Case Study: CSArch stays organized and prioritizes the right opportunities with Unanet CRM

CSArch manages 5 RFPs and 10-12 opportunities with Unanet

CSArch, an architecture, engineering, and construction management firm, faced the challenge of managing thousands of potential client relationships across numerous school districts in New York. Their previous generic CRM was ill-suited for their project-based sales process, making it difficult to track opportunities and coordinate a high volume of RFP responses. To address this, they turned to Unanet CRM by Cosential.

The solution implemented was Unanet CRM, a platform built specifically for AEC firms. It provided CSArch with an integrated dashboard for real-time visibility into all opportunities and streamlined their Go/No Go decision process with a built-in form. The integration with their Deltek Vision ERP system was also a key factor. As a result, the marketing team can now focus on the most important opportunities, make data-driven strategic decisions, and quickly understand performance metrics like hit rate across different offices. The vendor, Unanet, also provided top-notch customer service and ongoing support, which was critical to the successful implementation and impact of the solution.

CSArch