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The ManTech Success Platform
Over the last two decades Salesforce has helped thousands of customers accelerate transformation and growth by better serving their customers, partners and employees. By enabling our customers’ success, Salesforce has been recognized as the leader in this space and continues to be the #1 Platform for CRM.
We are committed to helping ManTech on this critical journey - driving growth, process efficiency, digital transformation and most importantly your relationship with your customers and partners. Our vision is for ManTech to leverage Salesforce across the entire spectrum of customer, partner and employee engagement while achieving a strong ROI and ensuring your success.
Please contact Scott Mitchell, Salesforce Account Executive for more details: scott.mitchell@salesforce.com
The Salesforce Customer Success Platform
The Salesforce Customer Success Platform helps organizations bring digital to the mission, providing all responsible parties one shared view of the customer. This single source of truth centralizes your process and data, allowing teams to work more efficiently, intelligently and effectively in their mission. By putting your customer at the heart of everything you do, you can transform your customer relationships and drive consistent growth to your business.
Today, we’ll be looking specifically at key functions that can drive business growth and digital transformation for ManTech. The following walkthrough demo will focus on Business Development and Capture Management, as well as Contract Management and Partner Engagement.
Focus on What Matters
The Salesforce solution for Federal Systems Integrators centralizes information in a single location where teams and leadership can have instant access to all of the critical details driving account relationships and capture related data. ManTech’s capture managers and business development executives can access their Salesforce home page where they view key metrics, collaborate with colleagues, and track critical dates and activities related to key pursuits. Surfacing the most important information on the home page maintains focus on winning more business and driving opportunities through ManTech’s capture process. Salesforce empowers teams to leverage data to run the business more efficiently and intelligently.
Track Opportunity Progress
Visualizations across the top of each opportunity screen allow users to identify the current stage, as well as highlight key fields that need attention from the capture manager to move the deal forward. Content from GovWin, SAM.gov, and B&P data from ManTech’s ERP system can augment standard information and detail on each opportunity. Leveraging embedded intelligence, Salesforce can calculate PWin and PGo based on ManTech’s specific inputs and business rules.
Collaboration
Cross team collaboration is a key element to the capture process, and Salesforce facilitates knowledge sharing across ManTech with built-in collaboration. Salesforce enables collaboration in context - allowing teams to collaborate inside the related records driving the work - Accounts, Opportunities, Cases, and more. This collaboration becomes part of the record itself, providing rich historical context into the relationship, pursuit, or contacts. Each opportunity has a designated capture team, as well as a set of customer contacts that includes call notes, files, campaign history, and information about their organizational hierarchy all organized and centralized in one place.
Gate Review Documents
By leveraging a Salesforce AppExchange partner, ManTech can digitize the Gate Review Process, automating the creation of Gate Review documents with live data directly from the Account, Contact and Opportunity details in Salesforce. This saves valuable time, reduces errors, and provides more current information for gate review meetings. Capture teams can minimize administrative tasks, freeing them up to focus more on advancing the process and winning critical opportunities.
Executive Dashboards
Executive Dashboards and Reports enable Business Leaders to track real-time updates and evaluate pipeline by stage, customer, and segment. Dashboards have drill-down capability allowing management to dive into the details that are driving top level trends they see in the business.
Past Performance
Connecting with document management systems like Microsoft SharePoint is easily achieved with Salesforce. ManTech’s users can access Past Performance content and other related files directly from the opportunity or other related records. Salesforce centralizes and provides a single access point for all relevant information, no matter where the source data is stored.
Contract Management
Salesforce can be integrated with industry-leading contract management solutions like DocuSign to initiate agreements with teaming partners, customers, and subcontractors, right from the Salesforce user interface. The Salesforce platform can be further configured to track and report on government clauses, understand flowdown requirements, and manage compliance.
Electronic Signature
Contracts, NDAs, and other agreements can be sent to customers and subcontractors via email where they can be redlined, electronically signed, and forwarded through a defined approval process.
Contract Status
ManTech can monitor the status of all contracts, track activities and tasks, and use templates to ease the process of generating new agreements. All of the data, activities, statuses, and documents are centralized inside Salesforce in the context of specific accounts and opportunities - providing a single source of truth for everything related to your customers and partners.
