Marketers Take Flight

059: Using CRM Data for Better Proposals


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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


Want more AEC marketing goodness?

  • New to proposals? Download my FREE “RFPs for Beginners – The Ultimate Proposal Management Checklist.”
  • Stop planning, start creating with my FREE “Ultimate AEC Content Marketing Starter Kit.”
  • Follow Lindsay on LinkedIn and Instagram.
  • Collaborate with other AEC Marketers in our Facebook Group.
  • Purchase bite-sized, on-demand templates and training at the Marketers Place.
  • Enroll in online training: The Proposal Pro or Content Marketing Clarity.





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Marketers Take FlightBy Lindsay Diven

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