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CRM for FM
All sectors
Process
Change management
Reporting

CRM, business development and analytics framework

Our team at CSS developed an open-source CRM/ERP platform to capture FM opportunities, manage bids and produce ongoing pipeline planning.

The platform has been developed to support the monitoring and analysis of win rates through pipeline management, business processes around selectivity and enhanced bidding strategies.

As an open source solution, the approach is inexpensive to implement and can incorporate tools such as sales team performance monitoring and relationship mapping tools.
CSS Consultancy Case Study