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At some point in your business-to-business sales journey you may be asked to “submit something”. This generally means a proposal, quote or tender.
Whilst a CRM (Customer Relationship Management System) is a useful way to keep track of your leads and opportunities, a Tenders Management System is useful for keeping track of the “somethings” that you submit, and your subsequent performance.
This template register is a great starting point. Not too simple, not too complex, just right for beginners. Watch the video below for some hints on how to get the best out of the template.
At some point in the future, you may feel the need to upscale to something a bit more sophisticated, however for the small business, this is all you need to get started.