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.
Katie is the Unanet Practice Lead at Redstone Government Consulting, Inc. based in our Huntsville, Alabama office. Her areas of expertise include supporting government contract businesses with a special focus in DCAA-compliant Unanet Time and Expense Tracking, Project Portfolio and Financials. QuickBooks, and Deltek GCS. Katie is a QuickBooks ProAdvisor, Certified Unanet Systems Implementer and has completed the Unanet Advanced Project Management training. Katie was one of the first Unanet Certified Implementers and was part of the initial pilot offering to non-Unanet consultants. As part of her certification process, Katie invested over 300-hours of instruction, out of class database development time and testing to obtain her certification. Since certification, Katie has assisted numerous Redstone GCI clients with implementation and post-implementation support services. Katie is frequently called upon by Unanet to join their implementation teams as an external resource and is considered a subject matter expert in the implementation of all Unanet software offerings. In her role with Redstone Government Consulting, Inc., Katie not only provides software systems expertise, but also frequently assists clients with preparation and support of DCAA audit activities including SF1408 pre-award accounting system audits, provisional billing rate submission, development of forward pricing rates for proposals, incurred cost submission preparation and development and design of policies and procedures necessary to support an adequate (DCAA-approved) accounting system. Katie serves as the primary point of contact for many small business clients in government cost accounting/compliance and assists monthly with the close of those contractor’s accounting systems and reporting to program management and executives. Her industry experience, software systems expertise and compliance knowledge provides a rare combination of knowledge to clients looking for a consultant to become an integral part of their team. Professional Experience Prior to joining Redstone Government Consulting, Inc., Katie worked in public accounting as well as small to mid-sized government contractors. She has prior operational experience with the many types of software such as Unanet, Deltek GCS, QuickBooks, SpringAhead, Deltek T&E, ADP, Paychex, and QB Payroll. Education Katie earned a Bachelor of Science degree in Accounting from The University of Alabama in Huntsville in 2010, where she was President of Beta Alpha Psi (an honor organization for finance and accounting students and professionals). She received her Master of Business Administration (MBA) from The University of North Alabama in 2014, graduating Cum Laude. Decades of Consulting, Training and Helping Government Contractors Succeed Redstone GCI offers a variety of services for large and small government contractors including evaluation, education and training, monitoring and DCAA audit preparation. Through our consulting and training programs, government contractors develop and learn to maintain compliance processes that help them succeed by mitigating risk and maximizing profitability. Our consulting team is comprised of senior leaders from government agencies and industry executives creating balance and an informed approach to our client services. Our services span the entire government contract lifecycle from proposal assistance, accounting, audit readiness, purchasing, project controls, contract administration, system implementation through to contract closeout. We specialize in preparing contractors for growth through our deep knowledge of common pitfalls companies face as they progress from small business in CAS, DFARS Business Systems and other common gates to contractor growth. In addition to almost 30 full-time consultants we also maintain a trusted network of independent contractors and other service providers who work with our team on specialized areas like ITAR, facility security, EVMS and other areas.