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Request

The engagement request phase addresses the requirements of professional services firms that need to accelerate, improve and optimize the process of recruiting new business opportunities.

Teams collaborate to quickly respond to competitive RFPs while ensuring that their proposals reflect your strongest value propositions and the input from all relevant stakeholders.

The request phase includes the following user capabilities:

bullet Capture and respond to new opportunities as they arise  
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Determine resource availability for each request

 
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Review and collaborate on the RFP

 
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Create, review, approve proposals

 
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Access best practices and lessons learned to improve proposal development

 
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Use dashboards to manage the portfolio of opportunities

 
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Re-use process-specific templates to facilitate rapid project initiation

 

 

Project Details
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