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A POWERFUL TWO-WAY INTEGRATION TO GROW YOUR BUSINESS
 

THE LEADING CUSTOMER RELATIONSHIP MANAGEMENT (CRM) FOR CONSTRUCTION, ENGINEERING AND ARCHITECTURE FIRMS

From pursuit to project there is no other sales and marketing tool on the market as familiar with AEC workflows. Cosential is the result of innovation and product enhancement from both our staff who have worked within AEC to the enhancement requests from our clients. We help AEC firms win more business by streamlining data and work flows. In this data-driven age, information works for you when it is shared, accessible and actionable. Cosential ensures leads are worked, critical business information is accessible across users, workflows are optimized between roles, provides amazing time savings when creating proposals, produces reports to assess the state of the business, and so much more.

 

THE ONLY CRM WITH INTEGRATION TO VISTA

Connect Viewpoint to Cosential to quickly and securely sync your project-specific marketing and financial data. By pairing the Cosential with Vista you ensure your firm has accurate and consistent information, more time for strategizing pursuits, and powerful insight into potential business to win more work. Simply select which project, personnel, company and contact data fields you’d like to connect. Your Cosential implementation expert then configures your Financial Data Connector to automatically update at your specified interval, ensuring that your marketing data and materials are effortlessly kept current in Cosential. Cosential also can update data in Viewpoint, creating new project records or updating specified fields.

THE 7 FEATURES

OF INTEGRATING VISTA WITH COSENTIAL

  1. ALL KEY FINANCIAL AND MARKETING FIELDS SUPPORTED

    Our FDC connects hundreds of key marketing and financial data fields including Preconstruction, Contacts, Clients, Projects, Personnel, and so much more.  Cosential can also update categorization fields such as office, division, services, contract types, SF330 codes, and custom categories.

  2. PREPARE ACCURATE SUBMITTALS FASTER

    Connecting your data can help ensure that your marketing department has the most complete and correct information when promoting a completed project. As project staff and personnel records are updated, marketing can be certain the resumes and costs are up-to-date.

  3. CHOOSE THE DATA YOU'D LIKE TO UPDATE

    We can bring in all key data fields via the FDC. Cosential works with you to create a custom script that brings in the data that will be most valuable to your marketing department.

  1. ADD FINANCIAL DATA TO MARKETING DATA

    When client, owner, consultant and personnel information are brought into Cosential via the connector, this data can be added to records created by marketing so that the complete picture of a project's relationships and personnel roles can be tracked.

  2. ENSURE DATA INTEGRITY DUPLICATE CHECKING

    Sophisticated data sync mapping tools for company and personnel records ensure the integrity of your data while allowing different field values to be matched correctly and prevent the creation of duplicates.

  3. UPDATE AT ANY INTERVAL

    The data connector can be scheduled to run nightly, at timed intervals, or in real-time.

  4. EASILY CUSTOMIZABLE

    SQL queries used by .net app can easily be customized to meet your firm's changing needs over time.

     

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Contact us at: sales@cosential.com or 800-505-7089 ext. 1

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