GovWin IQ from Deltek is integrated with
iAccess so that you can import opportunities from GovWin IQ into
iAccess. Deltek's GovWin IQ helps government contractors win more business by providing a centralized and detailed platform for insight into opportunities at all stages of the contracting lifecycle. GovWin IQ provides comprehensive information surrounding each opportunity to save you critical time hunting for the right contacts, identify opportunities well in advance of public notices, and locate teaming partners.
You can import opportunities from GovWin IQ if your firm has a GovWin IQ account, if the GovWin IQ integration has been implemented, and if you have the necessary credentials to connect to GovWin IQ. Contact your system administrator for details.
You can import opportunities from any of the following categories of opportunities to which your firm has access in GovWin IQ:
- Tracked Opportunities
- TOONS
- Bid Notifications
- Lead Alerts
If you set up the GovWin IQ integration with
iAccess, you can also use the GovWin IQ Web Service utility in
Ajera CRM to import opportunities. (Refer to the
Ajera CRM help for more information about that utility.) However, the import process in
iAccess is a more fully featured opportunity import process than the
Ajera CRM import.
Implement GovWin IQ Integration
To implement GovWin IQ integration with
iAccess, first contact your GovWin IQ Customer Success Manager so they can complete some preliminary configuration tasks in GovWin IQ. You then obtain your GovWin IQ client ID and client secret and enter them on the Configuration tab of the GovWin IQ Web Service utility in
Ajera CRM. See
Set Up Integration with GovWin IQ for step-by-step instructions.
To verify that the integration is in place, connect to GovWin IQ from
iAccess. Click
on the
iAccess toolbar and click
My Settings. Click
Connect next to
GovWin IQ, enter the email address and password that you use to access GovWin IQ, and click
OK.
Use GovWin IQ Integration
To use the integration with GovWin IQ, you must have valid login credentials for GovWin IQ. (If you enter your GovWin IQ login credentials on the My Settings dialog box, you can import opportunities from GovWin IQ to
iAccess without having to log in to GovWin IQ.)
Import Opportunities from GovWin IQ
Integration with GovWin IQ enables you to add new opportunities in
iAccess by importing opportunities, with their associated data, from GovWin IQ. To do that, you display the Add Opportunity form in
iAccess, click
Import From GovWin IQ, and search for and select the opportunities to import. If necessary, you can do multiple searches and then import all of the opportunities from those search results with a single import process.
The import process creates each new opportunity in
iAccess using the opportunity data in GovWin IQ. It also preserves the association with the opportunity in GovWin IQ. You can click the ID in
IQ Record in the summary information on the left side of the Opportunities area to display a tooltip containing the opportunity solicitation date and number and opportunity status in GovWin IQ, and you can also click
More in the tooltip to open a new browser tab and display the complete opportunity information in GovWin IQ. Be aware, however, that if you update the data for an opportunity in
iAccess or the opportunity information in GovWin IQ is updated, the data for the associated opportunity in the other product is not automatically updated also.
You can import the same opportunity multiple times if, for example, you pursue it more than once with different teams. When you select an opportunity for import that already exists in
iAccess, the import process, to avoid creating duplicate opportunities by mistake, asks you to confirm that you want to import the opportunity again.
Initiate the Import from Within GovWin IQ
You can also initiate the import of an opportunity into
iAccess while viewing that opportunity in GovWin IQ. Click
Add to Deltek CRM in GovWin IQ to display the opportunity information in the Add Opportunity form in
iAccess so you can fill in additional data and save the opportunity. Once the data from GovWin IQ is in the Add Opportunity form, the process is the same as when you start the import from within
iAccess. (If you are not already logged in to
iAccess when you click
Add to Deltek CRM, you are prompted for your login credentials before the opportunity data is displayed in the Add Opportunity form.)
Associated Records
When you import opportunities, the process attempts to determine if the primary
clients and the competitors associated with the opportunities in GovWin IQ already exist in
iAccess as
companies. To do that, it looks for
a company with the same GovWin IQ ID or with an exact match of the
company name or alias. If that search fails for one or more
companies, you are given the option to have the import process create some or all of the missing
companies. In some cases, you may not want
a company created. For example, the
company may actually exist already in
iAccess but with a slightly different name, or you may not want to import all competitors into the
iAccess database.
Similarly, if the import process cannot verify, using either the contact GovWin IQ ID or email address, that some contacts associated with the opportunities already exist in the Contacts area of
iAccess, you are given the option to create some or all of those contacts. If that option is not selected, you must manually add any missing contacts that you want in
iAccess.
Note: If the number of
companies and contacts that potentially need to be created exceeds 100, the list of individual items is not displayed. Instead, you are given the options to create records for the primary client, for all contacts, and for all competitors. You can select any, all, or none of these three options, but you cannot select individual
companies or contacts.
System Field Values
If you import an opportunity from GovWin IQ that has new values for one or more of the following system fields, the import process automatically adds those new values to the drop-down lists for those fields:
- Award Type
- Competition Type
- Contract Type
- NAICS
Note: An opportunity in GovWin IQ can have multiple values for some of these fields, but in
iAccess, each field can have only one value when you import the opportunity. In that case, the field in
iAccess is set to the first value from GovWin IQ by default, but all of the values from GovWin IQ are added to the drop-down list for the field so you can select a different value if the default value is not what you want.
Display the Current GovWin IQ Record for an Imported Opportunity
When you import an opportunity into
iAccess from GovWin IQ, the GovWin IQ ID displays in the summary area for the opportunity. You can click the ID to display a tooltip containing the opportunity solicitation date and number and opportunity status in GovWin IQ. Click
More in the tooltip to open a new browser tab and display the complete opportunity information in GovWin IQ. (The
iAccess opportunity information remains available on the original browser tab.) If you are not already logged in to GovWin IQ, the GovWin log-in page displays first.