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Unanet CRM by Cosential

Unanet CRM by Cosential

Description de Unanet CRM by Cosential

Davantage d'entreprises de construction commerciales utilisent Cosential plutôt que n'importe quelle autre solution de CRM. Augmentez vos revenus, réduisez les coûts d'une nouvelle activité gagnante et mettez fin au chaos avec le logiciel Cosential de "gestion de la croissance et des relations", qui assure l'ordre, le contrôle, la vitesse et l'efficacité. Avec Cosential, vous pouvez identifier les bonnes opportunités, tirer parti de l'expérience interne, comprendre l'historique des relations, générer des propositions gagnantes, organiser des opportunités d'équipe, accélérer considérablement le processus de soumission, etc. Regardez une démo de 30 minutes.

Qui utilise Unanet CRM by Cosential ?

Entreprises des secteurs de l'AIC (architecture, l'ingénierie et la construction).

Unanet CRM by Cosential Logiciel - 1
Unanet CRM by Cosential Logiciel - 2
Unanet CRM by Cosential Logiciel - 3
Unanet CRM by Cosential Logiciel - 4
Unanet CRM by Cosential Logiciel - 5

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Unanet CRM by Cosential

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Les jauges horizontales vertes représentent le logiciel le plus apprécié selon la note globale qui lui a été attribuée ainsi que le nombre d'avis.

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Avis sur Unanet CRM by Cosential

Note moyenne

Note globale
4,4
Facilité d'utilisation
4,1
Service client
4,3
Fonctionnalités
4,1
Rapport qualité-prix
4,3

Avis classés par taille de l'entreprise (nombre d'employés)

  • <50
  • 51-200
  • 201-1 000
  • >1 001

Trouver les avis classés par note

5
46%
4
43%
3
11%
Miles
Miles
IT & Marketing Director (É.-U.)
Utilisateur LinkedIn vérifié
Génie mécanique ou industriel, 11–50 employés
Temps d'utilisation du logiciel : plus d'un an
Source de l'avis
Source : GetApp

Makes my 1-man marketing department feel like 3

5,0 il y a 7 ans

Avantages :

1 year after purchase: This has easily been one of the wisest investments our firm has made. The ability to track customer information (CRM), their experience, past performance data, and leads/opportunities all from one simple application and dashboard makes my 1-man marketing team feel like 3. The capability to routinely pull data from our accounting software reduces duplication in both content and time. I no longer spend hours "looking for *stuff*" (put politely) during proposal preparation due to the full featured project and ‘knowledge’ database paired up with the advanced reporting functionality. I still have only scrapped the tip of the metaphorical iceberg of features that are included with the package including the ability to automatically survey clients, a built in email marketing tool, card scanner, countless plug-ins, a customizable RESTful API, Outlook and Exchange server plugins, and soon a full blown Zapier integration. Additionally, the support both during install and throughout my journey have been absolutely wonderful. They have made the ins and outs of using the software a simple, and surprisingly enjoyable, experience!

Inconvénients :

There are some issues with the knowledge base section that I would improve on. I have a lot of issues it the mobile application on my Android device.

Kert
VP Sales & Marketing (É.-U.)
Construction, 51–200 employés
Temps d'utilisation du logiciel : plus de deux ans
Source de l'avis

Alternatives envisagées précédemment :

Excellent CRM for Sub-Contractor

4,0 il y a 4 ans

Commentaires : Overall, the software was very straight forward to deploy and they have excellent support during start-up. This is a very good CRM for construction-based business and they bring their industry knowledge to the table during configuration, implementation and deployment.

Avantages :

As a sub-contractor a key feature that was needed in a CRM was to be able to quote different GC's for the same project and not have each quote for the same project show up in our pipeline. We need to have a Master Opportunity with multiple sub-opportunities. Cosential is able to handle this very well (unlike most other CRM packages). In addition, the ability to create individualized dashboards per individual was very beneficial for my business development team. These individualized dashboards allow my team to display their goals, quotes and activities on this dashboard.

Inconvénients :

Cosential needs to improve two areas: Handling documents better and working with Outlook Calendar Cosential has document management, but you have to deal with one file at a time...both uploading and downloading. For large construction files (prints and specifications) it takes a while for these files to be uploaded or downloaded and does not effectively allow for other computer tasks to be done. As a CRM, they need to have an interface with Outlook calendar (or Google Calendar) that is seamless to effectively leverage their tasks and activities within Cosential

Sarah
Information Resource Manager (É.-U.)
Urbanisme et architecture, 51–200 employés
Temps d'utilisation du logiciel : plus de deux ans
Source de l'avis

Cosential Three Years In

3,0 il y a 5 ans

Commentaires : Customer service and support have been challenging. We've been told that improvements were going to happen that just never went anywhere. The "improvements" that have been implemented for us turned out to be less useful than the previous state of the system. And I've had account reps just not return my calls or respond to my emails regarding issues we've had between what was promised and described during the sales pitch and how a particular module actually functions (most notably photo management).

