Business development and capture professionals in Government Contractor (GovCon) organizations need to work with government account and contact information. Ideally, people would always have this information at their fingertips and would be able to get a holistic view of activity with accounts or contacts. Yet, many smaller organizations don’t have any formal system to meet this need. And, larger organizations that do use a CRM system, have it siloed and separated from the day-to-day work of GovCon users across the organization.
R3 Business Solutions has released Account Management for GovCon to provide a simple, better way to address this gap in GovCon. This release provides an add-on to a SharePoint 2013 environment. It allows you to manage the core information for accounts and contacts. It allows you to log and see activity. It allows you to relate your contact activity to account, to contacts, to opportunities and proposals, to types of capture activity. And, it allows you to access and work with this information from anywhere across a SharePoint environment.
“This solution addresses a surprisingly large gap in many Government Contractors that drains their efficiency and effectiveness.” says William Rogers, Chief Solution Architect at R3. “Most GovCon companies just don’t make this critical resource easily manageable and accessible to their users. It addresses this need far better than even an expensive CRM system because it becomes part of our customers complete SharePoint work environment. They can leverage it from anywhere and their work is related. The silos just disappear.”
R3 Account Management for GovCon includes the core features that you would expect for Account and Contact management, including:
- Management of Customer Account and Contact information
- Ability to log Contact Activity
- Ability to search and filter for accounts and contacts
- Ability to export to Excel, Word, PDF, CSV and print information
It goes further to address the specific situation of GovCon organizations, and, in particular those leveraging Microsoft SharePoint for work on task orders, opportunities, proposals, and, programs. Some of these features include:
- Cross-referencing of Contact Activity – ability to log activity that cross-references accounts and contacts, individual opportunities and proposals, pre-defined capture activity types, and programs.
- Managing Account and Opportunity Influence – you can rank the influence that a contact has on the overall account and on multiple individual opportunities
- Configurable Reporting – reports on the core data, the activity and the influence of contacts
- Use it from anywhere – you do not have to go to Account Management to use it. Key features can be embedded as web parts into SharePoint sites across your environment. People can use it from within a Proposal Site or in an Opportunity Management center or when working on a program. At all times, this valuable resource can be right at the users fingertips.
- Pre-Integration with Other GovCon Solutions – this solution is pre-integrated to work with other R3 supported GovCon solutions from third parties including the CorasWorks IDIQ Task Order Management system and Lohfeld WinCenter for Capture and Proposal Management.
- Configurable with Wizards – the solution is easily configured to meet evolving needs using the onboard configuration wizards that are standard across all R3 solutions for GovCon.
For more information about R3 Account Management for GovCon, click here.
About R3 Business Solutions
R3 Business Solutions provides industry-specific business solutions to Federal Government Contractors. Our solutions address work management needs that help our GovCon customers Win, Deliver, and Manage their business. R3 solutions are integrated, modular, and, all run on Microsoft SharePoint as part of an open, integrated GovCon workplace. Solutions range from IDIQ, capture and proposal management to program management and core operations processes.