Recording and tracking information for potential and achieved captures plays an integral role in achieving an effective Capture Management process, which is why Capture-Focused CRM solutions have become necessary for success.
In our short CaptureExec Details demo you will learn:
- Which opportunity details your Capture Executive should be tracking, including Capture Manager quotas, division allocations, key dates, and more
- How you should organize and manage these details
- The need of user-definable fields within your CRM – and how to optimize their use
- The importance of shared, customizable editor roles within your CRM