Avantages :

Cosential is a detailed and robust database and CRM system. The information organization is well-thought out and the information relationships function reasonably well. Integrations with other firm systems are generally useful. The application is also a good value for our size firm.

Inconvénients :

Photo management is just about useless--keyword search should be reductive, not expanding, and should really be a simple case of AND vs OR Boolean search. Customized fields aren't reflected in reports at all, which limits their usefulness in data analysis. Some data areas are designed more for construction firms than architecture firms, and the dissonance in data capture has required some workarounds and means we can't actually search on that data. Several areas are a little too narrowly focused--there are more sustainability measures than just LEED--and require more workarounds to capture the kind of data we're tracking on our projects. There's a certain level of flexibility promoted and the reality is a superficial flexibility.

Karen
Karen
Sr. Business Development Coordinator (É.-U.)
Utilisateur LinkedIn vérifié
Construction, 501–1 000 employés
Temps d'utilisation du logiciel : plus de deux ans
Source de l'avis

Adding a CRM to our firm has helped us keep track of prospect projects as well as client information

4,0 il y a 6 ans

Avantages :

We now have one central data depository for all of our offices contacts, project info, personnel, resumes etc. The ability to create custom reports, update project data and track prospects across many users has improved our communication and reporting tremendously. The ability to update personnel, project, contact information in one spot and have it populate throughout any report or resume is a big plus. The Widgets are great for a graphical representation to management that accurately represents current pursuits, hit rates, wins by market, etc. The ability to turn on and off modules for user groups is huge! It keeps people from being overwhelmed when they first start to use the CRM, especially if they never have used one in the past or are skeptical. Integrations with other programs continue to be developed and improved by Cosential - this is a huge plus! Business Development/Marketing people are mobile - the iPad is a tool, just like a laptop. Being able to enter client info in Cosential and add it to an individuals Outlook contacts with just a few clicks makes it easy to have centralized client data. We will be implementing an integrations with Vista later this year. I am excited for the potential that will bring live project and personnel data to our CRM!

Inconvénients :

It's still a little 'techy' and driven by IT/Developers from the end-user perspective. But it's getting better every month we use it! When a bug is identified, or an issue occurs, for the most part Cosential Support is responsive. Sometimes, however it seems like it takes months to fix an issue. This is especially frustrating when a function (say a mailing list) was working correctly and then stops working. Because Cosential manages literally mountains of company, contact, personnel and project data, it can feel overwhelming to new users. Customizing the training and 'easing new users into' the program based on their needs is the only way to get good buy-in from apprehensive or skeptical users. The mobile app has it's limitations on the iPad and as all of our Business Developers use iPads, they would like to see the app developed further. Right now, it's better than nothing when they are on the road!

Julie
Marketing (É.-U.)
Génie mécanique ou industriel, 11–50 employés
Temps d'utilisation du logiciel : plus de deux ans
Source de l'avis

FINALLY, a tool for marketers in the AEC industry!!!!

5,0 il y a 7 mois

Commentaires : Fantastic. It's like nothing I've ever used before, and it's so great to have all my information in one convenient place. Also, the Unanet CRM by Cosential team is great--I've gotten to know several people over there, and they're all extremely helpful and knowledgeable. I feel like I'm easily able to reach out to someone I know with a question, rather than sending my questions off into an abyss and never know who will respond to them and when, like most software companies.

Avantages :

I love that it's got so many fields and places to store all the information I need. It covers everything from project specifics, to team member experience, and everything in between. It's customizeable, so I can alter fields I don't use, and make them into something else more helpful to me. The Publishing tool, though it needs some updates/improvements, is still a huge timesaver, especially with resumes. This software is my one-stop-shop for all information I need!

Inconvénients :

It feels a little outdated, both in terms of appearance and capabilities. There are some things, like the ability to rearrange tabs, that seem like they should be obvious, yet are not yet implemented. Another feature I struggle with is building resumes---it would be really helpful if we could see how many hours a person spent on a project BEFORE selecting it for the resume. Too often, I end up selecting all the project, and then having to painstakingly remove each one that they only spent a couple hours on...and it's a slow process. If it weren't for this, I'd be able to get resumes done much more quickly.