Have you heard?GovSpend can now integrate directly with your CRM, enabling you to bypass the export process and inject GovSpend data directly into your sales workflows.
What's New
• Automatically Send New Search Results to Your CRM
From your Saved Searches page, you can toggle CRM integration on or off for each search and select your frequency and mapping preferences. Once enabled, your CRM will automatically receive up to 200 new records from that search each time the integration runs. Visit our Help article for more details.
• Easily Track & Manage GovSpend Records
We’ve added unique integration fields to help you track and manage the data you are sending to your CRM. Customers using these fields are able to consistently route data to the right teams, with the right level of information to action.
GovSpend Label sends over “GovSpend” as a string, providing a simple way to track the source of the data and subsequent ROI.
GovSpend Record Link sends the URL of the GovSpend record that was integrated, allowing you to return to the data in GovSpend at any point.
GovSpend User Name sends the first and last name of the GovSpend user who integrated the specific record.
GovSpend Tags sends any tags added to the record in GovSpend so you can route records appropriately.
File URLs (rich text) sends the direct URL for all associated files and attachments so you can view without logging into GovSpend.
For a full list of all fields available for integration across each module, click here.
Integration Inspiration
Unsure of where to start? Here are some examples of how our customers are using GovSpend data inside their CRM to add value to their sales process:
A national furniture manufacturer is pairing their existing agency names with our agency IDs to serve as unique identifiers for additional datasets, enabling a single view of all GovSpend data by agency.
A healthcare device manufacturer is streamlining their bid workflow by automatically syncing new bid opportunities with their CRM for their sales teams to pursue.
A software reseller is using our spending intelligence to build campaign audiences and then syncing relevant agencies and contacts into their CRM for outreach.
In collaboration with one of our solutions engineers, we will partner with you to design an integration that is customized to your CRM and your public sector sales strategy.
In a new industry-specific webinar series, GovSpend’s Paige Mockler shows you how to look beyond the Bids & RFPs module to identify opportunities across the GovSpend platform. Attendees leave these sessions with actionable leads as well as the ability to maximize the value of their GovSpend subscription.
To help our new and returning customers quickly get up to speed on the GovSpend platform, we offer a series of training webinars every month that start with the basics, layer on technique, and finish with actionable intelligence.
