Suggest you contact Tina Myers, CAE, Deputy Executive Director of the Society of Marketing Professional Services (SMPS) 703-549-6117 x224. SMPS has done extensive research on CRM and possibly Tina can point you in a direction to find out the different systems available and if reviews are available.
CRM is a valuable tool for all firms; however, one needs to have a Marketing Plan relative to the size and type of client your firm is interested in and then analyze the available systems that fit your firms size.
I was involved as a speaker at an AIA Convention when SMPS was being formed where a forum of AIA Members and SMPS Members discussed the marketing function in a Professional Service Firm. There was a good working relationship of the two organizations at that time and I hope you can take advantage of the connection and obtain information to assist AIA with their CRM concerns.
If I can provide you any additional assistance please feel free to contact me.
Duncan
Duncan M. Black, AIA, SMPS
Retired
Amherst, NY
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Duncan Black AIA
Amherst NY
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Original Message:
Sent: 10-11-2017 19:15
From: Emma Tucker
Subject: Customer Relationship Management (CRM) systems for architecture firms?
What CRM systems would you recommend that firms consider, especially as an upgrade from Excel? A member wrote in to ask:
I am seeking any information you might have for Customer Relationship Management (CRM) Systems appropriate for architecture firms. I'm looking for a system in which to track:
Client's Name
Scope of Project
Status of Project
Contractors
Vendors
etc.
Currently, I'm using Excel to do so. I appreciate any information you have and/or recommendations of others to contact regarding my query!
Is there software that's especially easy to use? Or that is particularly well suited to small firms?
Do you have tips on getting started with a CRM, or how best to set it up for use?
Thanks!
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Emma Tucker
Manager, Knowledge Communities
The American Institute of Architects
Washington DC
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