Educational Session

Develop Your Data Collection & Maintenance Program—No CRM Needed


Niekro Room March 6, 2018 2:00 pm - 3:15 pm

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Lindsay Diven, CPSM

One of the biggest headaches of proposal production is having reliable, up-to-date information readily available. When you are on a tight deadline, you don’t have time to constantly look for data or hunt down project managers. Wouldn’t it be wonderful to have a data collection and maintenance system in place that enables you to rely on your information—no matter how you store it?

In this breakout session, we will guide you through best practices to collect and regularly maintain project and personnel information. We will also highlight some real-life examples from actual firms. You will leave this session with a start-up guide and actionable checklists. It doesn’t matter if you have a dedicated CRM system or store master documents on a network server—these best practices are for anyone who is responsible for producing proposals.