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Due to popular demand, all Business Development Experience sessions are already at capacity. To request a notification when more details surrounding additional sessions are announced, click here.

The Business Development Experience

The Business Development Experience sessions are tailored to those who are responsible for driving Business Development, sales, and relationship management at your firm. These sessions highlight the ways Cosential can be your catalyst for change, helping you win more business with higher margins – on-the-go. With brand new product features, including mobile application and email integration enhancements, you’ll be able to take the lessons learned to your firm and drive the next stage of growth.

Please note: This event is open to current Cosential users only. If you are not a current Cosential user, your registration will be removed from the event and you will not be given access to attend. We are more than happy to answer any questions you may have! Please contact us with any questions you have.

Day 1 – Wednesday May 6, 2020

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11:00am - 12:00 pm (CDT)

Introducing the New Business Development Experience

Presented by Akshay Mahajan and Kellye King VP of Product and Sr. Product Marketing Manager – Cosential

You've heard it before: time kills all deals.
When your teams are constantly racing against the clock, disjointed systems and silos are only wasting valuable time. The information you need fast is scattered in too many places, leaving you scrambling to find it. Let’s face it, most projects come from your relationships, but are those check-ins and decisions on-the-go really being input in a Client Relationship Management (CRM) tool? You need a catalyst for change. Join Cosential’s VP of Product, Akshay Mahajan, and Sr Product Marketing Manager, Kellye King for a first look at your New Business Development Experience. Together they’ll discuss how Cosential has moved beyond a CRM in owning the pre-sales process for market leaders winning business in the AEC industry, and how you can lead the way for your firm to:

  • Drive ahead in capturing the market
  • Kickstart measurable success and predictable revenue
  • Enable your organization to become strategic
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2:00pm - 3:00pm (CDT)

Introducing the New Business Development Experience (Overflow)

Presented by Akshay Mahajan and Kellye King VP of Product and Sr. Product Marketing Manager – Cosential

Due to high demand and registration limitations for our earlier session, we have opened a second session for those who would like to view this presentation live.

When your teams are constantly racing against the clock, disjointed systems and silos are only wasting valuable time. The information you need fast is scattered in too many places, leaving you scrambling to find it. Let’s face it, most projects come from your relationships, but are those check-ins and decisions on-the-go really being input in a Client Relationship Management (CRM) tool? You need a catalyst for change. Join Cosential’s VP of Product, Akshay Mahajan, and Sr Product Marketing Manager, Kellye King for a first look at your New Business Development Experience. Together they’ll discuss how Cosential has moved beyond a CRM in owning the pre-sales process for market leaders winning business in the AEC industry, and how you can lead the way for your firm to:

  • Drive ahead in capturing the market
  • Kickstart measurable success and predictable revenue
  • Enable your organization to become strategic

Day 2 – Thursday May 7, 2020

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11:00am – 12:00pm (CDT)

Drive Ahead in Capturing the Market

Presented by Lisa Pitts Product Manager – Cosential

Stay in-the-know with Companies and Contact Management while on-the-go and at your desk.
This session is the first deep dive into the New Business Development Experience. Don’t skip a beat – make sure you register for the sessions that follow.
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2:00pm – 3:00pm (CDT)

Stay In-the-Know With Relationship and Activity Management

Presented by Lisa Pitts Product Manager – Cosential

Stay in-the-know with Relationships and Managing Activities on-the-go and at your desk.
This session is the second deep dive into the New Business Development Experience. Don’t skip a beat – make sure you register for the sessions that follow.

Day 4 – Tuesday May 12, 2020

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11:00am - 12:00pm (CDT)

Sold Out

Kickstart Your Measurability Around Success

Presented by Lisa Pitts Product Manager – Cosential

Stay in-the-know with Leads and Opportunity Management on-the-go and at your desk
This session is the third deep dive into the New Business Development Experience. Don’t skip a beat – make sure you register for the sessions that follow.
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2:00pm - 3:00 pm (CDT)

Enable Your Organization to Become Strategic

Presented by Lisa Pitts Product Manager – Cosential

Track and analyze with Dashboards and Reports for Business Developers & Executives.
This session is the final deep dive into the New Business Development Experience. Don’t skip a beat – make sure you register for the sessions that precede.

Day 5 – Wednesday May 13, 2020

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2:00pm - 3:30pm (CDT)

How to Land a Whale: Capture Planning a Mega-Million Dollar Pursuit

Presented by Cynthia Brown & Peter de la Mora, CPSM Director of BD & Marketing – Vaughn Construction; National Accounts Director – HDR, Inc.

Have you ever strategized with your team on how to land a whale?

The planning behind a mega-million dollar pursuit is not something to take lightly. So, what happens when you factor in two senior-level business developers, each with 20+ years of experience with differing perspectives from architecture vs construction? You’re about to find out.

This panel discussion will define the capture planning process for landing mega-million dollar pursuits from architecture and construction.Join Vaughn Construction’s, Director of BD & Marketing, Cynthia Brown with HDR, Inc’s National Accounts Director & CPSM Peter de la Mora, Wednesday, May 13th at 2:00pm Central discussing  the differences and similarities between how each firm pursues $100+ million projects, and present a case study of how they did it.

Participants in this session will have the opportunity to  actively create their own capture plans through workbook exercises and share their thoughts with the panel for feedback.• Identify the four repetitive steps in the capture planning process and how to successfully execute each.

  • Understand the nuances and success strategies for pursuing mega-million dollar projects.
  • Understand the differences in pursuit strategies for architecture, engineering and construction firms.
  • Be able to work with a team of colleagues (internal and external) to chase large pursuits.

Day 8 – Wednesday May 20, 2020

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11:00am - 12:00pm (CDT)

Ensuring a Successful Enterprise Rollout of Cosential

Presented by Chad Lewis Director of CRM Operations – Swinerton

Swinerton refers to Cosential as the companies most successful technology deployment. Find out why.

Successfully rolling out an enterprise wide platform – at scale – may seem like a daunting task. To truly reap the benefits of a powerful growth platform, like Cosential, it comes down to key understanding of  just a few fundamental ideas.

Whether you’ve been using Cosential for years, or are just starting the process of implementation, the journey to a successful roll out and adoption are similar.Join Swinerton’s Director of CRM Operations, Chad Lewis Wednesday, May 20th at 11:00am Central discussing the challenges and triumphs of a large general contractor gaining Cosential user adoption with  over 250 users across 19 different offices. During this session you will:

  • Learn how to manage, communicate, and create  consensus in support of the Cosential platform
  • Understand the different approaches and philosophies of Cosential implementation for a large GC
  • Gain insight into some of the metrics and factors that went past evaluating and into  implementing, rolling out, and continued application of Cosential