Sales / RfP Lead

You respond to opportunities and RfPs by assembling the right consultants, producing tailored CVs and reference presentations, and getting a proposal out the door fast.

Typical scenarios

• Respond to an RfP or fill a resource request: translate an opportunity into a staffed proposal.
• Quote a project or produce a reference: generate quotations and reference one-pagers from previous projects.
• Generate a CV for a project: tailor a consultant's CV to the opportunity.

Features you'll use most

• Candidate search: find consultants matching the opportunity.
• Quotation Generation: produce quotation documents.
• Reference Presentations: creating and managing reference presentations.
• Reference Generation: authoring the templates behind them (PowerPoint and Word).
• Generating CVs for Resource Requests: batch CV generation.
• Managing & Using CVs: individual CV tailoring.
• Search: full-text and skill search across the tenant.

See also

• Glossary: Resource Request, Opportunity, Reference.
• Resource Manager: partner role; staffing decisions flow from there.