Patri Resources

Informative content, best practices, guides, and all the latest information in the world of Opportunity Intelligence.

Read, watch and listen to insights from industry experts in the world of proposal management, sales, capture, business development, and opportunity qualification.

Patri Blog

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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 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.

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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.

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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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A team of professionals performs enhanced qualification using data on a computer screen.

November 8, 2022

How Enhanced Qualification Improves Proposal Win Rate

Enhanced qualification allows proposal managers to win more, maintain a healthy work-life balance, and avoid burnout.

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An executive performs proposal qualification at a table with his colleagues.

November 1, 2022

How to Talk to Your Executive About Proposal Opportunity Qualification

To improve proposal qualification, employees must learn to frame enhanced qualification in a manner that speaks to executives' priorities.

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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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An executive stands at a table, reviewing a proposal from his proposal team.

October 12, 2022

How to Build Buy-In to Better Qualify Proposals

Learn how qualifying proposals accurately, effectively, and quickly improves your p-win, regains time, and reduces stress.

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eBooks and White Papers

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How to Implement an Intelligent Capture Management Methodology

Don't let your capture methodology go stale while teams go rogue. A useful and used capture methodology is essential.

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How to Sell Proposal Qualification To Your Executive

Intelligent qualification for bids and proposals wins more business, reduces team tension, and increases efficiency. Learn how to talk to your executives about enhancing your qualification today.

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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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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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Guide to Proposal Management Picture

The Guide to Modern Proposal Management

This Guide to proposal management will help you better your proposal management and RFP process, use P Win, and follow best practices.

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Unleashing the Three-Headed Monster (Biz Dev, Sales, Proposals)

How a Seamless Business Development - Sales - Proposals Partnership Fuels Growth. Guide to aligning sales, business development and proposals

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Upcoming Events and Webinars

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On-Demand Videos and Webinars

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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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."

In the Press

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