Videos

What's New: Privia 5.13

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Explore what’s new in Privia 5.13 and how enhancements will help your team achieve even greater proposal efficiency. 

Learn About Privia 5.13

Save Time with Resume Manager

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In the eyes of prospective clients, your people are your biggest selling point. Yet, developing and formatting dozens of proposal-specific resumes for every proposal is a time-consuming and resource intensive activity. Do you have access? Can you search? Must you format by hand? Is the information accurate? With Privia Resume Manager managing, developing, and formatting resumes has never been easier. Learn how Privia is helping organizations put their best people forward quickly on every proposal.

 

Save Time with Resume Manager

5 Habits of a Successful Privia User

 

2018 Privia User Conference

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With the Privia, you’ve taken the first step toward streamlining your capture and bidding processes. Now join proposal expert Derrick Chacon from The Bid Coach to learn the five habits of a successful Privia user that will help save time and improve quality.

5 Habits of a Successful Privia User

Privia Resume Manager

 

2018 Privia User Conference

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Fast, efficient enterprise-wide resume management has never been easier. With Privia's Resume Manager, proposal teams easily manage updates and quickly deliver accurate, formatted proposal-specific resumes.

Privia Resume Manager

Privia 5.13: Search and Reuse

 

2018 Privia User Conference

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You’ve heard about how Privia 5.13 delivers enhanced performance for faster search results you can preview and copy and paste to save time. Now see it in action.

Privia 5.13: Search and Reuse

Introduction to Privia Proposal Services

 

2018 Privia User Conference

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Are you over-taxing your limited proposal resources? Is this limiting your client success and your growth potential? Learn how Privia can help with product knowledge, administrative know-how, and performance enhancing technical services so that your team can concentrate on winning.

Introduction to Privia Proposal Services

Winning Proposal Graphics

 

2018 Privia User Conference

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Proposal visuals are at least 38% more memorable than text alone and the best way to relate your winning strategy, especially when information is complex or easily misunderstood. Join proposal visuals expert, APMP fellow and author Mike Parkinson to learn how the right graphics compliment your text and increase your win rates.

Winning Proposal Graphics

Process Designer: Privia's Killer App

 

2018 Privia User Conference

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You know how Privia workflow saves you time by automating workflow – are you using workflow to maximize your efficiency? This quick overview will get you started using Privia's Killer App to change and improve your process.

Process Designer: Privia's Killer App

Outsourcing the Proposal Process: Best Practices

 

2018 Privia User Conference

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Explore proposal outsourcing best practices and learn how outsourcing your proposal process can help you focus on core strengths – and extend your procurement reach. Join proposal expert Linda Davies with CP2S to learn how outsourcing can help you bid more and win more.

Outsourcing the Proposal Process: Best Practices

3 Tricks for Making the Most of Privia Commenting

 

2018 Privia User Conference

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Do you use Privia’s simultaneous commenting to drive faster, more effective proposal reviews? Discover 3 tricks for making the most of commenting that will save you and your team time.

3 Tricks for Making the Most of Privia Commenting

Writing for Evaluators

 

2018 Privia User Conference

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The goal of evaluators is to score your proposal, and to do that, they don’t always read your proposal from front to back. Join proposal expert Patricia Gorgone from PGPC to learn some simple review changes to help your proposal stand out.

Writing for Evaluators

APMP and Proposals in the 21st Century 

 

2018 Privia User Conference

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2018 Privia User Conference Keynote Speaker, Jamie Ninneman, APMP Chair, updates us on what's new and changing in the industry.

APMP and Proposals in the 21st Century

Is Your Proposal Team Secure?

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When it comes to effective proposal reviewing, real-time team collaboration is key, but online collaboration systems are vulnerable to cyber attacks and data breaches. Learn how Privia protects your team and your sensitive information – while keeping the collaboration going – with a core security designed specifically for online proposal collaboration. 

Is Your Proposal Team Secure?

Back to the Future

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Learn how Privia transports proposal teams back to the future to save proposal time and improve proposal quality with a solution built for the way you work and win.

Back to the Future

The Dog Days of Proposals

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We’ve all been there; those last few days of a proposal when sales is tweaking pricing, executives are refining win-strategy, and experts are working overtime to fill the gaps. It’s a scramble right up to the deadline, and everyone is wondering where the time went.

