1) Managing business development leads
2) Establishing a job tracking system
3) Document Management
1) Managing business development leads
The Challenge:
The company was using a manual system to manage leads. However in order to convert the leads into a high level of sales, detailed records needed to be kept. It was taking staff a long time to update the lead tracking system manually, reducing the amount of time that could be spent on face-to-face meetings with potential customers.
The information necessary for managing an individual lead included:
Bidding price - each lead is associated with multiple bidding prices. A time and date needs to be allocated to each process
The name of the contractor connected with the lead
The type of system needed to adapt a particular lead
The estimator’s name
A reminder for chasing leads
Lead status
Estimates
Lead budget
An alert to ensure managers are notified of leads
A mailing system to highlight lead status changes
Quotations
* Document storage and retrieval was a particular issue with the above process and took up valuable staff time.
The MSBC Bespoke Solution? Full automation through BDL Software.
The Result:
Faster working processes, fewer mistakes. Information can be located quickly.
Registers are still maintained, but at a much lower level then previously.
2) Establishing a job tracking system
The Challenge:
The company was using a manual system to handle purchase orders. Data being handled included: requisition registers; enquiries; quotations; purchase orders; delivery notes.
