Name: Unanet CRM by Cosential
Rating: 10 (14 reviews)
Author: Unanet

Help Desk

Live Chat

Web and Video Conferencing

Customer Support

AI Development

Image Recognition

Version Control

Development

Business Intelligence (BI)

Collaboration

Enterprise Legal Management

Transportation & Logistics

Workflow

Enterprise

Accounting

Anti-Money Laundering (AML)

Investor Relations

Finance and Accounting

Applicant Tracking

Corporate Learning Management

HR Management

HR Service Delivery

Payroll

Talent Intelligence

Talent Management

Workforce Analytics

Workforce Management

Human Resources

Cloud Brokers

Cloud Storage

Converged Network Adapters (CNAs)

Custom Software Development Services

Data Integration

Data Privacy Management

Database Load Balancing

Density-Optimized Servers

Fraud Detection

Governance, Risk & Compliance

Integration Platform as a Service (iPaaS)

Migration

Mobile Application Performance Monitoring  (APM)

Network Performance Monitoring

NoSQL Databases

Privileged Access Management

Release Management

Server Management

Tape Storage

Time Series Databases

Unified Endpoint Management (UEM)

Information Technology

A/B Testing

AI Writing Assistant Software

Ad Serving & Retargeting

All-in-One Marketing

Content Management

Customer Experience Management

Customer Journey Mapping

Digital Experience Intelligence

Digital Rewards

Email Marketing

Marketing Automation

Mobile Advertising

Press Release Management

Product Information Management (PIM)

Product Intelligence

Social Media Management

Survey & Forms Building

Tag Management

Video Collaboration

Web Analytics

Marketing

Project Management

Professional Services

Customer Communication Management

Customer Relationship Management (CRM)

Headless eCommerce

eCommerce Analytics

Sales

Animation

Computer-Aided Design (CAD)

Construction Workforce Management

Loan Servicing

Patient Engagement

Vertical-Specific

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WIELAND, a construction company, relies on Cosential to manage their sales and marketing efforts. With Cosential, WIELAND's marketing and business development department effectively tracks leads, manages opportunities, and closes sales throughout the entire sales cycle. The switch to Cosential in 2016 has significantly improved their lead tracking and sales management capabilities. This software has become an essential tool for WIELAND's team, streamlining their sales process and allowing them to efficiently move leads through the pipeline. The features provided by Cosential have proven invaluable for the sales team at WIELAND, enabling them to close deals successfully. Overall, Cosential has been instrumental in enhancing WIELAND's sales and marketing operations.

Helpful Inputting of Companies and Leads: Users have found the inputting of companies and leads feature to be helpful for managing potential prospects. Several reviewers have stated that it allows them to keep track of various leads and input relevant information for each company, improving their ability to stay organized and focused on sales efforts.
Tailored Opportunities for Construction Projects: The ability to create specific opportunities for construction projects has been appreciated by users. Many reviewers have mentioned that this feature enables them to tailor their approach and focus on relevant opportunities in their sales pipeline, ultimately increasing their chances of success.
Beneficial Tracking Throughout Sales Cycle: The tracking feature has been widely praised by users for its benefits throughout the entire sales cycle. Numerous reviewers have noted that it provides visibility and helps them stay organized and proactive in their sales efforts. This feature allows them to monitor opportunities effectively from start to finish, ensuring they don't miss any crucial steps or lose potential deals along the way.
Comprehensive Notes and Activity Recording: Users have liked the ability to input detailed notes and activity by the Sales team. According to many reviewers, this feature allows them to keep a comprehensive record of interactions, ensuring important information is not lost. Additionally, it enables better collaboration within the team as everyone has access to up-to-date records, making teamwork more efficient.

Difficult to Master as Administrator: Some users have found the open software somewhat difficult to master as an administrator. They have encountered challenges in navigating and utilizing the various features of the software, which has hindered their ability to efficiently perform administrative tasks.

Lack of Intuitive Report Writing Feature: Several reviewers have expressed that the report writing feature could be more intuitive. They feel that it requires a steep learning curve and lacks user-friendly functionalities, making it challenging for them to generate reports in a timely manner.

Caters More towards Larger Users: A common sentiment among users is that the company caters more towards larger users. This has led some customers to believe that smaller businesses may not receive the same level of attention or support from the company, resulting in a less optimal experience for them.

Based on user reviews, the following recommendations are commonly made for Cosential:

1. Connect the accounting system: Users recommend integrating the accounting system with Cosential CRM for seamless translation between Accounting and Marketing functions for projects.

2. Attend webinars and get trained: It is advised to attend webinars and get as many people trained and comfortable with Cosential software as possible. This ensures that all users are well-equipped to utilize the full capabilities of the software and maximize its benefits.

3. Verify data correctness and cleanliness: During early implementation, users emphasize the importance of verifying data correctness and cleanliness. They suggest using the financial data connector to ensure accurate and automatic loading of project information, which helps in maintaining data integrity throughout the system.

Overall, users find Cosential essential for daily use in managing various tasks within firms in the A/E/C industry. They appreciate its ease of use, efficiency, accuracy, and better customer service compared to other similar software like Deltek Vision.

Unanet CRM by Cosential (formerly Cosential CRM) is dedicated to helping AEC business developers, marketers, and executives win better business, and grow revenue. It became an Unanet solution in 2020, when Unanet acquired Cosential.

