The 2025.3 release brings new automation to the Spark-to-Opportunity conversion experience and introduces numerous enhancements to NoticesIQ, TechnoMile's agentic AI-powered solution for management of task order notices that's included with WinIt CRM.
Feature Enhancements
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WinIt CRM: Spark-to-Opportunity Conversion Admin Panel – New Auto-Create Opportunities Feature
With this update, clients can choose to auto-create new opportunity records in their WinIt CRM from incoming Spark records, completely automating the opportunity creation process to save time. The client’s admin can designate whether to create new opportunities from “All Sparks” or only “Sparks that meet certain criteria” and then establish the criteria that must be found on a Spark record – e.g., agency, NAICS/PSC codes, etc. – to trigger the creation of a new opportunity. This provides a highly efficient way to fill the pipeline for companies with well-defined opportunity qualification criteria.
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WinIt CRM: Spark-to-Opportunity Conversion User Experience – Vendor & Contacts Auto-Match
Now, when using the Opportunity Creation Wizard to convert a Spark into an Opportunity record, the wizard searches against the existing account and contact records in the client’s CRM and, when matches are found, will automatically relate these records to the new Opportunity being created (e.g., to populate related contacts, the account, partners, and competitors). This helps streamline opportunity creation for users and prevent duplicate records in your CRM.
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WinIt CRM: SharePoint Connector – Toggle Auto-Folder Creation On/Off
A client’s admin can now toggle the auto-creation of folders on or off, giving each client the flexibility to choose whether the SharePoint Connector should automatically create the SharePoint folder structure and folders immediately upon creation of a new Opportunity or Agreement record.
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NoticesIQ: Auto-Create Spark Rules
NoticesIQ is the platform for management of task order notices that’s included with your WinIt CRM. A client’s admin now has the ability to define rules so that newly-ingested RFXs that meet that a company’s unique criteria will be automatically added to WinIt CRM as Spark records. Auto-create Spark rules can be defined using criteria such as contract vehicles, minimum task order value, agencies, due date, capabilities, and eBuy SIN codes, streamlining the addition of relevant new task order opportunities to an organization’s pipeline.
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NoticesIQ: Search Task Orders List View Improvements
The list view of all task order notices now includes additional fields – including release date, source, contract number, active/inactive status, and bid/no-bid status – and displays the lowest-level agency/office customer name associated with a notice, providing the user helpful details and context at a glance.
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NoticesIQ: New Tracked Notices Views
NoticesIQ now includes views of “My Tracked Notices” and “My Company’s Tracked Notices,” giving users easy visibility into the list of task order opportunities they’ve tagged to follow, as well as a view of all task order notices that anyone across their company is following. This is particularly useful for companies that have users involved in reviewing and qualifying task order notices who do not have access to the CRM.
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NoticesIQ: eBuy Integration Enhancements
This update introduces improvements to the integration between the GSA eBuy portal and NoticesIQ that help make it faster and easier for users to find and qualify relevant task order opportunities:- Support for SIN Codes – SIN codes, which are used to categorize RFXs released via eBuy, are now incorporated into NoticesIQ. SIN codes are ingested and displayed on each new task order notice. Users can utilize this field to rapidly search for relevant notices. In addition, clients can use the SIN code to add Spark rules for their organization – for example, auto-create a Spark record for any RFX that comes out on the IT Professional Services SIN – 54151S.
- New eBuy Fields Added – These newly-available eBuy fields that were introduced with last month’s eBuy portal update are now visible in NoticesIQ:
- Notice Type – Historically, eBuy universally classified all records as RFPs, despite publishing RFIs and RFQs as well. Now, eBuy differentiates between these request types and this is displayed in NoticesIQ, making it quick and easy for users to see which type of RFX eBuy has released.
- Award Method – eBuy now requires Contracting Officers to indicate how an RFX is being evaluated. This Award Method field is now visible on each notice in NoticesIQ.
- Commerciality – As the government increasingly pushes to use commercial products, a flag on the RFX from eBuy now indicates whether the requested product can be commercial or non-commercial. This Commerciality field now appears on each notice in NoticesIQ.
- Contract Type – This new eBuy field describes the payment terms for vendors if they win the RFX – information that historically, users had to comb through documents to find. This is now a field available on each notice in NoticesIQ.
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NoticesIQ: Potential Incumbents (Premium feature)
Now, in addition to displaying the Identified Incumbent when this information is provided by the government, NoticesIQ includes a Potential Incumbents tab with details about the recompeted award and any other relevant legacy awards, putting key information about incumbents and prior solicitation details and documents at the user’s fingertips to save time.