CRM For Architectural or Engineering

 As an Architectural or Engineering firm looking for a Client Relationship Management system you have varying needs in mind.  For many it is a simple need to track interactions such as phone calls, emails and meetings with prospects and clients.  For others it is a need for a knowledge database to track opportunity and project details.  CRM can be defined in many ways but it really comes down to having processes in place and the systems to handle those processes so that you can know your client’s needs better and be able to react to them helping to ensure you win more project awards.

With Project-SalesAchiever CRM you can accomplish the following:

• *Manage information in a way that you can align your business to the needs of your client
• *Track and categorize incoming leads for appropriate follow-up
• *Measure the results of marketing campaigns
• *Track all facets of an Opportunity from the initial lead stage through to Project Award
• *Maintain a knowledge base of key criteria for Project details
• *Create user defined queries and have access to key indicator reports surrounding marketing and business development
• *Manage activities related to specific Opportunities/Projects and Prospects/Clients in one integrated record
• *Connect your contact, email and calendar data to Microsoft Outlook
• *Monitor information about existing clients needs to get ahead of the competition
• *Configure your database to track information that is specific to your business and your clients