Success Story
Bringing it all together: Wendel Companies increases profit and drives growth using Unanet
Wendel Companies, a multidisciplinary firm, successfully unified their operations by...
Big-D Construction chose Unanet CRM by Cosential as an easy to implement time-saver that provides necessary business information to all levels, and allows team members to focus more on their decision-making than information-finding.
Data and project management is no small undertaking at any company, especially when there is a single person managing all contracts, resumes, past work, financials, and more. Big-D Construction urgently needed a system that was more collaborative, credible, and unified than the spreadsheets and folders managed by one member of their team.
All critical company data, including contracts, resumes, and financials, was managed by one person, creating a significant bottleneck and risk.
The use of disparate spreadsheets and folders prevented effective teamwork and shared access to vital business information.
The existing system was not unified or credible, making it difficult to efficiently find and utilize necessary project and client data for winning new business.
I’m extremely proud to have brought Unanet on for all of our pursuit and proposal information and all of our data.
Big-D Construction initially implemented Unanet CRM by Cosential so it could integrate its customers, past experience, and current sales lead information to optimize winning new business. As they continued to become familiar with the tool, more members of their team were analyzing business information which improved collaboration amongst the team, particularly by using easy-to generate reports. In addition to the modern technology from Unanet, Big-D Construction has been impressed by the deep-rooted AEC knowledge of the Unanet team, who have demonstrated their understanding of Big-D’s business.
Big-D Construction implemented Unanet CRM to integrate customer data, past project experience, and current sales leads into a single, accessible platform.
More team members gained the ability to analyze business information and generate reports, fostering improved collaboration and informed decision-making.
Big-D Construction benefited from the Unanet team's deep understanding of the industry, which ensured the platform was tailored to their specific needs.
Within the last two years when we first started, we were beginning with 6,000 projects that we didn’t have any information on, that we now have a lot of solid records and information data on.
Beckie Austin, Big-D Construction’s marketing director was in the unenviable position of being the sole source of information on all business practices past and present. Now, with Unanet CRM by Cosential, Austin and her team have realtime updates and easy-access to data, freeing up Austin from time-consuming tasks and giving her the ability to focus more on big-picture thinking and marketing decisions.
Beyond the time and effort savings, Austin has made great use of Unanet’s Champions user conference, tutorials, and Unanet University to build relationships and platform-specific skills that continue to provide value to her and her team.
Wendel Companies, a multidisciplinary firm, successfully unified their operations by...