RTM’s own Marketing Manager Jessica Kacmar discusses the benefits of a CRM for RTM
Historically, the AEC industry has not been an ardent adopter of customer relationship management software, but more and more firms are thinking it’s time for a change.
RELATIONSHIP AND COMMUNICATION BUILDING. Jessica Kacmar, marketing manager at RTM Engineering Consultants LLC (South Barrington, IL), a 100-person firm, says that the company uses SharpSpring as its CRM and marketing automation platform.
“As our company grows into a national full-service MEP and civil engineering firm, it’s important to employ software that can create marketing and business-development efficiencies across all offices and job functions,” she says.
SharpSpring allows RTM team members to easily document and organize client relationships by using custom fields that fit specifically to their needs. In addition, through its marketing automation function, the platform enables RTM to track visitors, analyze behavior, and nurture prospective and current clients.
“Since we deploy our marketing campaigns from the same platform as our CRM, we’re able to capture, categorize, and store what is important to each contact and develop useful and interesting content to be sent to target segments,” Kacmar says.
RTM also sets reminders, follow-up processes, and generates reports in SharpSpring to continue to cultivate relationships.
“This fusion of business-development and marketing creates better qualified leads and keeps us top-of-mind with current clients, ultimately generating increased revenue for the firm,” she says.
Using a CRM and marketing automation platform also has its internal advantages. The increased organization and collaboration that stems from the proper use and upkeep of SharpSpring produces a more efficient and scalable model as RTM continues to grow and develop.
“We all know the old adage, ‘time is money,’ so saving time wherever we can in our internal processes is a major benefit,” Kacmar says. “In the AEC world, with the focus on technology typically revolving around the cost- and time-saving benefits of Revit and BIM software, it is essential to not lose focus on software that can help drive sales and new business to the firm, while also streamlining communications among internal teams.”
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