Meeting/Event Information
Marketer Talk: Essential CRM Benefits, Adoption Strategies, and Marketing Material Generation
February 11, 2026
7:45 AM - 9:30 AM
Joeris Training Lab
823 Arion Pkwy
San Antonio, TX 78216

Do you want to increase your BD and marketing team’s capacity and efficiency? Look no further than utilizing your Customer Relationship Management (CRM) system as a tool to generate BD tracking and marketing materials with lightning speed and consistency! In this presentation and demonstration, Joyce Watson, CPSM, Principal | Marketing, and Elizabeth Powers, Proposal Coordinator with Cleary Zimmermann Engineers, will walk you through the key elements of transitioning your use of your CRM from merely a data warehouse to a strategy and proposal generation machine.
You will learn to:
- Organize pursuit intelligence and project information to optimize reports that drive business development and pursuit strategy
- Customize every response by generating project sheets, lists, and resumes that fit the specific scope of each proposal
- Transform your existing SOQ formats into usable templates so you can create marketing materials in just a few clicks
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Elizabeth Powers, Proposal Coordinator | Cleary Zimmermann Engineers
Elizabeth Powers currently serves as Proposal Coordinator at Cleary Zimmermann Engineers. Since joining the firm in 2024 as the Client Concierge, she has grown her role within the firm and was promoted to Proposal Coordinator in 2025, where she generates proposals and serves as one of three Unanet Firm Administrators. A magna cum laude graduate of Texas Tech University, she worked as a research assistant for the Psychology department and uses her research background to inform her analytical approach to marketing operations, proposal development, and overall data flow for the firm. With a passion for service, she also leads service events within the firm and has successfully coordinated four events in the past year that have benefited the San Antonio community and beyond. |
CPSM Domains Covered [1 ceu]
Domain 3: Client and Business Development
Domain 4: Proposals
education SPONSOR
One sponsorship is available for this event. Interested in sponsoring? Submit a Sponsor Interest Form by clicking below!
- Education Event Sponsor: $150
- 3 Tickets to attend the event
- Verbal acknowledgement at the event
- Logo on PowerPoint slides and event website
- Hyperlink to company logo in eblast
Tickets
$15.00 Member Ticket
$25.00 Non-Member Ticket


