Learn about the functionality of Cosential’s Publisher 4.0, our exclusive Proposal Automation solution designed specifically for Architecture, Engineering and Construction (AEC) firms. Learn how hundreds of AEC firms have optimized their proposal process by integrating relevant accounting, marketing and business development data into one knowledge platform. Publisher 4.0 makes it easy to prepare targeted and accurate proposals, qualifications statements, resumes, project profiles, project lists, government forms and other marketing collateral. With Publisher, you’ll eliminate hours spent tracking down resumes, project lists and other details – and spend that time perfecting your winning materials.
Discover how hundreds of Architecture, Engineering, and Construction firms have optimized their business development results by choosing a CRM specifically built for them. In this 30-minute webinar, we will demonstrate the core functionality of Cosential’s CRM. Learn how this cloud-based solution gives you a complete picture of your firm’s connections, interactions and history with any client or partner, with effortless links to their associated leads, opportunities, projects, communication, personnel, activities, images and documents.
July 17, 2018
Topic: CRM’s are growing as a strategic solution for storing and housing data such as previous project experience, descriptions, photos, resumes, and more all the while tapping into core financial records from accounting or ERP databases. Regardless of your current software stack, this session lead by Chaz Ross-Munro, CPSM, CF APMP and Courtney Kearney, CPSM, will discuss how this process works and the best practices used in top firms when using this type of tool.
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