Pragmatech Training: Online RFP Machine
See Calendar for Scheduled Classes and to Register
The Online RFP Machine focuses on the fundamental mechanics of using and maintaining a Pragmatech knowledge base using The RFP Machine or Proposal Automation Suite. This course is intended for professionals who will be working with an existing knowledge base. The training is provided in demo format through online 3-sessions, with each session lasting approximately 3-hours.
How to Prepare
This is a demo-style, instructor-led class that is delivered online. You will need the following:
- Computer with Internet Access (T1/T3, DSL/Cable, or 56kbps or faster connection)
- Ability to connect to join a meeting at the LiveMeeting website
- Telephone
- Printed workbook (which will be sent by email upon receipt of registration)
Prerequisite
An existing Pragmatech knowledge base created with The RFP Machine or Proposal Automation Suite.
Agenda
Session 1 - Using a Pragmatech Knowledge Base
- Setting requirements
- Navigating a knowledge base
- Replying to a Word RFP
- The RFP Process
- Excel & online reply alternatives
Session 2 – Maintaining a Pragmatech Knowledge Base
- Managing edits using Learn Mode
- Automatic updates from a completed RFP
- Query mode to manage updates
- Content maintenance
- Using Styles and styles templates
Session 3 - Knowledge Base Fundamentals and Best Practices
- Preparing content for addition to a knowledge base
- QuickBuild: Importing new content into a knowledge base
- Key Word/Synonym best practices
- Editing records
- Knowledge base management tips
- Keyword and synonym management
- Knowledge base best practices
- Discussion: audit your knowledge base
See Calendar for Scheduled Classes and to Register
Learn More
Contact the SalesEdge Training team for guidance in tailoring a training plan specific to your requirements.