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.
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!
How to Lead Change at your A/E/C Firm – Part 2
We are back with part two of my interview with Rana Blair. Rana has some great advice about how to act and help make changes in your AEC firm. In today’s episode, we talk about how change needs to come from within and be supported by management.
How to Lead Change at Your A/E/C Firm – Part 1
Change is hard. And, it feels even harder to make change happen at A/E/C firms. My colleague, Rana Blair, helps firms with navigating big changes every day. In this first part, she tells us why it’s so hard and how to lead our teams through the different stages of change.
Implementing Change: 5 Steps to Success
Change is hard in our A/E/C firms. Whether you are trying to implement a new CRM or capture planning process, I share 5 steps to increase your success. I also provide a free guidebook to help you with your next implementation.