RSM Job Based Sales

Job Based Sales is a purpose-built solution designed to help project-driven organizations—such as those in architecture, engineering, and construction—manage complex sales cycles with greater accuracy, speed, and transparency.

Key Value and Benefits:

• Streamlines bidding and opportunity management: Centralizes all bids, opportunities, and related activities in one intuitive platform, reducing manual errors and accelerating deal velocity.
• Improves forecasting and operational efficiency: Real-time dashboards and reporting tools provide visibility into open opportunities, awarded bids, and performance metrics, enabling better decision-making.
• Supports multiple stakeholders and competitive bids: Facilitates collaboration among contractors, subcontractors, and partners, allowing users to define detailed line items, solicit and evaluate bids, and award contracts efficiently.
• Industry associations: Tailored for project-driven industries such as construction, engineering, and architecture, but adaptable for any organization managing job-based sales.
• Role-based access: Offers distinct user roles (Salesperson, Admin, Account Administrator) to ensure secure, relevant access to features and data.
• Integration with Microsoft Power Platform and Dynamics 365 Sales: Leverages familiar Microsoft technologies for seamless user experience, scalability, and security.

Who Benefits:

• Sales teams, project managers, estimators, and administrators who need to manage multiple bids per project, track opportunities from creation to award, and collaborate across departments or organizations.

Customer Needs Addressed:

• Eliminates fragmented processes and spreadsheets by providing a consistent, repeatable framework for managing sales opportunities.
• Addresses the need for faster response times, improved organization, and enhanced win rates in competitive bidding environments.
• Enables organizations to capture market intelligence, analyze win/loss performance, and refine proposal strategies using centralized competitor and partner management features.

Why It Matters:

• We understand that managing job-based sales isn’t just about numbers—it’s about relationships, trust, and delivering on commitments in industries where every detail counts. Job Based Sales was designed with your challenges in mind: the pressure of tight deadlines, the complexity of multi-party collaboration, and the need for absolute clarity in competitive environments. Our goal is to give your team the confidence and tools to focus on what truly matters—winning work and building lasting partnerships—while the system takes care of the complexity behind the scenes.