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Pipelines

Pipelines allow you to easily triage all the opportunities you’d like to pursue.

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Add to a Pipeline

  1. Click on the Create Pursuit button on any search result.
  2. Create a new pipeline or add the opportunity to an existing one.
Create Pursuit

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Managing Pipelines

Navigate over to the Pursuits section. From here, you can get a birds-eye-view of all the opportunities you’re interested in.
  • View all your pusuits in list, kanban, or calendar format.
  • Filter your view by assignees, due dates, and pursuit stages, and tags.
Manage Pursuits

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Bid/No-Bid Decisions

Make an educated bid/no-bid decision in minutes by leveraging Ask Sweetspot AI to assess your probability of winning an opportunity.
  1. Navigate to the Pursuits section.
  2. Click on any pursuit.
  3. Go to the Ask AI tab at the top of the page.
  4. Ask Sweetspot AI questions to qualify the opportunity, evaluate win probability, and analyze key factors such as alignment with your past performance and contract requirements. You can also request summaries, risk assessments, or tailored recommendations to support your bid/no-bid decision.
Manage Pursuits
The capture process focuses on understanding and influencing the buyer’s requirements and decision-making framework before an RFP is issued. This allows your organization to shape the procurement in its favor, establish relationships with key stakeholders, and tailor its offerings to meet specific needs. By managing the capture phase via the capture questions, your organization can increase its chances of submitting a winning proposal, ensuring it aligns with the buyer’s objectives.

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Pursuits

Pursuits allow you to manage and track contract opportunities from end to end. Pursuits facilitate the organization, assignment, and progression tracking of bids.

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Creating a Pursuit

To create a new pursuit:
  1. Click on the + New Pursuit button in the Pursuits section.
  2. Fill in the pursuit’s title, due date, and assignees.
  3. Optionally, attach relevant files to the pursuit by dragging and dropping files or browsing from your computer.
  4. Set the status to reflect the current stage of the pursuit (e.g., Assessment, Proposal, Submittal, Won/Lost).
  5. Once all details are filled in, click Create Pursuit to save and begin tracking the pursuit.
  6. Pursuits can also be manually imported by clicking + New Pursuit at the top right corner, or automatically integrated from your SalesForce account by clicking Connect to SalesForce.
Manage Pursuits

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Managing Pursuits

Pursuits are listed with their title, status, assignees, and due date. You can filter this list to find specific pursuits, or use the search function to narrow down the list based on keywords.

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Actions for Each Pursuit

For each listed pursuit, you can:
  • Edit: Modify the details of the pursuit.
  • Delete: Remove the pursuit from the list.
  • Change Status: Update the pursuit’s stage to accurately reflect its progress.
  • Tag: Add or remove tags from pursuit files.

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Pursuit Details

Upon selecting a specific pursuit, you will see a detailed overview page which includes:
  • Pursuit Overview: General information such as assignees, due date, status, and a summary.
  • Stage: Status of the pursuit. Click on Next Stage to progess the pursuit’s timeline.
  • Notes & Files: Solicitation files provided by the solication and any recent notes by team members.
  • Activity: A timeline of recent updates and changes to the pursuit.
  • Discussion: Comments or conversations between team members relating to a pursuit.
  • Win Themes: Ohrases that tell the buyer exactly what benefits your solution will specifically bring and why they should choose you. Sweetspot Al uses these themes to help build a proposal that is tailored specifically for your organization.
Manage Pursuits

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Assigning Tasks

Tasks related to a pursuit can be added and assigned to team members:
  1. Navigate to the My Tasks section of a pursuit.
  2. Click + to add a new task.
  3. Assign the task to a team member.
  4. Set a deadline and describe the task in detail.
  5. Save the task to track its completion.
Manage Pursuits

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Task Management

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Tasks

  • To add tasks, click the + next to My Tasks. Assign due dates, priorities, and allocate them to team members.
  • View tasks in a Kanban board layout organized by status categories: To Do, In Progress, In Review, Completed, and Canceled.
  • Edit tasks to update titles, descriptions, due dates, priorities, and assignees.
Manage Pursuits

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Files

  • Manage files under the Files tab; add new files or delete as necessary.

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Notes

  • Add notes to manage with your team members. Capture thoughts, win themes, information, and anything on your mind.
  • Sweetspot AI will use these notes in generating proposal documents.

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Shred

  • Sweetspot AI will go through each solicitation document line by line, and tell you how to respond.
  • Breaks down RFP into actionable categories such as Proposal Instructions, Task Areas, Evaluation Factors, etc.
  • Filter by category to efficiently understand and complete proposals.
Manage Pursuits

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Capabilities

  • The Capability Matrix will organize all the data from Shred to evaluate your business’s capabilities for each action.
  • Create columns (or choose from suggested columns) to compare data you want to extract from the solicitation shred.
  • Click Run AI Fill by selecting the arrow head at each column header, and Sweetspot AI will fill out the columns based on your organizaton’s information.
Manage Pursuits
  • Create a custom column by entering a name in Create a new column and enter detailed information.
  • Provide detailed instructions, answer structure, and choice options for the response.
  • Click Save and Sweetspot AI will fill out the column for you across all solicitation tasks.
Manage Pursuits

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Requirements

  • The Compliance Matrix tracks mandatory proposal requirements.
  • Click on Extract Requirements to have Sweetspot AI automatically create matrix items based on the files provided in an opportunity. Add and link compliance items to documents to ensure criteria are met.
  • The matrix offers an overview of all compliance tasks, their status, and the responsible team members.
  • Have Sweetspot AI grade your document based on the compliance matrix. Requirements will be tagged as Compliant, Partially Compliant, or Not Compliant, with guidelines on how to fulfill individual requirements.
  • The compliance matrix can be exported as an Excel sheet, by clicking on Export to Excel in the top right corner.
    You can generate tasks tagged to each compliance item that can be assigned to a team member
Manage Pursuits

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Documents

  • The Documents tab is for text-based document management. Create, edit, or delete documents related to the pursuit.
    You can generate tasks tagged to each document that can be assigned to a team member
Manage Pursuits

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Recent Activity and Contributions

  • Recent Activity logs all actions within the pursuit for team visibility.
  • Contributions show a calendar view of team actions over time.