Intuitive client organization,
lead tracking & outcome analytics
for growing your businesses.
KEY FEATURES
1. CLIENT ORGANIZATION
Store key client information such as names, addresses, contact information, contact persons, and bid history in a secure, centralized, shareable, and searchable database.
2. NEW BID/LEAD INPUT FORM
Easily input new leads and all relevant information into a form that manages leads through the sales pipeline.
3. INTERACTION TRACKING
Keep track of your interactions and conversations with our Contact Log that lets you to add notes to document your client history.
4. LEAD ASSIGNMENT
The bid form allows a user to assign a lead/bid to a specific user from a customizable dropdown feature that lists all authorized users. The selected user will receive an automated email notifying them that they have been assigned a bid with a link to the lead/bid.
5. AUTOMATED NOTIFICATIONS
Automated notification will be sent by emails when a user is assigned a new bid/lead, when a bid is almost due, and when they need to follow up on a bid that is still under review.
6. DASHBOARD
Overview of current sales pipeline that reads like a snapshot showing several KPI's such as Best Client by Quantity, Best Client by Dollar Amount, Best Estimator/Salesperson by Quantity, Best Estimator/Salesperson by Dollar Amount, Quantity & Value by Bid Status and a graph showing YTD Bid Volume.
7. PIPELINE
Gives an overview of your entire sales pipeline as well as the status/progress of each individual stage in the sales funnel.
8. ANALYTICS & REPORTING
Out of the box reports including Sales Summary Reports, Client Bid History and Sales Rep Performance that are customizable by using several filter options available. Reports can also be exported and shared in .PDF or .XLS format.
9. CUSTOM SETTINGS
Settings allows users to modify their subscription, customize bid formats & bid types. Users can also customize the automated bid number template based on several available filters.