Presales
RFPs, estimates and proposals
RFP tracking, solutioning, effort estimates and proposal versions. The estimate that wins the deal is the same one Delivery plans against.
What it does
Built around the work, not the database
- RFP register with deadlines and owners
- Effort and cost estimates with assumption logs
- Proposal versions with approval trails
- Solution artefacts attached to the opportunity
- Win/loss reasons fed back to CRM
Works alongside
The rest of Customer & Revenue
They resolve against the same org, so they agree on departments and people without an integration.