Proposal Management
Create project-based quotations from opportunities in Salesforce or MS-Dynamics CRM, collaborate across global bid teams, and analyze your pipeline profitability and resource/staffing needs.
Natural CRM Extension
Manage end item deliverables, selecting rule-based project templates right from your CRM app.
Project-CPQ
Price, plan and cost a blend of configure-to-order and engineer-to-order products and services.
Multi-Country
Manage multi-entity, country, currency and language proposals with a central workflow.
Options and Sets
Manage proposal options through sets, line items, WBS, change requests, and project versions.
One Version of the Truth
All of your data is in our central database, not lost on someone's Excel spreadsheet somewhere.
CRM Pipeline with Margin
Forecast pipeline cost, profitability and revenue over time, with long term staffing/skills requirements, and more.
Join Sales & Delivery
With a single source of truth, every team works from the same data, driving accurate bids, profitable delivery, and confident long-term resource planning. Keep sales and delivery perfectly in sync.
Break-down the walls between sales and delivery with a collaborative platform that enables teams to work from the same data, the same project, and the same numbers. Effortlessly convert CRM opportunities into project-based proposals, customer quotations, and program baselines into an SAP S/4 tool to track delivery and actuals against.
Maintain one set of numbers, or one version of the truth, from estimated, to planned, to baselined or forecast, to actuals. The whole team works towards to the same goals and the sales team can maximize revenue to delivery to ensure successful, profitable, and on-target projects.
Gone are the days of businesses having one forecast from sales and another from finance. To stay ahead, track pipeline opportunities as real projects with probabilities, revenue by month, and accurate, realistic resource plans with future staffing/skills requirements.