Billion-Dollar Construction Firm Adopts Unanet CRM

This case study outlines the implementation of Unanet CRM by Swinerton, a prominent commercial construction firm, to enhance its proposal management and business development processes. The firm faced challenges with its previous technology stack, which included Salesforce and CMiC, leading to inefficiencies in data management, user adoption, and forecasting. The objective was to centralize customer relationship data and improve operational efficiency. The implementation involved a phased approach to gain user buy-in, integrating the CRM into existing workflows, and customizing analytics for better reporting. The impact of the solution included a 70% increase in user adoption, improved strategic decision-making, and reduced administrative overhead through automation. The centralized CRM allowed for accurate forecasting and planning, providing the firm with reliable insights into its pipeline and project opportunities. Overall, the adoption of Unanet CRM has streamlined Swinerton's business development efforts and enhanced collaboration across its offices.