When CRM is Done Right for AEC
This eBook covers real examples of what can happen when a product based CRM is used in a project based business. Understand why custom fields matter, and how contact records in AEC work entirely differently than typical product based, or SaaS companies.
This eBook helps you understand:
- The differences between a product vs. project based CRM
- How valuable AEC relationships should be leveraged in your CRM
- Why field choice matters, and what to expect out of the box
- The consequences of choosing the wrong CRM for your AEC firm