BEACON CONSULTING GROUP
Features
One Platform
A central cloud based system that provides one stop access to all of your marketing information; collateral, leads, open proposals, client contacts, tasks and event tracking. Access from any device, anywhere with simple browser based interface.
Customized SharePoint based platform that allows for tracking of leads, proposals and requests for proposals. The platform leverages the power of SharePoint for fast and accurate searches, setting of reminders and creation of workflows to email team members when tasks are due.
BC Capture© - Proposal & Lead Tracking
Track proposals by due date, market sector and client representative. Create assignments with automatic alerts and email notifications. Capture more work by creating a simple system of accountability for timely follow up.
Customized reporting on hit rate, average fee and many more.
BC Capture© - Client Relationship Management
The platform provides a powerful database that captures all your contacts information, from the basic to advanced. This feature allows you to set reminders to make follow up contacts and calls, allows you to keep tracking of past contact with your clients. This data base is shared between the other sections of the platform to avoid conflicts and duplicity of entry.
BC Capture© - Marketing Collaboration
The platform creates a single point for the collection of all your marketing collateral, brochures, single sheet data sheets, project descriptions and more. The database of documents is searchable and sortable making finding the right documents quick and easy.
Share these documents with your team and with clients and vendors outside your site.
BC Manage - Project Management
Manage all your projects in one place with this simple to use system. The platform can be customized for your needs to include schedules, milestones, task management, and document management, file sharing and contact management. Powerful reporting can be built in to provide a clear overview of all active projects for overdue tasks, upcoming work and assigned work.
Reports
Custom reports for all sites available. Reports can be created to provide live information on sales, hit rates, client capture and upcoming work. If the data is in the system, we can report on it.