Sell more Sell faster
● Increase sales capacity by delivering detailed project plans faster
● Accelerate sales by getting the plan right the first time
● Increase customer satisfaction by delivering on your promises
Key Capabilities
Fast Turnaround
Any salesperson, estimator or project manager should be able to create complex project plans and price estimates in minutes, not days. It should be easy to create multiple drafts/versions as options for your customer.
Accurate Quotes
Your quotes and project plans should reflect reality. This is what it will look like when you actually do the project.
Instant Transition
Since the project plan and pricing is accurate, there is no more “Now how do we make this work?” You can immediately transition from proposal to live project.
Why you need opportunity management
Boost Accuracy
● Automated process to reduce human error
● Optimal project structure every time
● Eliminate erratic and “wishful” sales proposals
Improve Collaboration
● Sales, planning and operations teams work together seamlessly
● Project Managers can more easily support each other
● Enable multiple planners and controllers on a single project
● Task owners and team members easily navigate plans across different projects
To achieve the project sales capabilities above key elements
Business Opportunity Management
Sales Order Management
Customer Requirement Management
Sales contract management
Whole-process customer collaboration