Integrate Business Development and Project Management to Win More Work
| Topic | Integrate Business Development and Project Management to Win More Work |
| Date | Wednesday, March, 11, 2015 |
| Time | 10:00am PT / 1:00pm ET |
| Speakers | Megan Miller, Ron Dodge, and Jeremiah McNicholas |
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The days of unreliable forecasts and disconnected business development efforts are over! Integrating your accounting and project management system with customer relationship management will provide complete visibility into your project lifecycle from initial contact through project award.
Join us and learn how Integrated CRM will empower you to:
- Put your clients at the center of your business and improve the overall customer experience
- Easily track, manage and follow up on key project opportunities
- Streamline proposal development
- Identify how to bridge the gaps between marketing, business development and project management
- Make the right contacts at the right time so you can win more work
Speakers:
Megan Miller, Senior Product Marketing Specialist, Deltek | Axium
Megan Miller managed and coordinated the business development process for an A/E firm for more than 10 years. During that time, she managed the CRM solution for the organization including implementation and training. She understands the life of a typical A/E client and understands the value of leveraging an integrated CRM solution to streamline pipeline management and proposal preparation to win more business. Megan is now a part of Deltek’s product marketing team with expertise in the CRM solutions for A/E firms.
Ron Dodge, Principal Sales Engineer, Deltek | Axium
Ron works exclusively with firms in the architectural and engineering space to help them improve processes, increase efficiency and ultimately expand their bottom line. Deltek and Ron’s team have worked to help thousands of firms operate more efficiently through the use of our project based software solutions.
Jeremiah McNicholas, SMB Marketing Manager, Deltek | Axium
Jeremiah has spent the last 5 years working with AE firms to understand trends, best practices, and how to leverage new technology to improve business management. It is his mission to ensure Axium provides AE firms with the comprehensive toolset needed to streamline workflow processes, improve project and financial visibility, and free up time for more creative endeavors.