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Professional Series #1 Stop Spinning Your Wheels: Organize Your Firm Data to Identify New Opportunities and Win More Work
San Francisco, CA
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Professional Series #1 Stop Spinning Your Wheels: Organize Your Firm Data to Identify New Opportunities and Win More Work
Most times, it's not enough for the marketing or business development team to implement firm-wide change they need to have alliances within their firm for success. Experts in their field within the A/E/C industry will share and instruct how by working together, their combined lessons learned and best practices have made their firm a success. Attendees are encouraged to invite a representative within each related department of their firm to share in the learning.

Normally, these evening session are individually price at $50 per person, but due to the special nature of our "tag team" presentations, attendees are encouraged to invite a colleague within their firm to share in the learning at $25 per person!

To effectively market your work to clients, you need to know what you've done in the past and who may want to buy your services in the future. Sounds easy, right? Not really. Too many firms have a variety of programs, databases, spreadsheets and bits of paper, all containing parts of their past project work information and potential future clients and leads. In this 90-minute session, the hosts will provide an overview of Customer Relationship Management (CRM) databases, best practices and their experiences wresting with data. We will then break into small groups and discuss problems faced in choosing or implementing a system no matter the size of your firm. Finally, we will come back together to share our collective wisdom and what steps you can take upon returning to work.

Marketing-Technical Leadership Tag Team

Siân Llewellyn, AICP is a Vice President with AECOM and has worked on both sides of the fence - as a planner and a marketer. Siân is currently working with AECOM's global team to create return on investment database reporting across all the firm's offices and practices.

Joy Woo, CPSM, LEED AP is an Associate Vice President, Special Projects with AECOM, and has 20+ years of experience in marketing and strategic planning. Joy is one of AECOM's super users for Salesforce and was on the marketing system database conversion and implementation team.

Registration starts at 5:00pm, the event takes place from 5:30pm-7:00 pm



560 Mission Street, Suite 700
San Francisco, CA 94105
United States

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