Case Study: Allgeier, Martin and Associates achieves 80% win and 100% loss prediction accuracy with Unanet CRM

Allgeier, Martin and Associates uses Unanet to predict the winnability of business opportunities more accurately

Allgeier, Martin and Associates is a Midwest electric power and civil engineering firm that performs most work in-house to control costs and maximize efficiency. To modernize its marketing and business development, the firm needed a CRM to centralize scattered client data and provide a formal way to track and evaluate opportunities so it could stop pursuing low-value leads and build a historical record of business development.

They implemented Unanet CRM to organize opportunity and personnel data, track leads from conception through RFQ/RFP, and use an easy go/no-go scoring form. Within a year the firm could predict winners about 80% of the time and losers 100%, set reminders for high-priority opportunities, and use dashboards to focus on more profitable projects—resulting in better-informed pursuit decisions, higher-quality wins, and improved profitability.

Allgeier, Martin and Associates

Gabe Lett Marketing

Specialist Allgeier Martin and Associates