To create winning proposals, your marketing and proposal teams need accurate data. But when information is siloed in different systems, teams spend more time on data collection than strategy. Unanet CRM's Vista integration solves this problem by automatically bringing project, company, contact, and personnel data from Vista into Unanet CRM.
By replacing data silos with a single source of truth, your teams get easy access to the information and insights they need to create better submittal documentation and marketing collateral, faster. The end result? Improved efficiency, increased win rates, and lower pursuit costs.
By reducing the number of data silos in your organization, the integration removes costly and time-consuming information bottlenecks, eliminates the pain and expense of double data entry, and minimizes data errors and inconsistencies.
This integration gives your teams easy access to the information and insights they need to create better more effective submittal documentation and marketing collateral. Time once spent on data collection can now be used to focus on strategy!
A single source of truth for project and pursuit data has game-changing benefits for your entire organization. Information that used to take considerable time and energy to find is now available at people's fingertips, enabling reporting and insights that drive smarter decision-making across your company.
Prior to the integration of Unanet CRM and Viewpoint, I would have to go to several places to get the data needed. Several times upon requesting information from our Controller, he would have to write a new report first, investing time and energy. Now I can run my own data inquiries, saving us both time.