Common Use Cases

Hi. This is Andrew Gordon, senior solutions engineer at GovSpend. Today, we're gonna be looking at GovSpend's new AI notebook feature and how this can help you to build a pipeline and prioritize opportunities in the public sector. So what we're looking at here is an example search where we're looking at expiring contracts for learning management systems. This is specifically looking at the Texas, California, and New York markets where there's a contract in place associated with a particular end date that contains keywords such as learning management system, LMS, or learning management. With the AI notebook feature, I can grab a handful of these contracts and add them to the notebook as a project. After clicking that button, we can go over into our AI notebook, and we can actually use artificial intelligence to scan through the documents, through the documentation in terms of details, descriptions, pricing structure, and any other associated details that the agencies have reported for this particular contract set. So what I'm prompting you to do is basically to put this in the lens of a new account executive that sells LMS systems to these particular markets and take these contracts and give me the top ten opportunities that will likely go out for a rebid and help me to analyze why these contracts would be ideal for me to go after. Make sure to list the state, the expiration date, and reasoning for why they should be on my radar. As soon as I click submit, this is going to analyze the contracts and give me a very pointed response to help me in my efforts. As you can see, the response that we've gotten here is a top ten list of which contracts I should be looking at in order to prioritize my outreach to the public sector. So the first one we see here is Prosper Independent School District. They have a contract for their LMS system with the current vendor being Instructure. We see the expiration date on this contract is March of twenty twenty six. And they give reasoning in the response saying that this is a growing k twelve district with twenty eight thousand plus students and is rapidly expanding into North Texas. This contract has a high likelihood of going to rebid given the standard renewal cycle and competitive market. Another example we see here is Region fourteen Education Service Center in Texas, which happens to be an Omnia Cooperative contract. This is also giving some detail and reasoning as to why this contract would be good to look into from the lens of an account representative selling into Texas. All of the other details here are completely tailored based on the prompt that we've submitted, and this is just using the details specifically from the contracts that we've added to the project. This can be helpful to understand where an account executive can prioritize time or look into the competitor contracts to understand pricing structure, end dates, current vendors, and how to create a clear plan of attack to go after the particular agency that holds these contracts. We also see particular summaries and next steps to where this can give you some additional insight into looking at other data in the platform or to understand more information on the competitors that hold these contracts or any specific contracts to dive into their pricing structure, bid documentation, and award cycles.

Hey, everyone. Bradley from GovSpend here. And today, wanna show you how to quickly surface sales opportunities from our historical purchase order database as well as the open web using our AI search. So if you haven't used it yet, our AI search works very similar to ChatGPT, except instead of just searching the web, it searches all of GovSpend data and the web, so you get the best of both worlds. And so in this example, I work for a value added reseller of cybersecurity products, and I want to get an understanding of which agencies are currently spending more than fifty ks on Darktrace products. So using our AI search, I asked it exactly that. Show me agencies in the Northeast, which is my territory, that have spent more than fifty ks on Darktrace cybersecurity products in the last nine months. So what it does is it goes through GovSpend, searches our purchase order database, and services opportunities or services historical purchase orders for more than fifty ks for Darktrace. So I've got my list here. And then the next thing I wanted to do is follow-up by asking it to pull any relevant cybersecurity grants that these agencies might be eligible for. So again, asked it just that. And in this case, it starts actually by searching the web. So it knows to go out and search the web for this grant information, understands that it's searching for cybersecurity related grants. And it comes back with this list well as some links to see the details. And it also gives me information on which of those agencies that I found previously might be eligible for those grants. So really easy way to get some quick, actionable leads from GovSpend and also enrich that data with information from the web. So that's it. Quick and easy. Me know what you think. And certainly, tuned for more tips on how to use our AI search and also sneak peeks at some other awesome enhancements that are coming your way soon. Thanks a lot.

