Ep. 40 - The Automation Avenue: Mastering CRM for Success! (with guest Lindsay Diven)

Fortis Baseline | Simplified Strategies for AEC Marketing & BD Leaders

In this episode join Melinda talks to customer relationship management (CRM) system expert Lindsay Diven. Tune in as they discuss the upfront challenges but the fruitful rewards of executing and implementing a well-oiled and maintained CRM system. Share in the anecdotes & practical tips and tricks that can give your business that streamlined edge you might be looking for.
Connect with Lindsay

For more than 17 years, Lindsay has worked with architecture and engineering firms to build sales and marketing strategies that resulted in increased revenue growth and profit. This included serving as a Marketing Director and Principal for a 300-person A/E firm. In that role, she was a member of the executive team responsible for leading the firm’s marketing and business development strategy, oversaw six market lines with a team of 16 sales and marketing professionals.

Now, she is the marketing and sales manager for Full Sail Partners. She oversees marketing campaigns to position the firm as a leading provider of Deltek Vantagepoint and Blackbox Connector software solutions and business consulting for A/E/C firms.

She is also the founder of Marketers Take Flight, an A/E/C-industry specific marketing and business development training company, hosts a podcast by the same name, and is the creator of The Proposal Pro and Content Marketing Clarity Courses.

Outside the office, she is married to an amazing man, has two kids, and a labradoodle; attempts to work out regularly; and enjoys a glass of wine. She’s addicted to real estate investing and her beloved Florida Gators.
Website: https://www.marketerstakeflight.com/

LinkedIn Personal Profile: https://www.linkedin.com/in/lindsaydiven/

LinkedIn Page: https://www.linkedin.com/company/marketerstakeflight/

Instagram: https://www.instagram.com/lindsaydiven

Facebook Page: https://www.facebook.com/MarketersTakeFlight

Facebook Group: https://www.facebook.com/groups/marketerstakeflight

YouTube Channel: https://www.youtube.com/channel/UC4-mVGlmYmigkpnrOLBxPfw

CRM Workflow Webinar - https://www.marketerstakeflight.com/crm-workflow-webinar

CRM Podcast Episode - https://www.marketerstakeflight.com/selecting-best-crm

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The Fortis Baseline podcast has transitioned from serving marketing and business development professionals in AEC + CRE to speaking to solopreneurs to small/medium size leaders to learn to work smarter and not harder. Each week's episode will inspire you to think, learn, and apply best practices to simplify and strategize your way to profit. Speaker, Marketing + Business Coach and Consultant, Melinda Colon and her guests share ways to build profitable consistent cash flow while navigating marketing and business development as an owner of a growing company. Subscribe to be a part of this community of strategic thinkers.

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