Unanet CRM by Cosential vs. Veeva CRM

Great for medium and large construction companies that have a specific salesforce.

Incentivized

Good for larger teams with a lot of activities and therefore a good justification for the investment. Great for 'as above' + the companies looking to integrate Veeva CRM with other Veeva offerings, such as Align, Inslight, Zinc/PromoMats etc. Not so great for smaller organisations or those with more slightly more restricting budgets.

Incentivized

• Inputting of companies and leads who may become prospects.
• Creating specific opportunities for construction projects.
• Tracking opportunities through the entire sales cycle.
• Inputting detailed notes and activity by the Sales team.

Incentivized

• Commercial Cloud
• Sunrise UI
• Multi device support from browser, iOS devices

Incentivized

• The open software is somewhat difficult to master as an administrator.
• Report writing could be more intuitive.
• The company seems to cater to larger users.

Incentivized

• There is no offline version of the app so it is hard for field staffs to access where internet connectivity is not strong
• Can be expensive specially for a smaller company as it is based on SAAS platform

Cosential is very intuitive for the AEC industry and has the ability to be customized for your specific needs. The reports are especially helpful, with good visual dashboards.

Incentivized

My original trainer / implementation specialist was fantastic. That relationship has continued, even though I have been officially handed off to the customer service side. The customer service side seems to have higher turnover than normal, but in general they are also very supportive, although not as responsive as I might like.

Incentivized

Cosential is specific to the A/E industry and is the most intuitive software we found for construction.

Incentivized

Better for field based medical personnel when recording Medical calls.

Incentivized

• Allowed for common tracking by business developers in different regions.
• Helped us quantify effort.
• Provides great reports for management.

Incentivized

• Oftentimes it is the field sales force that heavily influence the choice of the CRM solution. It appears that many of our field sales force prefer Veeva. Happy reps = more actively used CRM = clearer understanding of the reps' activities.
• Veeva offer 2 implementation versions - out of the box implementation (around 6-8 weeks to install) and 'all singing, all dancing' implementation (based on the length of your specific string). You can pick one and therefore influence your ROI accordingly.
• Again, as Veeva CRM is pretty much a de facto CRM solution, this is good for scalability if/when rolling it out across multiple regions/branches

Incentivized