GovCon Capture- Advanced CRM Tool for Government Contractors
-
Upload
plus-consulting -
Category
Technology
-
view
200 -
download
5
description
Transcript of GovCon Capture- Advanced CRM Tool for Government Contractors
![Page 1: GovCon Capture- Advanced CRM Tool for Government Contractors](https://reader035.fdocuments.in/reader035/viewer/2022081519/55797bd6d8b42a5f438b4a8b/html5/thumbnails/1.jpg)
January 29 & 30, 2014
San Antonio, TX
![Page 3: GovCon Capture- Advanced CRM Tool for Government Contractors](https://reader035.fdocuments.in/reader035/viewer/2022081519/55797bd6d8b42a5f438b4a8b/html5/thumbnails/3.jpg)
![Page 5: GovCon Capture- Advanced CRM Tool for Government Contractors](https://reader035.fdocuments.in/reader035/viewer/2022081519/55797bd6d8b42a5f438b4a8b/html5/thumbnails/5.jpg)
Create a platform which will become the process and technology cornerstone of growth
Provide a view into all customer interactions and opportunities across the organization
Better understand our customers' needs and respond with more targeted solutions
Improve collaboration among divisions, increase average bid size and reduce proposal costs
![Page 6: GovCon Capture- Advanced CRM Tool for Government Contractors](https://reader035.fdocuments.in/reader035/viewer/2022081519/55797bd6d8b42a5f438b4a8b/html5/thumbnails/6.jpg)
• Organizational realignment with increased focus on core business
• Sale of non-core or non-strategic business units while growing core business through acquisition and supporting technologies
• Increased need to fine-tune Pursuit selection process
• Greater collaboration across Business Units – larger contracts and lower Pursuit costs
• Need for accurate forecasting through the entire contract – BD pipeline to WIP to parts, repairs, service and upgrades
• Pursuit review and approval process changes – less control exerted on smaller contracts
![Page 7: GovCon Capture- Advanced CRM Tool for Government Contractors](https://reader035.fdocuments.in/reader035/viewer/2022081519/55797bd6d8b42a5f438b4a8b/html5/thumbnails/7.jpg)
![Page 8: GovCon Capture- Advanced CRM Tool for Government Contractors](https://reader035.fdocuments.in/reader035/viewer/2022081519/55797bd6d8b42a5f438b4a8b/html5/thumbnails/8.jpg)
![Page 9: GovCon Capture- Advanced CRM Tool for Government Contractors](https://reader035.fdocuments.in/reader035/viewer/2022081519/55797bd6d8b42a5f438b4a8b/html5/thumbnails/9.jpg)
A S
impl
ifie
d BD
Pro
cess
![Page 10: GovCon Capture- Advanced CRM Tool for Government Contractors](https://reader035.fdocuments.in/reader035/viewer/2022081519/55797bd6d8b42a5f438b4a8b/html5/thumbnails/10.jpg)
![Page 11: GovCon Capture- Advanced CRM Tool for Government Contractors](https://reader035.fdocuments.in/reader035/viewer/2022081519/55797bd6d8b42a5f438b4a8b/html5/thumbnails/11.jpg)
![Page 12: GovCon Capture- Advanced CRM Tool for Government Contractors](https://reader035.fdocuments.in/reader035/viewer/2022081519/55797bd6d8b42a5f438b4a8b/html5/thumbnails/12.jpg)
GovCon Capture Master
CRM for Government Contractors
![Page 13: GovCon Capture- Advanced CRM Tool for Government Contractors](https://reader035.fdocuments.in/reader035/viewer/2022081519/55797bd6d8b42a5f438b4a8b/html5/thumbnails/13.jpg)
• Low cost solution with quick implementation
• Integration with ERP• Standardization across Business Units (ERP and CRM)
• Opportunity security configurable to both US and International business rules and requirements
• Organize the Pursuit, build the Capture Plan and manage Capture Team resources
• Expedite & standardize the BD process with the custom configurator -lower Administrative overhead and improve controls
• Secure document storage from Lead to Pursuit through WIP
![Page 14: GovCon Capture- Advanced CRM Tool for Government Contractors](https://reader035.fdocuments.in/reader035/viewer/2022081519/55797bd6d8b42a5f438b4a8b/html5/thumbnails/14.jpg)
• Automated Phase and Gate reviews, thresholds and approvals
• Gate Review Checklist utility
• Export Gate Review material to your Pursuit PowerPoint templates
• Graphic Account Org Chart helps manage complex organizations such as Defense Agencies and global primes
• Pwin Calculator delivers objective Pursuit forecast probability
