Companies like Modern Niagara send out hundreds of proposals and bids yearly to prospective customers. This process is often managed manually across multiple spreadsheets, making it difficult to achieve complete oversight of the sales funnel. This often translates to a lack of visibility and missed opportunities. To this end, Modern Niagara reached out to Alphabyte for a solution to streamline its process of creating and managing proposals.
Fix This for Us!
Modern Niagara struggled with the following questions with regards to its proposals process:
- What is the bid status of all proposals within the pipeline?
- What is the expected dollar value of outstanding proposals should they convert?
- What is the Hit Ratio and Gross Margin %?
- How do Sales and Costs break down by Customer and Trade?
- How many Labour Resources will be needed to manage work in the coming quarters?