#59: Using CRM Data for Better Proposals
It’s all in the data. Data is being used more than ever before. It’s being used to make decisions, create products and services, to find solutions to problems; it’s not just about managing the data, it’s about using the data for something. Are you using that data to its fullest potential?
Stacey Ho, CPSM loves all things data. She’s here on the show today to talk to us about the four pillars of data collection and auditing: training, collection, auditing, and reporting. She’ll share with us examples of this data being used effectively to make intelligent decisions and prepare effective proposals.
Here are some highlights:
- Best practices for data collection and data auditing: 4:14
- How can firms automate data collecting and auditing: 11:53
- Dashboards make it easier: 14:33
- Visualizing the data: 16:14
- What else can the data tell you: 16:47
- Get the whole data story: 19:36
- Using data for decisions and proposals: 23:17
- Next-level marketing is the future: 27:55
Stacey Ho, CPSM, MBA
CRM and Market Data Manager, Otak
Stacey has 25 years in AEC marketing and holds both a CPSM and MBA. She loves all things data including teaching, training, maintaining, and creating marketing information and CRM systems. Her personal motto is ‘data entry is not a dirty word” and she is always looking for ways to use data to elevate the role of marketing in AEC firms.
Links mentioned in this episode:
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