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.
Katherine (Katie) Donnell serves as the Director of Unanet Practice Services at Redstone Government Consulting, Inc., where she leads the firm’s Unanet consulting practice in delivering expert implementation, optimization, and compliance support to government contractors. With extensive expertise in DCAA-compliant Unanet Time & Expense Tracking, Project Portfolio, and Financials, Katie plays a vital role in helping contractors build and maintain compliant, efficient financial and project management systems. As one of the first Unanet Certified Implementers, Katie was part of Unanet’s initial pilot certification program for non-Unanet consultants, investing over 300 hours in training, system development, and rigorous testing to obtain her certification. She holds Unanet Advanced Project Management training credentials and is also a QuickBooks ProAdvisor. Her technical expertise and real-world implementation experience make her a trusted advisor, frequently called upon by Unanet’s internal teams to support implementation projects as an external expert. Katie is also responsible for the continued growth and strategic oversight of Redstone GCI’s Unanet Practice, ensuring that quality of service, client support, and consultant development remain at the highest standard. She is committed to advancing the professional development and expertise of Redstone GCI’s Unanet consulting team, ensuring they stay at the forefront of industry best practices and evolving compliance requirements. At Redstone GCI, Katie serves as a primary point of contact for numerous small business clients, providing ongoing government cost accounting and compliance support. She regularly assists with monthly accounting close processes, ensuring accurate financial reporting for program management and executives. Her unique combination of software system expertise and compliance knowledge allows her to provide strategic, hands-on guidance to government contractors navigating complex regulatory and financial landscapes. With extensive experience in government contract accounting and compliance, Katie has assisted contractors with DCAA audit readiness, including SF1408 pre-award accounting system audits, provisional billing rate submissions, forward pricing rate development, and incurred cost submissions. She also helps clients design and implement compliant policies and procedures to support an adequate DCAA-approved accounting system. Prior to joining Redstone GCI, Katie worked in public accounting and government contracting, gaining operational experience with Unanet, QuickBooks, SpringAhead, Deltek T&E, ADP, Paychex, and QB Payroll. Her extensive background in accounting, compliance, and financial systems ensures that Redstone GCI’s Unanet clients receive the highest level of technical and regulatory expertise.