Economic Development/Community Development/BRE Incentives' Management logo

Economic Development/Community Development/BRE Incentives' Management

By Vertex Computer Systems, Inc.

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Pricing
Paid
From $100 per user per month
Listed since
2025

About Economic Development/Community Development/BRE Incentives' Management

Attract new Economic and Community Development Incentive Customers with EIM

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.

Highlights

  • 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)?

Screenshots and videos

EIM Overview

Pricing

Paid, from $100 per user per month.

Economic Development/Community Development/BRE Incentives' Management plans
PlanPriceBilled
EIM Single User License$100 per userMonthly

With Vertex's EIM, you can start with just a few Incentive types and add more Incentives incrementally when needed for minimal cost; however, one extra license is required for a Vertex Salesforce Administrator to configure and Support EIM Post Go-Live.

Compatibility

Works with
  • Sales Cloud
  • Service Cloud
  • Government Cloud
Requires
  • Platform Cloud
Salesforce editions
  • Essentials
  • Professional
  • Enterprise
  • Unlimited
  • Performance
Lightning Experience
Supported
Salesforce mobile app
Supported
Salesforce security review
Passed on August 4, 2025
Industries
  • Engineering, Construction, & Real Estate
  • Government
  • Public Sector
Languages
  • English