As a Business Developer, you need a platform that makes it easy to breathe strategic insights throughout the entire lifecycle of your project pursuits — but where does that happen during the key juncture when a casual business connection you’ve been exchanging communication with develops into a full-blown opportunity for your firm?
No surprises here, it’s likely your inbox. Email is a way of life. It’s so ingrained into daily habits that it’s hard to imagine how to nurture relationships and close business without it. The great thing is, with Unanet CRM by Cosential, you don’t have to.
Since the recent debut of The New Business Development Experience – introducing entirely new ways to drive forward with business pursuits – we haven’t stopped meeting Business Developers in areas where their daily habits already thrive.
“This is helpful. I’m an engineer, so this would be where I’m mostly involved. When you talk about the business development team… everyone who is an Engineer is in [Business]Development, so, in a sense we need to get a license for everyone here. [Unanet CRM for Outlook] tracks Leads and submittals that are related to Me.”–Strategy & BD Principal, at an award-winning geotechnical engineering firm.
Unanet CRM for Outlook allows you to maintain your pipeline in one place and jumpstart growth by feeding your system of record up-to-date, accurate, information seamlessly– all within the context of your inbox. With over 15 dedicated enhancements to our Opportunity Management features, you can now do even more in your pipeline without ever leaving your email, including these new stand-out capabilities:
- Easily drag and drop Opportunities to closed stages to streamline your pipeline view.
- Quickly identify which pursuit needs your attention and create Call Logs bringing key stats straight to the Opportunity card.
- Bundle up critical connection insights by linking Opportunity, Client Owner, and Company details to Call Logs straight from an Opportunity card within Pipeline view.
Learn how easy it is to leverage Outlook and Cosential together to instantly access meaningful contact and pursuit data at your fingertips.
Download the Unanet CRM by Cosential for Outlook Overview.
by Kellye King
Aug 14, 2020