January 29 & 30, 2014

San Antonio, TX

Dan FerraroOffice Managing Partnerdan.ferraro@plusconsulting.com

Josh GhalyMS CRM Practice Managerjosh.ghaly@plusconsulting.com

Create a platform which will become the process and technology cornerstone of growth

Provide a view into all customer interactions and opportunities across the organization

Better understand our customers' needs and respond with more targeted solutions

Improve collaboration among divisions, increase average bid size and reduce proposal costs

• Organizational realignment with increased focus on core business

• Sale of non-core or non-strategic business units while growing core business through acquisition and supporting technologies

• Increased need to fine-tune Pursuit selection process

• Greater collaboration across Business Units – larger contracts and lower Pursuit costs

• Need for accurate forecasting through the entire contract – BD pipeline to WIP to parts, repairs, service and upgrades

• Pursuit review and approval process changes – less control exerted on smaller contracts

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GovCon Capture Master

CRM for Government Contractors

• Low cost solution with quick implementation

• Integration with ERP• Standardization across Business Units (ERP and CRM)

• Opportunity security configurable to both US and International business rules and requirements

• Organize the Pursuit, build the Capture Plan and manage Capture Team resources

• Expedite & standardize the BD process with the custom configurator -lower Administrative overhead and improve controls

• Secure document storage from Lead to Pursuit through WIP

• Automated Phase and Gate reviews, thresholds and approvals

• Gate Review Checklist utility

• Export Gate Review material to your Pursuit PowerPoint templates

• Graphic Account Org Chart helps manage complex organizations such as Defense Agencies and global primes

• Pwin Calculator delivers objective Pursuit forecast probability

• Global Search helps your team find information anywhere in CRM

• Phase and Gate Reviews configurable by BU, value, type & platform

• Opportunity Security – segment up to 4 organizational levels, cross organizational teams, capture team, firewall and management chain

• Export Gate Review Material to PowerPoint• Check List Creation for Gate Reviews

• SharePoint Integration – security permissions set at Opportunity passes to SharePoint site

• Opportunity Cloning – Templates, Multiple Quote, IDIQ, Incremental or Partial Funding

• Capture Teams – predefined or built on the fly

Group Calendars

Work in Process

Advanced Pursuit Security

Global Search Utility

Case 1:• UK HQ - grew quickly thru acquisition• 12 Divisions globally• CRM was the first enterprise app• Pre GovCon

• Lengthy forecasting process• Disjointed selling

• Post GovCon• Significantly reduced time to forecast• Increased business unit collaboration

Case 2:• US HQ - Strong growth annually due to innovative

solutions and patented technology• Pre GovCon

• Decentralized business critical data• Communication delayed due to ‘roll-up’

• Post GovCon• Centralized, real-time decision making data• Business process automation improves

communication

Microsoft Dynamics

CRM

GovCon Capture Master

Microsoft Dynamics

AX

Call for a demo today!