Introducing Our CRM Software Training and Consulting Services
Precision and efficiency are the cornerstones of success in any industry. For professionals in Architecture, Engineering, and Construction (AEC), managing relationships and proposals is not just a task but a critical aspect of staying ahead in the game. That's where our CRM software training and consulting services come into play. We're here to help you fully leverage the power of Cosential, the only CRM and proposal automation software designed exclusively for the AEC industry.
With over 20 years of industry expertise, Cosential empowers you to own, enrich, and leverage your data to simplify workflows and win more business. Let's dive into the specific challenges we can help you overcome:
Challenges Our Services Address
Frustration with Disjointed Systems: Cease the agony of juggling multiple software solutions that fail to communicate effectively, leading to critical information silos and project inefficiencies.
Inefficient Proposal Processes: Overcome the burden of manually managing proposals which strain resources and hamper quick, effective responses to market opportunities.
Poor Data Utilization: Confront the persistent nightmare of underutilized data, impeding strategic decision-making and growth potential due to fragmented and inaccessible information.
Limited Visibility into Pipeline: Combat the relentless uncertainty and lack of insight into your sales pipeline, making forecasting and strategic planning a guessing game.
Join us in transforming your AEC firm's approach to CRM and proposal automation with training that adds real value. Your journey towards enhanced efficiency and winning more business starts here.
Talk to a CRM ExpertUnanet CRM by Cosential Training
Hands-on training to help you master Unanet CRM by Cosential. Hands-on learning with live instructors provides everything you need to optimize your Unanet CRM by Cosential instance. Customized private training is also available.
Customized Training Programs: Tailored sessions to fit your team’s unique needs.
Live Screen-Share Sessions: Interactive training with real-time guidance.
Ongoing Support: Continuous learning with access to resources and expert advice.
Unanet CRM by Cosential Consulting
Expert consulting to optimize your CRM for success.
Strategy & Planning: Align your CRM with business goals.
System Configuration: Customize CRM settings for maximum efficiency.
Process Automation: Automate workflows to save time and increase accuracy.
Performance Analysis: Regular audits and recommendations for improvement.
Implementation: Initial setup and customization.
Integration: Connect your CRM with other tools and systems.
Data Management: Data migration, cleansing, and organization.
Support & Troubleshooting: Ongoing assistance and issue resolution.
Dedicated Account Management: Personal support and strategic advice.
Why Choose Our Unanet CRM by Cosential Services?
Expertise and commitment to your success.
Certified Experts: Experienced professionals with in-depth CRM knowledge.
Tailored Solutions: Custom approaches to meet your specific needs.
Proven Track Record: Success stories over almost a decade of CRM engagements.
Flexible Engagements: Options to suit different budgets and timelines.
Need Help With Unanet CRM by Cosential CRM?
Professional Services: Work one-on-one with a Unanet CRM by Cosential expert who takes time to understand your company's goals and deliver training, consulting, and technical services customized to your business and goals.
Technical Consulting: Receive one-on-one guidance from a Unanet CRM by Cosential technical expert who will provide consultative support to help you solve your API, design, and account customization needs so that you can ensure Unanet CRM by Cosential is properly integrated with all your business software.
Migration Services: Whether you need help with a single import or collecting your entire addressable market, we’ll provide everything you need to ensure your data migration is a success.
Talk to a CRM ExpertFrequently Asked Questions
How long does a typical training engagement take?
Most programs run 4–8 hours of total instruction, delivered in focused sessions. We adapt to your team's pace and existing familiarity with the platform.
Do you offer remote or in-person sessions?
All sessions are available via live screen-share. In-person engagements can be arranged depending on your location and project scope.
What's the difference between training and consulting?
Training builds your team's skills through hands-on instruction. Consulting addresses specific strategic or technical challenges—system configuration, workflow design, data migration—where you need an expert working alongside you.
Can you work with our existing configuration?
Absolutely. We assess your current setup first and optimize what's already working rather than starting from scratch. Our goal is to make your existing investment perform better, faster.
How do I get started?
Use the contact form to tell us about your situation. We'll respond within one business day with recommended next steps.