Re: Multiple Bidders Working on the same deal
We are looking for any documentation or best practices you might suggest for tracking multiple bidders (Accounts) bidding on the same Deal
We are a manufacturer of computer peripherals. We use Zoho CRM as our contact manager and quoting system.
In many cases we work with a end user or consultant to develop a “Master Quote” that includes the system specifications and BOM. When the system design is complete the end user or consultant publishes the master quote in a RFQ to a number of system’s integrators [SI].
Once the RFQ is published the system integrators will contact IHSE for a quotation. Of course we want the project to appear in our sales forecasts only once even though several bidders will be competing for the project. We still need to know who is bidding on the project and track any related E-mails in the CRM.