Streamline your bid evaluation and proposal development with the Sales Module

The sales module solves some of the key issues our clients experience: challenges in maintaining consistency in language, formatting, and content; difficulties building accurate, detailed work breakdown structures; poorly maintained cost rate cards resulting in errors and delays; slow and cumbersome resource planning.

Bid No Bid Evaluation

Opportunities

The decision to bid or not typically occurs in informal conversations or on scattered spreadsheets. Proteus sales and bid management software formalises and streamlines the bidding process, helping you determine whether a project opportunity meets your bid criteria, providing an auditable record of the decision-making process and minimising bidding risk.

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Proposals 

With Proteus you can reduce proposal development time by 50%. Proteus centralises all your information, ensuring 100% accuracy in rates, costs and margins and supports optimal pricing and resource planning. Customisable templates save time in creating consistent and professional proposals. 

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Supercharge your CRM 

Proteus seamlessly integrates with any CRM system you may already use such as MS Dynamics or Salesforce. Proteus ensures every opportunity is captured and documented therefore improving the accuracy of your pipeline data as no opportunities bypass the CRM system. Our advanced opportunity and proposal features enhance the sales process providing extra capabilities that your existing CRM lacks.

Improve the quality of your pipeline with easy-to-use features

Our UI and UX are designed by former project engineers who understand the user’s perspective intimately. This ensures a seamless interaction with data, aligning perfectly with end-user expectations. Interfaces are visually appealing and intuitive to manipulate.

Bid no bid process

Analyse key features to evaluate whether an opportunity is worth bidding on. Track your decision-making process and improve your winning strategy to win more bids.

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Proposal management

Simplify proposal management with all your proposals in one place and accelerate the development of accurate and consistent proposals with fit-for-purpose features.

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Work breakdown structure

The WBS is at the heart of Proteus, simplifying project planning and providing project teams with a clear and comprehensive picture of project tasks.

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Cost Estimation and Pricing

Our pricing features support project teams in creating accurate cost estimates faster and optimising pricing to maximise profit margins.

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Win more work at a higher margin

From comprehensive bid evaluation features to detailed project planning functionality and customisable templates, the sales module is packed with powerful features to boost sales and help you secure more business opportunities. Ensure you are using the most up-to-date accurate information for pricing and resource planning and save valuable time whilst creating proposals by adding automated components such as project schedules automatically created by your WBS creation.

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Sales and Bidding Functionality

Bid evaluation
Risk analysis
Integration with CRM
WBS / CTR builder
Resource planning
Pricing
Microsoft Word integration
Proposal templates
Sharepoint integration

Sales Module Benefits

Project controls icon - Proteus Project Software

Minimise bidding risk

Bid teams can comprehensively evaluate project opportunities

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Proposal builder icon - Proteus Project Software

Create error-free proposals

Utilise 100% accurate and up-to-date data in proposal creation

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Integrations icon - Proteus Project Management

CRM integration

Seamless integration with your existing digital ecosystem

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Our Clients Speak

Proteus gives access to the correct data, performing complex calculations in real-time, giving the right people, the right metrics, at the right time.

Aurecon Chief Information Officer Carl Duckinson

Want to find out how Proteus can work in your consultancy?

Fill out the form and we’ll contact you to discuss how Proteus can improve your proposal development and boost your sales