Learn how Privia helps you chill out through the dog days of proposals by maximizing precious time and minimizing team frustration. 

The Dog Days of Proposals

A Proposal Process That Doesn’t Suck – Your Time

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Your time is valuable – and when it comes to proposal management and development, there just never seems to be enough of it. 

Learn how Privia improves your process, saving you time, with flexible workflows you can leverage out-of-the-box, tailor or create from scratch. Our expert partner, CP2S, joins us to discuss what's working in the industry today.  

A Proposal Process That Doesn’t Suck – Your Time

Why People Hate Proposals and How to Solve That

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If you’re in the contracting business, then you’re in the business of writing proposals. It’s how you maintain and grow your business and keep your team employed. Then why would your team rather go to the dentist than write another proposal? 

Take your proposal effort from stressful to successful with these best practices from the experts at Privia and The Bid Coach.

Why People Hate Proposals and How to Solve That

Review Team Meetings that Drive Strategy Not Setbacks


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Proposal review team meetings have very specific goals; confirm the structure, confirm the win themes and ensure the approach supports the strategy. So why do review team meetings often feel like one step forward, two steps back? Discover how centralizing strategy, improving content access and real-time, simultaneous commenting can help your team avoid setbacks, focus on strategy and move your proposal effort forward.  

 

Review Team Meetings, Strategy Not Setback

Change Management Best Practices for Proposal Success


 

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Whether you’re tweaking your proposal process or adjusting a proposal schedule, considering your audience first will dramatically improve your chances for success. Leverage your proposal smarts and these best practices for a team excited for change and success. 

 

Change Management Best Practices

New Year's Resolution: Reduce Proposal Costs


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Learn how Privia’s unique solution uses best practice integration, automation, collaboration, and reporting to streamline the proposal process and reduce costs so your team can bid more and win more.

 

Reduce Proposal Costs

Integrating Salesforce with Privia


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In this webinar, Jamie Hampson, Director Professional Services, walks you through setting up the integration of Salesforce with Privia. Learn how to install, configure, map accounts and opportunities and synch one-directional and bi-directional data. The updated integration is available in Privia version 5.12. 

 

Integrating Salesforce with Privia

Privia Graphics Reviewer: Collaborate on Image Files


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See how Privia streamlines proposal graphic design, review and approval. Privia Graphics Reviewer is a collaborative whiteboard for graphic images. In this webinar, Jamie Hampson, Director Professional Services, will walk you through the benefits of virtual discussion and viewing image thumbnails in search results and library tree view. 

Privia Graphics Reviewer

Privia 101: The Basics


 

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New to Privia? Get an overview of this industry-leading, collaborative proposal development solution, and how it can help your organization win more proposals.
(Play time: 44:40)

Privia 101: The Basics

Privia Resume Manager


 

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This video focuses on how to use Privia Resume Manager to maintain current resume information, find the right candidates, enable cross-departmental visibility, make better resource allocation decisions, and win more business. Privia Resume Manager organizes your team's security clearances, past experience, certifications, skill levels and more.
(Play time: 39:07)

Privia Resume Manager

Privia for Team Collaboration


 

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In this session, learn about how Privia's Document Version Control, Review & Commenting (Color Team Reviews) , and Pipeline Sharing enable dynamic collaboration. (Play time: 31:18)

Privia for Team Collaboration

Privia Rules Automation


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In this video, we’ll explore Privia’s popular Rule Automation feature, and some of the ways proposal managers are using it to streamline proposal development. Rules may be created to move or copy files, run reports, send email notifications on a scheduled basis, and notify users of changes, creation, or commenting on files. 
(Play time: 34:30)

 

Privia Rules Automation

Privia Metadata


 

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In this video, learn how to use Privia's powerful metadata tagging to tag files with multiple concepts, keywords, or other customized attributes that you create. This ability to attach “structured data” to a document that is then searchable and reportable allows you to quickly find and re-use past proposal verbiage, identify people with certain skill sets or experience, and develop metrics on any proposal-related data you choose. 
(Play time: 33:13)

Privia Metadata

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