eBook/Whitepaper
The Financial Leader’s Monthly Action Plan
A summary of month-by-month strategies and activities to optimize financial operations in...
Unanet CRM has all the tools business development leaders need to understand their team efforts and coordinate actions to drive maximum growth. Instantly drill into dashboards with all the breadth and depth of data you need from opportunity details, customer relationships, competitive data, teaming communication, and proposal strategies.
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Our comprehensive data from every interaction and market intelligence means you can stay up to date without needing many meetings or constant requests for updates from your employees in the field.
Unanet combines ease of use with flexible ways to configure your process, gating, and funnel. Align your team on where you want to go and then templated or custom dashboards to keep you focused.
Unified data and tools for automating tasks and workflows means you can spend your time on relationships and create more human connections. Unanet helps you create alerts for key activities and our Outlook integration and Mobile app make it really easy to for every employee to provide critical data without missing a beat.
Our Unanet CRM mobile app and Outlook plugin lets you quickly add contact details, access relationship intel, note new rumors and opportunities, add reminders for future activities, and more. All from tools you already use.
Unanet CRM & ERP helped us get to the next level in terms of winning new awards and immediately starting tasks and projects from day 1.
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