Hey, everyone. Bradley from GovSpend here. And today, wanna show you how you can get actionable insight from any GovSpend record using our AI chat. I'm gonna show you how it works today with a meeting, but you can do all this with bids. You can do it with contracts. So pretty much any GovSpend record. So let's say I work for a food services company and I sell into k twelve school districts in the Midwest. I've already got alerts set up to practically notify me when any school district mentions food services, and I got this meeting delivered to my inbox this morning. So I know they're talking about food services, but now I wanna know if this is actually an opportunity for me. And if so, what do I need to do to give you the best chance of winning it? So let's get started. So I'm just gonna ask you to start off by giving me an overview of the food services opportunity. Punch that into the chat. And the way this works is really similar to ChatGPT or Gemini or any other LLM that that you're familiar with using. So right off the bat, it's gonna give me a little bit of background about sort of current vendor and what they've, what they discussed in the meeting in terms of pros and cons, tells me a little bit about how the the process is gonna work and the board and the board of education involvement. So great. Good context right off the bat. So I wanna ask, did they talk about pricing at all? So, obviously, that would be something helpful for me to understand. So it looks like they mentioned it, but they didn't really give any specifics. Okay. So now what I'm gonna do is, you know, maybe let's say I'm, you know, hunting leads for myself, but maybe I'm also hunting leads for someone else. So I wanna be able to hand this off to someone. So I'm actually gonna have it put together an action plan, to sort of map out the sales process. So something that I can copy paste, hand directly off to the salesperson or or to someone on the team to to sort of get started. And this is where, you know, these these models really, really sing. So it's sort of not only taking into, you know, account, like, what a great sort of public sector sales process might look like, but it's also, taking into account, you know, all of the details surrounding the specific bid and opportunity and the specific, the specific agency. So a lot of great detail here. Not obviously gonna go through all of it, but please feel free to try it out for yourselves. But really good stuff that I can sort of either use for myself or hand off to to someone else. And the last thing I'm gonna do is ask it to find some contact information. So, I'm gonna ask it to highlight contacts that I should be engaging with. So you know, because I don't necessarily just wanna call up the, you know, the default, you know, generic contact person on the website. And I'm also gonna ask it to find, you know, direct contact info more information for me if they can find it. So they'll look at the meeting, and they'll also look at the web. So punch that in. And now it's searching both the meeting for sort of the right people, the right decision makers, and it's also searching searching the web for more details. So looks like I've got contact information for the superintendent, which is great. Samantha Peterson, who's also mentioned, gives me gives me links where I can go find that contact information and also giving me contact information for the board. So really great. Pretty much everything I need to get started pursuing this opportunity. Easy, fast, actionable. So let us know what you think, and definitely stay tuned for more ways that GovSpend can help you win in the public sector. We got a lot of really cool stuff coming up. So thanks for the time.

Hi. This is Andrew Gordon, senior solutions engineer at GovSpend. Today, we're gonna be looking at GovSpend CRM integration capabilities and how we can help you to track opportunities in your native CRM environment. For this example, what we're looking at are expiring contracts for learning management systems in Texas, California, and New York. What we can do is we can pick an example we'd like to look at. For example, here's the learning management system contract between the region four education service center in Texas and their vendor and structure. If I open up this particular contract, I can see the details associated with it. Specifically, I can see the contract end date as well as the files associated with this particular award. What I can do is I can easily go up to my button that says add to CRM. And now I can go ahead and just click contract to opportunity to have this flow over straight into my CRM so I can track and see all the details that I've mapped over for this particular contract record. We can map over the files as URLs, the end dates, and any other associated details for this particular agency's award to this vendor. Thanks so much for your time.

As you probably know, GovSpend is the world's most comprehensive archive of open RFPs and bids. And as a follow-up, I've invited my colleague Ben Hills to join us. Ben is the CEO and founder of Iris. That's our partner solution that puts the magic of AI behind your RFP process and reduces the time to first draft from weeks or days to just minutes. Ben, now that we have a pipeline of bids to chase, can you show us how we can quickly put together a winning response? Absolutely. So great to be here, Nate. Just three years ago, I was leading sales at an ed tech company as a GovSpend user, finding dozens of more bids every month of colleges looking for software just like ours. Problem was, didn't magically find more people who had the time to respond to all those bids. Now with Iris, we can actually respond to all of our available opportunities. Now Iris is built around all of your institutional knowledge. So into Iris, will bring past proposals and marketing collateral and case studies and security policies, everything that actually makes up the brain of the system. Then when you get a bid, you'll bring it from GovSpend right into Iris. And here you can actually make your go no go decision. You'll see all the key dates inside of that procurement timeline, and you can add them to your calendar so you don't forget about them. Any of the key contacts, scoring criteria, and then the actual requirements where we'll use all of your knowledge based content to determine whether or not you meet these criteria. You can always override these decisions by Iris. So if your GoNoGo team is in here and they decide, hey, we actually will do this infrastructure for this prospect, you can do all of that right here. Now when you're ready, you can click Start Response and Iris will move into the Response component. In our Response workflow, you'll see all of the content that Iris has generated, sources of where Iris pulled this information from. You can always reassign this to other subject matter experts on your team, make all of your edits and changes. When you're done, export it on your own custom branded template so it looks production ready, send it back to your prospect and win more business. With the power of the data from GovSpend and the response workflow from Iris, teams can now respond to more bids with higher quality responses and help them win more business. Nate, back to you. Great stuff, Ben. Iris is an absolute superpower. Dozens of our customers use the solution today, and we'd love for that to be even more. Reach out if you want to learn more or get access. Ben, we're grateful to be partnered with you. Thanks.

