Compared to standard sales processes, tender management can require a very different approach, with multiple documents from different suppliers and partners to manage via email or by file sharing platforms. With document management, as part of your overall tender management process, your sales team can view all the steps in the project. This saves time, by avoiding having to switch from one system to another, and provides accurate version control.
Microsoft Dynamics 365 CRM and Dynamics Tender Management from HSO enable you to improve confidentiality and limit circulation of documents. For example, if various stakeholders need to provide sign-off, your documents can be kept in a secure place with access rights set for the relevant parties.