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 on strategy, not spreadsheets
Unanet CRM helps you manage and monitor your opportunities with simplified reporting and forecasting. All from the comfort of your Outlook inbox.
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Benefits
Get everyone on the same page with strategy and forecasting
Grow your business at scale by empowering your seller-doers and BD teams with intuitive tools that help them collaborate, make smarter, data-driven decisions, and win the best business for your AEC firm.
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Get the right people on the right opportunities
at the right time. -
Make Go/no-go decisions
with confidence and ease -
Stay ahead
of your competition -
Capture the markets
that align best with your business goals
Features
Key things you can do with Unanet
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Move opportunities through stages
with drag-and-drop directly in Outlook. -
Monitor opportunity progress
by automatically capturing email activity, call logs and meeting plans. -
Measure opportunity performance
across staff, divisions and/or firm wide. -
Build meaningful account plans
with details like SWOT analysis and success factors. -
Coordinate pursuit efforts
across your resources and teaming partners. -
Find and identify at-risk or strategic opportunities
with quick search and flags. -
Email decision makers automatically
when an opportunity matches your project criteria. -
Access in-depth details
on related projects and pursuits for active opportunities. -
Uncover past projects and connections
tied to the project you are pursuing today. -
Implement best practices and processes
for Go/no-go with configurable, weighted decision forms and gates. -
Mitigate potential project risks
with configurable Red Zone forms for deeper learning. -
Understand hard and soft backlog, and resource capacity
for strategic pursuit planning. -
Beat the RFP
by tracking potential opportunities.
Analytics & Reporting
Key things you can see with Unanet CRM
Real-time, interactive forecasting metrics at your fingertips.
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Summary of strategic or at-risk opportunities
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Visual opportunity funnel tailored for leadership
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Sales projections versus actuals and business goals over time
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Detailed win probability analysis
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Win rate
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Opportunity stages by personnel, practice and/or firm wide
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Estimated total cost of pursuit
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Opportunity value and days in stage
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My pipeline for individual seller-doers and BD team members
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Key selection dates
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Contact associations that are multi-threaded across prospects, clients, competitors, and teaming partners
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Past project connections and performance
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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