How do you know if you need a CRM for your architecture, engineering, or construction (A/E/C) firm? How do you select the right CRM for your firm? How can you make sure you are getting the most out of your CRM?

In the first part of this two-part series, I ask Jan Flesher, PMP and Courtney Kearney, CPSM these questions.  And, you may be surprised to hear that not every firm needs a CRM! 

We also discuss the tipping point of when a firm should think about getting a CRM. Jan and Courtney have some great advice on what firms should think about when researching CRMs, what is the number one thing your firm should consider before bringing on a CRM.

This interview continues into the next episode but you don’t want to miss this one. Jan and Courtney have great advice and loads of knowledge to share.

• Jan Flesher’s Introduction - 1:59
• Courtney Kearney’s Introduction - 8:51
• Jan’s thoughts on when a firm should think about a CRM - 16:16
• Courtney’s thoughts on when a firm should think about a CRM - 18:39
• Courtney’s first piece of advice for a firm when considering a CRM - 24:00
• Jan’s first piece of advice for a firm when considering a CRM - 26:40

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