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71 results found for “CRM”

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    Inside the Executive Roundtable: How Top AEC Leaders Tackle What Actually Matters
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Learning & Events

Posts

  • Post-acquisition integration determines M&A success

    Post-acquisition integration determines M&A success

    April 19, 2026

    By Jeff Adams | The real work in AEC M&A begins after closing, where integration turns a transaction into sustainable growth and value.

    Read
  • Dealing with the skeptic

    Dealing with the skeptic

    March 22, 2026 | Mark C Zweig

    By Mark Zweig | High-performing skeptics can sharpen decisions or quietly poison culture – the difference lies in how leaders engage them.

    Read
  • Better systems, better performance

    Better systems, better performance

    February 08, 2026

    By Matt Cooper | Software should reduce friction, surface better information sooner, and free people up to do higher-value work.

    Read
  • Choosing the right integration strategy

    Choosing the right integration strategy

    January 04, 2026

    By Michael DiOrio | Modern AEC firms win by connecting specialized systems intelligently, choosing APIs or stored procedures based on performance, scalability, and integration needs.

    Read
  • The struggle with subscale

    The struggle with subscale

    September 28, 2025

    By Matt Cooper | These firms often rely on few clients, multitasking staff, and undocumented processes, creating volatility, inefficiency, and growth challenges.

    Read
  • Two kinds of firms

    Two kinds of firms

    August 17, 2025 | Mark C Zweig

    By Mark Zweig | Is your firm one that commands top fees and thrives, or one that will struggle to compete and keep up?

    Read
  • Speed is your strategy

    Speed is your strategy

    July 20, 2025

    By Matt Cooper | In 2025, faster firms win – optimize key processes from proposal to payment to stay competitive in AEC.

    Read
  • Revolutionizing decision-making

    Revolutionizing decision-making

    December 08, 2024

    By Fred Smith | AI-driven conversational interfaces offer leaders instant, data-driven insights, streamlining decision-making for enhanced efficiency and profitability.

    Read
  • Building your own GPT

    Building your own GPT

    April 28, 2024 | Kristin Kautz CPSM

    By Kristin Kautz | AI assistants empower personalized and effective support that will save time and money, and enhance creativity and quality.

    Read
  • Entrepreneurial marketing

    Entrepreneurial marketing

    March 24, 2024 | Mark C Zweig

    By Mark Zweig | Entrepreneurial firm owners understand that marketing is an off-balance sheet long-term investment in the firm’s future.

    Read
  • The strategy of over-marketing

    The strategy of over-marketing

    January 22, 2023 | Mark C Zweig

    By Mark Zweig | When used consistently, this strategy will allow you to grow faster, raise fees, shed bad clients, and ramp up your pipeline of job candidates.

    Read
  • Making your CRM work for your firm

    Making your CRM work for your firm

    January 01, 2023 | Mark C Zweig

    By Mark Zweig | Your CRM should be a major asset for your firm, but you have to make sure your people are using and updating it.

    Read
  • Zweig Group adds Keith Sequeira and Ying Liu to the team

    Zweig Group adds Keith Sequeira and Ying Liu to the team

    November 07, 2022

    Zweig Group is excited to announce the addition of Keith Sequeira in the role of Director of Data Analytics, and Ying Liu in the role of Strategy Advisor, to the team.  Keith is a collaborative...

    Read
  • The great timesheet dilemma

    The great timesheet dilemma

    September 18, 2022 | Mark C Zweig

    By Mark Zweig | Most firms in this business still struggle to get their people to do their timesheets and turn them in – but there could be a simpler way.

    Read
  • Having a real firm takes real investment

    Having a real firm takes real investment

    July 17, 2022 | Mark C Zweig

    By Mark Zweig | The payoff is a more valuable company that is healthier and provides more opportunities for its employees.

    Read
  • The mad dash to add overhead staff

    The mad dash to add overhead staff

    April 24, 2022 | Mark C Zweig

    By Mark Zweig | It’s time to take a good hard look at what everyone in your business is doing for you.

    Read
  • Support your support staff

    Support your support staff

    March 27, 2022

    By Katie Batill-Bigler | Set a tone firmwide to recognize the valuable work that’s done by people in every role at your firm – not just your technical staff.

