Implementing a CRM is one thing; getting your people to actually use it is another. For AEC firms, success often depends on doer-sellers, the technical experts who juggle project delivery with business development. Yet, they are often the toughest group to engage in CRM adoption. This webinar will explore practical strategies to roll out your CRM effectively, educate and motivate your doer-sellers, and turn the system into a daily resource instead of extra work. You’ll hear three unique perspectives, from a leader at a top AEC firm, a CRM implementation and rollout expert (and author of CRM or Die), and a former doer-seller turned CRM software co-founder, as they share actionable insights to drive adoption and long-term success. This is one to invite all your key stakeholders to!
Key takeaways – Proven methods to drive CRM adoption across technical and business development teams
How to position your CRM as a tool that supports project delivery, not just sales tracking
Strategies to align CRM goals with firmwide priorities and leadership buy-in – Tips to measure, sustain,
and grow user engagement over time
Real-world lessons from firms who have turned initial resistance into lasting adoption
Panel: Troy Parkinson Noel Brady Courtney Kearney Kristen Jacobs