eBook/Whitepaper
5 Things Other ERP Vendors Won’t Tell You But Should
Moving to a more flexible, modern ERP solution can save you a lot of money and empower your...
Prospect Management
Sales & marketing embedded in your ERP
Unanet AE’s integrated prospect management tools help you build lasting client relationships that grow your business. Track your progress toward awarded projects by logging time, expenses, and activities on your opportunities. Get real-time insights into your performance and forecast your progress with our analytic dashboards. Plus, access Unanet AE on the go - our Prospect Management features are available on the web, desktop, and mobile devices.
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Benefits of Prospect Management
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Grow your business
Track awarded project progress and build relationships with your clients
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Realtime analytics
Review your performance and forecast your progress in real time with analytic dashboards
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Access anywhere
Unanet AE’s Prospect Management features are available on the web, on your desktop, and on mobile
Key Features
Prospect Management
Grow your firm’s pipeline
- Create contacts, firms, and opportunities with flexible business rules
- Add notes and activities to keep everyone in the loop
- Track effort and costs associated to chasing work
- Monitor your success with dashboards and reports
- Attach documents for RFPs, proposals, etc.
- Analyze geocoded records on an integrated mapping tool
- Maintain marketing lists for newsletters, holiday cards, etc
- Access Prospect Management information on-the-go with web and mobile
Marketing lists
Manage campaigns
Eliminate spreadsheets by organizing your contacts, clients, and opportunities with lists for managing newsletters, campaigns, and events. Create personal, shared, or global lists that allow authorized users to subscribe or remove contacts. Print mailing labels or export lists to your favorite mass mailing services: MailChimp, Constant Contact, etc.
Map viewer
Explore maps with key data
Interactive maps give you access to explore projects, opportunities, clients, and more. Location data supports marketing research initiatives and analysis of client and project history. Make the most out of business travel by viewing information along your path or destination. Add maps to proposals to help prospects visual experience.
What our customers say
With hundreds of projects and five offices, our managers need to stay current on the status of their work and have the tools to develop new proposals. Unanet AE is indispensable for personnel management and project performance.
Resources for AE
eBook/Whitepaper
Revenue Recognition with Unanet AE
In this paper, gain insight into the current revenue recognition reality for A/E firms, learn about...
eBook/Whitepaper
Putting the ERP Pieces Together
In this white paper, learn about the moving parts in an ERP initiative, the four foundational...