In today’s fast-paced environment, time is a critical factor in your company’s success. And you can’t waste it searching through inappropriate and duplicate leads to find those that are right for your company. Project Pipeline enables you to manage your leads effectively so that you can quickly turn them into opportunities!
Project Pipeline enables you to improve the Lead Management Process by providing the ability to:
- Review Leads and Automatically Distribute to Your Team – with Project Pipeline, you can set up filters so that opportunities can be assigned to a particular user in your organization, based on the Project or Bidder’s criteria.
- Manage Leads from Multiple Sources – Project Pipeline enables you to enter your leads and manage them all in one place. Regardless of whether you receive them through The Blue Book Network or another source – Project Pipeline is your solution for managing them.
- Suggest and Consolidate Duplicate Project Leads – Project Pipeline gives you the ability to link duplicate Project Leads, even from different bidders or different lead sources, saving you hours of time sorting through and tracking bid information on the same project from multiple sources.
- Highlight and Target Clients You Have Bid to in the Past – When you use Project Pipeline to manage the clients you are pursuing as opportunities, Project Pipeline will highlight these companies on Bidder's Lists so you don't miss out on opportunities from your best clients.
- Create Stored Searches to Quickly ID the Most Qualified Leads – Project Pipeline’s functionality enables you to set criteria based on project or bidder information and store those searches so that you can use reuse them to help find the Project Leads that best match your company’s needs.