Highly Intuitive Platform for Large Companies
Use Cases and Deployment Scope
We use Unanet CRM to manage client information, project data, internal employee resumes, and to track opportunities within our business. When it comes to business development, we track the status of opportunities and their associated RFP information to plan our upcoming workflow. Once an opportunity turns into a project, we are able to link other data platforms to Unanet in order to pull more information to the project record. We are also able to build employee resumes by linking them to the previously mentioned projects which they work on. Unanet is used as a single source of information, while being able to integrate with other platforms to confirm data. It is extremely useful and I personally go to the site multiple times a day on average to assist in my job.
Pros
- Integrates with other systems to provide a seamless flow of information
- Generates custom reports and resumes for employees in various formats
- Provides flexibility in how to organize and view information, based on each individuals preference and job function
Cons
- There seems to be a function of the platform that is extremely slow or not working at all every couple of weeks. The glitches do not take long to work through, but it is inconvenient.
Return on Investment
- We are better able to track what is in our pipeline and plan to win more work as a result
- Due to automations and the publisher tool, our employees can spend more time on strategy rather than “busy work”
Usability
Other Software Used
CMiC Construction Platform, Microsoft Power BI, Adobe InDesign, Adobe PhotoShop, Adobe Acrobat, Adobe Illustrator CC, monday.com, Bluebeam
