BidBook

ACP Review - Josh

Kommentare: Tracking our bids, and giving our salesman an organization tool. We send out 25+ bids a week and they need something for them to remind them to follow up. We will eventually use it for reporting as well.

Vorteile:

I created multiple diagrams describing our companies workflow. [SENSITIVE CONTENT HIDDEN] used these diagrams and took the time throughout multiple meetings to understand our workflow. From there, they structured BidBook to fit our workflow. This made the software feel proprietary to our company. I enjoy how user friendly the software is and how smoothly it runs. When you click on an object or link its instantaneous. The ability to track multiple bids for one project is the main reason we chose Bidbook, and so far seems to work well. I hope the more we continue to use it, the more we get out of it.

Nachteile:

I would like a better way to edit multiple bids at one time. Many times we send the same bid to multiple companies. Even though the bid is the same for each company, we have to take the time to go into each bid and update it. I wish there was away to mass edit each bid and attach our proposals simultaneously.

Good Platform

Vorteile:

The reports and dashboard features are visually pleasing and clear to read. The reports are easily editable and the date can be manipulated to show exactly what you want on your dashboard.

Nachteile:

The Salesforce Chatter feature has yet to work like we expected it to work. It appears to be a great tool, but must be set up correctly. We are working through the kinks now.

Bid Management

Vorteile:

Bidbook has helped my organization take bid management to the next level. By implementing this software, we are able to keep everything in one spot rather than using multiple platforms. It is easy to find and reference relevant information in one easy to view platform. We area able to communicate more effectively with our constituents and and ultimately build stronger relationships.

Nachteile:

There are so many features within this tool that customization has been an ongoing task. We want to have everything meet our needs well, but have to have the tools to customize the various parts.

Process Change & Review

Kommentare: Overall experience was good.

Vorteile:

We were able to make the changes to streamline our process when we create opportunities.

Nachteile:

No. All good is good with the software. I didn't have any issues, due to the changes we made with the software.

Great Product

Kommentare: Multifamily New Construction Projects The CRM Evangelist team worked with us proactively to import our bid and project data, tailor our business process, reports and train the team. The team at BidBook has been very responsive. And helped us with adoption and request unique to our business.

Vorteile:

Airo Mechanical has been experiencing growth with our specialty Multifamily New Construction Projects. And researched “software to help all incoming and outgoing bids from GC's.” We came across BidBook for Salesforce. It did everything we wanted. And room to grow.

Nachteile:

Some customization is needed and not exactly tailored to my line of business (Mechanical Contractor). But the implementation team did a great job adjusting what we needed in a quick manner.