Empower Your Government Sales Team with Sales Pipeline Tools for Government

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in this video we're going to go over the pipeline component of our GSA accelerator [Music] it all begins with the configuration a lot of your information is going to be pulled right over from Sam and that's great it's going to save you time but we do need to enter some good details keywords upload your capability statement a lot of that step two is the watch list so sam.gov dibs even GSA opportunities that are pulled into our pipeline there's an initial process to go no-go them for you based on how you configure so it's keyword based and it's nakes code base and everything drops into the watch list you could go in there every day and see what opportunities are sitting there waiting for you now if you decide you want to pursue an opportunity then it drops into the pipeline and it's as easy as pushing a button once it goes into the pipeline everything is managed for you all the details are there and you can start building out the project next comes tracking if you want to keep track of all of your proposals you can assign tasks to different teammates to make sure that nothing gets left behind aside from that there's also a marketing area casting area and there's even an email tool so you can reach out by email to potential teaming Partners as well as Kos in the government GSA focus is here to help coach problem solve making those Corrections with you so that you can increase your win percentage now I'm going to go into a deeper dive of our pipeline process [Music] everything begins right here at home so at the top here you can click on home and go to dashboard and you will see the percentage of your configuration uh you're verifying your Sam uploading your capability statement if there is a kind of a widget that helps you develop a strategic plan set goals all that stuff and track them building your keywords which comes in later when you are of course looking for opportunities those keywords help they help quite a bit that's really the power in this Sam doesn't really have something as good as that so there's uploading your past performance for use in responding to Opportunities if you have a team you can ID key personnel there are state and local industry codes you can input your clearance and those variables review and identify competition so there are ways for you to track down who your competitors are and also you may want to team with them you may want just want to know uh you know kind of like what they're doing what they're bidding on what they're winning just so you can strategically go after what they're winning there is a you know arrangement for filters and search agents and that can be configured as some kind of helpful things training videos webinars filters that you've saved so this dashboard is a good starting place just for your day-to-day you can see that the very top here is is where there is some very good stuff that we're going to go into later let's take a look at uh the whole configuration here real fast what you're going to do is you're going to go to edit button right here and you'll see there is a whole area here where you can just go down the list and handle configuration there's a nice little breadcrumb Trail right here that you can always rely on you can always of course hit contact us if you have questions as well but yeah so now we're in the pipeline and everything works in a really nice sequence up here you can see we were at home earlier for the dashboard search is where you find those opportunities so you can go to Federal dibs sivir State local all of those I'm just going to go to Federal here is the list on today for today all of the opportunities click on on one it'll take you to all of the details everything that's on Sam or wherever it was pulled from is on here clicking the contact information and files so you can see the rfis right here you can take it from search and move it to watch list or you can move it right to the pipeline here you have filters that are preset based on keyword based on Nix code you can have a very specialized filter that saves you a lot of time it'll be paired down to the keyword and next code you can get creative with the configuration of the filters and the better you refine that the more time you're going to actually save so now let's move on from search to watch list so the watch list is basically just the opportunities that come out you find them in Search and you want to move them into your watch list because you want to watch them you want to track them go over to the keywords and I have two different Arrangements here one for one company and one for another just as example we're gonna actually just hit Federal hits you could come right in here every day and this is where you can move this over we're going to move this to the watch list click on view and all the details are in here a lot of right up there the documents will be down here one file add it to watch list here or if you decide that you are going to go after this one you can add it right to the pipeline but let's add it to the watch list first track it a little bit and then I'm going to go through those and move the ones that I'm definitely going to pursue over to the pipeline in the watch list you can add tasks the system is flexible to to the way that you work but we're going to move this over to the pipeline which is as simple as adding this to the pipeline not a lot changes if they're very similar interfaces all the details are there and that's all you need in the pipeline you can track those tasks and this opportunity when you click on Pipeline up here your pipeline list appears with those opportunities there's a dashboard here under pipeline funnel pie chart all that stuff to give you an idea of how you're doing it for the first three months we offer teaming contacts and marketing which all is really great to just actively pursue people agencies opportunities also included in the first three months our state and local opportunities those are a higher level plan if you want to keep all of those add-ons just let me know we could do that it's an added cost but if you want them they're there for you [Music]