Growth and Relationship Management with Unanet CRM by Cosential
Unanet CRM by Cosential helps Architecture, Engineering and Construction (AEC) firms increase revenue, while decreasing the cost of winning new business, with Growth and Relationship Management software and services that bring order, control, speed and efficiency to Business Development and Marketing.
Drive higher project and business profitability with time spent preparing and generating reports by 60%.
Increase productivity in key Business Development process by up to 50%.
Bid on the right projects by knowing where you are winning, where you are not, and what to do about it.
Empower with control by freeing data from employees’ PCs, paper files, emails, phones, and memories.
Win better business, grow revenue, and increase profitability
Unanet CRM by Cosential is 100% dedicated to helping AEC business developers, marketers, and executives win better business, grow revenue, and increase profitability.
Go beyond a CRM and completely own your pre-sales process with Unanet CRM.
Business Development
Time is money so if you are in Business Development, or a Doer-Seller, you need to make the most out of every minute in your day. You need the right tools to allow you access to data where and when you need it. Data access via your mobile device and from within your Outlook mail client saves you time and effort when updating contacts, companies and opportunities.
- Focus more on the strategic growth of your firm
- Make better decisions on current and future projects
- Be more competitive because you have accurate information at your fingertips
Marketing
As a Marketer working with proposals, there are always time-pressures to assemble the best response for a coveted project. One of the biggest challenges is ensuring you have the right information to accurately describe the capabilities of your firm and the team that will be assigned to the project. Data accuracy is critical and getting it fast is the answer to win.
- Cut down manual time spent on proposals by up to 75%
- Stop chasing down your colleagues to get answers to frequently asked questions and data sets
- Surface your firm’s sustainability certifications to win future projects
Principals
As an Executive or Business Owner, you’re kept up at night worried about the growth of your business, winning the right projects, and the success of your teams. With a complete platform for the pre-sale part of your business, Unanet CRM can provide you answers to all of these insights and more. Unanet CRM reports and dashboards provide unmatched visibility into the health of your business allowing you to see both the big picture as well as the ability to drill into the details.
- Strategize how you capture new work for your firm
- Get a holistic view of the health of your business with real-time updates
- Manage your business development team’s pursuits and pipeline right from your email or smart phone
8 Features AEC Firms Can’t Do Without
Smart Time-Saving Tools: Central Information Platform
Unanet CRM by Cosential integrates accounting, marketing, and business development data into one location that’s accessible from any device, anywhere.
Collect, track, and report on every piece of data that’s valuable for exceptional customer relationship management and proposal automation.
Metrics on Leads Created, Opportunity by Stage, and Hit Rate are convenient and updated in real time.
Essential Integrations
Nobody wants to re-enter data into another system.
Unanet CRM by Cosential seamlessly integrates with your financial and lead generation systems, email, and publishing programs like Adobe InDesign and Microsoft Word.
These valuable integrations help you work more efficiently, and maximize the power of your data while continuing to leverage the tools you already know and love.
Simple Administration and Management
Unanet CRM by Cosential’s straightforward, easy to use software gives you dynamic organization strategies through its highly versatile applications.
Empower administrators with highly granular permissioning and administrative controls. Enable firm administrators to create automatic processes to manage the flow of new information.
Streamline your firm’s administration, so you focus on the work that you want to be doing.
Custom Analytics Reporting and Search Functions
Arm yourself with knowledge through Unanet CRM by Cosential’s dynamic Dashboard tool.
Gain perspective and make smarter decisions with smart search and custom reporting functions which enable users to research, integrate, analyze, and export all business intelligence with just a few clicks.
Create sophisticated customized reports for all of the industry’s common queries, and make strategic adjustments to your business development through your findings.
Sales and Marketing
Develop your action plans, and put them in motion.
Manage your tasks from one easy-to-navigate grid view. Organize your marketing strategies through tracking your campaigns with associated events, opportunities, tasks, and mailing lists.
And keep everybody on the team on the same page.
Proposal Automation
Unanet CRM by Cosential makes publishing proposals fast and easy.
Because all of your data is in the same place, you can focus on perfecting your ideas and winning the bid for the next exciting project.
Download Cosential Mobile from the App Store and Google Play.
You’re Mobile. So is Unanet CRM by Cosential.
Because Unanet CRM by Cosential is cloud-based, you can access it from anywhere, using any web-enabled device.
Interact with Unanet CRM by Cosential from your laptop, smart phone, or tablet just the same as if you were in your office. Choose between the standard web interface or the mobile interface and keep right on working.
Data Accuracy and Security
Unanet CRM by Cosential provides the highest level of security for your data and allows firm administrators to set permissions so that sensitive information in the CRM is only accessible to the appropriate staff.
To keep data safe and accurate, Unanet CRM by Cosential offers versioning and deduping technology: versioning to roll back any data that’s corrupted or deleted; deduping to keep your contacts and companies free from repeat entries.
Ready to Learn More?
Request a demo of Unanet CRM by Cosential today:
