Single View of Customer
360 degree view of your customers with all pertinent information (including proposals, engagements, purchase orders, invoices, etc.) in one place.
Easy, one-click creation of proposals from templates which include phases, assignments and commercial approaches. These can then be further refined to determine acceptable effort, revenue and margin to support detailed services pricing and achievable delivery.
Project timelines and breakdowns of work are created by scheduling tasks and dependencies at the project scoping stage, ensuring correct assignment of resources and a fuller understanding of your critical path.
Placeholder resource demand can be created against the proposal to help model the assignment rate, cost, duration and utilization, before an individual is assigned.
CRM and CPQ Integration
Automatically connects Kimble to third-party CRM and CPQ solutions, creating a single integrated process from sales to delivery and allowing both product and service quotes to be sourced from a single product.
Determine the average achieved margin from previous engagements for this customer, ensuring new proposals do not compromise the overall business profitability.
Determines the average expenses incurred from previous engagements for this customer, ensuring the most accurate expense forecast is used when submitting a proposal.
Bid Team Planner
Allows bid team resources to be scheduled on the proposal activity, capturing an accurate cost of sale, whilst ensuring the most appropriate resources are allocated to the bid team.
Allows early evaluation of risks by category and adds contingency budget to services cost to protect overall margins.
Supports quick, indicative forecasting at early stages of the sales process to ensure new projects are visible in the pipeline as early as possible.
Creates different team compositions and allows proposals to be modeled using these profiles to determine the best team structure and appropriate delivery margin.
Generates a formatted statement of work (SOW) based on details defined in the proposal, providing a consistent look and feel whilst speeding up the bid-cycle time.