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What is Graff Group?

In today's competitive landscape, the speed at which business operates is directly influenced by the quickness of our thinking. What was formally regarded as certain by your prospects or within the competitive arena has probably shifted over time. Thus, it's essential to challenge everything, including the information shared by your sales team. While they may have a solid understanding of the client, do they genuinely grasp the client's true feelings and motivations? They might, but if your revenue is stagnant, it could signal a need to reassess those insights. Conducting a simple Win/Loss analysis could reveal flaws in some of your foundational beliefs. The success of a Win/Loss evaluation greatly depends on the depth of inquiry into the relevant topics. We conduct unbiased, one-on-one telephone interviews with all key decision-makers and influencers involved in the sales process. The timing of this study is crucial, necessitating that it takes place during or right after the sales cycle to ensure the accuracy of the information collected, as the experience remains fresh in the prospect's mind. This reflective practice can yield significant insights that have the potential to influence future business strategies profoundly. By committing to this analysis, organizations can better align their approaches to meet evolving market demands effectively.

What is BidBook?

Optimize your bidding, revenue management, and project oversight using BidBook CRM, which effectively nurtures relationships to stimulate demand for new projects. It allows for the submission of proposal estimates and oversees follow-up tasks efficiently. Users can access the estimation queue, work on or upload estimates, and invite vetted suppliers to submit bids for various scopes of work. Furthermore, it facilitates the management of the supplier bidding process alongside the overall budget. The platform also generates comprehensive proposal documentation, encourages team collaboration, and serves as the go-to tool for all incoming bid opportunities. Additionally, it compiles all essential files, drawings, and addendums while delegating bids and estimates to the sales team. Users can monitor project demand, review revenue schedules, and conduct profit analysis, in addition to approving purchase orders and initiating invoices when necessary, ensuring a streamlined workflow throughout the project lifecycle. Ultimately, BidBook CRM enhances overall efficiency and fosters successful project completion.

Media

Media

Integrations Supported

Microsoft Excel
Microsoft Outlook
QuickBooks Accountants
QuickBooks Online
Salesforce
Viewpoint Estimating

Integrations Supported

Microsoft Excel
Microsoft Outlook
QuickBooks Accountants
QuickBooks Online
Salesforce
Viewpoint Estimating

API Availability

Has API

API Availability

Has API

Pricing Information

Pricing not provided.
Free Trial Offered?
Free Version

Pricing Information

$30.00/month/user
Free Trial Offered?
Free Version

Supported Platforms

SaaS
Android
iPhone
iPad
Windows
Mac
On-Prem
Chromebook
Linux

Supported Platforms

SaaS
Android
iPhone
iPad
Windows
Mac
On-Prem
Chromebook
Linux

Customer Service / Support

Standard Support
24 Hour Support
Web-Based Support

Customer Service / Support

Standard Support
24 Hour Support
Web-Based Support

Training Options

Documentation Hub
Webinars
Online Training
On-Site Training

Training Options

Documentation Hub
Webinars
Online Training
On-Site Training

Company Facts

Organization Name

Graff Group

Date Founded

1993

Company Location

United States

Company Website

www.graffgroup.com/winloss-analysis/

Company Facts

Organization Name

CRM Evangelist

Date Founded

2011

Company Location

United States

Company Website

www.crmevangelist.com/construction-crm/

Categories and Features

Categories and Features

Construction Bid Management

Bidder Management
Building Product Database
Cost Database
File Sharing
Proposal Management
Quotes / Estimates
RFP Management
Subcontractor Management
Takeoff
Version Control

Construction CRM

Client Tracking
Contract Management
Forecasting
Project Management
Quote Management
Sales Management
Scheduling
Time Management

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