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"Best Practices"
Knowledge is power in the project pursuit/proposal world and easy access to this information is critical. Winning proposals focus on the issues and concerns that the client either currently faces or expects to encounter with this new project. The more we know about the client’s needs and goals, the better equipped we are to tailor [...]
You have several choices to make when selecting a CRM system. One of the first decisions you must make is an on-premise or on-demand solution. On-premise systems are typical in the A/E/C industry. One purchases the software upfront and houses it on a local server. You own the system and are therefore responsible for customization, [...]
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