What We Offer

CRM Solutions for BIDs

We understand the specific challenges of Business Improvement Districts and deliver tailor-made CRM solutions to help BIDs operate efficiently without the need for multiple spreadsheets, applications, and tools.

We Help BIDs Utilize Salesforce To

Property Management

Property Management

  • Key stakeholder groups such as BID board members, residents, property owners, vendors, Govt. contacts etc.
  • Properties and related information including – yearly assessments, tenancy, vacancies, service requests, etc.
  • Businesses, Vendors and other Organizations
Contact Management

Contact Management

  • Track, capture and manage contacts and associate them with companies
  • Classify contacts by categories such as employee, resident, BID Board member, etc.
  • Track every touchpoint with contact (Phone calls, Emails, Meetings, Events).
Business Directory Management

Business Directory Management

  • Enable the client to leverage the business data maintained in Salesforce onto their website
  • Set up filters on Site.com page to allow users to segment and search Businesses by categories and sub-categories
  • Set up Google Maps feature to enable website visitors to view the pinpoint location of Businesses on map
Board of Directors Management

Board of Directors Management

  • Manage Board of Directors and associated Board Meetings
  • Capture contact records to enable Board Member Status (prospective, current, former and declined), Board start and end dates, committees membership, representation, etc.
  • Custom Board Management page with filters, Board Members with upcoming renewal (this year, next year).
Public Asset Management

Public Asset Management

  • Capture, track and manage Public Assets owned by the BID
  • Pinpoint location of Public Assets such as Bike Racks, Recycle Bins etc
  • Search and View Public Assets on a Map (satellite and street view) by zone, asset type, etc.
Service Request / Case Management

Service Request / Case Management

  • Submit Service Requests with pinpoint location on map feature
  • Work Service Requests using multiple devices – phone and tablet
  • Search & View Service Requests on a map (satellite and street view).
  • Transfer Service Requests to City 311 Systems and 3rd Party Agencies

Our Customers

Testimonial

Downtown Santa Monica, Inc

Cube84 rescued us from an underutilized, poorly implemented Salesforce system and helped us to build a useful tool from the rubble. Their team was professional, responsible, and responsive. Their technical expertise, paired with attention to process improvement, has renewed our confidence in Salesforce as a useful business tool. Particularly, their specific experience in our industry, Business Improvement Districts, was a terrific asset.

Benjamin DeWitte

DowntownDC Business Improvement District

We asked Cube84 to build out two custom applications in Salesforce and our experience was incredible. We all really appreciated how much they value customer input and emphasize usability. We could not be happier with the end product; I personally use the applications every day. They've provided enormous value to our team. I cannot recommend Cube84 enough to anyone looking for a Salesforce consulting partner. The team is amazing and the end product works far better than expected, there's nothing more you can ask for.

Daniel Bramley

Georgetown Business Improvement District

We had an excellent experience working with Cube84 to upgrade our Salesforce instance to the District360 model. The team at Cube84 brought their experience and best practices working with similar organizations to create a model that worked for us. They also spent significant time understanding the particular nuances of our data needs and customizing the structure where appropriate. Cube84 was responsive, provided regular updates throughout the process, and were available after implementation to ensure the transition was smooth.

Jamie Scott

The East Cut Community Benefit District

The Cube84 team has successfully led and managed the implementation of our data onto a customized version of Salesforce/District360. Their process is well thought through, each working session was productive and the team is very much solution-oriented. Kathryn has done an excellent job project-managing the implementation, and the team of administrators—including Sri—was extremely proactive in providing support.We could not have been more satisfied with our experience with Cube84 and are looking forward to continuing working with them!

Pierre Lagarde

Downtown Long Beach Alliance

We originally had Microsoft Dynamics CRM as our CRM platform. The platform was clunky, hard to use, did not fit our needs, and we had a little support. We were thrilled to develop a platform that was more akin to our needs and could not have done it without Cube84! Cube84 team has been both a partner and educator throughout the process. Kayt and Sri ar experienced, highly professional, and quick to catch onto the nuisances of the BID world.I would recommend Cube84 without hesitation to any BID looking to develop a CRM system. I look forward to our ongoing relationship.

Austin Metoyer

Read Our Success Story

Salesforce Implementation

See how Downtown Santa Monica BID improved staff productivity

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