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THE Marketing Event
Society for MarketingProfessional Services
New York City Chapter
CPSM - Certified Professional Services Marketer:
The Marketer’s Perspective
November 9, 2007
PRESENTERS
Gina Bedoya, CPSM – (Consultant)PresidentBedoya Business Strategies, Inc.
Patricia Neumann, CPSM – (Partner)PrincipalAccu-Cost Construction Consultants, Inc.
Martha Huguet, CPSM – (Marketing Manager)AssociateMueser Rutledge Consulting Engineers
WHAT IS CPSM
CPSM – Certified Professional Services Marketer
BENEFITS OF CERTIFICATION
Increase knowledge Widespread recognition Enhanced credibility Career advancement Commitment to professional growth and development Financial Reward
Number Chapter Name Total Members
1 Boston 319
2 San Francisco 314
3 Los Angeles 270
4 Central Florida 257
5 D.C. 255
6 Seattle 237
7 New York 236
8 Houston 235
9 Chicago 224
10 Colorado 214
11 Arizona 186
12 Georgia 183
Number Chapter Name Total Members
13 San Diego 182
14 Dallas 174
15 Oregon 155
16 Sacramento 153
17 Philadelphia 149
18 Twin Cities 140
19 Tampa Bay 138
20 Kansas City 126
21 Chesapeake 125
22 Indiana 105
23 Columbus 104
24 Michigan 100
SMPS MEMBERS BY CHAPTER
CPSM BY CHAPTER
No. Chapter Name
Total Members
Total CPSMs
% of CPSMs
1 Columbus 104 17 16.35%
2 Georgia 183 29 15.85%
3 Michigan 100 13 13.00%
4 San Diego 182 22 12.09%
5 Tampa Bay 138 16 11.59%
6 Indiana 105 12 11.43%
7 Kansas City 126 14 11.11%
8 Houston 235 23 9.79%
9 San Francisco 314 30 9.55%
10 Colorado 214 20 9.35%
11 Central Florida 257 24 9.34%
12 Philadelphia 149 13 8.72%
No. Chapter Name
Total Members
Total CPSMs
% of CPSMs
13 Sacramento 153 12 7.84%
14 Oregon 155 12 7.74%
15 Seattle 236 17 7.20%
16 Washington, D.C.
255 18 7.06%
17 Boston 319 22 6.90%
18 Dallas/Ft. Worth
174 10 5.75%
19 Arizona 186 10 5.38%
20 Los Angeles 270 13 4.81%
21 Chesapeake 125 6 4.80%
22 New York 236 11 4.66%
23 Chicago 224 10 4.46%
24 Twin Cities 140 6 4.29%
THE MARKETER’S INSIGHT
The Firm Principal The Marketing Manager The Marketing Consultant
ELIGIBILITY REQUIREMENTS
Bachelor’s or advanced Degree + 4 years’ experience in marketing or business development for professional services firms
Associate’s Degree + 6 years’ experience in marketing or business development for professional services firm
No degree, but have 8 years’ experience in marketing or business development for professional services firm
HOW TO APPLY
Request application package from SMPS National Fill out form in its entirety Include 3 professional references Submit a copy of your original college transcript or a
notarized photocopy of your degree Submit application and fee to SMPS National
FEE SCHEDULE
Member Non-MemberApplication Fee $195 $350Paper Exam Fee $275 $440Online Exam Fee $250 $415Recertification Fee $150 $300
RE-CERTIFICATION
• Renew certification every 3 years
• Earn 50 CEUs (continuing education units)
• Choose within the 6 Domains of Practice
• One CEU is rewarded for each hour of instruction
• Maintain a portfolio with CEU documentation
• Send recertification application along with documentation
CPSM CODE OF ETHICS
As a Certified Professional Services Marketer: Advance your knowledge of professional
services marketing Continually seek to raise the standards of
excellence Actively encourage the highest level of ethical
standards within the profession Practice in a manner without discrimination Uphold all laws and regulations of your firm
BODY OF KNOWLEDGE
THE 6 DOMAINS OF PRACTICE
1. Market Research2. Marketing Plan3. Client & Business Development4. SOQs / Proposals5. Promotional Activity6. Information, Resource & Organizational
Management
THE 6 DOMAINS OF PRACTICE
1. Methodologies and information sources to aid the development of research reports.
2. Planning, creating and implementing strategic, business and marketing plans.
3. Develop and maintain client relationships to secure new and ongoing business.
4. Tools for the development of qualifications/proposals.
5. Internal and external promotion methodologies, promotion production management and measurement metrics.
6. Tools and resources to manage marketing/sales organization structure and performance metrics
EVALUATION
1. MARKET RESEARCH………. 15%
2. MARKETING PLAN………….. 16%
3. CLIENT & BUSINESS DEV…. 20%
4. SOQs / PROPOSALS…………18%
5. PROMOTIONAL ACTIVITY…..16%
6. INFO, RESOURCE & ORGANIZATIONAL MGMT…..15%
STUDY MATERIALS
STUDY TIPS
Obtain reference materials Gap Analysis Know yourself and your study habits Form a study group Establish realistic meeting schedule Use the Study Guide Do all the reading!
THE EXAM
On Line test available Proctor needed 3 hour test Nothing on desk & no breaks Timed Must achieve a 75% score Different versions of the test
YOU CAN DO IT!
