AAM Minute Monthly Poll

Emily Taibl, Sweeney Conrad, PS

We are asking our readers to contribute to our topic conversation and share a little about what they do in their firms.

Last month, we asked some questions about CRM. Here’s how you answered:

Q1: Do you use a CRM?

Yes

66.67%

No

16.67%

Used to have one, and had poor adoption

0%

Do Excel spreadsheets count?

16.67%



Q2: If you have a CRM, what are you using?

Salesforce

2

Microsoft Dynamics

2

ContactEase

1

Constant Contact

1

LACRM and Junxure

1

HubSpot

2

 

Q3:Who are the CRM champions within your firm?

Partners

0%

Niche Leaders

0%

Managing Partner

0%

Marketing Only

66.67%

Other:

No one, because we don’t have one.

Multiple people- Senior management, Partners, BDs and marketing

Regional presidents and a group of “power users” (from supervisor to partner; also one AA) to help with training and driving adoption

Business development and partners

33.33%

 

While poll results indicate some variety one thing is clear- many firms are beginning to implement a CRM.  The specific CRM platforms and champions within each firm still vary. CRM can be very useful for content distribution, lead segmentation and new business, but creating a system that works will really depend on your firm’s structure and the way your people work best. There is no doubt that CRM will continue to be important to marketers and business developers for years to come.

This month we ask that you please take a minute for the AAM Minute and answer this month’s poll questions about employee engagement.