Proposal TAB in Vision CRM

A forum for Deltek Vision CRM & Proposals.
bevarts
Posts: 13
Joined: Fri Oct 03, 2008 3:19 pm
Brief Company Description: Environmental consultants
Deltek Vision Version: 5.1
Number of Employees: 230
Company Position: Marketing
Vision Modules: CRM, Projects, Custom Proposals, SF330, Timesheet
Number of Offices: 18
Year Vision Installed: 2002
Vision User Group: Boston, MA

Proposal TAB in Vision CRM

Postby bevarts » Wed Nov 28, 2012 9:18 am

Hi - has anyone used the Poposal tab in CRM which seems to capture basic RFP information such as date RFP was advertised, award date, etc. I'm looking for best practices and/or advise in how to best start using this tab for capturing information. Also, what are the gotchas?
Thx
Beth....

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Karen Sigel
Posts: 60
Joined: Mon Jun 02, 2008 8:41 am
Company: Buchart Horn, Inc.
Brief Company Description: A full-service international engineering and architectural firm, BH was founded in 1945 by friends Clair S. Buchart, AIA and Russell E. Horn, PE. BH was one of the first professional consulting companies to combine engineering and architecture under one roof. That innovation was fueled by a simple premise: it was better for clients if engineers and architects would cooperate rather than compete on projects. Simple ideas are often the most powerful; today the firm’s professional and support personnel serve local, state, and federal government clients around the world.
Deltek Vision Version: 7.0
Number of Employees: 200
Company Position: CRM Resources Coordinator
Vision Modules: CRM & Proposals/MODI
Number of Offices: 15
Year Vision Installed: 1999
Location: York, PA
Contact:

Re: Proposal TAB in Vision CRM

Postby Karen Sigel » Wed Jan 30, 2013 2:29 pm

Beth-

(Sorry, I didn't see this until today.)

We use the Proposals tab to track the individual production efforts related to pursuing an Opportunity. For a given opp, we might submit a letter of interest, followed by a statement of qualifications and/or a cost proposal, then a presentation, etc. Each of these would likely have a different due date and person assigned to prepare it. The fields on the dialog box are somewhat customizable, so we modified them to reflect our terms for the kinds of things that might be needed, the stages, etc. In addition, though we don't do it this way, you can link custom proposals from the Proposals module back to the Opportunity (and vice versa).

Gotchas tend to crop up with On/Call and IDIQ contracts, depending how you enter and track them; we haven't solved this for ourselves yet, so I'm not much help there. Also, reporting can be challenging once you get more than one item on the grid, if you're not careful to use the fields and corresponding search parameters correctly to limit your results.

If you have any specific questions, I'd be happy to answer them.
Karen L. Sigel
Buchart Horn, Inc.
717 852-1465
http://www.bucharthorn.com


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