PROJECT SALES
Close more business with a sales process built on Microsoft Dynamics 365. Track leads, integrate with industry leading takeoff/estimating solutions and deliver consistent professional proposals every time.
MANAGE PROJECT LEADS
Project Leads track unqualified sales opportunities in ProjectStream 365. Salespeople can perform and track qualification activities against the lead. They can choose to Qualify or Disqualify that lead. Upon qualification, the lead is converted to Account, Contact, and/or new Proposal records in ProjectStream 365.
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Process Tracking
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Task Delegation
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Communication Tools
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Collaboration
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Customization
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Resource Management
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Integration with Other Tools
PROJECT SALES AND ESTIMATING
ProjectStream 365 helps your sales team manage those key sales and estimation activities that effectively quote, scope and estimate winning project proposals. ProjectStream 365 includes several Architecture, Engineering and Construction Industry features such as:
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Project Proposal Management
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Project Scoping and Configuration
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Project Resource Management
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Digital Takeoff Import from Bluebeam and other tools
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Project Budgeting, Costing and Pricing
ACCOUNT AND CONTACT MANAGEMENT
ProjectStream provides customer relationship management to track accounts, contacts, leads and related activities to track opportunities. Account management provides the capability to manage your customer company information, and Contact management allows you to manage contact information for individuals.
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Centralized Contact Repository
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Customizable Fields
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Account Heirarchy
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Account Teams
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​Individual Contact Profiles
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Contact Relationships
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Contact History