Data Driven BD and Marketing
Most professional services firms sit on a goldmine of data — but very little of it is turned into actionable BD and marketing insight.
In this practical webinar and discussion, Simon McNidder (from Promptr) will show how to move from basic marketing metrics like email clicks and engagement, to genuinely useful intelligence such as “who knows who”, relationship strength, and hidden referral opportunities already sitting in your Outlook and CRM.
Using real-world examples of automatically enriching your CRM data with LinkedIn profiles and key contact tracking — this session will demonstrate how to uncover connections, prioritise follow-ups, and generate new business without adding admin burden or relying on CRM adoption. If you’re looking to make your data actually drive BD outcomes, this session will give you a clear, workable path to turning everyday data into BD actions that generate work.