Starter

Professional

Unlimited

Microsoft Dynamics 365 is a CRM providing sales, marketing, and service functionality. It is offered as SaaS and on-premise. Dynamics 365 is part of the larger Dynamics suite of business intelligence and ERP products.

Unanet CRM by Cosential

Customer Relationship Management applications are used to manage a company’s interactions with customers, clients, and sales prospects. 

It involves using technology to organize, automate, and synchronize sales, marketing, customer service, and technical support.

Cosential CRM in 60 Seconds

Likelihood to Recommend

Usability

Support Rating

Sales Force Automation

CRM Project Management

CRM Reporting & Analytics

Customization

Security

Social CRM

Integrations with 3rd-party Software

Platform

Customer data management / contact management

Workflow management

Territory management

Opportunity management

Integration with email client (e.g., Outlook or Gmail)

Interaction tracking

Channel / partner relationship management

Lead management

Email marketing

Task management

Reporting

Forecasting

Pipeline visualization

Customizable reports

Custom fields

Custom objects

Single sign-on capability

Role-based user permissions

Social data

Social engagement

Marketing automation

Mobile access

Unanet is software (Cloud or On-Premise) that over 1,200 project-based organizations depend on to reduce costs, improve employee productivity, invoice projects, manage financials, and provide visibility into work performed and scheduled.<br><br>Unanet provides:<br><ul><li>Resource Planning &amp; Skills Management</li><li> Budgeting &amp; Forecasting</li><li> Pipeline Management</li><li>Time Tracking &amp; Expense Reporting</li><li>Billing &amp; Revenue Recognition</li><li>Integrated Financials with GL/AR/AP/Purchasing</li><li>Indirect Rates and Cost Pools</li><li>Real-Time Reporting on Project Status, Performance, Margin, Costs, and Revenue.
</li></ul><br> Introductory videos are available at:

<a href="https://www.unanet.com/content/video-demonstrations">https://www.unanet.com/content/video-demonstrations</a>

Unanet

This is the technique of using software to automate certain sales-related tasks.

The software acts as a single source for all customer data and enables users to access that data efficiently.

The software helps automate parts of the sales process, such as sending emails, updating contact records, and following approval processes.

Users can defines salesperson territories based on customer or market characteristics.

Users can perform tasks within their inbox, such as logging emails, creating contacts, and creating events.

Contract management

Users can manage contracts, with features such as digital signatures, automated alerts, invoicing, and automated workflow for contract review and approvals.

Quote & order management

Users can create, process and fulfill price quotations and sales transactions.

Users can log and track all customer interactions through any channel, including social, email, phone and in-person.

The software allows for sales, territory, lead, order and account management for partners or OEM relationships.

Customer Service & Support

This component of CRM software automates help desk, call center and field service management.

Case management

This includes incident/ticket creation, routing, escalation, and resolution.

Call center management

This includes features such as call routing, recording and monitoring; call list management; autodialing; and scripting.

Help desk management

This includes trouble ticketing, knowledge base, self-service, and service level agreement (SLA) management.

This component of CRM software helps to automate and scale marketing tasks and the subsequent analysis of those efforts.

This includes lead generation, scoring, qualification, routing, and nurturing.

This involves the ability to send mass email to groups of people based on particular qualifications.

This component of CRM software helps users initiate, plan, collaborate on, execute, track, and close projects.

This includes the ability to plan, track, collaborate and report on tasks.

Billing and invoicing management

This includes automated invoice creation and billing.

Software provides a broad range of standard and the ability to build custom reports.

Reporting and analytics in CRM software includes sales forecasting, pipeline analysis, and automated dashboards.

The software helps users accurately forecast sales based on volume and conversion metrics.

Users can visualize the entire sales pipeline to identify trends, determine the effectiveness of the sales funnel, and optimize.

Users can create reports and dashboards unique to their needs.

This addresses a company’s ability to configure the software to fit its specific use case and workflow.

Users can create custom fields to store additional information on standard and custom objects.

Users can create custom record types that allow them to store information unique to their organization, and link them to standard and other custom objects.

Scripting environment

Technical users can write, run, and test scripts that automate common tasks or business rules via a standard or vendor custom programming language.

API for custom integration

An API (application programming interface) provides a standard programming interface for connecting third-party systems to the software for data creation, access, updating and/or deletion.

This component helps a company minimize the security risks by controlling access to the software and its data, and encouraging best practices among users.

Permissions to perform actions or access or modify data are assigned to roles, which are then assigned to users, reducing complexity of administration.

The software system supports a centralized authentication mechanism allowing the user to access multiple systems with a single, centrally managed password.

This component of CRM software helps companies leverage social media in engaging with customers.

The software can integrate data and conversation histories from customers’ social profiles. This may also involve enhanced listening features such as sentiment tracking.

The software can facilitate and track engagement with customers via social channels.

This involves the CRM software’s ability to integrate with other systems, whether external or homegrown.

The software can integrate with marketing automation software such as Eloqua, Marketo or Pardot.

Compensation management

The software can integrate with compensation management software or sales commission software such as Xactly Incent or IBM’s Varicent.

Users can access the CRM system via mobile or tablet device, and potentially leverage the unique capabilities of mobile devices, such as GPS and voice.

Unanet CRM by Cosential
Formerly Cosential CRM

Overview

What is Unanet CRM by Cosential?