What is your company using to track Opportunities? A robust Customer Relationship Management (CRM) solution or spreadsheets and sticky notes? As companies grow, it’s imperative that your team adapts to stay competitive and win contracts. A lot of business development teams track opportunities in Excel. First, bravo for using Excel and not a sticky note. You are on the right track! What if I told you that using a CRM to track opportunities would allow you to gain efficiency, never miss a due date, and project future revenue?
What is a Customer Relationship Management (CRM) Solution?
A CRM is a software solution that assists companies with managing contacts, companies, and opportunities. By consolidating this information, companies are able to streamline their processes and improve relationships, thereby allowing you and your team to spend more time networking, creating outstanding proposals, and winning contracts. Beyond managing contacts and companies, a CRM can be a powerful tool for tracking opportunities.
Tracking Opportunities in Unanet CRM
Centralized Information Center
Unanet CRM serves as a centralized information center by consolidating leads, contacts, and company information into a single database. Users can quickly add contacts and companies to the CRM using an Outlook app, making identifying potential opportunities based on customer interactions and preferences easier.
With the Unanet CRM mobile app, your team can effortlessly scan business cards on the go at conferences and tradeshows, ensuring you never lose a business card again.
Manage Your Pipeline
Manage your pipeline effectively by adding opportunities to the CRM through either the user interface or mobile app. This allows you to track your pipeline, due dates, and more in real time, ensuring you stay on top of your business opportunities.
Automate Tasks and Reminders
Unanet CRM enables users to automate routine tasks, such as sending follow-up emails, scheduling meetings, and updating contact information. This automation allows your team to be more efficient, freeing them to focus on networking and other important tasks. Additionally, you can automate events, emails, and tasks, further enhancing productivity and ensuring nothing is overlooked.
Reports and Interactive Dashboards
Unanet CRM allows users to create custom reports and dashboards. System Administrators are able to tailor dashboards based on roles within your organization. Executive Management can monitor opportunity trends, financials, contract types, and estimated revenue based on P-WIN. At the same time, Program Management can view their opportunities, top deals, and an organizational opportunity summary. By analyzing this data, businesses can make informed decisions and adjust their approach to maximize opportunity conversion rates.
Past Performance
Utilize data in Unanet CRM to track past performance, including contract type, contract value, description, overall level of effort, capabilities, and the individuals who supported the contract, along with their skill sets.
Tracking opportunities effectively and efficiently is vital for continuous business growth. Unanet CRM offers the tools and capabilities needed to manage this process. By centralizing information, automating tasks, and providing reporting and dashboards, your company and team can maximize their time, usually spent chasing down information, due dates, and skill sets, and focus their efforts on future opportunities, networking, and winning contracts.
Unanet CRM is a standalone product that any company can use, and it is not just for current Unanet clients. It is also a great option for companies using Unanet ERP, Unanet AE, QuickBooks, or other financial tracking software.
Redstone GCI offers specialized services for both Unanet ERP and CRM, including system assessments, implementation and integrations support, quality assurance, training, and custom reporting. Our services ensure that your organization fully leverages the capabilities of Unanet CRM to enhance business development, streamline operations, and maximize contract wins.
LaDonna is an Managing Consultant with Redstone Government Consulting, Inc. based in our firms Huntsville office. Her area of expertise includes supporting clients with implementation and daily operations using Unanet, as well as supporting Contracts, Proposal Pricing and Accounting Compliance. Professional Experience LaDonna has over 15-years’ experience in progressive accounting, finance, contracts and human resources related roles at both large and small business government contractors. Her diverse background on most facets of the government contractor back office brings a unique perspective to her support of Redstone GCI client software implementations. LaDonna began her career in Government Contracting as an accountant with a large government contractor. After several years of progressive experience, she was able to migrate to additional roles within the Company’s contracts organization, including as a Contracts Administrator where she supported both FAR Part 15 and FAR Part 12 Contracts. This experience led to LaDonna accepting a role with a small, but growing government contracts firm where she support accounting, contracts and HR functions during the Company’s growth and eventual acquisition. In this role, LaDonna was first exposed to Unanet and participated in the Company’s successful implementation and adoption process. LaDonna has utilized Unanet in the performance of her day-to-day role including, pricing, proposals, contracts administration, project control, DCAA audits and more. Her user experience coupled with her pursuit of the Unanet Certified Implementer designation will allow her to bring a truly unique perspective to our Unanet implementation and post implementation support engagements. LaDonna’s wide range of experience at small and large contractors and across the back office allows her to see the “bigger picture” and provide best practice advice to our clients across many subject matter areas. Education LaDonna has her B.S Degree from The University of Alabama in Huntsville and M.S in Contract Acquisition from Florida Institute of Technology where she graduated Magna Cum Laude.