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No Business Card? No Problem. Create Leads On-the-Go

You need smart technology that fits in your pocket. According to JB Knowledge’s 2020 Technology Report92% of the construction industry uses a smartphone daily for work. Think about it, business developers and seller-doers are truly on-the-go while out nurturing prospects in meetings, or on calls – but how many of those Leads come with a business card, and if they do, which desk drawer are they getting stockpiled in after-the-fact?  

No one wants to lose out on key opportunity data from the various contacts they’re interacting with by holding that lead information hostage in an email thread, jacket pocket, or piling it onto their institutional knowledge center (that’s right – keeping it locked in their memory). But, they also don’t have time to stop and create additional tasks for themselves at the end of the day. Manual data entry isn’t a very scalable or efficient way to pursue business. Over time, Business Developers forget, miss out, and rarely find the information needed to be put to good use.  

Simply put – momentum to capture the market is lost when key pursuit data is stockpiled in disjointed systems.  

You need a solution made for how you spend your time – we know the fastest way to bring teams and their data together is to enable the way you execute project pursuits today. Firms need a solution that meets Business Developers in the moment of capturing critical milestones in a pursuit, so no time is wasted chasing the wrong business or being strapped in at a desk manually inputting old business card data.  

That’s why mobile matters when it comes to your CRM data, and Unanet CRM by Cosential’s take on User Experience is unmatched in the industryIn fact, since Unanet CRM by Cosential for Mobile’s debut in The New Business Development Experience,well over 20 enhancements have been dedicated to our mobile app alone, continuously up-leveling the on-the-go experience. Today, you can grow and enhance your Contacts, understand your connections and business insights, and now even create Leads right on the spot with Unanet CRM by Cosential for MobileNo business card scan needed.  

“Mobile matters. AEC needs smart technology that fits in their pocket. Our dedication to building an unparalleled mobile experience in AEC for our users enables them to take technology to-go. Unanet CRM by Cosential’s approach to meeting Business Developers and Seller-Doers where they are, in the real-life context of how they spend their day has been proven as the right choice to drive user adoption.” Lisa Pitts, Product Manager at Unanet  

 

It just got easier to drive ahead with business pursuits while you’re on-the-go. With Unanet CRM for Mobile’s latest feature, you can take Leads to-go: 

Create leads without a business card scan.  

Search for a Lead while you’re on-the-go. 

Create Call Logs from a Lead straight from your phone. 

View a list of all Leads right in the palm of your hand. 

 

 

Learn how easy it is to drive ahead with business pursuits while you’re on-the-go with Unanet CRM  for Mobile: download the  Unanet CRM for Mobile Product Overview  for iOS and Android. 

by Kellye King

Jan 21, 2021

AECBusiness Development & GrowthCosentialCRM