Getting Started

In 30 minutes, you’ll go from zero to having a complete competitive intelligence picture on your next opportunity. Stop spending weeks setting up CRM systems - start winning contracts.

Two Shortcuts That Will Save You Hours

Find Anything in 3 Seconds

Press Cmd+K (Ctrl+K on Windows) - Never hunt through menus again
  • Find that competitor analysis from last month
  • Jump to any opportunity, contact, or company
  • Create new anything without leaving your current page

Skip the Forms

Just describe what you want - No more 15-field forms
  • “Add John Smith as capture manager at 60%”
  • “Track Acme Corp as high threat competitor”
  • Watch everything populate automatically
1

Jump Into Your CRM

Navigate to your Rogue dashboard and click on the “CRM” tab. Everything loads instantly - no spinning wheels or “please wait” messages.
2

Master the Magic Shortcut

Press Cmd+K to open instant search and type “new opportunity” to see why power users never touch their mouse.
The shortcuts are smart - they know what you’re looking at and show you the right options
3

Find Your Next Contract

  1. Press Cmd+K → type “firehose”
  2. Search for Winnable Opportunities: Enter what your company actually does
  3. See Your Win Probability: Get scored matches based on your actual capabilities
  4. Import Everything at Once: Complete setup including all the documents and details
Direct connection to SAM.gov means you see opportunities the moment they’re published
4

Add Team Members in 10 Seconds

Skip the endless form fields:
  1. Press Cmd+K → type “add team member”
  2. Toggle to “Smart Entry” mode
  3. Type: “Add Sarah Johnson as business development lead at 40% allocation”
  4. Watch everything populate automatically
You can always switch back to traditional forms if you prefer clicking through fields
5

Map the Decision Makers

  1. Navigate to “Government POCs” tab in your opportunity
  2. Click “Add Government POC”
  3. Describe them in plain English: “Add Colonel Smith as contracting officer with top secret clearance”
  4. Watch the system organize everyone into the right categories:
    • Who signs the contract (Acquisition Team)
    • Who writes the requirements (Program Office)
    • Who has budget authority (Executive Leadership)
  5. Rate how strong your relationship is with each person (1-10)
6

Know Your Competition

  1. Go to “Competitive Intelligence” tab
  2. Just describe what you know: “Track Acme Corp as high threat incumbent with $50M contract value”
  3. Edit anything instantly: Click directly in any field to update competitor details
  4. Add more intel: Click the expand button for pricing strategy and technical approach
  5. See threats at a glance: Red = dangerous, yellow = watch out, green = manageable

What You’ll Accomplish in 30 Minutes

Most CRM systems take weeks to set up properly. You’ll be fully operational in half an hour.

✅ Find Your Best Opportunities (10 minutes)

  • Import 2-3 high-probability opportunities from SAM.gov
  • Make initial bid/no-bid decisions based on real win probability
  • Upload any solicitation documents you already have

✅ Assemble Your Team (10 minutes)

  • Add your core capture team with their roles defined
  • Set who’s responsible for what
  • Track everyone’s workload across opportunities

✅ Map the Competitive Landscape (10 minutes)

  • Identify your main competitors for each opportunity
  • Document who currently holds the contracts (incumbents)
  • Set up alerts so you know when competitors make moves

How This Actually Works

Ready to Win Your Next Contract?

Common First-Time Questions

The Reality of Government Contracting: Relationships win contracts. The companies that win consistently are the ones that invest in building relationships and gathering intelligence long before the RFP drops. Start building your competitive advantage today.

Getting Help

  • Live Chat: Use the chat widget in the bottom right corner
  • Email Support: success@userogue.com
  • Training: Schedule a training session with your Customer Success Manager
  • Documentation: Continue reading the specific feature guides in this documentation
Ready to win more contracts? Explore our guides on managing opportunities and building winning capture plans.