Deltek Costpoint® CRM
Features and Benefits

Know When to Bid With Deltek Costpoint CRM
It is easy to waste B&P money when deciding whether or not to bid on a project or program. With Deltek Costpoint CRM, you can start evaluating your positioning and ability to win at different stages and stop wasting bid and proposal dollars.

Get the tools you need to ensure you are making the best bid decisions. Costpoint CRM enables you to put a consistent process in place – evaluate pre-defined criteria at each stage of the process, easily communicate critical information and escalate to another decision-making body when required.

Feature Benefit
Centralized Information Repository Costpoint CRM makes it easy to gather your intelligence on leads and opportunities in one centralized location. You can continue to collect information including agency information, contacts, SWOT analysis and other intelligence with an intuitive, easy-to-use interface.

Team resumes, past performance documentation and skill set worksheets help you analyze your organization's strengths and weaknesses as you prepare to put together the winning team. Document management allows users to create, manage, edit and maintain version control of key material.
Bid Team Collaboration Costpoint CRM features allow teams to review bids, comment and provide feedback. The ability to send an instant message or email enables you to easily collaborate on documents.
Bid Process Automation Automate processes based on pre-defined criteria to ensure that key bid/no-bid questions find answers, allowing you to make the final call. Flexible workflows ensure that the proper team members are involved in the decision process. Use Costpoint CRM to set alerts and notifications based on risks and dependencies, and standardize the scoring and approval processes while quantifying the risks involved in moving forward with the bid.
Security for Internal and External Users Ensure that the right people have access to the right information. Use Costpoint CRM's secure access features as needed for internal and external partners.
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