Automate Your Business Development Activities in Ajera


If you’re tracking Opportunities and Proposals in Excel – there is a better way! Business development is critical to your business and should be managed with maximum efficiency to grow your pipeline and improve your win rate. The first step is to start automating your business development activities directly in Ajera.

Watch this on-demand course, where our Ajera experts will provide technical instruction on the setup of Ajera Business Development tools and share user tips gained from hands-on experience.

In this class, our Ajera experts will provide training on the Best Practices methods for:

  • Automate reporting and transparency into your firm’s opportunity pipeline
  • Track todo items for next steps to win pursuits
  • Report on Win/Loss metrics
  • Forecast future Revenue & Workload based on Opportunities & Current Projects
  • Track important project information to use for future pursuits
  • Capture all hours and cost related to Business Development activities

Tools Provided:

  • SN’s Custom Business Development Dashboard
  • Copy of the PowerPoint presentation
  • Recording of the Training
Ajera training classes, ajera classes
SKU: CON20-AJERA-08 Category: Tag: