PROSPECT MANAGEMENT CENTERED AROUND CUSTOMERS, RETENTION, AND PIPELINE GROWTH

Introducing new powerful Prospect Management features in Unanet A/E, powered by Clearview

A D D R E S S

22970 Indian Creek DriveSuite 200Dulles, VA 20166

PH O N E

703 429 1236O N L I N E

Email: info@unanet.comWeb: unanet.com

OPPORTUNITIES

y Visual, filterable pipeline and easy data entry provide sales management and staff with smooth pipeline management

y Gain insights for project wins and future pursuits with detailed pipeline history

y Painless and informed hand-off from BD to PM

y Measure true cost of project with opportunity job costing

y In-depth and real-time management and search of opportunity information with related Prospect Management information

y Seamless view of related employees, contacts, and other Prospect Management information for more wholistic pipeline management

Unanet A/E, powered by Clearview, provides a web-based Prospect Management solution that allows you to easily track and nurture client relationships, manage prospect and opportunity efforts, and improve opportunity tracking.

With Prospect Management in the web, your firm can enjoy better customer relationships, increased pipeline visibility, more quality wins, and reduced cost by removing the need for third-party software.

Unanet A/E Prospect Management aligns your relationship and pipeline data with accounting and project data, providing a true project-based ERP platform centered around the clients you have come to know and trust.

POWERFUL FEATURES TO TRANSFORM YOUR ORGANIZATIONPROSPECT MANAGEMENT

y Project-based Prospect Management that aligns your data from contacts and pursuits to projects and profitability

y Management can visualize, track, and measure opportunity and pipeline effort across Business Development, Sales, and Marketing

y Real-time, detailed Prospect Management information that enables staff across the organization

y Track the customer journey throughout the entire project lifecycle

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FIRMS & CONTACTS

y Easily add and manage contact and firm information on-the-go

y Empowers staff across the organization to be more prepared for conversations with insights into firm history

y Easily search and manage contact and firm information in context with your pipeline from any device

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