Account4 PSO Business Development

Account4 software can help you maximize revenue-generating opportunities and improve the operations of your Sales force. Designed specifically for use by Professional Services Organizations, Account4 makes critical customer, work and resource information available during the sales cycle. This helps you decide which opportunities to pursue, formulate more competitive and accurate bids, and assess your ability to deliver.

Contact Management
Access to contact information — such as call logs, and key documents — should be convenient and consistent. With Account4 and its central data repository, everyone is a click away from important contact, customer, vendor, and supplier profiles. Since Sales, Account Management, and Support staff are all on the same page, you will be aware of the latest developments, and your contacts will have confidence that your efforts are coordinated.

• Track contact profiles, calls, and key documents
• Evaluate progress according to project specifications, Statements of Work, or Contracts
• Maintain a complete audit trail of activities using online engagement reports
• Improve billing accuracy by tying time and expenses to the customer
• Recognize revenue as services are delivered
• View portfolios by customer and identify new sales opportunities

Opportunity Management
Identify the best opportunities, generate competitive business proposals, and deliver what you promise. This cannot be done in a bubble. Account4 lets you leverage flexible project pricing models so that you can quickly estimate potential costs and resource requirements. It also provides a view of all existing commitments, so that you can check for available resources and estimate delivery dates before closing business.

• Facilitate communication by sharing documents, changes, issues, and comments
• Win business by generating more competitive and accurate proposals
• Forecast revenue based on opportunities in the sales pipeline
• Gain visibility into all work and resource commitments across the organization
• Improve workforce planning by defining resource needs for potential work
• Reserve resources based on skills needed for future projects