SMPS March 5, 2019 Boot Camp Session # 3: Elevate Your Data Collection & Maintenance Program

March 05, 2019
4:00 PM - 6:30 PM

JE Dunn Construction
2555 Cumberland Pkwy SE
Atlanta, GA 30339
Venue website

Elevate Your Data Collection & Maintenance Program - No CRM Needed!

Session Overview:

One of the biggest headaches of proposal production is having reliable, up-to-date information readily available. When you are on a tight deadline, you don't have time to constantly look for data or hunt down project managers. Wouldn't it be wonderful to have a data collection and maintenance system in place that enables you to rely on your information-no matter how you store it? 

Learning Objectives:

In this breakout session, we will guide you through best practices to collect and regularly maintain project and personnel information. We will also highlight some real-life examples from actual firms. You will leave this session with a start-up guide and actionable checklists. It doesn't matter if you have a dedicated CRM system or store master documents on a network server, these best practices are for anyone who is responsible for producing proposals.

Event agenda

4:00 – 4:15 PM – Registration/Welcome

4:15 – 5:45 PM – Boot Camp Session

5:45 – 6:30 PM – Networking Time with Appetizers & Drinks   

At the conclusion of the program, enjoy appetizers and drinks while networking with the diverse range of A/E/C professionals in attendance.

CPSM CEUs: 1.5 hours

: 3 - Client and Business Development, 4 - Proposals, 6 - Management

Featured Speaker

Lindsay Diven, CPSM
Senior Consultant
Full Sail Partners

Lindsay is a Senior Consultant with Full Sail Partners. In this position, she works with clients to implement Deltek Vision’s CRM, Custom Proposal, and SF330 modules, as well as the Client Feedback Tool.  She has 13 years of marketing and business development experience in the A/E field. Using Deltek Vision, Lindsay has worked with both marketing and business development teams to implement business strategies and manage client data in pursuit of increasing sales opportunities and win rates.

She is a Certified Professional Services Marketer (CPSM) who is active with the SMPS Central Florida Chapter and the Southeastern Regional Conference.

Thanks to our sponsors of the 2019 Boot camp series!



$40.00 SMPS Member Ticket

$35.00 CPSM Ticket

$65.00 Non-Member/Guest Ticket

$70.00 Walk-in Attendee - Onsite Registration

$30.00 SMPS Member Coastal Committee - Remote Savannah Attendee

$30.00 Non-Member/Guest Coastal Committee - Remote Savannah Attendee