January 29 & 30, 2014
San Antonio, TX
Dan Ferraro
Office Managing Partner
dan.ferraro@plusconsulting.com
Josh Ghaly
MS CRM Practice Manager
josh.ghaly@plusconsu...
Create a platform which will become the process and
technology cornerstone of growth
Provide a view into all customer inte...
• Organizational realignment with increased focus on core business
• Sale of non-core or non-strategic business units whil...
A Simplified BD Process
GovCon Capture Master
CRM for Government Contractors
• Low cost solution with quick implementation
• Integration with ERP
• Standardization across Business Units (ERP and CRM)...
• Automated Phase and Gate reviews, thresholds and approvals
• Gate Review Checklist utility
• Graphic Account Org Chart h...
• Phase and Gate Reviews configurable by BU, value, type & platform
• Opportunity Security – segment up to 4 organizationa...
Group
Work in
Calendars Process

Global
Search
Utility

Advanced
Pursuit
Security
Case 1:
• UK HQ - grew quickly thru acquisition
• 12 Divisions globally
• CRM was the first enterprise app
• Pre GovCon
• ...
Microsoft
Dynamics
CRM

GovCon
Capture
Master

Microsoft
Dynamics
AX
Call for a demo today!
GovCon Capture- Advanced CRM Tool for Government Contractors
GovCon Capture- Advanced CRM Tool for Government Contractors
GovCon Capture- Advanced CRM Tool for Government Contractors
GovCon Capture- Advanced CRM Tool for Government Contractors
GovCon Capture- Advanced CRM Tool for Government Contractors
GovCon Capture- Advanced CRM Tool for Government Contractors
GovCon Capture- Advanced CRM Tool for Government Contractors
GovCon Capture- Advanced CRM Tool for Government Contractors
GovCon Capture- Advanced CRM Tool for Government Contractors
GovCon Capture- Advanced CRM Tool for Government Contractors
GovCon Capture- Advanced CRM Tool for Government Contractors
GovCon Capture- Advanced CRM Tool for Government Contractors
GovCon Capture- Advanced CRM Tool for Government Contractors
GovCon Capture- Advanced CRM Tool for Government Contractors
GovCon Capture- Advanced CRM Tool for Government Contractors
GovCon Capture- Advanced CRM Tool for Government Contractors
GovCon Capture- Advanced CRM Tool for Government Contractors
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GovCon Capture- Advanced CRM Tool for Government Contractors

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GovCon Capture Master™ Solves Your Pursuit Management Needs
GovCon Capture Master™ is an advanced CRM tool for capture management, business development and lifecycle management. It works the way your government contracting team does to help close more sales.
GovCon Capture Master is built on Microsoft Dynamics CRM and designed specifically for firms doing business with US Federal, State, Local and Foreign governments.

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GovCon Capture- Advanced CRM Tool for Government Contractors

  1. 1. January 29 & 30, 2014 San Antonio, TX
  2. 2. Dan Ferraro Office Managing Partner dan.ferraro@plusconsulting.com Josh Ghaly MS CRM Practice Manager josh.ghaly@plusconsulting.com
  3. 3. 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 Improve collaboration among divisions, increase average bid size and reduce proposal costs Better understand our customers' needs and respond with more targeted solutions
  4. 4. • 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 • Greater collaboration across Business Units – larger contracts and lower Pursuit costs • Increased need to fine-tune Pursuit selection process • Pursuit review and approval process changes – less control exerted on smaller contracts • Need for accurate forecasting through the entire contract – BD pipeline to WIP to parts, repairs, service and upgrades
  5. 5. A Simplified BD Process
  6. 6. GovCon Capture Master CRM for Government Contractors
  7. 7. • Low cost solution with quick implementation • Integration with ERP • Standardization across Business Units (ERP and CRM) • Organize the Pursuit, build the Capture Plan and manage Capture Team resources • Opportunity security configurable to both US and International business rules and requirements • Secure document storage from Lead to Pursuit through WIP • Expedite & standardize the BD process with the custom configurator lower Administrative overhead and improve controls
  8. 8. • Automated Phase and Gate reviews, thresholds and approvals • Gate Review Checklist utility • Graphic Account Org Chart helps manage complex organizations such as Defense Agencies and global primes • Export Gate Review material to your Pursuit PowerPoint templates • Global Search helps your team find information anywhere in CRM • Pwin Calculator delivers objective Pursuit forecast probability
  9. 9. • 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 • SharePoint Integration – security permissions set at Opportunity passes to SharePoint site • Export Gate Review Material to PowerPoint • Check List Creation for Gate Reviews • Capture Teams – predefined or built on the fly • Opportunity Cloning – Templates, Multiple Quote, IDIQ, Incremental or Partial Funding
  10. 10. Group Work in Calendars Process Global Search Utility Advanced Pursuit Security
  11. 11. 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
  12. 12. Microsoft Dynamics CRM GovCon Capture Master Microsoft Dynamics AX
  13. 13. Call for a demo today!

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