Focus Resources on the Right Opportunities

Win Smarter. Waste Less.

Dirty pipelines? Wasted efforts? Clean them up and focus sellers on the right deals and actions that drive efficient, predictable revenue.

Patri for Operations

Ensure that your GTM team is focused solely on the opportunities that your company can win.  Track all key metrics in one place.

1. Quantify

Quantify deal health for all opportunities in your pipeline. Leverage Patri’s artificial intelligence for more accurate forecasts, better sales coaching, and performance reviews.

2. Analyze

Gain more advanced insight into sales performance, identify interventions to stop deals from slipping, and hone understanding of what leads to wins and losses. 

3. Win

Increase sales efficiency, maximize resource investments, reduce wasted time, and increase confidence in forecasting.

Patri is helping your colleagues win smarter

Uncover Needed Data

Get a true view of the overall health of your pipeline and forecast by understanding the fit of each potential deal with data to back it up.

Raise Win Rates and Revenue

Drive resources to the highest value activities with AI-powered deal prioritization and suggested next steps.

Easier Pipeline Management

An easy-to-use interface enables you to visualize pipeline health. Simple point-and-click functionality allows sellers to qualify-out opportunities, progress their stages, and edit their forecast categories to keep their pipelines clean.

Nail Your Forecast

Leverage cleaner pipelines and Patri’s predictive analytics for more accurate forecasts. 

Salesforce Integration = Easy and Efficient Processes

Salesforce-integrated, automatic qualification brings opportunity intelligence to every deal and every step of the process.


David Jones
OpenGov | Strategic Pursuits Manager

"I encourage you to check out Patri! It's done wonders for my decision-making process, helping me filter our poorly-qualified opportunities so my internal resources can focus on only those opportunities that are best fit to pursue."

See Patri In Action

June 28, 2022

On-Demand Patri Product Demo

Watch our on-demand walk through of Patri's Opportunity Intelligence Platform. See how Patri's data-backed opportunity intelligence platform has helped top companies across multiple countries save over $34 million, while saving over 35,000 hours across...

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June 16, 2022

Webinar: How OpenGov Turned Around their RFP Program With Effective Qualification

Hear how OpenGov, a leader in the GovTech industry, improved proposal qualification to drive massive results.

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Resources for Proposals and Capture Leaders

Proposals 101: How to Start and Win Proposals When you Don’t Know Where to Start

Learn how to start and win proposals from the ground up. For companies in complex industries, proposals, bids, and competitive solicitations are essential tools to capture revenue and promote growth. But they are also costly and time-consuming. Many...

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GTM Executive Guide to Proposal Qualification Image

eBook: The GTM Executive’s Guide to Modern Qualification

Read the GTM, Sales, and Revenue Executive's guide to succeeding with modern proposal qualification. This eBook serves as a framework for how to think about the qualification of bids and proposals to win more business, reduce team tension, and optimize company efficiency.

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October 18, 2022

Sales Qualification 101

Sales Qualification is the dynamic process by which companies determine whether they should pursue an opportunity. Learn more here.

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See how Patri can help you win smarter.

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