Average Ratings 0 Ratings
Average Ratings 0 Ratings
Description
Bid Track Sell is a customer relationship management tool tailored specifically for Manufacturers Representatives to enhance their sales tracking capabilities. This online application, which is optimized for mobile use, allows users to efficiently manage complex relationships while monitoring quotes, sales, product inventories, customer interactions, commissions, and email exchanges. With its automated reporting features, users can view dynamic dashboards that present win/loss ratios for various manufacturers, products, and customers, providing agencies with immediate insights into sales performance. Consequently, representatives can quickly identify successful products and the customers who are engaging with them, streamlining their sales strategies in real time. This innovative tool not only simplifies the tracking process but also empowers manufacturers reps to make informed business decisions swiftly.
Description
Utilize BidBook in Salesforce CRM to oversee your bids, revenue, and projects effectively. It facilitates the management of relationships that generate demand for new projects. The platform allows for the submission of proposal estimates and the organization of follow-up tasks. Users can monitor the estimation queue and upload relevant estimates. It also enables the invitation of approved suppliers to participate in bidding for specific scopes of work. Additionally, BidBook oversees the supplier bidding process and manages the overall budget efficiently. It generates comprehensive proposal documentation and encourages team collaboration. By aggregating all incoming bidding opportunities, BidBook helps streamline the collection of necessary files, drawings, and addendums. Bids can be assigned to sales and estimation teams for active pursuit. Users can assess the pending demand for projects, analyze revenue schedules, evaluate profit margins, and review win/loss metrics. The platform also allows for the approval of purchase orders and the initiation of invoices, ensuring a smooth workflow from bid management to project execution. With BidBook, every aspect of the bidding and project management process is organized in one cohesive tool.
API Access
Has API
No
API Access
Has API
Yes
Integrations
Microsoft Excel
No
Microsoft Outlook
No
QuickBooks Accountants
No
QuickBooks Online
No
Salesforce
No
Integrations
Microsoft Excel
Yes
Microsoft Outlook
Yes
QuickBooks Accountants
Yes
QuickBooks Online
Yes
Salesforce
Yes
Pricing Details
$40.00/month/user
$40 / license / month
Free Trial
Yes
Free Version
No
Pricing Details
$30.00/month/user
- General Edition - Specialty Edition
Free Trial
Yes
Free Version
No
Deployment
Web-Based
Yes
On-Premises
No
iPhone App
No
iPad App
No
Android App
No
Windows
No
Mac
No
Linux
No
Chromebook
No
Deployment
Web-Based
Yes
On-Premises
No
iPhone App
Yes
iPad App
Yes
Android App
Yes
Windows
No
Mac
No
Linux
No
Chromebook
No
Customer Support
Business Hours
Yes
Live Rep (24/7)
No
Online Support
Yes
Customer Support
Business Hours
Yes
Live Rep (24/7)
No
Online Support
Yes
Types of Training
Training Docs
No
Webinars
No
Live Training (Online)
Yes
In Person
Yes
Types of Training
Training Docs
Yes
Webinars
Yes
Live Training (Online)
Yes
In Person
Yes
Vendor Details
Company Name
Bid Track Sell
Founded
2015
Country
United States
Website
bidtracksell.com
Vendor Details
Company Name
BidBookSoft d/b/a CRM Evangelist
Founded
2011
Country
United States
Website
www.bidbooksoft.com
Product Features
CRM
Calendar/Reminder System
Yes
Call Logging
Yes
Document Storage
Yes
Email Marketing
No
Internal Chat Integration
Yes
Lead Scoring
No
Marketing Automation Integration
No
Mobile Access
Yes
Quotes / Proposals
Yes
Segmentation
No
Social Media Integration
No
Task Management
Yes
Territory Management
Yes
Product Features
Construction Bid Management
Bidder Management
Yes
Building Product Database
No
Cost Database
Yes
File Sharing
Yes
Proposal Management
Yes
Quotes / Estimates
Yes
RFP Management
Yes
Subcontractor Management
Yes
Takeoff
No
Version Control
No
Construction CRM
Client Tracking
Yes
Contract Management
Yes
Forecasting
Yes
Project Management
Yes
Quote Management
Yes
Sales Management
Yes
Scheduling
Yes
Time Management
Yes