Hi, everyone. My name is Catherine, and I'm on the product team over here at GovSpend. And I'm super excited to show you all a sneak peek on what we're working to get in your hands early in twenty twenty six. So, we all know that GovSpend has a ton of amazing data, but it can often be a very manual process and time consuming process to find that opportunity, that needle in a haystack, and be able to action it. So just taking a quick example, let's say that I'm a wholesale distribution company, really selling products around residential and commercial construction, like plumbing and heating supplies, HVAC supplies, etc. Today in GovSpend, you know, if I wanna go identify an upcoming opportunity, understand the agency I'm selling to, and maybe some history around that, I'm gonna have to go into each of our awesome modules with a lot of great data, and perform individual searches based on keywords. For example, here, pulling up all the meetings that mention, my products and services. I may go into bids, see what bids are out there, related to my products and services in the states that I care about. But then when I get this information, I've gotta sift through it myself to understand what's actionable. In twenty twenty six, we want to basically know more about you as an individual user in GovSpend at your organization and be able to serve up the information that's meaningful to you without you having to find it. So coming soon, basically enhanced user profiles where you as an individual user will indicate what products and services you're selling, who are your competitors, what agency types are you're targeting, and other information like the regions and states that you serve. We want to take that information and pair it with what signals out there do you actually care about being alerted to. And those are both signals within GovSpend, like open bids, expiring contracts, and meeting competitor mentions, along with signals out in the public internet. So contact hires at agencies, initiatives, and pilot programs, basically a combination of signals both within GovSpend's data and in the public web. We wanna take all of that that we know about you as an individual at your organization, and then we are gonna do the dirty work and go find those opportunities and serve them all up to you here. So, basically, we will go out, find that information, and we're gonna put it here. So you no longer have to go do manual searches. You will just come to your opportunity dashboard, and we will provide a relevant score and rank it by scores so you're seeing what we think is most relevant to you first. So let's take a look at this first record that popped up here. So this is a meeting record. We've got a short summary of what it is. It's talking about restoration and re renovation of city hall. You know, general summary. When I pop open the details here, you'll see we also have a reason why we think this is relevant to you. So it's talking about plumbing fixtures, electrical components, HVAC system, all related to my product and services keywords on my profile, but also in the target agencies of municipalities and Florida. So this is a high value critical opportunity that really my team should start actioning based on my profile and what I care about. You know, you'll have access to your attachments here. And what we're working to build out now, which is the next most critical piece is how can we allow you to action this right here? Who's the best contact for this opportunity? You know, push this into your CRM so more of your team can access it and action it, generate an Outreach email or call script. We're gonna give you all of that capability right here, so it's really a one stop shop for you to action the data. And as I scroll through here, you'll see, you know, here's a spending competitor mentioned. So this is looking at our spending data and telling you that, hey, you you've got a competitor that's selling to this agency. This might be something you want to get ahead of going into twenty twenty six. We're also pulling in the bid information if you're interested in that. So here's an open bid related to the products and services that you sell. So no longer are you having to piecemeal together all your different search results. We are going to serve that up to you all in one place. And as I mentioned, you know, we also wanna provide you with information from and signals from the public Internet. So just gonna sort that here so you can easily see this, but, you know, this is pulling up information from that public Internet. If I pop open the details, you know, we'll give you a link right to the source of that data so that you can you can review it. And we'll have our standard alerting capabilities, integration capabilities, etcetera, for this. So we're hard at work on this. We're really excited about this. We want to make the GovSpend experience as meaningful for you all and give you those opportunities on a plate so that your teams can action them efficiently.

Hi, everybody. Anne Halsted here, marketing director at GovSpend, and I'd like to take a couple minutes to show you how the GovSpend platform can support a marketing workflow. I know we spend a lot of time talking about how we support sales workflows, but there's actually a lot of value here from marketers too, especially when it comes to your go to market strategy. So let's say that I am the marketing manager for a regional food distributor who caters to the mid Atlantic market. And let's say that in twenty twenty six, I want to displace some of my largest competitors at k through twelve school districts in the area. And let's say that as part of my go to market strategy, I wanna use LinkedIn to reach these k through twelve school districts, which means I'm going to need a list of school districts that fall into my parameters that I can upload to LinkedIn to build my target audience. In order to do that, I'm gonna come into our brand new agencies module that which you can see here, and I'm gonna use my left hand filters to narrow down to k through twelve school districts, states that fall into the Mid Atlantic region. And to cast a wide net, I am going to set a minimum enrollment rate or count of five hundred, and that's gonna give me the list of school districts that fall into my market. From here, I'm going to open this search in spending and POs, which is gonna give me roughly thirty two million purchase purchases and a little over thirteen hundred agencies, which tells me I have a little more filtering to do. So I'm going to narrow the time frame to twelve months last twelve months, and I'm going to narrow my purchase orders down to my largest competitors. And rerun my search. That's gonna give me a little over ten thousand purchases, but more importantly, it's gonna give me around two hundred and fifty agencies, which sounds about right. So from here, I'm going to export this list of agencies to a CSV file, which is going to give me my target list for LinkedIn. As you can see here, I have agency name, but more importantly, I have agency URL, which is gonna be a really important thing for LinkedIn to look at in order to create an accurate list of agencies.

