Are you tired of spending countless hours manually researching Capital Improvement Plans (CIP) for your business development? Well, the good news is your company has taken a significant step to make your life easier by investing in a Citylitics Capital Projects Dashboard (CPD) subscription. Now, the question is, how can you best utilize this powerful tool to streamline your BD planning and drive better results? Let’s explore the key strategies to maximize the benefits of your CPD subscription.
- Bottoms-Up Sales Forecasting:
One of the most valuable features of Citylitics CPD is the ability to plan your business development efforts for the next 12 months with ease. Start by shortlisting territories and regions using the convenient regional map filters. Next, filter your results by industry, project type, keywords, and by the fiscal year (select the next fiscal year). This tailored approach provides you with a curated list of accounts to focus on for the upcoming year.
Imagine the time you’ll save by not having to manually sift through piles of documents and data. With Citylitics CPD, you can streamline your sales forecasting process and direct your efforts more effectively.
- Account Planning:
Before any meeting with a city or utility, leverage your Citylitics CPD subscription to access valuable insights into their planned infrastructure spending for the next few years. This data is a game-changer for your account planning strategy. By already knowing the city’s CIP details, you can personalize your meeting from the get-go. No need to spend the first hour listening to the city presenting their CIP to you. With Citylitics CPD, you’re armed with the insights that move you a few steps closer to building a meaningful business relationship and engaging in project discussions.
- Quarterly Refreshes:
Citylitics CPD is not a static tool; it’s dynamic and constantly updated to keep you informed. Every quarter, you’ll receive notifications with updates to CIPs in your account. Take advantage of this feature by logging into Citylitics to review key changes and understand how they affect your business development planning for the next 12 months.
By staying up to date with the latest information, you can adjust your market strategy as needed, ensuring that your business development planning remains aligned with the evolving landscape of infrastructure projects.
For more insights and guidance on making the most of Citylitics CPD, be sure to check out the video from Katy, a Citylitics Customer Success Manager, who shares valuable tips on leveraging the Capital Projects Dashboard.
Citylitics is here to save you valuable time as you navigate the complex world of future infrastructure projects. Should you have any additional questions or require further assistance, please don’t hesitate to reach out to your dedicated Customer Success Manager. We’re committed to helping you unlock the full potential of the Citylitics platform and make your business development planning a breeze. Your success is our priority, and we’re here to support you every step of the way!