addition to the central CRM system, we offer a companion mobile app for Android, Apple, Kindle, and Microsoft mobile operating systems. Downloading the app is simple, and its easy-to-use interface makes it ideal for on-the-go work.

Yes. Keeping up to date and not missing critical connections is vital to what you do, and ExecutivePulse knows that. That's why we also offer an integrated package for Microsoft Outlook that allows calendar, contact, and email syncing between a mainstay platform and the ExecutivePulse CRM System.

ExecutivePulse offers a variety of standard and customized "roles" that govern what each user can see and do within the ExecutivePulse CRM System. In addition to roles, we also provide geographic segmentation within trading areas, such as cities, metro areas, regions, provinces, and states.

We also offer privacy settings that allow for strict confidentiality and group sharing.

Yes. We offer 24/7 technical support for all customers within North America. Live technical support can be accessed using our toll-free service, by email, or within the ExecutivePulse CRM.

The very same people who build each system are also the ones who provide technical support. With a deep understanding of database technology and economic development, we ensure you get the most out of ExecutivePulse.

We offer unlimited webinar training for every new and existing customer in North America.

For new customers, we provide training in "building-block fashion" throughout two or three webinars. These subsequent sessions start with basic features and functions and graduate to more advanced concepts.

For existing customers, training is typically scheduled around the release of new CRM features and services or in response to staff changes within an organization.

BR&E (Business Retention & Expansion) is the systematic practice of visiting, surveying, and supporting a community's existing employers to retain and grow them. Studies consistently show that retaining or growing one existing employer is roughly five times more cost-effective than recruiting an equivalent number of jobs from outside the region.

FDI (Foreign Direct Investment) is investment by a company or individual based in one country into business interests located in another country. In economic development, FDI work involves attracting foreign companies to open offices, manufacturing operations, or distribution facilities in your community.

An EDO (Economic Development Organization) is a public, private, or public-private organization tasked with growing a community's economy. Activities include business retention, expansion, recruitment, workforce development, site selection support, and stakeholder communication. EDOs operate at local, regional, state, and provincial levels.

An RLF (Revolving Loan Fund) is a self-replenishing pool of capital that lends to small businesses, with loan repayments funding new loans. RLFs are typically managed by EDOs, CDFIs, or municipalities for economic development purposes such as job creation, business expansion, and community revitalization.

WIOA (Workforce Innovation and Opportunity Act) is federal legislation passed in 2014 that funds workforce development programs, training, and employment services across the United States. WIOA-funded programs are administered by Workforce Development Boards (WDBs) at the local level.

An SBDC (Small Business Development Center) is a federally funded center that provides free or low-cost consulting, training, and resources to small business owners and entrepreneurs. SBDCs operate as a partnership between the U.S. Small Business Administration, host institutions (often universities), and state governments.

A WDB (Workforce Development Board) is a local board established under WIOA to oversee workforce development programs and services in a specific geographic area. WDBs coordinate American Job Centers, fund training programs, and connect employers with qualified workers.

A CDFI (Community Development Financial Institution) is a specialized financial institution certified by the U.S. Treasury that provides loans, investments, and financial services in underserved communities. CDFIs include community development banks, credit unions, loan funds, and venture capital funds.

NAICS (North American Industry Classification System) is the standard system used by federal statistical agencies in the U.S., Canada, and Mexico to classify business establishments. NAICS codes are 2-6 digits long, with each additional digit representing a more specific industry classification.

A CEcD (Certified Economic Developer) is a professional certification awarded by the International Economic Development Council (IEDC) recognizing experience and demonstrated expertise in economic development practice. Certification requires a written exam, oral exam, and documented professional experience.

The IEDC (International Economic Development Council) is the largest professional association for economic developers, providing training, certification, research, and advocacy. IEDC offers the CEcD certification and hosts an annual conference attended by thousands of economic development professionals.

An Opportunity Zone (OZ) is a federal designation for low-income census tracts where investments may qualify for preferential tax treatment under the 2017 Tax Cuts and Jobs Act. Investors can defer or reduce capital gains taxes by investing in Qualified Opportunity Funds that finance projects in OZs.

TIF (Tax Increment Financing) is a public financing method that captures future tax revenues from new development to fund current infrastructure or development costs in a designated district. TIF is widely used by municipalities for downtown revitalization, brownfield redevelopment, and major economic development projects.

LOIS (Location One Information System) is a platform used by economic developers to publish available commercial and industrial properties to a national audience of site selectors. ExecutivePulse integrates with LOIS so property data flows directly from the CRM to LOIS listings without duplicate data entry.