Streamline Government crm Deal Management with airSlate SignNow

How to create outlook signature

we're here to talk about some of the top features of dynamics crm for government contractors dynamics crm for government contractors has been customized to include all of the data elements in the terminology that are used in government contract pursuits this solution accelerator is built on dynamic crm one of the highest rated and most widely supported customer relationship management systems sales processes for government contracts are different from typical commercial sales government procurement cycles are longer than commercial purchases and involve many formal steps such as pre-solicitation notices requests for information requests for quotes and requests for proposals this solution simplifies the capture process by allowing users to search for opportunities from online databases within dynamics crm and importing those search results into crm records let's look at the opportunity management dashboard here you see a collection of lists and charts that summarize your activities business opportunities and vendor research dashboards may be easily customized to display other data from dynamic crm if you click on a graph segment such as on this bar chart a filter is applied to the records on the left you can even drill down into the individual opportunities from the list of records dynamics crm 2013 offers one-stop shopping showing you everything you need to know about an opportunity in one place let's take a closer look at this opportunity at the top of the form is the business process flow this ribbon consists of stages in the sales process as you move from one sales stage to another the appropriate fields are highlighted at the top of the form which allow you to advance to the next stage the number and names of steps are fully customizable to fit your company's process flow needs the business process flow also has the ability to create gates that prevent the solicitation from advancing unless specific criteria are met a menu option called find notices and awards allows users to search in contract databases without leaving the dynamics crm interface searching is done through a form that allows a user to choose which database to search define search terms and save search results as dynamic crm records the solution is pre-configured to search two public databases federal business opportunities and the federal procurement data system other databases may be added to the solution government proposals usually are written by a team of people and reviewed by others in the company before they are submitted separate reviews are often conducted for technical content pricing and legal compliance after an opportunity is identified it can be assigned to a salesperson or a team you can use an automated workflow in dynamics crm which assigns based on geography product type or other criteria you can also assign opportunities manually activities such as phone calls and appointments can be created for this record to be tracked in dynamics crm dynamics crm for government contractors allows an organization to set up and track teams of reviewers expediting the proposal process let's create a review this is the technical review for our proposal now let's add members to the review team when a review is initiated reviewers receive notifications when the proposal is ready for their review when your proposal has been accepted by the government agency you will receive an award notice let's close out this opportunity as a win dynamic crm for government contractors gives you a competitive edge by allowing you to track information more efficiently for more information about this solution visit our website infostrat.com