relationship management

Within the current market conditions, it is necessary follow up on an offer. L.I.C. has developed a relationship management module for BFW, providing you with clear insight into standing offers that can be followed up upon at any time.

Relationship management: what is important

When preparing an offer, as much information as possible is collected to gain sufficient insight into the project. Construction conditions, planning with contractor, drawing details, and final tender date are included in the offer. BFW offers a tool to include this information in the offer. This allows you to see whether requests have been taken into consideration and to check which offers require follow up.

The relationship management module allows you to distinguish (beside customers and suppliers) between potential contractors, potential suppliers, and industry associations. This format ensures that offers for both contractors and relationship can be created. A relationship can even be established if there are no prior projects or offers in the database. This can be useful in the future when the customer requests a new project and old relationship data can be recalled.

Quotation request

Quotation request

The screen for quotation requests shows all the necessary information per offer: which contractors have received an offer and what was discussed with the contact person. Furthermore, a separate calculation can be included with every request.

Overview outstanding offers

Overview outstanding offers

Reports

If a lot of information of a certain request is stored in the system, you may want to look up that information at a later date. Therefore, answers to frequently asked questions are included in the standard reports that are included with the relationship management. These include:

  • List of outstanding offer ordered by deadline;
  • List of expired or failed offers;
  • List of contractors ordered by frequency of requests or date of requests;
  • List of all successful offers compared to number of requests.

Report after calculation overview

Report after calculation overview

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