Strategies

Moving BR&E Beyond Spreadsheets

November 5, 2025

For many economic development organizations, Business Retention & Expansion (BR&E) work starts in spreadsheets. They’re familiar, inexpensive, and flexible. But as relationships grow and the work becomes more strategic, spreadsheets begin to show serious limitations — not just in efficiency, but in the quality of insight teams can deliver. A Customer Relationship Management (CRM) system […]