Zbizlink Office Addin

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Get Zbizlink office Add-in for Word 1. Open MS. Word/Login to the Office 365. 2. Click Insert > Get Add-ins/Add-ins OR over web Office 365 3. In the Office Add-ins...

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Introduction

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Zbizlink helps organizations submit responses to government-issued RFPs, RFRs, RFIs, and RFQs through features including, but not limited, to: Proposal Management, Capture Management, Resource Management, Templates Management, past performance data...

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Getting Started with Zbizlink

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Zbizlink is the ultimate tool for proposal development because it does more than just manage proposals – it supports the full business development lifecycle. Zbizlink will support your win strategy...

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Setting Up Company Profile

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3.1. Creating Company Profile with SAM A SAM import gathers data from the federal SAM system using the organization’s DUNS number provided at the time of your business registration. Zbizlink...

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Visual Tour to Zbizlink

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Creating a Company Profile and managing it is very simple. Zbizlink tells you how to complete the process step-by-step with easy-to-remember tools, alert notifications, and a virtual Tour Guide. 4.1....

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Profile Management

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5.1. Viewing Company Details In the Company Details section, select the “Details” tab to quickly view the information entered during initial setup of your Company Profile. Figure 5.1 illustrates the...

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Win Strategy Questions

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The Win Strategy Questions section provides the flexibility to edit, add, or subtract from the pre-defined checklist questions offered for Opportunity analysis and proposal management (Refer to Section 11.5 Making...

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System Settings

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The System Settings allow you to manage your complete Company Profile and ensure all settings are working together. Figure 6 shows the menu options. Figure 6. System Settings Menu Use...

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Resource Management

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In the Resource Management section, Zbizlink provides the following functionalities: Resume Parsing -> Add new Resources or team members using their resume. Manual Entries -> Add the new Resources or...

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Individual and Bulk Invitations

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8.1. Inviting Individual Resources In the Invite Resource section, the Admin User can invite Resources to create their Resource Profiles. Instructions: First, click “Add Invitation”. Next, provide a valid “Email”....

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Searching and Sharing a Profile

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Search and/or share a specific Resource with a Business Partner in the “Search Resource” tab. Use “Department” and “Location” to search for the Resource. Find and Share Any Saved Resource...

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Capture Management

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Zbizlink helps you follow business development opportunities. As you receive initial information, create an Opportunity for prospective bids. The Opportunity will be tracked so that account holders are aware when...

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B2B Networking

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The B2B Networking section will help you build your network for future teaming partnerships and bid opportunities. Use this section to invite potential Business Partners to Zbizlink and to manage...

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Proposal Management

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Provide Responses to Scope and Background Now that the Opportunity is converted into proposal, the information from the Capture Management section will transfer to the Proposal Management section. Provide an...

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Proposal via RFP Parser

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Zbizlink’s RFP Parser feature allows you to upload a completely prepared and formatted RFP document to create an Opportunity or a proposal. RFP Parser is in the “Info” tab of...

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Creating Opportunity

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Zbizlink’s RFP Parser feature allows you to upload a completely prepared and formatted RFP document to create an Opportunity or a proposal. RFP Parser is in the “Info” tab of...

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Creating Opportunity/Proposal via RFP Parser

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Zbizlink’s RFP Parser feature allows you to upload an RFP document (or similar) to parse its contents into manageable sections to streamline compliance matrix development, task assignment, and proposal development....

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Template Management

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Maximize the accuracy of your proposal, and the consistency of your documents with defined templates. Use templates to ensure that your proposals and resumes are always consistent. Zbizlink’s Template Management...

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Sending & Receiving Messages

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Zbizlink allows your organization’s account holders and your Business Partners to send messages to one another in the Messages section. You have the option to archive or trash messages at...

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Files Manager

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Zbizlink helps you access your files in one space. Add files to the Files Manager to ease organization and collaboration of the full business development lifecycle. You and your team...

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Scheduler

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Track and schedule events in the Scheduler section. Add key dates and times to your Scheduler to stay organized and remain on time. Zbizlink provides two options for date tracking:...

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Managing Activity Panel

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Zbizlink helps you stay informed of Partner updates and all activities in the Activity Panel. Figure 18. Activity Panel Use the Activity Panel to create and share posts, as well...

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Creating Posts

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Create interactive posts to engage with Partners and Non-Partners easily. Instructions: First, click “Share Post”, “Upload Photo” or “Create Post” to add a new post. Next, type content in the...

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Sharing Posts

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Zbizlink helps you stay social! Share public posts on LinkedIn or Facebook. Zbizlink’s post sharing features include: Headlines; Activity Post Content; Attachments; and Tags (Can Add Tags like (Sales, Marketing...

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Viewing Posts

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Follow post activity and interactive conversations to stay up to date. Select a post in the Activity Panel to view or add comments, share the post, and/or like the post....

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Liking & Unliking Posts

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Engage with posts with the simple click of the “Like” button. Unlike posts at any time. Figure 18.3.1. Like a Post The owner of the comment will receive a notification...

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Commenting on Posts

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Add your comments in the comment box of the post. Your activity will display in the news feed. Figure 18.3.2. Add a Comment to Posts Owners of the post will...

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Turning Notifications On/Off

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Turn notifications on or off for comments and liked posts....

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Hiding & Unfollowing a Post

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Hide or unfollow unwanted posts. These actions are described next: Hide a Post: Only the individual post will be hidden from you. Unfollow a Post: All posts from the posting...

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Managing Dashboard

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The Zbizlink Dashboard is a customizable data visualization tool that displays the current status of metrics and key performance indicators (KPIs) for an enterprise. Customize the dashboard for each category...

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