Delivery mode 🚚

FEB 5 2024

Overview

At Estii, our goal is to enhance collaboration between sales and delivery teams, making it easier for everyone to work together to ensure project success.

We're excited to introduce Delivery mode, a new feature designed for the specific needs of delivery teams. Understanding that these teams focus more on internal costs, timelines, and resourcing rather than external pricing, Delivery mode provides a customised view that highlights these essential internal aspects.

This new feature underscores our commitment to providing all team member with the right tools and insights to estimate projects effectively and confidently.

Sales, delivery and client mode

Estii now offers three distinct modes within a deal:

• Sales mode: Tailored for sales teams, this mode shows pricing, margins, and the total value of projects to help optimise proposals and negotiations.
• Delivery mode: This mode is for delivery teams, focusing on internal costs and resource planning to ensure efficient project execution.
• Client mode: Designed for customer interactions, this mode displays pricing without revealing sensitive information like margins, with certain features and navigation hidden.

To avoid confusion and improve financial comprehension, delivery mode highlights costs and associated details in gold, clearly distinguishing them from pricing displayed in green.

Access delivery mode from the deal header

Pipeline costs

Delivery mode also provides a quick overview of internal costs and resources across the pipeline.

View pipeline cost forecasts in delivery mode

View pipeline costs and resources in delivery mode

What's next?

The introduction of Delivery mode is a step towards optimising delivery team workflows. We eagerly await your feedback as we continue refining Estii to cater to the diverse needs of our users.