Your services expertise and methodology is a key part of your firm’s value. Incorporating them into the selling process sets your firm apart and increases win rates.
Sales collaboration: Be proactive and participate early in the sales cycle to create accurate quotes and manage customer expectations.
Capacity planning: Give services teams forward-looking visibility into the sales pipeline for better planning.
Services handoff: Create projects directly from won opportunity data. And leverage all relevant information on one platform in one place visible to all teams involved.