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VIP Continued Education Workshop Session 3: Identifying Opportunities with Judy Bradt, Summit Insight

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Session 3: Hands-on Session on Using SAM Contract Data to Identify Opportunities. Instructor: Judy Bradt, Summit Insight

What You Will Learn:

o How to define your research goals o Which data fields are most valuable for opportunity identification

o How to create the recommended “storyboard” field selection for a comprehensive ad-hoc report

o The steps to export your data to Excel o How to create pivot tables of your data

o How to use resulting data views to identify leads, partners, competitors, acquisition strategies, and opportunities for engagement & business

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