leverage your project database - get the most out of myprotel
TRANSCRIPT
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
Debbie Broun - Account Manager - [email protected]
❖ 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?