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What Government Contractors Should Actually Track in a CRM — Three Sixty Vue
Best Practices10 min read

What Government Contractors Should Actually Track in a CRM

A CRM can look full and still leave leadership unable to answer the questions that matter: Which pursuits are truly moving? Which recompetes could put revenue at risk? Who owns the next customer conversation? When pursuit facts, contract details, and delivery signals live in separate spreadsheets and inboxes, teams lose time in every pipeline meeting and make decisions from partial information. A government contracting CRM should be the operating record for growth, risk, and customer continuity, not a digital address book.

How to Automate Request Intake Without Losing Business Context — Three Sixty Vue
Best Practices11 min read

How to Automate Request Intake Without Losing Business Context

The most expensive intake failures often look like efficiency wins at first. A request is submitted quickly, assigned automatically, and marked as in progress, but the person doing the work still has to ask what changed, what is due, and why it matters. That delay turns a clean workflow into a chain of messages, copied notes, and avoidable reprioritization. The answer is not returning to an inbox. It is designing intake to capture the context required for a sound decision before work starts moving.

How Past Award Data Changes the Way You Read a New Solicitation — Three Sixty Vue
Best Practices10 min read

How Past Award Data Changes the Way You Read a New Solicitation

A solicitation read in isolation can make an unwinnable pursuit look promising. The requirements may sound aligned, the ceiling may look attractive, and the evaluation language may appear manageable. Meanwhile, a competitor that studied the prior award may already know the incumbent’s position, the contract’s actual ordering history, and whether the agency has meaningfully changed its expectations. Past award data does not predict a winner, but it gives your team the context needed to spend proposal time where a credible path exists.

How to Build a Consistent Opportunity Intake Process — Three Sixty Vue
Best Practices10 min read

How to Build a Consistent Opportunity Intake Process

The opportunity that hurts a proposal team most is not always the bad fit they pursue. It is often the strong-fit solicitation that sits in someone’s inbox while the team debates a vague request in a meeting. When opportunities enter through email, chat, spreadsheets, and verbal updates, the delay is invisible until a deadline is too close to recover. A consistent intake process gives every opportunity the same first review, so your team can protect proposal capacity for work worth pursuing.

How to Use Agency Forecasts Before a Solicitation Is Posted — Three Sixty Vue
Tutorials10 min read

How to Use Agency Forecasts Before a Solicitation Is Posted

The most expensive opportunities are often not the ones a contractor loses. They are the ones the team finds after competitors have already shaped relationships, identified partners, and prepared their capture plan. An agency forecast will not guarantee that a solicitation appears, but it can give your team a useful head start before the formal notice makes the requirement visible to everyone. The goal is not to spend proposal dollars too early. It is to make smarter, proportionate decisions while time is still on your side.

Why Good Automation Starts With the Exceptions — Three Sixty Vue
Best Practices9 min read

Why Good Automation Starts With the Exceptions

Most broken automations look successful right up until the first incomplete record, unclear requirement, or unexpected approval. Then work stalls in an inbox, gets entered twice, or moves forward with the wrong assumption. The hidden cost is not only the correction time. It is the loss of trust that causes employees to shadow every automated workflow manually. Good automation starts by defining what happens when the normal process stops being normal.

Why Proposal Teams Lose Time to Document Version Confusion — Three Sixty Vue
Best Practices10 min read

Why Proposal Teams Lose Time to Document Version Confusion

A proposal can be technically strong and still lose critical hours to a problem that looks harmless: too many files that all appear current. One reviewer edits the pricing workbook, another comments on an older technical volume, and the proposal manager spends the final afternoon reconciling differences instead of checking compliance. The cost is not just frustration. Version confusion creates duplicated labor, delayed approvals, contradictory customer responses, and a real risk that outdated language reaches the submission portal. A clear source of truth turns document control from a last-minute scramble into a repeatable operating practice.

SAM.gov, USASpending, and FPDS: What Each Source Actually Tells You — Three Sixty Vue
Tutorials10 min read

SAM.gov, USASpending, and FPDS: What Each Source Actually Tells You

SAM.gov, USASpending, and FPDS are often treated like three doors into the same federal database. That assumption makes sense until a team searches spending history for an open solicitation, or mistakes a contract modification for a new award. These sources are connected, but they answer different questions at different points in the buying cycle. Knowing which source to use first helps your team spend less time sorting records and more time making sound pursuit decisions.

How to Evaluate an AI Product Update Before Adding It to Your Workflow — Three Sixty Vue
Best Practices10 min read

How to Evaluate an AI Product Update Before Adding It to Your Workflow

A helpful-looking AI update can become an expensive source of rework before anyone notices the original workflow is slower. A feature demo may show a clean summary, a confident recommendation, or an automated handoff, while real work arrives incomplete, ambiguous, and spread across several systems. For a government contractor, one unreliable classification or missed escalation can mean a capture team reviews the wrong opportunity while a viable solicitation closes. The smart decision is not whether the update looks impressive, but whether it improves your actual process at a cost and risk level your team can live with.

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