Business Development Playbook

SECTION TWO

ORGANIZATION

P rior to performing Business Development activities, you should develop a plan for getting and staying organized. A great way to do this is by using Deltek’s CRM, which is a core expectation at BL. The reason for this is simple – you can be doing lots of great BD, but if it’s not in CRM, no one knows it’s happening . It’s crucial for you to be utilizing our Deltek CRM system to track your opportunities and activities. Remember, if you don’t put the data in, you can’t get the data out. CRM provides a number of useful tools and features. All personnel performing business development activities should be trained in the use of CRM. If you need this training, please contact Heather Halotek. develop a plan for getting and staying organized prior to performing bd activities.

9

Business Development Playbook