Industry story
A BMS integrator, from Go / No-Go to handover
Follow Volta Controls, a fictional BMS and controls integrator, through the building systems process: the bid decision, the priced offer and its approval, the award that becomes a project, submittals, panels and the factory test, I/O points on site, commissioning and the SAT, provisional acceptance, warranty and the maintenance renewal, with billing and collections all along.
9 stages32 stepsIncludes video
Step 1 of 32: Work every lead on one timeline
Stage 1 of 9Lead and Go / No-Go
Work every lead on one timeline
Log activity
Call, e-mail, meeting, field visit, demo or proposal, with its subject and due date.
Read the help articleConversion
When the lead is ready, convert it into a customer with an opportunity.
Read the help article
A consultant's tender list, a contractor's RFQ or an owner's enquiry starts as a lead. On its page, select Log activity after every call, meeting or site visit, so the whole team sees where it stands.
A lead that will not buy is closed with Mark as lost. The Building systems integration pack turns on A lost lead needs a reason: an empty Loss reason is refused, whether you mark the lead lost, move it to a lost stage or edit its status, so your win-loss analysis has a reason for every lead.