| Feature |
 |
Benefit |
| Standardize Processes |
By standardizing and automating your proposal process on Costpoint CRM, your proposal team will always follow best practices. Developed specifically for government contractors, Costpoint CRM supports your unique proposal processes with flexible, easy-to-configure workflow tools. |
| Resumes and Past Performance |
Costpoint CRM provides one centralized location for your resumes, skill sets and past performance information. |
| Proposal Templates |
With Costpoint CRM's integration to Microsoft Word, PowerPoint and Excel, you can quickly create and review proposals, and review presentations. Using a proposal template, proposal managers can point-and-click to generate a branded, customized, accurate proposal in minutes. |
| Standard Proposal Verbiage Capture |
Costpoint CRM allows you to save standard information that can be reused on future proposals. Capture information such as executive summaries, product and service content, then personalize it within the proposal to eliminate the time and effort spent recreating the same proposal content multiple times. |
| Team Collaboration and Communication |
Geographically dispersed proposal team members and subcontractors can mean increased costs in travel to collaborate on proposals. The Costpoint CRM application allows for team collaboration, including activity and schedule management. Alerts and notifications keep the proposal team on schedule.
Use Costpoint CRM's Document Management tool to keep the most recent documents at your fingertips. The web-based interface allows you to access the latest material from anywhere – the office, the road or at a customer location. Improve collaboration, version control and access with Costpoint CRM. |
| Document Management |
Costpoint CRM integrates with Microsoft SharePoint to manage your corporate library for business development, capture and proposal related documents. It also helps you to capture knowledge as a corporate asset for consistent messaging, and create and maintain resumes and proposal templates. A centralized, collaborative repository associating contacts with agency requirements, program opportunities and contracts enables you to develop and maintain relationships between contacts, customers, industry and internal resources. |
| Find What You Need Quickly |
Use keyword search to find the most relevant and up-to-date documents. |
| Email Integration |
Easily attach key documents to emails and messages sent to team members or contacts. |
| Security |
Protect sensitive information by setting up security rules for folders. Segment your documents based on the team role, department or market.
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