Metis
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Metis App - Sales Pipeline

Maximise your sales

Managing your sales pipeline is key to ensuring a predictable flow of work, to keeping your resourcing under control and to hitting targets. Metis provides the tools you need to keep your new business flowing and to manage the resources you need to deliver what you win.

Metis App - Opportunities

Drive your sales meeting

  • Use Metis’s opportunity and dashboard views to drive your sales meeting
  • Provide real time data for all to see, even when the team are calling in from multiple places
  • Nothing for your admin team to do - the sales pipeline is always live and ready for you to review

Metis App - Renewals

Predict revenue and margin

  • Use expected project value and likelihood percentage to form an accurate picture of future revenue
  • Use Metis’s sophisticated planning tools to predict when revenue will hit your books
  • Get a live gross margin estimate as you plan and refine your proposal

Metis App - Resourcing

Resourcing

  • Make provisional allocations so that colleagues know who’s penciled in to potential future projects
  • See the existing cost and commitments of all team members when you’re planning how you’ll staff up your pitch
  • Create roles for staff you haven’t got yet to drive planning for the freelancers and staff you’re going to need

Metis App - Roles

Seamless new win integration - no rekeying

  • Transfer won proposals to active work at the click of a button
  • “penciled in” resources become firmly allocated
  • Revenue and sales pipeline are updated to reflect the win
Metis

So much more than just selling work

You do the great work, let Metis equip your business for greatness

You’re in business to do great work for your clients. But before you focus on their business, spend five minutes every day with Metis and focus on our three simple steps to propel your own business forward.

Gather data; track performance; and action change with Metis’ innovative Professional Services Automation (PSA) software.
So you can concentrate on what you do best – great work.

What our clients say

Kite Global Advisors
"It's already paying dividends. The interface is clear and they provide excellent support" Larry Yu | Managing Director, Kite Global Advisors
Comotion Consulting
"I'd really recommend it to any professional services business that is looking for a more mature way to manage both operations and growth." Rob Millar | Managing Director, Comotion Consulting

Book a demo today

1. See Metis in action in under 4 mins

A rapid tour, including real screens. See how Metis makes it easier to take better decisions now and in the future. Play the video below.

2. Get your free live demo

A concise overview of how Metis works, on the live system, in whatever time you have available, with one of our expert users. There's no obligation.