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....

User avatar
Karen Sigel
Posts: 58
Joined: Mon Jun 02, 2008 8:41 am
Company: Buchart Horn, Inc.
Brief Company Description: Buchart Horn is a multi-disciplined consulting firm with more than seven decades of award wining engineering and architectural design experience. Established in 1945, the firm’s architects, engineers, and planners serve a growing list of clients in the US and Europe. The company is well known for designs of courthouses, offices, schools, churches, libraries, airports, highways, bridges, and environmental projects such as water treatment facilities, wastewater plants, and environmental studies.

Buchart Horn services include architecture; environmental, transportation, civil, electrical, mechanical, structural engineering services; construction management, disaster resistance assessments, site development, GIS, photogrammetry, planning, permitting, grant application assistance, and telecommunications.
Deltek Vision Version: 7.0
Number of Employees: 200
Company Position: Marketing Coordinator/Database Manager
Vision Modules: CRM & Proposals/MODI/Sync Server
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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