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Proposal Management

Create project-based quotations from Salesforce or MS-Dynamics CRM

Convert CRM opportunities into project-based quotations, 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.

Options and Sets

Manage proposal options through sets, line items and costs (WBS/CBS/OBS/PBS), change requests and versions.

Project-CPQ

Price, plan and cost a blend of configure-to-order and engineer-to-order products and services.

One version of
the Truth

Everything is in our central database, not lost on someone's Excel spreadsheet somewhere.

Multi-Country

Manage multi-entity, country, currency and language proposals and capital projects requests with our workflow.

CRM pipeline
with Cost

Report on pipeline cost, profitability and revenue by month, with staffing/skills needs, and more.

Seamless Salesforce CRM integration with Twenty5.

Join Sales & Delivery Together

working in silos graphic

Break down Silos

Break-down silos between sales and delivery as everyone works from the same data, the same project, and the same numbers. Effortlessly convert CRM opportunities into project-based proposals, into customer quotations, and into program baselines in your SAP S/4 tool, to track delivery and actuals against.

Have your Whole Team Pull in One Direction

With our tool there is only one set of numbers, one version of the truth, from estimated, to planned, to baselined or forecast, to actuals. Everyone is working to the same goals, from the sales team maximizing revenue at any cost, to delivery who need to to ensure successful, profitable, and on target projects.

All Hands In
Stock Market Chart

More Effective Business Forecasts

Having one forecast from sales and another from finance (and HR/staffing not believing either one) is now a thing of the past. Track pipeline opportunities as real projects with probabilities, revenue by month of delivery and accurate, realistic resource and future staffing/skills needs.

Designed on SAP HANA for Organizations Running SAP

Our solution takes full advantage of SAP's robust HANA database. It is natively integrated with your CRM and SAP S/4 system to re-use master data already maintained in SAP, such as resource pools, BOMs, materials, routings, suppliers, customers, etc. At the same time, we leverage and reference your rich transaction history sitting in SAP, such as supplier quotes, contracts, purchase orders and work orders, to anchor estimates in reality.

 

Most long-time SAP customers have non-SAP data sources critical for the bid & proposal process, such as DOORS, Primavera, PLM, MS-Dynamics and Salesforce. Don't worry; we've got you covered. We can even import data from non-SAP ERP systems, and from Excel.

 

We have added flexibility to fit your specific landscape and security requirements regarding deployment. We support several deployment scenarios - such as directly in your S/4 HANA instance, in a self-hosted HANA sidecar, or from the cloud - secure, scalable and compliant.

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