As a Business Developer, Seller-Doer, or Marketer in the AEC industry, your CRM is at the center of where projects are pursued and won, with research from Software Advice showing that over 70% of business professionals agree, there’s no doubt a CRM improves access to customer data. With your firm’s institutional knowledge and best practices, specific project records, and opportunities constantly growing, Unanet CRM by Cosential is an integral part of your day-to-day. So, when it comes to your experience as a user, it should be easy. You’re building relationships, responding to RFPs, and nurturing pursuits for the next big projects that are, sometimes, years in the making. We believe your platform should work with you in a meaningful way and remove the guesswork.
An intuitive platform meets you in the moments you need it most and flows at the pace your business needs for success. We’re invested in building a rich experience for you, as our customer, and ensuring adoption of Unanet CRM by Cosential is easy with a streamlined approach across Mobile, Outlook, and now our Web application.
“I love the new navigation in the web app because I’m constantly viewing opportunities and our pipeline, and now I can dive directly into Leads and Opportunities in a single click and even collapse the side panel altogether. This quickly gets me to where I need to be and gives me so much more real estate, making it easier to view my data across the page and find key information without needing to scroll.”
– Misty Thurman, FSMPS, CPSM, CF APMP Business Development Director at BKL, Inc.
A modernized navigation to enhance productivity in Unanet CRM by Cosential for Web is making its debut for you to have a simplified view, enjoy new search capabilities, and more at your fingertips.
When setting out on our re-imagined interface, we started with one singular factor driving us forward: our customers. For the stretches when you’re not on-the-go, and dedicating time at your desk to grow or update key Contacts, jump into specific records while the pursuit is top of mind, or access reports to understand the big picture, your CRM should enable you to dig into your business and never stall your firm’s momentum.
Unanet CRM by Cosential’s new navigation accomplishes that by bringing to the surface the core elements of what business developers, seller-doers, and marketers are executing on most often, making it easier to find what they’re looking for and complete daily tasks. “We’re focused on solving our customers’ specific challenges with a solution that’s tailormade for their needs. My goal is to ensure when customers come to our product, they feel like we understand them while they’re using it and know that we’ve thought about even the little details of their daily habits,” shares Julia Seltzer, Senior UX Designer at Unanet.
Now in Unanet CRM by Cosential for Web, all customers benefit from:
Streamlined left hand navigation highlighting key aspects of your day-to-day in Unanet CRM
- Access key modules in a single click without navigating away from your home screen.
- Enjoy cleaner organization with supplemental modules still at your fingertips.
- Easily clear visual space with a new collapsible sidebar and simply hover over icons to reveal familiar module names.
Enhancements to Quick Search, making your data more accessible
- Narrow in on your results with over 5 different filters, such as Projects, Opportunities, and more.
- Pick up where you left off, with easy drop-down views of your most recently viewed records.
New capabilities to jumpstart your day and make it easy to get work done
- Quickly create Call Logs, Contacts, Leads, and more in a single click.
- Know the details at a glance, with Personnel Records and Preferences nested for viewing with your profile photo.
- Dig into the details with advanced searches with finite lists or record searches.
It just keeps getting better. “We know a great user experience with a key product can help transform our clients’ business and introducing our new navigation is the continued proof of a powerful combination: our dedication to building a product that meets the unique needs of AEC, and the partnership with our customers that continues to fuel our innovative approach,” shares Lisa Pitts, Product Manager at Unanet.
We understand that user adoption is paramount to any platform’s success, making our new Navigation a major value to the way that users work inside of Unanet CRM by Cosential, as well as the first step in a completely revived experience coming to Unanet CRM by Cosential for Web.
Interested in learning more about how our new look and key enhancements could bring to ease of use across AEC firms like yours?
by Kellye King
May 19, 2021