Case Study: Clayco boosts win rate and tripled pursuits with Unanet CRM

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Preview of the Clayco Case Study

Clayco boosts win rate by 4% with Unanet

Clayco, a large privately-owned design, engineering, and construction firm, faced challenges due to scattered, unreliable project data and inefficient manual processes for proposals and resume updates. This hindered their ability to pursue projects effectively during a period of rapid growth. To address this, they turned to vendor Unanet and implemented Unanet CRM.

The solution from Unanet centralized all project and personnel data into a single trusted source. This was integrated with other systems like an Employee Portal and OpenAsset, streamlining data access and reporting. As a result, Clayco tripled its pursuit volume and saw its win rate increase by over four percent. Unanet enabled more efficient, data-driven proposals and gave the firm a competitive edge in new markets.


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