    Read
  • What a seller should be thinking about

    What a seller should be thinking about

    February 20, 2022 | John Bray

    By John Bray | There are a few things you should consider as you expect to receive an offer for your company from a prospective buyer.

    Read
  • Command of data is the difference

    Command of data is the difference

    December 26, 2021

    By Lucas Hayden | Unanet’s inaugural AEC benchmarking study reveals the data-management practices that separate the best firms from the rest.

    Read
  • TZL podcast: Lucas Hayden and Unanet

    TZL podcast: Lucas Hayden and Unanet

    September 09, 2021

    Lucas Hayden is product marketing director with Unanet, a leading provider of ERP and CRM solutions purpose-built for government contractors, AEC firms, and professional service firms. Unanet is also a presenter at Zweig Group’s 2021...

    Read
  • A new era for marketing

    A new era for marketing

    August 22, 2021

    By Christina Zweig Niehues | It’s important for firms in all stages of growth to invest in marketing and continue to plan for the future.

    Read
  • Business development

    Business development

    August 08, 2021

    By Christina Zweig Niehues | Firms need to devote resources toward business development and ensuring a steady stream of work for the future.

    Read
  • It’s all in the follow through

    It’s all in the follow through

    April 04, 2021

    Develop a muscle memory around follow through and follow up to get ahead in the business development game.

    Read
  • Talent wars: A new hope

    Talent wars: A new hope

    March 14, 2021

    By Chad Coldiron | Over the last 12 months, firms have been forced to rapidly adjust how they approach many workplace strategies – including recruitment strategies.

    Read
  • Back to relationship basics

    Back to relationship basics

    January 03, 2021

    We don’t know what this year will bring, but by focusing on existing relationships and building stronger relationships, we can ensure long-term success.

    Read
  • The truth about building value in your firm

    The truth about building value in your firm

    August 30, 2020

    By Mark Zweig | Many owners fail to understand how much value they can create in their companies if they make the right decisions.

    Read
  • Business development in AEC firms

    Business development in AEC firms

    July 06, 2020

    When firms encourage a hybrid role between business development and sales, the result is often improved collaboration throughout the firm.

    Read
  • Investing in the future: John Meyer

    Investing in the future: John Meyer

    May 18, 2020

    Founder of edg (New York, NY), a technology-driven firm that leverages the power of software and equipment to deliver higher quality projects in less time.

    Read
  • Accelerated growth

    Accelerated growth

    October 14, 2019

    Growth and relationship management software turn marketing into the catalyst for growth: The four best practices for winning marketing teams.

    Read
  • Outsourcing market research

    Outsourcing market research

    May 13, 2019

    There are plenty of tell-tale signs your AEC firm needs a set of third-party experts to help you achieve your goals.

    Read
  • Business development

    Business development

    November 12, 2018

    The process must be deliberate and multifaceted, but don’t forget the human touch. Be yourself and enjoy finding clients that reflect your values. Recently, I had a conversation with a very busy, newly promoted division...

    Read
  • Conference call: Dave Lubitz

    Conference call: Dave Lubitz

    October 29, 2018

    COO of Aguirre & Fields, LP (Best Firm Multi-discipline #27 for 2018), a 120-person engineering firm based in Houston. By Liisa Andreassen Correspondent “If you haven’t started planning for ownership transition, you’re behind and you...

    Read
  • MSCE, PE, AIA? Not always

    MSCE, PE, AIA? Not always

    August 06, 2018

    By Christina Zweig Niehues | AEC credentials are necessary for the work of designing and building, but that’s not the case regarding firm management and ownership.

    Read
  • Big-ticket items

    Big-ticket items

    June 25, 2018

    By Christina Zweig Niehues | A larger client database, higher shortlist rates, and measurable metrics. Yes, marketing is expensive, but it’s a good place to spend a bit of gold.

    Read
  • More than overhead

    More than overhead

    June 11, 2018

    Non-creatives have to understand and respect what marketers do, or we run the risk of demotivating those who are critical to our success. A recent study by InSource reported that “Creative professionals are being asked...

