If you're a marketer working at an AEC firm, we know that it can be especially painful to generate proposals and manage documents. But it doesn't have to be. With a well-implemented CRM solution, AEC firms can tame the proposal and document management beast.
The stakes couldn’t be much higher when choosing the best CRM platform for your business. To make matters worse if you’re like most buyers, you will probably only conduct one or two CRM selections in your entire career…so no pressure.
CRM allows you to easily update fields on records using their bulk edit functionality. Records that you can query and return back in a list/grid can all be edited using this functionality. However, since it’s currently not a field on the Opportunity form, there is no way to update the Business Process stage using this native bulk edit feature.