CRM for Architecture, Engineering, and Construction (AEC) firms

CRM for Architecture, Engineering, and Construction (AEC) firms

For Architecture, Engineering, and Construction (AEC) firms, tough economic conditions have forced firms to do the same work with fewer resources.

This reality has made it essential for firms to get more profit out of each project and to build lasting customer relationships in order to increase the likelihood of winning future pursuits. With a custom Microsoft Dynamics CE solution from Root16, AEC firms can stop hunting for content and spend more time winning the deal.

Historically, the AEC industry has not been a large adopter of Customer Engagement, focusing most of its technology efforts on their project management or financial systems. Times are changing. Customer Engagement is proving to be a valuable tool for AEC firms as it helps them increase productivity and let their administrators focus on doing what they do best – running the business. Because AEC-specific products are often clunky and difficult to customize, firms are integrating their project management and ERP solutions with leading CRM platforms. A well-implemented CRM system built by Root16 will give your firm the tools you need to make the most of your data.

Key Considerations for CRM for Architecture, Engineering, and Construction



The greatest challenge in proposal generation is simply finding the information necessary for inclusion. With a CRM system from Root16, AEC firms can simplify this process by consolidating all necessary information into a single location. AEC firms can leverage CRM to identify their most profitable past projects so they can focus their efforts on similar projects in the future. 

Master Data

Many AEC firms have multiple sources for CRM-type data, such as ERP systems, HR systems, document management platforms, and spreadsheets. With a proper data strategy, CRM can be the centralized, accessible repository for all of the information your firm needs to have visibility into past projects, open opportunities, resumes, etc.

Marketing Campaign Management

A well-implemented CRM system can help AEC firms focus marketing efforts on the most promising opportunities. With a user-friendly interface, it’s easy for marketers to segment audiences by sector and to send timely emails tailored to specific needs and interests. Furthermore, marketers can measure effectiveness and make changes based on behavior and results.