#41: Selecting the Best CRM for A/E/C Firms, Part 1
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
Meet the Guests:
Jan Flesher, Flesher Marketing Infrastructure
Jan’s 30+ year career in AEC Business Development and Marketing has focused on change management and collaboration to bring new ideas, new energy and new business into firms. Jan is part strategist, business developer, change agent, creative director, technology leader, and trainer. Most recently her work involved working with cross-functional teams at ENR Top 100 Construction and Engineering clients on strategic initiatives, process management, project management, and resource allocation. Jan believes B2B selling is based on the fact that intrinsically people will do their best for one another. Building internal relationships with your people is key.
Courtney Kearney, Owner, CKearney Consulting
Known for her love of data, Courtney Kearney – the owner of CKearney Consulting – brings her marketing skills and years of experience to a technical world of databases, processes, and numbers. She is a CRM thought leader, a Certified Professional Service Marketer, a contributor to the SMPS Marketer publication, has co-presented on several national webinars and frequently presents at conferences. CKearney Consulting is proud to provide CRM system evaluation, implementation, support, training, proposal automation, data analytics and other automation services. Courtney has served in several leadership roles within SMPS locally, regionally, and nationally including the role of President for the Fort Worth chapter. She enjoys spending time with her nurse husband and two amazing daughters.
Links mentioned in this episode:
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