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unanet-erp-ae-prospect-management-intro

Sales & marketing embedded in your ERP

  • Grow your business by building relationships with your clients
  • Track efforts toward an awarded project by entering time, expenses, and activities on your opportunities
  • Review your performance and forecast your progress in real time with analytic dashboards
  • Access Unanet AE wherever you are: Unanet AE’s Prospect Management features are available on the web, on your desktop, and on mobile

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

Resources for AE