Blog

What exactly is CRM … And How Does It Help Construction Firms?

02 Nov

Defining CRM

In construction, CRM stands for client relationship management. It refers to cloud-based software that places key relationship, communication, lead and opportunity data at users’ fingertips.

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5 Features to Save Time on Proposal Resumes

01 Aug

Have you been trying to customize your CRM in order to meet your AEC marketing needs? In our traditional vs. project CRM series, we’ve been talking about how a project-based CRM can make a big difference for AEC marketers.

Now we’re going to add another element to the mix: your...

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Are You Leveraging the Power of Project Data?

03 Jul

  Most traditional CRMs cater to product-based businesses and lack the ability to track relevant project data. Since the AEC industry focuses on selling professional services, being able to track relevant project data for case studies and proposals is not only important, but vital...

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Does Your CRM Make It Easy To Go?

19 Jun

  In the A/E/C industry, project pursuits are expensive. Due to the expense associated with many pursuits, most firms create a Go/No-Go process to facilitate the decision-making process.

  Although most firms have a Go/No-Go process, sometimes this simple step can get skipped...

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Is Your CRM on Your Team?

06 Jun

  There are a lot of CRM tools out there, but if you’re not using a CRM that’s made for the industry you serve, then you’re going to be doing a lot of heavy lifting, customizations, and workarounds. Ugh - who wants to do that?

  If your CRM isn’t working for you, then you’re...

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What’s a CRM & Why It’s Important For Your Business

20 Feb

There are plenty who have heard those three letters “CRM” and aren't sure what the acronym stands for. Quite often at events our staff asks, or gets asked, what the acronym means and it's a testament to the more recent awareness and adoption within AEC firms that many people to...

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