What You Get with WinIt

Feature/Capability	Included
General/Customer Success
User interface tailored for GovCon needs	✔
Simplified user experience to support rapid CRM adoption	✔
Built on world-class platform technology, providing scalability, flexibility, and security	✔
Dashboards/reporting	✔
Document management, including SharePoint integration	✔
Library of how-to videos to drive adoption	✔
Fill Your Pipeline
AI-powered opportunity recommendations with alerts	✔
Lead source integrations (e.g., GovWin IQ)	✔
Ingestion of task order notices from eBuy, eGos, Symphony, and other portals	✔
Lead tracking and opportunity quick-create	✔
Execute Your Pipeline
Pre-loaded with 3K+ federal agency/office accounts and 60K+ federal contacts	✔
Embedded market intelligence (awards, contract vehicles, solicitations, agencies, vendors)	✔
Embedded, human-validated contact intelligence	✔
Shipley-aligned sales stages	✔
Track opportunities, accounts, contacts, partners, and competitors	✔
Track tasks/activities	✔
Automated opportunity updates	✔
Pwin/Pgo calculator	✔
Shipley-based opportunity scorecard	✔
Automated gate review briefing generation	✔
Relationship mapper	✔

Frequently Asked Questions

Why did TechnoMile partner with Salesforce?

When evaluating platform technology for our WinIt solution, Salesforce stood out for its highly scalable, secure, and easy to use cloud infrastructure. We wanted our GovCon small business customers to enjoy the benefits of the same platform that’s used by over 150,000 companies worldwide to digitally transform their business and grow revenue.

How do TechnoMile customers benefit from the Salesforce platform?

Leveraging Salesforce platform technology allows TechnoMile to focus on building features that solve the unique business challenges that GovCons face when selling to the federal government. Required components, such as authentication and security, are already built in to the platform technology so we can focus on delivering GovCon-specific capabilities. On top of this, due to Salesforce’s size, other companies put their development efforts into integrating with Salesforce. This means that our customers benefit from a wide selection of built-in integration options that are fully supported and maintained.

Do I need to already own Salesforce to use WinIt? Do I need to also buy Salesforce licenses?

No. WinIt CRM is deployed with what is called an “OEM” license. This means that the system is completely self-contained and does not require the customer to be an existing Salesforce user or to buy any licenses from Salesforce.

Do we need to hire a Salesforce administrator to manage WinIt?

No. For any CRM system, there will be some level of necessary administration. Typical administrative tasks include provisioning users, modifying workflows, and maintaining reports and dashboards. In WinIt, typical administration tasks are done within the user interface without the need to write code. WinIt also leverages the Salesforce platform for some configuration settings. Most of our customers find that their WinIt admin is capable of doing this work. WinIt comes with an extensive library of how-to videos to assist admins in managing the solution. In addition, there are thousands of readily available online Salesforce resources to enable any new user or administrator to be self-sufficient.

Is WinIt able to work in a GovCloud environment?

Customers that require a GovCloud environment due to CMMC, FedRAMP, ITAR, or other information security requirements should consider TechnoMile’s Growth CRM solution, which can be deployed in GovCloud.

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