Tracking our bids, and giving our salesman an organization tool. We send out 25+ bids a week and they need something for them to remind them to follow up. We will eventually use it for reporting as well.

I created multiple diagrams describing our companies workflow. [SENSITIVE CONTENT HIDDEN] used these diagrams and took the time throughout multiple meetings to understand our workflow. From there, they structured BidBook to fit our workflow. This made the software feel proprietary to our company. I enjoy how user friendly the software is and how smoothly it runs. When you click on an object or link its instantaneous. The ability to track multiple bids for one project is the main reason we chose Bidbook, and so far seems to work well. I hope the more we continue to use it, the more we get out of it.

I would like a better way to edit multiple bids at one time. Many times we send the same bid to multiple companies. Even though the bid is the same for each company, we have to take the time to go into each bid and update it. I wish there was away to mass edit each bid and attach our proposals simultaneously.

The reports and dashboard features are visually pleasing and clear to read. The reports are easily editable and the date can be manipulated to show exactly what you want on your dashboard.

The Salesforce Chatter feature has yet to work like we expected it to work. It appears to be a great tool, but must be set up correctly. We are working through the kinks now.

Platform allows us to customize to our needs. Centrally locates all our Bid History per Account. Allows easy search to find Suppliers. And has all the data in one place.

Getting the data into the system correctly was a bit of a pain. Understanding the Bidbook Status's to our existing Status's.

overall this software has helped our company greatly for organization and flow of work and sales follow up.

The functional and micro management features of this software make it great to seperate multiple bidders for subcontractor work tied to one project very simple and easy to follow and control flow and sales follow up process.

Although there is not many complaints I would say having to say when it comes to visual layout there is many columns and unused charts that clutter and overwhelm the screen.

Multifamily New Construction Projects The CRM Evangelist team worked with us proactively to import our bid and project data, tailor our business process, reports and train the team. The team at BidBook has been very responsive. And helped us with adoption and request unique to our business.

Airo Mechanical has been experiencing growth with our specialty Multifamily New Construction Projects. And researched “software to help all incoming and outgoing bids from GC's.” We came across BidBook for Salesforce. It did everything we wanted. And room to grow.

Some customization is needed and not exactly tailored to my line of business (Mechanical Contractor). But the implementation team did a great job adjusting what we needed in a quick manner.