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 Relationships
Understand and leverage your firm's relationships
Unanet CRM brings strategic relationship insights from people in your firm and puts it directly in your Outlook inbox and mobile devices.
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Benefits
The power of many is greater than the power of one
Win better work by connecting your team with shared intelligence on contact, client, and company relationships, including opportunities and projects the firms have/are working on together.
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Get a 360-degree view of every relationship
whether prospect, client, competitor, or teaming partner.
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Unify your sales force
for better collaboration across your business.
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Delight your clients
by keeping everyone in your firm up to date with the latest information.
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Get connection insights
in the tools your team is already using like Outlook and mobile.
Features
Key things you can do with Unanet CRM
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Create and manage contacts
with mobile business card scanning, and an AI-powered signature parser in Outlook -
Understand relationships
with real-time connection insights from LinkedIn and company pages. -
Record call logs and create meeting plans
automatically from your contacts. -
Enhance client and contact records
with automated information from over 50 social media sites. -
Uncover past projects and connections
tied to the opportunities you’re going after today.
Analytics & Reporting
Key things you can see with Unanet CRM
Keep your projects on track with a host of pre-built, interactive dashboards, reports, and proactive notifications—all based on trusted real-time data.
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Contact associations that are multi-threaded across prospects, clients, competitors, and teaming partners.
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Strategic relationship insights from LinkedIn
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Past project connections and performance
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Company connections
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To move up to that next level of growth for architecture firms, you really have to be more systematic when it comes to business development and tracking relationships... that is where Unanet CRM came into play.
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