Success Story
Industrial contractor unifies pursuit tracking and accelerates onboarding with a CRM built for...
A rapidly growing industrial contractor set out to double revenue and expand nationally. At the...
Case Study
Industrial contractor unifies pursuit tracking and accelerates onboarding with a CRM built for their workflows
A rapidly growing industrial contractor set out to double revenue and expand nationally. At the same time, the firm wanted to uphold their strong, team-first culture characterized by an emphasis on employee safety and caring for its people. Their legacy client relationship management (CRM) slowed the business with cumbersome workflows, limited mobile access, and data that did not match how teams actually operated.
Unanet CRM Customer
- Leading U.S. industrial contractor
- Revenue: Over $500 million
- Employee count: 2,000+
The Challenge
As new opportunities increased, leaders noticed that fragmented pursuit data and inconsistent processes created obstacles for collaboration, clear reporting, and fast onboarding. The firm wanted to empower its people with easy-to-use solutions that provided them with the data and capabilities they needed.
The Solution
The contractor’s business development team consulted peers and clients to find a CRM that would support industrial workflows out of the box. They selected Unanet. With pre-configured pursuit tracking and an intuitive interface, Unanet allowed teams to standardize data and share information across business development and marketing. Because many clients and partners already used the same system, onboarding went smoothly and adoption rates stayed high.
The Approach
In accordance with the firm’s focus on making well-informed decisions that put its people first, the contractor formed a cross-functional group from business development, marketing, and operations to guide the rollout. They prioritized quick adoption, focusing on standardizing pursuit data and configuring the platform to reflect the realities of industrial contracting. Integration with productivity tools and lead sources helped keep data current and reduced manual entry. The team supported its people by providing targeted training and support, making sure users in every office could transition easily to the new workflows.
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Faster onboarding and higher adoption
Training new users became significantly easier, with strong engagement across business development and marketing teams. Employees commented on the platform’s simplicity and reported faster onboarding compared to previous tools. -
Unified pursuit data and streamlined processes
The business eliminated redundant data entry and manual tracking. Teams now manage all pursuit and opportunity data in a single, accessible system, which has strengthened collaboration across offices. -
Improved pipeline visibility and accountability
Leadership gained real-time insight into the status of every opportunity, making it easier to assign responsibility, track progress, and support smarter decision-making. -
Enhanced reporting and decision-making
The firm now produces more accurate, timely reports that equip its people with the information they need faster, helping leaders spot trends, forecast workload, and allocate resources more efficiently. -
Foundation for scalable growth
With all teams using the same system and the company on track toward ambitious revenue goals, leadership reports stronger ties between business development and project delivery, as well as improved preparation for future expansion.
Unanet’s intuitive and streamlined design is its greatest strength. It’s user-friendly enough that our team is genuinely eager to engage with it—and now, we’re all aligned and operating from a single source of truth
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