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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Patri Blog

Title card that reads "The Best Ideal Customer Profile Software"

May 31, 2023

The Best Ideal Customer Profile Software

These Ideal Customer Profile software offerings, powered by advances in AI and machine-learning, are transforming ICP generation.

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May 31, 2023

The Benefits of Revenue Intelligence Software

Revenue intelligence software improves qualification, increases revenue, and reduces wasted time. Learn how here.

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May 17, 2023

ICP for Sales: The Complete Guide to Sales ICP

This blog will discuss everything you need to know about Sales ICPs from the definition of Sales ICP, to discovery and through to the application of your ICP data to your sales pipeline prioritization.

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Title card that reads "What is an Ideal Customer Profile (ICP)?"

May 12, 2023

What is an Ideal Customer Profile (ICP)?

This article defines the ICP (Ideal Customer Profile), describes its importance, and details how to create an ICP for your company today.

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A title card that reads "The Key to Sales Efficiency: ICP Fit"

May 9, 2023

Why ICP Fit is the Key to Sales Efficiency

ICP Fit is perhaps the single most important metric to help boost sales efficiency. From marketing to sales to product, ICP Fit is crucial.

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A title card that reads "How to Create a Sales Pipeline Report"

April 26, 2023

How to Create a Sales Pipeline Report

Sales Pipeline Reports helps AEs organize their deals. Learn how to create a powerful Sales Pipeline Report in minutes.

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April 24, 2023

Sales Pipeline Management: How to Make it Work For You

Four sales pipeline management frameworks to help you reduce time wasted on bad opportunities and flag stagnant opportunities.

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April 21, 2023

4 Tips to Maintain a Healthy Sales Pipeline

Four Tips for Account Executives to keep their pipelines clean, understand progress on deals, and understand the right next steps.

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April 11, 2023

Introducing RevFit AI, Revenue Intelligence Software Powered By Patri

Introducing revenue intelligence software with AI-powered sales pipeline insights based on machine-learning generated Ideal Customer Profile.

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eBooks and White Papers

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The Seller’s Guide to a Healthy Pipeline

Want to learn how to make the most of your sales pipeline? This eBook helps Account Executives harness the power of their sales pipeline to manage ongoing deals, improve their propensity to win, and stop wasting time on low-probability opportunities.

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Moneyball for Sales and RevOps: The 7 Advanced Metrics to Manage Your Team to Success

This eBook shows you how to harness the power of advanced sales metrics and takes you through the 7 metrics that will drive your business forward

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eBook: The GTM Executive’s Guide to Opportunity Qualification

This eBook explores modern qualification and explains how to implement qualification frameworks to capture more revenue, and increase efficiency.

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eBook: Finding the Right Fit

Know how to identify and prioritize the most winnable and profitable sales opportunities. This eBook breaks down the the components to consider.

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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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Thumbnail How to Sell Proposal Qualification

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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On-Demand Videos and Webinars

June 28, 2022

On-Demand Patri RFx Score 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."

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