    Read
  • Conference call: Brian Sullivan

    February 12, 2018

    CEO of Sullivan Engineering (Hot Firm #89 for 2017), a 20-person building envelope consulting firm based in New York, New York. By Liisa Andreassen Correspondent “We strongly reward autonomy and encourage each other to make...

    Read
  • Five-point improvement

    January 15, 2018

    Successful business planning isn’t about having a crystal ball. It’s about a culture that discusses goals, actions, and results on an open and regular basis. The end of one year and the beginning of a...

    Read
  • Happy New Year!

    January 15, 2018

    There’s always something nice about a new year. It’s a fresh start. It’s time for a new plan. The accounting starts all over at zero. Let’s get going! Here are my thoughts: Org structure. Do...

    Read
  • Deep six

    January 01, 2018

    Keeping up with the latest and greatest in marketing is tough, but it’s easy to see what techniques need to be left behind. If you’re still doing the same kind of marketing you were doing...

    Read
  • The human element

    November 06, 2017

    The ‘next big thing’ in marketing and business development is not a piece of software, but the people behind it. I recently provided a day-long marketing and business development consultation for a very well-known niche...

    Read
  • Rest your weary fingers

    October 23, 2017

    Voice activation is coming to customer relationship management, and if you adopt it, you’ll save time and succeed. We spend a lot of time talking to our gadgets these days. Whether we’re seeking directions from...

    Read
  • A-list clients

    October 16, 2017

    We all have them and need them, but do we treat them right, and are we getting as much work out of them as we should? Trying to get work in the door can be...

    Read
  • CRM = CCCC

    July 31, 2017

    Customer relationship management has changed over the decades, but some things have remained the same: currency, correctness, consistency, and completeness. Walkmen were all the rage, cell phones were the size of eggplants, and Whitney Houston’s...

    Read
  • Marketing metrics

    Marketing metrics

    June 08, 2017

    There’s a critical set of benchmarks you need to measure so you’ll know what works, what doesn’t, and how to be more effective. Zweig Group’s 2016 Marketing Survey found that 27 percent of A/E/P and...

    Read
  • MARKETING METRICS FOR THE AEC INDUSTRY

    March 13, 2017

    Make your marketing count. Here are seven marketing metrics you need to be tracking. Revenue/Sales goals: While not exactly a measure of your firm’s marketing success, revenue or sales goals should be the cornerstone of...

    Read
  • Conference call: Mike Gialketsis

    February 27, 2017

    President and one of the founding partners of San Diego-based Rincon Consultants, Inc. (Hot Firm #35 for 2016), a 115-person environmental planning and engineering firm. By Liisa Andreassen Correspondent Mike Gialketsis shares his insights on...

    Read
  • Big and nimble

    January 09, 2017

    Philadelphia firm undertakes huge effort to improve CRM, update brand, and otherwise remain ahead of the curve. For Pennoni (Hot Firm #48 for 2016) marketing “success” can be viewed in a variety of ways –...

    Read
  • I email dead people

    October 24, 2016

    Outdated or “dead” contacts are a real problem for any company that has a marketing program that uses a CRM or Client Relationship Management System. CLICK HERE TO UPDATE YOUR CONTACT INFO WITH US The...

    Read
  • I Email Dead People

    Client database – valuable yet neglected

    October 21, 2016

    Your firm’s list of contacts is critical to your marketing activity, and it can have a tremendous monetary value, too, so make it a priority. This industry is still doing a poor job of building...

    Read
  • Client database – valuable yet neglected

    October 21, 2016

    Your firm’s list of contacts is critical to your marketing activity, and it can have a tremendous monetary value, too, so make it a priority. This industry is still doing a poor job of building...

    Read
  • The new age of selling

    September 09, 2016

    Creating a hybrid seller-doer team comprised of business development people and technical experts is a good way to win new work. As few as 25 years ago, our industry relied almost exclusively on relationships as...

    Read
  • The client database – valuable yet neglected

    May 20, 2016

    Your firm’s list of contacts is critical to every marketing activity, and it can have a tremendous monetary value, too, so make it a priority. This industry is still doing a poor job of building...

