Know Your Client
Knowing your customer will improve how you bid to them. Use bidHD to automatically track your company's success with your customers.
- Quickly view a list of customers - designated as Target, Listed, or Non-listed customers
- Instantly see your top customers by current projects (based on revenue) and by hit ratio.
- Assign a customer team leader from your company.
- Operational and financial rankings.
- Add client notes.
- Assign customer's yearly total volume potential.
- Enter the customer's decision makers.
- View pending projects with the client (automatically updated when adding the customer to a project).
- View all projects with this client within the last 12 months.
- Quickly see what type of projects you are bidding with the customer.
- A chart to see how much you have bid with the customer by month.