For companies that respond to projects involving multiple competing bidders (e.g., resellers, contractors, or channel partners) it’s common to see inflated pipelines due to duplicated opportunities.
At My CRM Manager, we’ve configured Sage CRM to handle this elegantly. Instead of creating multiple separate opportunities for each bidder, we associate them all to a single project.
Here’s how it works:
Related Companies Tab: Within the opportunity, you can associate multiple companies—each tagged as a “bidder,” “partner,” “contractor,” etc.
Workflow Alerts: The CRM system displays a prompt when multiple bidders are attached, ensuring that your team is aware of the competitive nature of the deal.
Award Logic: When the deal is finalized, users can designate which company won, and update the primary company on the opportunity accordingly.
Win/Loss Tracking: The awarded bidder is clearly labeled, while the rest are marked as “lost.” This creates accurate reporting across the CRM and lets you view a company’s entire bidding history in one place.
It’s a powerful solution that keeps reporting clean and improves sales visibility.
👉 Want to see if this would work for your team? Contact us!