leverage your project database - get the most out of myprotel

Protel Associates Ltd[WEBINAR]

Leverage Your Project Database - Getting the most out of MyProtel26th of February - 11:00hrs (GMT)

PresentersJack Turner - Head of Sales & Marketing - LinkedIn

jack.turner@protelprojects.com

Debbie Broun - Account Manager - LinkedIndebbieb@protelprojects.com

❖ Use the many features of MyProtel to build efficiency

❖ Latest Project Updates is a starting point

❖ Use the search function to better interrogate the database

❖ Be ruthless, grade opportunities

❖ Use the administrator function to coordinate across users

Prioritisation

❖ Track or archive to tidy up the system❖ Be notified by tracking when projects are updated❖ Remove irrelevant or dealt with projects by archiving❖ Use the buttons on the project bulletin page

Latest Project Updates

❖ Track or archive to tidy up the system❖ Be notified by tracking when projects are updated❖ Remove irrelevant or dealt with projects by archiving❖ Use the buttons on the project bulletin page

Tracking & Archiving

❖ Save time by building saved searches

❖ Accessible by running a search and using the box at the bottom of the results

❖ Any new or updated projects that match criteria will show

Saved searches

❖ Sensitivity - what is it? Not a problem - it’s an opportunity.

❖ Don’t disclose your source! - Why not?

❖ Categories: None, low, high - what are the implications?

❖ Status - what does it mean? How does it affect our approach?

❖ Project notes & scope - use it, not a technical specification

Terminology

❖ Maxmise the utility you get from the information

❖ E.g. Can our marketing function utilise contact data?

❖ Over 80% of project contacts now have email details

❖ Ensure campaign/bid content is personalised and tailored based on your knowledge of project details

Can we use the database in other ways?

❖ Establish clear success criteria (SMART goal setting)

❖What was the reason for subscribing?

❖ Are we meeting our objectives?

❖ Reflect and evaluate - what’s working?

❖ Contact account manager - talk through ways to improve

Measuring & Monitoring

❖ How to pinpoint & prioritise bulletins - search & latest project updates

❖ How to sort/prioritise - tracking & archiving

❖ Efficiency - filtering & saved searches

❖ Terminology - dealing with sensitivity

❖ Measuring & monitoring

Recap - What have we covered?

❖ Please submit questions using the question pane on the right of your screen.

❖ Feel free to connect with us on LinkedIn or submit any questions via email.

❖ A recording will be made available after the Webinar has ended.

Any questions?