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.

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Featured Content

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. Proposal teams possess strong insights into the relative...

Download

eBook: The GTM Executive’s Guide to Modern Qualification

Learn how intelligent qualification for bids and proposals wins more business, reduces team tension, and increases efficiency. Strong qualification processes are the backbone of the best-performing sales organizations. The same is true for the...

Download

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...

Watch Video

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. In this webinar, David Jones, RFP Program Manager at OpenGov, discusses his journey in formalizing the bid qualification process and how it...

Watch Video

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...

Download

The Guide to Modern Proposal Management

The Guide To Modern Proposal Management This guide to modern proposal management strategies will help you improve your win percentage, reduce stress, and capture more revenue.  Modern proposal management is more competitive than ever. The...

Download

May 4, 2022

Go/No-Go Decisions 101

Professional poker players say the most crucial factor to their success is knowing when to play a hand and when to fold it. Poker players look at the available information, calculate the odds of success, and use this data to make quick decisions to play...

Read More

April 5, 2022

Addressing the Tension Between Business Development, Sales, and Proposals

In nearly every business, tension exists between Business Development, Sales, and Proposals. The tension is structural and natural. Each function relies on the others to achieve its goals. Yet each also maintains different goals and incentives that can...

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February 1, 2022

How OpenGov Used Patri to Turn Around Their RFP Program

About OpenGov OpenGov is the leader in modern cloud ERP software for our nation’s cities, counties, and state agencies. On a mission to power more effective and accountable government, OpenGov serves more than 1,000 agencies across the U.S. Built...

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Patri Blog

August 15, 2022

Understanding Contract Vehicles, IDIQ Contracts, and GSA Schedules

Utilize Contract Vehicles, IDIQ Contracts, and GSA Schedules to Win More Business With all the complications involved in contracting with the public sector, misunderstanding government lingo shouldn’t be among them. This blog post defines three common...

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August 8, 2022

What is a Compliance Matrix?

How a Compliance Matrix Can Improve Your Proposal Responses In the world of bids and proposals, compliance means that a proposal satisfies the necessary requirements to avoid automatic disqualification and proceed to evaluation by the organization’s...

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August 1, 2022

Best RFP Software on the Market

Where to Spend the Smart Money: The Best RFP Software for Your Needs Finding, qualifying, responding to, and debriefing RFP opportunities can be overwhelming. For many companies, the natural instinct is to bootstrap each element of the RFP response...

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July 26, 2022

How to Find Government Contracts, Bids, and Proposals

Your Guide to Finding The Right Government Contracts, Bids and Proposals Because public sector procurement is governed by strict regulations and disclosure policies, governments are almost always legally required to post upcoming contracts, bids,...

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June 21, 2022

How to Understand the RFP Scorecard

How to Understand the RFP Scorecard What is an RFP Scorecard and Why is It Important? Requests for Proposals (RFPs) were designed as a tool to make unbiased procurement decisions to prevent corruption. As such, RFPs often contain detailed evaluation...

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June 14, 2022

What is an RFP, RFI, RFQ, or RFx?

What is an RFP, RFI, RFQ, or RFx? For companies operating in complex industries, navigating complicated procurement processes is an operational necessity. Nonetheless, procurement is a field awash in technical jargon that can make it difficult for...

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May 20, 2022

5 Pitfalls to Avoid When Starting With Proposals

What to avoid when starting with Proposals Proposals are key to growth for companies in complex industries. Yet, too often proposals can pose operational difficulties, sapping time, energy, and resources. If your company is struggling to respond to...

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May 4, 2022

Go/No-Go Decisions 101

Professional poker players say the most crucial factor to their success is knowing when to play a hand and when to fold it. Poker players look at the available information, calculate the odds of success, and use this data to make quick decisions to play...

Read More »

April 13, 2022

How Black Hat Exercises Improve Competitive Positioning

Proposals aren’t won in a vacuum. Every victory in a competitive solicitation exists within a competitive landscape. Proposals must not only convince reviewers that your solution is attractive and viable but also that it offers more value than any of...

Read More »

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eBooks and White Papers

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. Proposal teams possess strong insights into the relative...

Download »

eBook: The GTM Executive’s Guide to Modern Qualification

Learn how intelligent qualification for bids and proposals wins more business, reduces team tension, and increases efficiency. Strong qualification processes are the backbone of the best-performing sales organizations. The same is true for the...

Download »

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...

Download »

The Guide to Modern Proposal Management

The Guide To Modern Proposal Management This guide to modern proposal management strategies will help you improve your win percentage, reduce stress, and capture more revenue.  Modern proposal management is more competitive than ever. The...

Download »

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

How a Seamless Business Development - Sales - Proposals Partnership Fuels Grown This guide to aligning the Business Development, Sales, and Proposal Management functions will help you improve your win percentage, reduce stress, and capture more...

Download »

Upcoming Events and Webinars

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...

Watch Video »

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. In this webinar, David Jones, RFP Program Manager at OpenGov, discusses his journey in formalizing the bid qualification process and how it...

Watch Video »

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."

In the Press

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