    Read
  • 10 Interesting Marketing Statistics in the A/E Industry

    October 21, 2015

    Did you know? Marketing trends are discussed by only 40% of A/E firms during marketing meetings. Marketing departments are becoming increasinly responsible for tracking all marketing/sales related data. From 1997 until last year, the percentage...

    Read
  • How Many Hats Can a Project Manager Wear?

    May 21, 2015

    Here's another snip-it from the 2nd Edition of Successful Project Management by Ernest Burden. Many project managers are more comfortable with the technical side of the business. The marketing hat that firms are now asking...

    Read
  • Search Savvy: Change is good!

    December 10, 2014

    Five ways to increase your digital footprint in branding and recruiting the best and brightest in 2015. As we approach the end of 2014, I’m amazed at how much has changed in such a short...

    Read
  • New sponsors announced for the 2014 Hot Firm and A/E Industry Awards Conference

    June 02, 2014

    FAYETTEVILLE, Ark. (Jun. 2, 2014) –Zweig Group is proud to announce Bentley Systems, global leader in software solutions for architects, engineers, geospatial professionals, constructors, and owner-operators, as the Gold Sponsor of the 2014 Hot Firm...

    Read
  • Editorial: Your Marketing Department

    May 13, 2013

    Mark Zweig offers five steps to keep your expanded departments happy and productive. When I started working in the A/E/P and environmental consulting industry in 1980, most companies in the business did NOT have a...

    Read
  • Debbie Frederiksen Joins ZweigWhite To Lead Marketing Consulting Services

    March 15, 2011

    Press Release: March 15, 2011 FAYETTEVILLE, Ark. (March 15, 2011) — Seasoned marketing professional Debbie Frederiksen has joined ZweigWhite as Director of Marketing Consulting Services, boosting the firm’s stable of expanding consulting services to architecture,...

    Read
  • ZweigWhite Welcomes New Marketing Consultant

    March 14, 2011

    Debbie Frederiksen | Marketing Consultant | ZweigWhite Consulting Debbie Frederiksen’s career spans 17 years in the architecture / engineering / planning industry. After graduating from the University of Nebraska, she worked for a 10-person firm...

    Read
  • Don't Let Things Slip

    February 02, 2011

    By Mark C. Zweig It’s funny how firms in our business— many of which have been around for 20, 30, 40 or more years— can get to a certain level and then start to let...

    Read
  • Protecting critical client relationships

    July 12, 2010

    Let’s face it. People will come AND go. And they don’t always leave (voluntarily or otherwise) at the best time. Sometimes it really hurts! A critical client relationship may be injured or lost by a...

    Read
  • 27 Ways to Inject New Life into Your Firm’s Marketing Efforts

    March 19, 2007

    I just got back from ZweigWhite’s 2007 A/E Marketing Now Summit in Las Vegas, Nevada. It was our biggest and best-attended marketing conference ever! My task was to open the show with a short talk...

    Read
  • Don’t Tell Me That IT Doesn’t Matter

    March 20, 2006

    While there have been some “experts” who’ve made names for themselves by bashing IT and saying it is, at best, a necessary evil, I completely disagree with them. There are so many ways IT can...

    Read
  • Marketing Ideas Every Firm Can Implement NOW

    July 19, 2004

    When we remade our Revolutionary Marketing newsletter into The Zweig A/E Marketing Letter, we had a simple idea. Cut the theory and direct the focus of our efforts to implementation. What can firms DO differently...

    Read
  • There are Opportunities Everywhere!

    April 12, 2004

    On the one hand, it would be easy to get negative and discouraged about the current business climate. The war efforts are dragging on with no clear end in sight. The Middle East, in general,...

    Read
  • How to Do a “Clean Sheet” Marketing Budget

    August 11, 2003

    Many firms are becoming increasingly aware of the fact that they don’t know how much to spend on marketing. On the one hand, it’s harder than ever to get work, there’s downward fee pressure resulting...

    Read
  • Getting Marketing Off Dead Center

    November 11, 2002

    As the year winds down, it’s apparent that the majority of design and environmental firms are finishing up a year that wasn’t as good for them as 2001. Flattening out of growth coupled with a...

    Read
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