Modernize and ignite sales

Use these steps to avoid CRM implementation failure

A strong Client Relationship Management program (CRM) can be a major asset for your organization’s revenue generation engine. But… effective CRM implementation is OFTEN TRICKY and more often than not, it fails. Time and money is lost and frustration and blame leads to misery. There is a right and wrong way to implement CRM. Very…

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Three questions for successful client relationships

Want to build strong relationships with your clients from the beginning? One that ensures all their goals and issues are addressed effectively to set you both up for success? Then, client relationship management must be a top priority. This does not mean you “roll over” when pushed by a client.  Of course, these are two…

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Your firm is

Training, education, learning, knowledge, skills, or whatever you call it. If you are a marketing coordinator, a senior manager, principal or CEO, you seek more of this. And, you like to spend your time wisely. Most of all, you want something of value out of your learning investment. Yet, time and again, you experience little…

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Your firm is missing revenue if junior staff isn’t billable

The best use of technical staff is to be billable, right?  One needs more technical and managerial experience to be effective at sales, right?  Yet, there are 3-4 times more junior staff then senior staff. If you could get that many more people driving sales just how fast can you go? Lucky for me I…

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Who Says Only Senior Managers Can Generate Sales?

Who brings in the business in your firm? Usually it is the senior managers. Think about how strong business would be if everyone– CEO, CFO, Project Manager, and junior Engineer/Architect/Scientist– also contributed. What do each of you have in common? Each of your livelihoods are impacted by your contribution to generating revenue. You are either billable…

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How to Improve Client Relationships Just by Listening

We are in a technical business employing a lot of technical people who deliver services. Usually, it is a very small number who contribute directly to bringing in new business. How much business would your firm have if every single employee had direct involvement in landing new and interesting projects? You probably just thought, “Way…

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Must use simple tool to develop and grow your business!

Four things to do to grow

In a recent podcast produced by Matt Handal, author of Proposal Secrets, titled Growing A/E/C Firms with Doug Reed, I share how a unique approach centered around an accounting mechanism (the timesheet) that most of our firms use, will help firms grow even during the most challenging economy. I know because I was a consulting engineering firm…

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You don’t have to accept lower profit margins

Even though firms are reporting more revenue and RFPs, the profit on new work is lower. During a recession, pundits say that firms should invest the most in client relationships and sales during a recession, but they predicted most would not. Pundits predicated that as revenue declined within a firm’s market sector they would try to get into…

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To broaden sales participation, the CEO must remove barriers

As a principal in charge of the largest division of a 130 person firm, a first step in implementing a highly efficient sales program was to make sure everyone knew the latest sales methods and spoke a common sales language. Since operations and finance managers were a potential barrier to broaden sales, all senior managers went…

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