Business Development

Key features include …

Proposal registration

  • Assign client, contact, BD lead, project manager and director
  • Set budgets – proposal budget, project budget/value (internal time, third party costs)
  • Record go/no go and win/loss data
  • Review proposals by team lead and BD manager

Proposal tracking

  • Record proposal effort in timesheets
  • Show proposal ‘spend’ against budget and due date
  • Record quality assurance events – proposal review, send and follow-up

Convert to project

  • Carry over proposal details to project
  • Ensure consistent job numbering
  • Close proposal (to prevent further charges)