Case Study: Allgeier, Martin and Associates improves opportunity win prediction with Unanet CRM

Allgeier, Martin and Associates predicts winners 80% of the time with Unanet

Allgeier, Martin and Associates, an engineering consulting firm, needed a modern CRM to bring efficiency to its marketing and business development. The firm lacked a formal system to track and evaluate opportunities, and its client data was scattered, making it difficult to target the right projects. They turned to Unanet CRM for a solution.

By implementing Unanet CRM, the firm gained an organized system for tracking opportunities and centralizing client data. Using Unanet's go/no-go form and scoring system, marketing specialist Gabe Lett achieved an 80% accuracy in predicting project wins and 100% accuracy in predicting losses. This enabled Allgeier Martin to pursue more profitable work with better-informed decisions, ultimately saving time and increasing profits.

Allgeier, Martin and Associates, Inc