The process begins from identifying a potential target and following it completely through the sales cycle until it becomes closed business and, ultimately, a job.
Client/project flagged as target (opportunity is already in the system)
Opportunity attributed to annual sales plan. Opportunity constantly updated as it develops
Contract form is generated as part of the proposal and is sent to appropriate parties for review and approval
Once proposal completed and approved, can be submitted to the Owner to await Notice of Award
When proposal is granted by Owner, the opportunity can then progress into either a Bid Job, or a full construction job by assigning it a Bid Job ID or a Job ID, respectively
Bid Job or Job can be viewed in the CMiC Project Controls system and the contract can be executed once the Contract Agreement is created, reviewed, and approved
Business Development can create and track leads with CMiC CRM. Once the lead becomes an opportunity, a proposal can be generated and either a Bid Job can be created or the proposal can become an executable project after awarded by the Owner.
