Patri Academy

Refine your sales, capture, proposal, marketing, and business development skills — anytime, anywhere

Patri Academy

Stay current with industry best practices.

Uplevel yourself and your team.

Patri Academy provides on-demand videos and content for sales, capture, proposal, BD, and others doing business in complex industries.

Get on-demand access to both video training and over 25 content assets. Patri Academy is built specifically for sales, capture, proposal, solutions engineers, and executives doing business with the public sector and other regulated markets .

1. Learn

Qualify opportunities at scale using custom criteria for your company.

2. Quantify

Quantify the economic impact of bid, capture, and sales operations on your company.

3. Win

Increase win rates and maximize company resource investments.

$34 Million

Saved Using Patri

35K Hours

Saved with Better Qualification

Win more with these insights:

Where to find the best opportunities

Proposal qualification best practices

How to work better with the proposal team as a sales pro

Three tips for public sector sales teams

Strategic sales planning

How to work better with the sales team as a proposal pro

Discovery questions best practices and quick tips

Better bid decisions

Align with your buyers

+ Over two dozen accompanying content items, including: territory plan template, GovFit assessment, navigating procurement (article), partnering with the proposal team (article)

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."

Jay Dawkins
PublicInput | CEO

"Patri brings a wealth of experience in doing business in complex markets like the public sector, and can quickly connect the dots to bring clarity and focus to seemingly complex questions. The team is a delight to work with and we're thrilled to have their help in growing our business and impact."

Eric Cao
EcoInteractive | COO

"Through Patri, we've gained meaningful insights about sales opportunities and go-to-market strategies, allowing us to accelerate our revenue growth and productivity."

Larissa Cornelius
nFold | Owner and Chief Winning Strategist

"Patri has been instrumental in helping our clients determine the best opportunities to pursue and which ones to leave alone. Together, we have generated tremendous revenue gains for our clients, while helping them save a great deal of time and money in the process."

Check out our recent insights.

Patri RFx Score Free Image

January 10, 2023

Introducing Patri RFx Score Free

With Patri RFx Score Free, we are bringing the power of data-backed proposal qualification to Proposal and Capture professionals everywhere.

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A businessman reacts to an ongoing recession with resigned stress

March 14, 2023

Top Sales Performance Metrics to Track During a Recession

Recessions are difficult. These are the six most important sales performance metrics to track during a recession.

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A group of business people celebrate upgrading to Patri RFx Score

March 14, 2023

6 Reasons to Upgrade to Patri RFx Score Pro

The Benefits of Patri RFx Score Pro Patri RFx Score brings the power of data to bid and proposal qualification. With three assessments in the first month and one every month thereafter, Patri RFx Score Free enables users to analyze their most complex...

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A businessman happily shakes hands because he closed a healthy sales opportunity.

March 7, 2023

The Three Essential Elements of a Healthy Sales Opportunity

The three elements of healthy sales opportunities will help you improve your qualification process, win, more deals and waste less time.

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A businessman looks relax after quantifying fit for a sales opportunity.

March 3, 2023

The Importance of Quantifying Fit During Sales Qualification

This metric provides a quick, simple, and powerful way to understand the strength of your sales opportunities. Learn more here.

Read More »

A woman types on a computer as sales metrics float above her fingers.

December 21, 2022

The Sales Metrics Every Company Should Track

Sales metrics enable efficient sales operations. This article is a comprehensive list of sales metrics every company should track.

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Two colleagues chart the capture management process on a whiteboard

December 13, 2022

Capture Methodologies Optimize the Capture Management Process

A capture methodology is the documented standard operating procedure for how an organization conducts its capture management process.

Read More »

A headshot of Jennifer Namvar, an an industry veteran in capture planning.

December 6, 2022

How Qualification Improves Capture Planning: An Interview with Jennifer Namvar

We sat down with capture veteran Jennifer Namvar to learn more about how intelligent qualification has aided her success in capture planning.

Read More »

A group of businesspeople point at capture methodology documents

November 22, 2022

What Should be Outlined in a Capture Methodology?

A capture methodology is a defined and documented systematic approach to capture management. These are its key elements.

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