Case Study: Leading One Company achieves a consistent 25% win rate while handling 750 proposals annually with Unanet CRM

How One Company Juggles 750 Proposals Annually with a Consistent 25% Hit Rate

An employee-owned engineering, consulting and construction firm of about 1,400 people serving U.S. and international clients needed a scalable CRM to integrate data across departments and support its marketing team as it produced roughly 750 proposals a year. The legacy system couldn’t keep up with rapid growth, service levels were inadequate, leadership required a 90-day implementation, and senior management wanted better forecasting, analytics and win-rate visibility.

The firm chose Unanet CRM by Cosential, a purpose-built AEC platform that integrated across functions, supported thousands of projects and users, and met the tight timeline. The implementation improved proposal quality and responsiveness, enabled data-driven go/no-go decisions and richer reporting (including Oracle financial data), and helped lift win rates from the teens to a consistent 25% while sustaining high proposal volume.