Does Your CRM Make It Easy To Go?

Does Your CRM Make It Easy To Go?

In the A/E/C industry, project pursuits are expensive. Due to the expense associated with many pursuits, most firms create a Go/No-Go process to facilitate the decision-making process. Although most firms have a Go/No-Go process, sometimes this simple step can get...
Is Your CRM on Your Team?

Is Your CRM on Your Team?

There are a lot of CRM tools out there, but if you’re not using a CRM that’s made for the industry you serve, then you’re going to be doing a lot of heavy lifting, customizations, and workarounds. Ugh – who wants to do that? If your CRM isn’t working for you,...
Our Holiday Yearbook

Our Holiday Yearbook

Instead of creating a generic holiday card this year, we decided to add a more personal touch. The holiday card we sent out is a yearbook, featuring a few of our employees’ childhood pictures along with a fun factoid or anecdote about each person, framed as what...
4 Quick Tips for Cosential Training

4 Quick Tips for Cosential Training

1. Control the terms of the training sessions. Keep it short. Training sessions can be online or onsite and sometimes a combination of both. Sessions are most effective when kept to 1 – 2 hours in length and focused on a specific portion of Cosential (e.g., Entering...