CKearney Consulting

CKearney Consulting CKC can get you in gear and put your CRM in motion!

We are approachable data nerds offering evaluation, implementation, on-call support, and training to maintain and improve firms’ CRM and data systems as well as their proposal automation, data analytics, and so much more. CKearney Consulting (CKC) is a small, woman-owned business based in the DFW area providing companies with insight into Customer Relationship Management (CRM) systems and processes.

You've been tasked to select a CRM system for your firm. This is a big deal! Time, money, energy… not to mention all the...
09/08/2026

You've been tasked to select a CRM system for your firm. This is a big deal! Time, money, energy… not to mention all the “extra” things that need to go right for the CRM to be successful, to increase efficiency, and win more work.

So which CRM is best? We get asked this question a LOT. Sadly, there is no one-size-fits-all answer.

While we can’t tell you the single best CRM, we can help you decide which CRM is the best choice for your firm.

We've created a high-level comparison of the most popular CRMs in the AEC industry, and a downloadable matrix, addressing common capability requirements.

https://ckearneyconsulting.com/resources/which-crm-is-best

09/04/2026

Your brand isn’t just what you say it is.

During a recent Data Dialogue, Dez Joslin from Enarche made an important distinction about the data we use to tell our firm’s story.

We tend to lean heavily on quantitative data because it’s easy to capture: win rates, project size, revenue, square footage.

But qualitative data can help us understand how our brand is actually perceived.

What words do clients use to describe us? What problems do they trust us to solve? What are we known for being really good at?

Are you tracking qualitative data? What metrics, and how do you capture it?

Courtney Kearney is headed to SMPS SWRC in Denver to talk about one of her favorite topics, process mapping! She'll walk...
09/02/2026

Courtney Kearney is headed to SMPS SWRC in Denver to talk about one of her favorite topics, process mapping! She'll walk through a real process map, explore the six data roles, and show how better processes lead to better data, smarter automation, and more confident decision-making.

Today is the registration deadline! Don't miss your chance!

If you've ever heard someone in your firm say, "We should really be using Salesforce," or "I heard XYZ CRM is better," y...
08/25/2026

If you've ever heard someone in your firm say, "We should really be using Salesforce," or "I heard XYZ CRM is better," you're not alone.

Many firms feel pressure to prove they've evaluated other CRM platforms, whether it's from employees, leadership, or simply wanting confidence that they made the right decision.

We always suggest reframing the question from, "is there a better CRM out there?" to "which CRM is best aligned with our firm's business goals and objectives?"

To help these conversations at your firm, we’ve created a high-level comparison of the most popular CRM systems in AEC.

👉 https://ckearneyconsulting.com/resources/crm-matrix

Happy 9th work anniversary to CKC Business Development Manager Valerie Delafosse! Today we celebrate Valerie's dedicatio...
08/22/2026

Happy 9th work anniversary to CKC Business Development Manager Valerie Delafosse!

Today we celebrate Valerie's dedication and expertise. She's vital to CKC, bringing extensive industry knowledge, strong relationship-building skills, and an eye for system improvement and efficiency. And anyone who has worked with with her knows -- she's a joy to spend time with. 😊

Congratulations Valerie, here's to many more years! 🥂

If your CRM feels chaotic, reports aren't trusted, or your team follows five different versions of the same process, it'...
08/21/2026

If your CRM feels chaotic, reports aren't trusted, or your team follows five different versions of the same process, it's time to step back and map the journey.

Process mapping is one of Courtney Kearney, FSMPS, CPSM's favorite topics, and she's looking forward to diving into it at the SMPS Southwest Regional Conference in Denver, CO.

Why process mapping? Because you can't fix a process you can't see! Pausing to document reveals hidden gaps, creates shared accountability, and uncovers opportunities for automation so your team can spend less time fixing data and more time using it.

If haven't registered for SMPS SWRC yet, the August 28 deadline is approaching fast! Check out the full schedule and register here: https://smpsswrc.com/

08/16/2026

“Data for data's sake is just typing into a CRM.” 👏

We love this tangent Katelyn Litalien from Enarche Design went on during a recent Data Dialogue!

Courtney asked about the must-have CRM fields, but Katelyn pointed out that there's a more important question to ask first:

What are you actually going to do with the information?

The right fields aren't the same for every firm. They should connect back to what you're trying to accomplish, the questions you need to answer, and the decisions you need to make.

Otherwise, we're just giving people more things to type into the CRM“Data for data's sake is just typing into a CRM.”

We love this tangent Katelyn Litalien from Enarche Design went on during a recent Data Dialogue!

Courtney asked about the must-have CRM fields, but Katelyn pointed out that there's a more important question to ask first:

💡 What are you actually going to do with the information?

The right fields aren't the same for every firm. They should connect back to what you're trying to accomplish, the questions you need to answer, and the decisions you need to make.

Otherwise, we're just giving people more things to type into the CRM.

➡️ And that erodes trust in the system.

What’s one CRM field you’ve questioned whether your firm really needs?

What's the AEC marketing blind spot no one talks about?AEC marketing and BD often run on instinct, spreadsheets, and ins...
08/15/2026

What's the AEC marketing blind spot no one talks about?

AEC marketing and BD often run on instinct, spreadsheets, and institutional knowledge.

But when marketing is accountable for firm growth, the entire function changes: what you invest in, what you cut, what you report on, and how you talk to leadership.

Join Courtney Kearney and guest data nerd Julie Huval for a Data Dialogue about what it takes to move marketing from supporting firm growth to actively driving it.

https://bit.ly/4z3jYi3

Where will Courtney Kearney (and minifig) be speaking next? Catch them at one of these upcoming conferences 👉Practical M...
08/04/2026

Where will Courtney Kearney (and minifig) be speaking next? Catch them at one of these upcoming conferences 👉

Practical Magic for Data & AI
SMPS CO Bootcamp :: Denver, CO

Chart a New Course with Process Mapping
SMPS SWRC :: Denver, CO

Pixels, Prompts & Possibilities
pre-conference workshop with Julie Shaffer
SMPS HRC :: Cincinnati, OH

Will AI Replace or Reimagine CRM?
SMPS HRC :: Cincinnati, OH

Courtney Kearney is back at work after , sharing what she learned, the conversations she had, and the ideas that were s...
07/31/2026

Courtney Kearney is back at work after , sharing what she learned, the conversations she had, and the ideas that were sparked. She brought back tons of energy and optimism, always a sign of an excellent conference.

Some of the highlights were connecting with data nerds from across the country, giving back to SMPS Foundation, and walking the yellow brick road. There's no place like SMPS!

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Corinth, TX

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+12149084884

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