Update RFQ log from new CRM deals for estimators
Update RFQ log from new CRM deals for estimators
You waste time when RFQ details live only in CRM and the tracking sheet lags. Estimators and sales ops get accurate, same-day bid visibility for faster estimating and fewer missed responses same day.
Overview
Stop losing RFQ context in the CRM silos—streamline the flow of new deals into your RFQ tracking sheet so estimators and program coordinators always work from the same, dated record. That gives sales ops same-day visibility and reduces manual lookups when bids are due.