Autograph CRM Implementation Proposal Template Made Easy

Comment crm implementation proposal template

mark is a business development director for an architecture and engineering firm last year he brought in three new record-breaking projects to his firm increased the firm's profit margins by two percent and worked with his firm's marketers to increase their proposal rate to 41 mark is a great business development director but the secret isn't just his talent long hours or great timing the secret behind these record-breaking numbers with the firm's adoption of cossential [Music] at the core of cocentral is the customer relationship management system or crm business developers and principals love the crm because it travels with them whether they're on site at their desk or on the road cocentral has them covered placental crm has four major components a complete system of mobile email desktop and proposal technologies that give your business development organization complete control over their process with cossential for mobile you can easily create update and manage your contacts in relationships the aec industry is a relationship driven business and it's more critical than ever that those relationships remain strong you can automatically create or log touch points or surface strategic insights straight from your smartphone you can also uncover every record associated with any company you have worked with or hope to work with for those who are frequent travelers visiting those crucial relationships you have the ability to tap into map view and strategize your time spent on the road consensual for outlook was built to meet you where you're at you spend countless hours in your email so why not bring your crm into your inbox consensual for outlook gives you the ability to keep track of your contacts and pipeline with easy pre-populated forms to create a contact company opportunity or lead or keep track of important information like call logs and touch points with pipeline view you're able to manage your entire pipeline with opportunity stages configured straight to your business opportunities move right through these stages in an easy drag-and-drop format that updates the entire crm real time saving you time and effort from navigating between systems to prepare for important meetings or keep track of your efforts at the heart of the desktop application or crm you're able to keep a constant pulse on the state of your business with a strategic and centralized platform all reports and records are updated and stored the second something has changed for all users principals are able to have quick insights into business development performance proposal hit rates market opportunities and more with easy configurable dashboard reporting these dashboards can be customized and matched to meet the needs of different users of the system so you're only seeing the data you need in a way that's easy to understand with cocentral crm you're able to strategize how you capture new work as well you can build meaningful account plans with details like swot analysis and success factors that are key to winning new business you're also able to uncover past projects and connections tied to projects you're going after today as a multi-disciplinary firm you team up with other organizations to win new business consensual crm gives you access to manage teamed opportunities with accurate win loss reporting we know you may team up with multiple firms to win one project but that opportunity will only be stored as one overall pursuit the world's leading marketing teams rely on consensual in order to keep past project and personnel records all in one place cutting down the manual time spent on proposals by 75 with publisher 4.0 you can automatically generate proposal components such as resumes and project profiles into your firm's indesign or word templates within minutes publisher 4.0 also gives you a place to store key project details such as project certifications and components meaning within a few clicks you can find the perfect staff and pass project examples to help you win the pursuit consensual's world-class partnerships mean you have access to integrate the leading aec erp project management and hr providers right into your crm to offer you a holistic view of your financial and project reporting once you partner with cossential you have access to our team of industry veterans implementation specialists and integration technicians who will get your entire user group up and running on the system with adoption as the core focus you will then have access to free support live and on-demand trainings and peer-led communities to make sure you get the most out of your investment with co-central by choosing cocentral you're choosing to take back control of your pre-sales process to drive revenue increase profits and re-imagine your firm's ability to win go beyond the crm with consensual