Deals
Expedition helps sales people focus on what they do best - Sell. Sales people are constantly nurturing and cultivating business opportunities. When they're close to closing - that's when delivery needs to be involved and directly influences win probability. Sales has provided all of the details of a deal and the requirements of a client. Delivery needs to match those requirements with the skills of the workforce - providing sales with skilled resources, billing rates and proposal support to seal the deal!
Sales monitors the progress of each deal through Expedition, staying in contact through its internal messaging, enabling them to be involved in discussions regardless of their location.
Delivery managers rely on the deal details provided by sales to understand the needs of each client. The selection of resources is based on the core skills required to complete the work. Expedition provides a searchable skills database to identify all possible resources that can be proposed. The delivery manager quickly checks availability and rates to determine the best options to provide the sales executive for presentation to the client.
Profiles
People are a service company's greatest asset. To maximize your workforce you need to know your overall strengths and weaknesses and those of each member of your delivery team. Expedition enables SMBs to capture their workforce's capabilities. Each resource is able to define their core skills, certifications and education to provide the organization with a complete view of their capability. When this is done across the entire delivery team management can quickly assess their workforce, identifying strengths and weaknesses that exists along with gaps in in demand skills.
Projects are successful when the right people, with the right skills are assigned to the right project. Expedition provides sales people with access to people's profiles and resumes, making them part of the selection process. People's skills profile allow sales people to put a name to a face and encourage interaction to ensure the right resources are presented to the client.
.png)
Resource availabilty is always current enabling delivery manager to see what people are currently assigned to, proposed for and when they may be coming free for future opportunities. Expedition provides a complete view of the workforce and ensures that resources are always utilized to their fullest and generating value for the organization.
Information Sharing
In order for the company to be successful, 
sales and delivery must be aligned and supporting one another. Expedition enhances communication across teams, making information sharing simple and specific to each opportunity. When a new Deal is entered, sales people have the opportunity to include notes, share files, start a discussion or assign tasks. After review and consideration delivery managers have the opportunity to ask questions, suggest possible resources through the sharing of profiles, and assign knowledgable resources to assist in proposals. The result is a delivery team that clearly understands each business opportunity and that's supporting sales in winning each opportunity.
sales and delivery must be aligned and supporting one another. Expedition enhances communication across teams, making information sharing simple and specific to each opportunity. When a new Deal is entered, sales people have the opportunity to include notes, share files, start a discussion or assign tasks. After review and consideration delivery managers have the opportunity to ask questions, suggest possible resources through the sharing of profiles, and assign knowledgable resources to assist in proposals. The result is a delivery team that clearly understands each business opportunity and that's supporting sales in winning each opportunity.
Sign up for a 30-day Free Trial Pick a plan & sign up in seconds
