More Info - AEC CRM For Geniuses

Summary: 60 minute web-session (screen-share) that walks you through the basic standard modules of CRM and shows you how to maximize efficiency in order to be 'two clicks' away from knowing pretty much anything that matters.   This is not a workbook. but does come with a program summary for future reference.


Prospects: Any AEC company that engages in account management, business development, marketing or sales.


Solves:  Eliminates clunky spreadsheets, resting on shared drives while delivering powerful, real time data across all users.


Method:  We walk you through a 'day in the life of' a typical CRM User who had the knowledge and understanding of leveraging the date to Build New Business.  Each module plays an important role and when properly implemented, can answer nearly any relevant question

Benefits:  Mastery of data as never experience previously.  You will see how important it is to be just two clicks' away from the answer to just about any business development question.


Advantage With more and more companies fighting over fewer and few opportunities, it is important to know, understand an embrace and leverage the data that is driving a company to its next contract. 

Costs $Free


After we send the information, we will not email or call you unless requested. - Request Link

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