Provide Mobility
Salesforce is inherently mobile-ready, so the ManTech capture team can access all relevant customer information from their mobile devices while they’re on the go. Capture managers can access real-time opportunity data before a meeting with the customer. Business development executives can take actions, log details, and make updates on opportunities from the convenience of their phone. Business leaders can access critical top-level data on business trends, where the team is with a critical deal, or how the forecast is being impacted by recent changes to an opportunity.
Unlock Your Inbox
Unlock the wealth of information and communication between ManTech’s capture team and customers/partners. Salesforce makes it easy to attach important email messages to contacts, accounts, and opportunities to keep teams informed and aware of key conversations that impact the probability of winning. Capture managers can even launch Salesforce records and access additional detail without leaving their inbox.
Customer and Partner Engagement
Salesforce Communities enable ManTech to easily establish sites and portals to drive deeper engagement and collaboration with customers, teaming partners, and even suppliers. Customers and partners can more effectively team by sharing real-time visibility around opportunities, contracts or other activities driving the business process.
Share Information Via Communities
Through secure login and authentication, ManTech can share critical files, contracts, and opportunity data with teaming partners. This community can enable collaboration in the context of a specific teaming opportunity - in this case asking our teaming partner for a monthly progress report that can be submitted directly through the community. After the partner submits this report, it is attached to the opportunity record and becomes part of the historical record where it can inform and drive future opportunities.
Win/Loss Analysis
The more you use Salesforce across your process, the more intelligent the platform becomes - driving transparency and visibility across the company in real time. As an example, Salesforce’s Einstein Analytics capabilities can power dashboards focused on where contracts have been won and lost. In this example, ManTech can better understand its success rate by sector, customer, teaming partner, and/or competitor. The dashboards can also be embedded in Salesforce records driving informed decisions in context of the opportunity or account relationship that the team is focused on.
The ManTech Success Platform
Over the last two decades Salesforce has helped thousands of customers accelerate transformation and growth by better serving their customers, partners and employees. By enabling our customers’ success, Salesforce has been recognized as the leader in this space and continues to be the #1 Platform for CRM.
We are committed to helping ManTech on this critical journey - driving growth, process efficiency, digital transformation and most importantly your relationship with your customers and partners. Our vision is for ManTech to leverage Salesforce across the entire spectrum of customer, partner and employee engagement while achieving a strong ROI and ensuring your success.
Please contact Scott Mitchell, Salesforce Account Executive for more details: scott.mitchell@salesforce.com
The Salesforce Customer Success Platform
The Salesforce Customer Success Platform helps organizations bring digital to the mission, providing all responsible parties one shared view of the customer. This single source of truth centralizes your process and data, allowing teams to work more efficiently, intelligently and effectively in their mission. By putting your customer at the heart of everything you do, you can transform your customer relationships and drive consistent growth to your business.
Today, we’ll be looking specifically at key functions that can drive business growth and digital transformation for ManTech. The following walkthrough demo will focus on Business Development and Capture Management, as well as Contract Management and Partner Engagement.
Focus on What Matters
The Salesforce solution for Federal Systems Integrators centralizes information in a single location where teams and leadership can have instant access to all of the critical details driving account relationships and capture related data. ManTech’s capture managers and business development executives can access their Salesforce home page where they view key metrics, collaborate with colleagues, and track critical dates and activities related to key pursuits. Surfacing the most important information on the home page maintains focus on winning more business and driving opportunities through ManTech’s capture process. Salesforce empowers teams to leverage data to run the business more efficiently and intelligently.
Track Opportunity Progress
Visualizations across the top of each opportunity screen allow users to identify the current stage, as well as highlight key fields that need attention from the capture manager to move the deal forward. Content from GovWin, SAM.gov, and B&P data from ManTech’s ERP system can augment standard information and detail on each opportunity. Leveraging embedded intelligence, Salesforce can calculate PWin and PGo based on ManTech’s specific inputs and business rules.
Collaboration
Cross team collaboration is a key element to the capture process, and Salesforce facilitates knowledge sharing across ManTech with built-in collaboration. Salesforce enables collaboration in context - allowing teams to collaborate inside the related records driving the work - Accounts, Opportunities, Cases, and more. This collaboration becomes part of the record itself, providing rich historical context into the relationship, pursuit, or contacts. Each opportunity has a designated capture team, as well as a set of customer contacts that includes call notes, files, campaign history, and information about their organizational hierarchy all organized and centralized in one place.
