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042: Selecting the Best A/E/C CRM, Part 2
Is your firm thinking about a new CRM system? Does your firm even need a CRM system? In this episode, I’m back interviewing Jan Flesher and Courtney Kearney on where firms go wrong when selecting a new CRM system. From deciding if your firm even needs one to streamline those people involved in the selection process, today’s episode covers all the important aspects of CRMs.
We talk about what you’ll need to gather first to analyze what type of CRM system you need. What is its purpose? Who will use it? What data will you collect? What data needs to be collected. We answer these and lots more in this episode, “Selecting the best AEC CRM.”
- Where do firms go wrong when selecting a CRM system? 4:15
- You need a clear definition – CRM is a journey: 6:03
- Project Phases and Milestones to keep track of: 6:26
- Is Principal Involvement Necessary? 7:48
- What really IS a CRM? 8:43
- Beware of the Squirrel Mentality: 10:42
- Don’t forget your Mobile Apps: 12:01
- Why is proper education on using the CRM necessary? 13:01
- Who should be involved when selecting a CRM system? 17:39
- Don’t forget about the Finance department: 23:36
- How can Courtney’s firm help you? 28:03
- How can Jan’s firm help you? 30:10
- How can Lindsay’s firm help you? 35:16
- Courtneys #1 piece of advice for those new to AEC industry: 36:46
- Jan’s #1 piece of advice for those new to the AEC industry: 37:11
Learn more about Jan and Courtney and get the resources mentioned in the episode here: https://www.marketerstakeflight.com/42
Get Yourself a Mentor
Are you looking for a mentor? Someone to go alongside you AND who gets what it’s like to be an AEC marketing professional? For as little as $5/month you’ll get bonus podcast content, early and discounted access to training, and individualized support from me. Go to marketerstakeflight.com/mentor to learn more and join today.
Want more AEC marketing goodness?
- New to proposals? Download my FREE “RFPs for Beginners – The Ultimate Proposal Management Checklist.”
- Stop planning, start creating with my FREE “Ultimate AEC Content Marketing Starter Kit.”
- Follow Lindsay on LinkedIn and Instagram.
- Collaborate with other AEC Marketers in our Facebook Group.
- Purchase bite-sized, on-demand templates and training at the Marketers Place.
- Enroll in online training: The Proposal Pro or Content Marketing Clarity.
View all episodes
By Lindsay Diven
5
3737 ratings
Is your firm thinking about a new CRM system? Does your firm even need a CRM system? In this episode, I’m back interviewing Jan Flesher and Courtney Kearney on where firms go wrong when selecting a new CRM system. From deciding if your firm even needs one to streamline those people involved in the selection process, today’s episode covers all the important aspects of CRMs.
We talk about what you’ll need to gather first to analyze what type of CRM system you need. What is its purpose? Who will use it? What data will you collect? What data needs to be collected. We answer these and lots more in this episode, “Selecting the best AEC CRM.”
- Where do firms go wrong when selecting a CRM system? 4:15
- You need a clear definition – CRM is a journey: 6:03
- Project Phases and Milestones to keep track of: 6:26
- Is Principal Involvement Necessary? 7:48
- What really IS a CRM? 8:43
- Beware of the Squirrel Mentality: 10:42
- Don’t forget your Mobile Apps: 12:01
- Why is proper education on using the CRM necessary? 13:01
- Who should be involved when selecting a CRM system? 17:39
- Don’t forget about the Finance department: 23:36
- How can Courtney’s firm help you? 28:03
- How can Jan’s firm help you? 30:10
- How can Lindsay’s firm help you? 35:16
- Courtneys #1 piece of advice for those new to AEC industry: 36:46
- Jan’s #1 piece of advice for those new to the AEC industry: 37:11
Learn more about Jan and Courtney and get the resources mentioned in the episode here: https://www.marketerstakeflight.com/42
Get Yourself a Mentor
Are you looking for a mentor? Someone to go alongside you AND who gets what it’s like to be an AEC marketing professional? For as little as $5/month you’ll get bonus podcast content, early and discounted access to training, and individualized support from me. Go to marketerstakeflight.com/mentor to learn more and join today.
Want more AEC marketing goodness?
- New to proposals? Download my FREE “RFPs for Beginners – The Ultimate Proposal Management Checklist.”
- Stop planning, start creating with my FREE “Ultimate AEC Content Marketing Starter Kit.”
- Follow Lindsay on LinkedIn and Instagram.
- Collaborate with other AEC Marketers in our Facebook Group.
- Purchase bite-sized, on-demand templates and training at the Marketers Place.
- Enroll in online training: The Proposal Pro or Content Marketing Clarity.