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Bid Management

The major bid management process is wildly analogue today even though it is of critical importance to your financial performance – especially the ones active in business markets or the government sector. Bid management often resides within sales or as a side function within finance departments. Companies have taken some steps to optimise the bid management process over the years. We would like to show you how to get your Bid Management to the next level.

We understand the challenges you are facing

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Time Consumption

It takes a lot of time to prepare a bid while you don’t even know if the investment is worth it. We know exactly how frustrating this can be.

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Complexity of the Bid

Every customer has it’s own wants and needs and you want to fulfill every single one. This can lead to a very complex bidding process.

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Time Pressure

You know that feeling when the delivery date comes close. Working under pressure is one of the biggest challenges in Bid Management.

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Wrong Target Setting

Offers often appear to be more of a tech document instead of a USP argumentation which makes it hard to convince a client.

Perfectly structure your bid data

Uffective gives you the opportunity to enter every all your bid information in one place.

  • General bid criteria
  • Contract criteria
  • Company profile
  • Your product/service offering
  • Team setup
  • Evaluation & commercial criteria
  • Gates (process steps)
  • Status, risks
  • Insights / Lessons learned
  • Documents 


This way, you’ll never forget an aspect of a bid and always have a clear view of your bid data.

Sculpt your team in only a few clicks

Modern Bid Management utilises seven key roles:

  • Bid Manager – The key organizer and process leader
  • Sales Lead – The client communicator
  • Commercial Lead – The master of the figures
  • Solution Lead – The product development expert
  • Legal Lead – The one who cares about compliance
  • Operations Lead – The product operations expert
  • Response Lead – The marketing & communication expert


Uffective enables you to design your team based on these seven roles– in only seven clicks.

Keep a close eye on deadlines

For successful bid management, it is important to have an eye on your deadlines. Neither your team, nor the decision maker, should be under pressure. To ensure this, it is recommended to set all decision gates from the the delivery date. Include a buffer for interactions and revisions to make sure deadlines don’t get tight. Uffective supports your time management by giving you every date connected to a bid at a glance.

Don’t get messy – work with standardised offerings and pricings

If you have many bids to manage per year, make sure that you offer standardised products, solutions or services as possible to your prospects. If you don’t, you will end up increasing your delivery risk.

Our configurable product or service catalogue is the way to bring order and transparency around your offerings and pricings.

Steer your bid portfolio along standardised commercial KPIs

To be as successful as possible always steer your bid portfolio along the same standardised commercial criterias.

  • It is important to evaluate your potential success score
  • Estimate the effort and investment to prepare and deliver the bid
  • Develop a good business case and forecast the offer value and margin to deliver
  • Have a clear and transparent stage gating to manage the process

Don’t do it blindly

Uffective supports you at every step of a Bid:

In the early stage of the bid
Capture the potential success factors and effort estimation in a structured way

For the bid/no-bid decision
Compare the evaluation scores and priorities of your resources

After a bid
Collect your insights and lessons learned to perform better next time.

Request a demo now and learn how we can
boost your business faster than our competitors

Talk to one of our experts and learn what we can do to help
you move your business to the next level.

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