eBook/Whitepaper
Like it Or Not You Are Leaving a Legacy
Like It or Not, You're Leaving a Legacy: 8 Ways AEC Leaders Can Impact the Industry
Manage Pipeline
Build Your Pipeline Management on Strategy, Not Spreadsheets
Unanet CRM empowers you to streamline your pipeline management by simplifying opportunity tracking, reporting, and forecasting—all from the comfort of your Outlook inbox.
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Benefits
Align Your Teams with Pipeline Management, Strategy, and Forecasting
Scale your business by equipping your seller-doers and BD teams with intuitive pipeline management tools that foster collaboration, enable smarter, data-driven decisions, and help secure the best business for your AEC firm.
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Get the right people on the right opportunities
by leveraging pipeline management to ensure your team seizes the best opportunities at the right time. -
Make Go/no-go decisions
with confidence and ease by evaluating each stage of your sales pipeline to focus on the right opportunities. -
Stay ahead
of your competition by optimizing your sales pipeline stages and making data-driven decisions that keep you at the forefront. -
Capture the markets
that align best with your business goals by refining your pipeline management and focusing on high-quality lead generation.
Features
Key Features of Unanet for Streamlined Pipeline Management
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Move opportunities through stages
seamlessly using a drag-and-drop interface directly within Outlook, ensuring efficient pipeline management and clear visibility into your sales process. -
Monitor opportunity progress
by automatically tracking email activity, call logs, and meeting plans, providing real-time insights into your sales pipeline for more effective pipeline management. -
Measure opportunity performance
across staff, divisions, or firm-wide to gain insights into sales pipeline health and overall sales performance, ensuring informed decision-making at every level -
Build meaningful account plans
by incorporating key details like SWOT analysis, success factors, and sales pipeline metrics to strengthen your strategic approach and drive better results.. -
Coordinate pursuit efforts
seamlessly across your resources and teaming partners to drive collaboration and improve alignment throughout the sales pipeline. -
Find and identify at-risk or strategic opportunities
using quick search features and flags to maintain visibility across your sales pipeline and proactively manage potential risks. -
Email decision makers automatically
when a lead or opportunity aligns with your project criteria, streamlining communication and keeping your sales pipeline moving efficiently. -
Access in-depth details
on related projects and pursuits to enhance your understanding of active opportunities and optimize your sales pipeline management. -
Uncover past projects and connections
related to the opportunities you're pursuing today, leveraging historical data to enhance your sales pipeline strategy and improve win rates. -
Implement best practices and processes
for Go/no-go decisions using configurable, weighted forms and gates to streamline your sales process and enhance pipeline management. -
Mitigate potential project risks
by utilizing configurable Red Zone forms to gain deeper insights and maintain a healthy sales pipeline through better risk management practices. -
Understand hard and soft backlog, and resource capacity
to optimize your sales pipeline and improve strategic pursuit planning, ensuring better alignment between resources and project opportunities. -
Beat the RFP
by effectively tracking potential opportunities in your sales pipeline, allowing you to stay ahead and maximize your chances of success.
Analytics & Reporting
Key Insights with Unanet CRM for Pipeline Management
Real-time, interactive forecasting metrics provide instant visibility into your sales pipeline and opportunities, empowering your team to make data-driven decisions
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Summary of strategic or at-risk opportunities
Identify and monitor strategic or at-risk opportunities within your sales pipeline. -
Visual opportunity funnel tailored for leadership
View a leadership-focused sales funnel for better pipeline visibility. -
Sales projections versus actuals and business goals over time
Track sales pipeline performance by comparing projections with actual results and goals. -
Detailed win probability analysis
Analyze opportunity win probabilities to refine your sales proces -
Win rate
Measure your win rate across different pipeline stages. -
Opportunity stages by personnel, practice and/or firm wide
Track opportunity progress across personnel, practices, and firm-wide to optimize pipeline management. -
Estimated total cost of pursuit
Understand pursuit costs to manage your resources effectively. -
Opportunity value and days in stage
Evaluate opportunity value and time spent at each pipeline stage. -
My pipeline for individual seller-doers and BD team members
Give seller-doers and BD teams visibility into their personal pipelines for better sales management. -
Key selection dates
Track critical dates for better alignment with sales targets. -
Contact associations that are multi-threaded across prospects, clients, competitors, and teaming partners
Maintain multi-threaded contact relationships across prospects and partners to improve lead generation -
Past project connections and performance
Access historical project data and connections to guide current sales strategies.
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Technology has changed the way we build buildings. Now, with a true CRM system, it is also enabling us to change the way we build our business.
We have achieved target market precision. Instead of just going after general business, we’re boiling it down to exactly which facilities in which states present us with the most opportunity, and we’re dedicating our resources to the pursuits that are most winnable and desirable.
Unanet CRM by Cosential Resources
Unanet CRM by Cosential
Get started with Unanet
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Focus more on the strategic growth of your firm
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Make better decisions on current and future projects
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Be more competitive because you have accurate information at your fingertips
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Cut down manual time spent on proposals by up to 75%
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Stop chasing down your colleagues to get answers to frequently asked questions and data sets
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Surface your firm’s sustainability certifications to win future projects
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Strategize how you capture new work for your firm
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Get a holistic view of the health of your business with real-time updates
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Manage your business development team’s pursuits and pipeline right from your email or smart phone