Case Study: J.B. Henderson Construction Company saves accounting and proposal time with Unanet CRM

J.B. Henderson Construction saves up to 3 hours per proposal with Unanet

J.B. Henderson Construction Company, Inc. (JBH) faced inefficiencies due to data silos between its marketing and accounting departments. When responding to RFPs, staff spent hours manually gathering project and financial data from multiple sources, requiring frequent assistance from the finance team. To address this, they turned to Unanet, implementing Unanet CRM integrated with their Vista by Viewpoint system.

The solution from Unanet, particularly the Financial Data Connector, integrated data to provide a single access point. This allowed marketing to directly pull synchronized project details like schedules and budgets from the CRM, eliminating the need for custom finance reports. The measurable impact was significant time savings, with up to 3-5 hours saved per proposal on data mining, and improved cross-departmental efficiency.

J.B. Henderson Construction Company, Inc