Real Time Reports
Free Resources for Economic Developers
PROJECT DASHBOARD REPORTS
View this collection of HubSpot reports for economic developers - all reports live on your dashboard and update in real-time - stop the "update excel scramble".
DownloadFree Video Training Course
Before you buy software or a CRM for your economic development team, take this free, short course. This guide gives you a logical plan and tools on how to evaluate and compare Economic Development CRM software tools.
Access Free Online CourseASSISTANCE TRACKING DASHBOARD REPORTS
Track and gain insights on how your economic development team assists local companies in your community. Your HubSpot reports update throughout the day and display on your dashboard.
DownloadBRE DASHBOARD - REPORTS
View this collection of Business Retention and Expansion (BRE) Reports used by over 100 Economic Development teams across the globe. Feel Free to steal these reports and rebuild them in excel (or get them for free when you work with Convergence.
Download These BRE ReportsBRE: Business Retention and Expansion Economic Development eBook
How to create a BRE Program for your community.
DownloadPowerPoint - a comprehensive overview of HubSpot for Economic Developers
Economic Development CRM and Software overview - how HubSpot works for economic developers.
DownloadEconomic Developers Guide to CRM and Economic Development Software
Convergence updates this guide throughout the year - understand how to evaluate, compare and select the right software for your economic development team.
Get the GuideVIDEO: Disaster Recovery for Economic Developers
In the event of a community disaster, we can help. We hope you never need this.
Watch VideoVIDEO: HubSpot Economic development pipelines explained
Understand HubSpot pipelines and how economic developers use HubSpot pipelines.
VideoVIDEO: HubSpot Chatbot. The Use Case for Economic Development
How to use a HubSpot chat bot on your economic development website properties page - convert leads with this tool from Convergence
Watch - download this videoVIDEO: Company Data Populated by HubSpot automatically
In this video, you'll see how HubSpot saves you time by finding company data for you.
Be amazed - watch this!VIDEO: SPECIAL PROJECTS
When you need to manage a special or unique project, HubSpot has a tool for that.
Watch this to see how you can manage your special projects, tasks and more.VIDEO: HubSpot How To Manage Investors / Members
HubSpot how to video: create a proposal / quote for membership or for an investor
Check out this video!VIDEO: HubSpot How To Manage Grants, Loans, and Applications
HubSpot How To Video: how can hubspot help us manage things like grants, loans and applications?
See It!VIDEO: How Can HubSpot Help Us Manage Investors and Members
A HubSpot how to video: How Can HubSpot Help Us Manage Investors and Members
Watch this videoVIDEO: HubSpot - How can we use Ticket and Ticket Pipelines to our Advantage
HubSpot How To Video: see how economic developers use Tickets in HubSpot for BRE and Assistance Tracking
Watch.VIDEO: Is HubSpot Easy to Use?
EasyBake Oven Easy... Watch this video to see how easy it is to work with HubSpot...
Watch the Easy VideoVIDEO: Can we create Surveys in HubSpot?
Here's how surveys work in HubSpot.
See Surveys in HubSpot - watch this!VIDEO: HubSpot for Economic Developers Overview
A comprehensive tour of HubSpot optimized for Economic Development.
Take the TourVIDEO: HubSpot for Tourism
HubSpot How to Video: if tourism attraction is part of your economic development mission...
Watch thisNotes from Economic Developers
"After the demonstration, we were convinced that this is the most complete and easiest system on the market"
Reports run automatically and are refreshed all day - it's easy to see what's happening at a glance"
"Finally, our board has the reports they've been asking for"
"Handles workforce development wonderfully"