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Protel Associates Ltd
[WEBINAR]
Leverage Your Project Database - Getting the most out of MyProtel
26th of February - 11:00hrs (GMT)
Presenters
Jack Turner - Head of Sales & Marketing - LinkedIn
jack.turner@protelprojects.com
Debbie Broun - Account Manager - LinkedIn
debbieb@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?

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Leverage your project database - Get the most out of MyProtel

  • 1. Protel Associates Ltd [WEBINAR] Leverage Your Project Database - Getting the most out of MyProtel 26th of February - 11:00hrs (GMT) Presenters Jack Turner - Head of Sales & Marketing - LinkedIn jack.turner@protelprojects.com Debbie Broun - Account Manager - LinkedIn debbieb@protelprojects.com
  • 2. ❖ 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
  • 3. ❖ 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
  • 4. ❖ 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
  • 5. ❖ 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
  • 6. ❖ 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
  • 7. ❖ 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?
  • 8. ❖ 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
  • 9. ❖ 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?
  • 10. ❖ 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?