• Global Search helps your team find information anywhere in CRM
![Page 15: GovCon Capture- Advanced CRM Tool for Government Contractors](https://reader035.fdocuments.in/reader035/viewer/2022081519/55797bd6d8b42a5f438b4a8b/html5/thumbnails/15.jpg)
![Page 16: GovCon Capture- Advanced CRM Tool for Government Contractors](https://reader035.fdocuments.in/reader035/viewer/2022081519/55797bd6d8b42a5f438b4a8b/html5/thumbnails/16.jpg)
![Page 17: GovCon Capture- Advanced CRM Tool for Government Contractors](https://reader035.fdocuments.in/reader035/viewer/2022081519/55797bd6d8b42a5f438b4a8b/html5/thumbnails/17.jpg)
![Page 18: GovCon Capture- Advanced CRM Tool for Government Contractors](https://reader035.fdocuments.in/reader035/viewer/2022081519/55797bd6d8b42a5f438b4a8b/html5/thumbnails/18.jpg)
![Page 19: GovCon Capture- Advanced CRM Tool for Government Contractors](https://reader035.fdocuments.in/reader035/viewer/2022081519/55797bd6d8b42a5f438b4a8b/html5/thumbnails/19.jpg)
![Page 20: GovCon Capture- Advanced CRM Tool for Government Contractors](https://reader035.fdocuments.in/reader035/viewer/2022081519/55797bd6d8b42a5f438b4a8b/html5/thumbnails/20.jpg)
![Page 21: GovCon Capture- Advanced CRM Tool for Government Contractors](https://reader035.fdocuments.in/reader035/viewer/2022081519/55797bd6d8b42a5f438b4a8b/html5/thumbnails/21.jpg)
• Phase and Gate Reviews configurable by BU, value, type & platform
• Opportunity Security – segment up to 4 organizational levels, cross organizational teams, capture team, firewall and management chain
• Export Gate Review Material to PowerPoint• Check List Creation for Gate Reviews
• SharePoint Integration – security permissions set at Opportunity passes to SharePoint site
• Opportunity Cloning – Templates, Multiple Quote, IDIQ, Incremental or Partial Funding
• Capture Teams – predefined or built on the fly
![Page 22: GovCon Capture- Advanced CRM Tool for Government Contractors](https://reader035.fdocuments.in/reader035/viewer/2022081519/55797bd6d8b42a5f438b4a8b/html5/thumbnails/22.jpg)
![Page 23: GovCon Capture- Advanced CRM Tool for Government Contractors](https://reader035.fdocuments.in/reader035/viewer/2022081519/55797bd6d8b42a5f438b4a8b/html5/thumbnails/23.jpg)
![Page 24: GovCon Capture- Advanced CRM Tool for Government Contractors](https://reader035.fdocuments.in/reader035/viewer/2022081519/55797bd6d8b42a5f438b4a8b/html5/thumbnails/24.jpg)
![Page 25: GovCon Capture- Advanced CRM Tool for Government Contractors](https://reader035.fdocuments.in/reader035/viewer/2022081519/55797bd6d8b42a5f438b4a8b/html5/thumbnails/25.jpg)
![Page 26: GovCon Capture- Advanced CRM Tool for Government Contractors](https://reader035.fdocuments.in/reader035/viewer/2022081519/55797bd6d8b42a5f438b4a8b/html5/thumbnails/26.jpg)
Group Calendars
Work in Process
Advanced Pursuit Security
Global Search Utility
![Page 27: GovCon Capture- Advanced CRM Tool for Government Contractors](https://reader035.fdocuments.in/reader035/viewer/2022081519/55797bd6d8b42a5f438b4a8b/html5/thumbnails/27.jpg)
Case 1:• UK HQ - grew quickly thru acquisition• 12 Divisions globally• CRM was the first enterprise app• Pre GovCon
• Lengthy forecasting process• Disjointed selling
• Post GovCon• Significantly reduced time to forecast• Increased business unit collaboration
Case 2:• US HQ - Strong growth annually due to innovative
solutions and patented technology• Pre GovCon
• Decentralized business critical data• Communication delayed due to ‘roll-up’
• Post GovCon• Centralized, real-time decision making data• Business process automation improves
communication
![Page 28: GovCon Capture- Advanced CRM Tool for Government Contractors](https://reader035.fdocuments.in/reader035/viewer/2022081519/55797bd6d8b42a5f438b4a8b/html5/thumbnails/28.jpg)
![Page 29: GovCon Capture- Advanced CRM Tool for Government Contractors](https://reader035.fdocuments.in/reader035/viewer/2022081519/55797bd6d8b42a5f438b4a8b/html5/thumbnails/29.jpg)
Microsoft Dynamics
CRM
GovCon Capture Master
Microsoft Dynamics
AX
![Page 30: GovCon Capture- Advanced CRM Tool for Government Contractors](https://reader035.fdocuments.in/reader035/viewer/2022081519/55797bd6d8b42a5f438b4a8b/html5/thumbnails/30.jpg)
Call for a demo today!