The slides from our recent webinar covering the key activities, features and top tips for Protel subscribers. Get the most out of your subscription to our project database by applying some of the features talked about.
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?