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Virtual Diversity Series Town Hall: How Client Relationship Management Tools Improve Procurement

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Your plate is already full and you have to manage bids, opportunities, and relationships. So, organizing, managing and tracking opportunities and bids through economical software might be right up your alley? So how can you improve on this challenge?  For this Town Hall we will discuss two tools to help manage your procurement process. Jane Megown with Elastizell will explore using Monday.com and how it has been an economical approach to procurement. Sandra Marks with Clayco will share information on Microsoft Dynamics and how it benefits two-way communications with partners for their bid process.  From start to finish in the sales cycle including follow up. We encourage questions and an open dialogue on this process.  Speaking of follow up, this is especially difficult for everyone involved. But, how can we improve? Bidders and designers need to understand why they weren’t selected and consumers have the answers. Can we improve communications?

The Town Hall is developed to cater primarily for providers vs. consumers, but any consumer of design and construction could benefit by learning more about these challenges as well as contribute ideas and conversation.

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Book Event

Diversity Town Hall Series-CRM
Free
Available Tickets: Unlimited
The Diversity Town Hall Series-CRM ticket is sold out. You can try another ticket or another date.

Date

Feb 23 2023

Time

8:00 am - 9:30 am

Location

Zoom

Organizer

SLC3 DE&I Committee
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