In this session Stacey will review lessons, tips, and tricks she has learned from various CRM and information management system implantations she has done over the years. She will cover everything from the people you need to get on board, to selecting, implementing, and even maintaining/updating your systems. Whether you have a system, or not, this presentation will help you in your marketing system journey. 

Learning Objectives:

• Seeking buy-in for a system or system upgrade
• Software considerations
• Overcoming process and change management challenges
• Implementation strategies and planning
• Keeping up with updating and maintaining systems
• Demonstrating results and reporting from your system
• Sustaining momentum after launching

Event Speaker

Stacey Ho, MBA, CPSM

Stacey is starting her role as part of the global ERP sales team working on a new financial and CRM sales system that will include four countries and thousands of regular daily users. In her past role, she has performed data management and analysis of the leads/pipeline for several offices and markets across the US. She is passionate about forecasting data trends and presenting data dashboards to management that influence key marketing business decisions. In her previous marketing roles over the last two decades, she has led pursuit and client strategy sessions, created client and sector growth plans, and managed firm-wide process and database system improvements. She lives by her own motto “Data Entry is Not a Dirty Word” and believes that data managers and analysists are the next generation of key employees every A/E/C firm should have!