Gate Review Documents
By leveraging a Salesforce AppExchange partner, ManTech can digitize the Gate Review Process, automating the creation of Gate Review documents with live data directly from the Account, Contact and Opportunity details in Salesforce. This saves valuable time, reduces errors, and provides more current information for gate review meetings. Capture teams can minimize administrative tasks, freeing them up to focus more on advancing the process and winning critical opportunities.
Executive Dashboards
Executive Dashboards and Reports enable Business Leaders to track real-time updates and evaluate pipeline by stage, customer, and segment. Dashboards have drill-down capability allowing management to dive into the details that are driving top level trends they see in the business.
Past Performance
Connecting with document management systems like Microsoft SharePoint is easily achieved with Salesforce. ManTech’s users can access Past Performance content and other related files directly from the opportunity or other related records. Salesforce centralizes and provides a single access point for all relevant information, no matter where the source data is stored.
Contract Management
Salesforce can be integrated with industry-leading contract management solutions like DocuSign to initiate agreements with teaming partners, customers, and subcontractors, right from the Salesforce user interface. The Salesforce platform can be further configured to track and report on government clauses, understand flowdown requirements, and manage compliance.
Electronic Signature
Contracts, NDAs, and other agreements can be sent to customers and subcontractors via email where they can be redlined, electronically signed, and forwarded through a defined approval process.
Contract Status
ManTech can monitor the status of all contracts, track activities and tasks, and use templates to ease the process of generating new agreements. All of the data, activities, statuses, and documents are centralized inside Salesforce in the context of specific accounts and opportunities - providing a single source of truth for everything related to your customers and partners.
Provide Mobility
Salesforce is inherently mobile-ready, so the ManTech capture team can access all relevant customer information from their mobile devices while they’re on the go. Capture managers can access real-time opportunity data before a meeting with the customer. Business development executives can take actions, log details, and make updates on opportunities from the convenience of their phone. Business leaders can access critical top-level data on business trends, where the team is with a critical deal, or how the forecast is being impacted by recent changes to an opportunity.
Unlock Your Inbox
Unlock the wealth of information and communication between ManTech’s capture team and customers/partners. Salesforce makes it easy to attach important email messages to contacts, accounts, and opportunities to keep teams informed and aware of key conversations that impact the probability of winning. Capture managers can even launch Salesforce records and access additional detail without leaving their inbox.
Customer and Partner Engagement
Salesforce Communities enable ManTech to easily establish sites and portals to drive deeper engagement and collaboration with customers, teaming partners, and even suppliers. Customers and partners can more effectively team by sharing real-time visibility around opportunities, contracts or other activities driving the business process.
Share Information Via Communities
Through secure login and authentication, ManTech can share critical files, contracts, and opportunity data with teaming partners. This community can enable collaboration in the context of a specific teaming opportunity - in this case asking our teaming partner for a monthly progress report that can be submitted directly through the community. After the partner submits this report, it is attached to the opportunity record and becomes part of the historical record where it can inform and drive future opportunities.
Win/Loss Analysis
The more you use Salesforce across your process, the more intelligent the platform becomes - driving transparency and visibility across the company in real time. As an example, Salesforce’s Einstein Analytics capabilities can power dashboards focused on where contracts have been won and lost. In this example, ManTech can better understand its success rate by sector, customer, teaming partner, and/or competitor. The dashboards can also be embedded in Salesforce records driving informed decisions in context of the opportunity or account relationship that the team is focused on.
The ManTech Success Platform
Over the last two decades Salesforce has helped thousands of customers accelerate transformation and growth by better serving their customers, partners and employees. By enabling our customers’ success, Salesforce has been recognized as the leader in this space and continues to be the #1 Platform for CRM.
We are committed to helping ManTech on this critical journey - driving growth, process efficiency, digital transformation and most importantly your relationship with your customers and partners. Our vision is for ManTech to leverage Salesforce across the entire spectrum of customer, partner and employee engagement while achieving a strong ROI and ensuring your success.
Please contact Scott Mitchell, Salesforce Account Executive for more details: scott.mitchell@salesforce.com
