Opportunity Management and Fee Forecasting

As a growing business we need to track, analyse and optimise our sales opportunities that are identified. We identity opportunities through our RLB colleagues and from external bidding activities.

We use a number of tools to support our opportunity pipeline, these are detailed and linked below. If you need access to any of the applications, please speak to your Line Manager or email rlb_digital@uk.rlb.com.


Sales App

A marketing and sales platform used for Customer Profiling and our Opportunity Assessment tool. This is a framework designed to help us with problem-led rather than product led selling.

Click here

Opportunities Dashboard

Our Customer Relationship Management (CRM) platform and starting point for all leads and opportunities. Information about contacts, customers and leads are stored here and all other applications link back to the CRM.

Click here

Fee Forecast

The Fee Forecast is used to track our monthly fee projections. It is used for invoicing purposes to ensure the correct billing figures are sent to our customers.

Click here

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