“It used to take me 45 minutes to prepare for my meeting, now it takes me five!”
“You’re getting rid of a spreadsheet? Revolutionary!”
Since going live with our new customer relationship management (CRM) system, our firm recognizes that comments like these are our reward for a job well done. Like many A/E/C firms, we had a CRM system, but after 20 years, the data had become unreliable and the system was considered a necessary evil by the few who continued to use it. When we decided to transition from our legacy CRM system to something new, we had more questions than answers. Here is how we set out to answer those questions.