Hi everyone. My name is Daniel from GovSpend. Today I'm going to take you through a tour on one of our newest search modules in GovSpend called our Open SAM Notices Search. And the idea behind the search is to allow you to search through all of the available notice types that you would normally find in sam dot gov, but with the addition of GovSpend's AI features. So without further ado, let's go ahead and take a tour. Now, as I open up our first search here, you're gonna notice I have a sample search built with our keyword for cybersecurity. Think of that like the keyword I'm trying to look for in our records. But towards the left hand side, you're also going to notice I have another filter turned on called notice type. Again, is for example purposes, but I like having this filter turned on to find specific types of notices that happened before the formal solicitation. Think of things like sources sought notices or pre solicitations or even special notices. Think of things like industry days, for example. Having a search like this allows me to find specific notices that typically take place before, again, your formal solicitation. Now once you've built your search, the next step is to of course review the records and click on the one that you think fits best for you. And for this example, we're going to go ahead and use this one right here. So I'll go ahead click on the title. And once we've done that, our new result loads up on screen. Now what I want to do is I want to walk through some of these notice details that we see. That way you get more familiar with really what AI is doing to these SAM notices. I'll draw your attention to the notice details, but more specifically, the description that says AI. Now one of the nice things about GovSpend is when it comes to reviewing those SAM notices, again that you would typically see in sam dot gov, is depending on how the person that wrote that SAM notice writes it, they may not always put the best formatting in. Like think of bullet points for example. The nice thing about GovSpend AI, and I'll show you an example what this looks like, is we have the ability to add extra bullet points to make the formatting of that solicitation feel cleaner. I'll go and show you an example of that now. I'll click these three dots over here towards the right hand side and I'll change this from it already saying AI generated to original instead. Now you're going to notice that some of those bullet points that we just saw a moment ago disappeared. This is the original format, the original view. But again, with the power of AI, we have the ability to reformat that same description. That way it's cleaner and ultimately easier to digest. In addition, we also have other AI features available for this specific record. That's going to draw our attention to our GovSpend AI prompt tool towards the top right hand corner of any record in our Centimeters notices search. Now once I go ahead and open up that panel, you're section on the right hand side that says need some quick answers related to this opportunity. You're also going to notice that there are some of these sample prompts here, but I want you to think of these like a Gemini or a JAT GPT or another LLM that allows you to simply ask questions and find answers faster without you having to read the entire solicitation. I'll show you an example of why this can be so helpful. Now many of you that have reviewed SAM notices before are probably aware that a lot of SAM notices can feel pretty long. There's a lot of stuff that you'd have to typically read to understand the solicitation in its entirety. But using prompts such as provide a summary of this opportunity gives me the ability to get the answers that I need faster without having to scan the entire description of that specific solicitation, of that specific source of sought notice, etc. Just as you'll see here, pretty quick, we get that much shorter summary of what exactly is taking place for this specific opportunity. In addition, you have other pre made prompts as well. One of my favorite ones I like to show is generate a sales brief for this notice. The reason why I like showing this one too is because this one ultimately goes over items such as scope of work or what the purpose of this specific opportunity is. As it continues to load, we'll see once again we get all those different fields tied to scope of work, overview of requirements. That's the type of stuff you can find with the sales brief prompt. In addition, you also can write out your own custom questions. For example, you may want to ask the AI to provide a contact information for this opportunity. I'll go ahead and click search here. You'll see right away it pulls up our contact for this specific opportunity. Now the reason why I wanted to show you this is because inside of this entire solicitation, if I scroll through this, you actually would not find Jose anywhere on here. That's because the AI has a bonus feature included which allows it to also review any attachments that are linked to that solicitation where we can see Jose in this example here, allowing the AI to not only search the general description, but also read those attachments that you're used to seeing in SAM dot gov. With that, that gives you a brief tour of our awesome AI features inside of our SAM notices search. Thank you for your time.