Case Study: Swinerton boosts CRM adoption and forecasting with Unanet CRM

Swinerton boosts user adoption by 70% with Unanet

Swinerton, a distinguished commercial construction firm, faced challenges with its inefficient technology stack. Using Salesforce for CRM and CMiC for opportunity management created data silos, low user adoption, and poor visibility into the pipeline, hindering growth. The firm sought an integrated solution to centralize its business relationships and data.

They implemented Unanet CRM by Cosential, a purpose-built solution for the AEC industry. Unanet provided a unified platform for relationship management, proposal generation, and pipeline transparency. The results included a 70% increase in user adoption, centralized knowledge, reduced administrative overhead, and more accurate forecasting, enabling data-driven strategic decision-making across the company.

Swinerton