Group 3 Members:
Tim Klabunde - William H. Gordon Associates – Moderator
Carie Dunn, CPSM – Trivers Associates
Denise Ann Balko, CPSM – BBC&M Engineering
Diane Hathcoat, CPSM – BAMO
Dinah Layton, CPSM – SLATERPAULL Architects
Elizabeth Connolly, CPSM – TOWILL
James Byrnes, CPSM – Erdman Anthony
Jennifer Ganley, CPSM – ARUP
Jessica McGaa, CPSM – Perkins + Will
Joanmarie Eggert, CPSM – Kennedy/Jenks Consultants
Joy Woo, CPSM – EDAW/AECOM
Karen Carr, CPSM – Stafford King Wiese
Lee Jarboe, CPSM – McCarthy
Marisa Verga, CPSM – Barton Malow
Mary Fogle, CPSM – Structural Engineering Services
Phyllis Boyea, CPSM – Rolf Jensen & Associates
Sean Lewis, CPSM – Absher Construction Company
Stacey Ho, MBA, CPSM – Kennedy/Jenks Consultants
Suvi Caton, CPSM – Adolfson & Peterson Construction
Session Overview:
- Link all of your systems together (Marketing, Accounting, and HR)
- Develop Standards, Processes, and Procedures
- Don’t just train users how to use the system, but also train them about the purposes of the system (Build Buy-in)
- Develop a strong project close-out process that updates the data upon project completion
- Build accountability to the system by linking it with things that must be done
- Limit projects that you develop project write-ups about. One way to do this is to choose a fee amount for projects that won’t be entered into the system.
- Have a ‘sync’ feature between your CRM and individuals Microsoft Outlook contacts
- Match-Key software can be used to identify duplicate entries in your CRM
- Build a strong link between users in Marketing, Accounting, and HR
- Pay the extra money for 1st class mail so you can identify errors in your client information with every mailing.
- BONUS: Having buy-in from the top of an organization is needed for successful implementation
cofebuz 
Perhaps it becomes a lot easier for a company to manage leads too if he has the right program in place. Today, there are already web-based lead management software that can be used to manage debt leads, for example. The software can be used to determine individuals who possibly need financial and legal assistance from lending companies, prioritize these leads in order to get rid of those that aren’t really interested of the services in the first place, and take action on those that do. A lead management software can also remove the possibility of maintaining old leads data, and since it’s centralized, all information can be updated in real time and will remain accurate at all times.