Background
This billion-dollar utility construction & services company averages over 200 bids per year. The solution needed to enable Business Development, Estimators & Sub-Contractor Managers, to track and manage the huge volume of complex bids and related sub-contractors.
Hurdles
The company had just purchased Salesforce.com and needed a partner to deliver results. The data needed to be migrated from Excel and their ERP into Salesforce & the team trained.
Goals
Implement Bid & Sub-Contractor Management Implement Salesforce.com load and clean the data. Train the team on following the process using the tool.
Deliverables
- Bid Management
- Sub-Contractor Management
- Pipeline Management
- Sales Analytics
Applied Experience
- More than 30 years of experience with CRMs
- Worked with Salesforce.com for 20 years
- Over 100 implementations from 2 to 3,500 users
The Return on Investment
Work Smarter
By defining Bid Management and Sub-Contractor Management processes and implementing them in Salesforce.com the team can use one system for all their work, eliminating double entry & saving
them time.
Manage Better
With one database for all bids and sub-contractors, the leadership now have a clear view of bids in flight, due dates, win rates and eligible sub-contractors to bring into projects.
Grow Faster
With visibility into open bids, making communications easier and management data driven, the client now executes their business development strategy end to end on Salesforce.com.
