Bringing New Life to Prospect Development Meetings

Track: Relationship Management

Session Number: 2046
Date: Sat, Aug 3rd, 2019
Time: 10:30 AM - 11:30 AM
Room: Grand Sonoran A-B

Description:

Time to jazz up your prospect development meetings? Refresh your communication with the frontline to better connect them with your prospect analytics, research and relationship management teams.
Session Type: Breakout Session (60min)

Primary Competency: CA:Competency 5: Prospect and Portfolio Management
Secondary Competency: RM:Competency 8: Pipeline Management
Tertiary Competency: RM:Competency 5: Moves Management
Intended Audience Level: Level II
Recommended Prerequisites: none
Learning Objective #1: Attendees will see examples of ways to present information to development officers in fresh new ways, focusing on concrete examples of analytics that are important to measure and share to encourage goal progress.
Learning Objective #2: Interaction throughout the session should allow for organizations of all shapes and sizes to scale the conversation to fit their needs and abilities with current software, reporting resources, crm, etc.
Shop Size: All Shop Sizes
Session Type: Breakout Session (60min)

Primary Competency: CA:Competency 5: Prospect and Portfolio Management
Secondary Competency: RM:Competency 8: Pipeline Management
Tertiary Competency: RM:Competency 5: Moves Management
Intended Audience Level: Level II
Recommended Prerequisites: none
Learning Objective #1: Attendees will see examples of ways to present information to development officers in fresh new ways, focusing on concrete examples of analytics that are important to measure and share to encourage goal progress.
Learning Objective #2: Interaction throughout the session should allow for organizations of all shapes and sizes to scale the conversation to fit their needs and abilities with current software, reporting resources, crm, etc.
Shop Size: All Shop Sizes