Section 5
Sales, Estimating & Bid Management
Specification-led sales, Zoho CRM pipeline, Bid Radar, Bluebeam takeoff, lump-sum quotes, handoff to ops. Inside Sales / Sales Coordinator is the admin-adjacent seat. Win-rate target 28%+.
Admin owns
- Zoho Deal completeness and dated next actions
- Quote PDF filing to naming standard
- Bid-due calendar
- Handoff packet when Closed Won