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Training

http://www.cosential.com/services/training

Sales & Marketing. Data Accuracy and Security. We're here to help ensure your success with Cosential. We built Cosential to be intuitive and easy to learn and master. Within an hour or less, our users can master the skills needed to transform their business. Free Weekly Webinar Series. Empowering users to make the most of Cosential. One-on-one screen sharing and real-time guidance. Face-to-face training sessions available. Free Weekly Webinar Series. Tuesday, August 23, 2016. 9am PT / 12pm ET.

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Administration and Management

http://www.cosential.com/product-overview/administration

Sales & Marketing. Data Accuracy and Security. Enjoy robust, yet flexible control. Manage that multi-million dollar construction project with ease as Cosential streamlines your workflow and keeps your many processes organized so no details fall through the cracks. What once seemed daunting is now effortless with Cosential. Send email requests and notifications notify specified staff that a new project has been added, or send a project number request form to accounting. Value Lists give your firm administ...

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Essential Integrations

http://www.cosential.com/benefits/essential-integrations

Sales & Marketing. Data Accuracy and Security. Cosential plays well with others, so you can work with the tools you need. Cosential integrates seamlessly with a broad range of third-party applications and web services. These valuable integrations help you work faster and more efficiently, maximize the power of your data, and continue to leverage the tools you already know and love. Financial Systems / Accounting Software. All Key Financial / Marketing Fields Supported. Prepare Accurate Submittals Faster.

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Data Accuracy and Security

http://www.cosential.com/benefits/data-accuracy-and-security

Sales & Marketing. Data Accuracy and Security. Data Accuracy and Security. Keeping your business intelligence up-to-date and protected is just smart business. At Cosential, we know that data accuracy and security are critical to the performance of any CRM or proposal automation solution. That’s why our solution is designed from the ground up, to protect the integrity of your data and keep it secure. Keeps a history of all changes to any data related to companies and contacts, with rollback functionality.

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Sales & Marketing

http://www.cosential.com/product-overview/sales-marketing

Sales & Marketing. Data Accuracy and Security. Develop your action plans. And put them in motion. Need help getting the word out there about your company? Cosential loves helping with your marketing too. The Marketing module helps you manage your strategic plan, goals, and results. You can easily track your marketing campaigns with associated events, opportunities, tasks, and mailing lists. Associated events Know about the next meet and greet. Tasks Always know the next move. Spam and Platform Testing.

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Analytics and Search

http://www.cosential.com/product-overview/analytics

Sales & Marketing. Data Accuracy and Security. Gain perspective. Make smarter decisions. Cosential makes it easy to find, interpret, and analyze any data. You can search across multiple fields at once, returning the results in a format that you can customize, print, or export into Microsoft Word or Excel. Users can choose from an array of widgets and drill in to work with the vital AEC information they need most:. Hit rates Business performance measured and published. Sales goals Turn ideas into action.

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Implementation Services

http://www.cosential.com/services/implementation

Sales & Marketing. Data Accuracy and Security. Relax We've got you covered. Cosential partners every new client with an Implementation Specialist to work with their team throughout the setup and roll-out. Our standard Implementation Process includes complete instructions and worksheets to help our users plan and track their progress. We will analyze your business’s unique use case and help you quickly configure Cosential, all the while empowering your team to be self-sufficient. Contact Sales to customiz...

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Benefits of SaaS vs. On-Premise CRM System – Part 1

http://www.cosential.com/benefits

Sales & Marketing. Data Accuracy and Security. Benefits of SaaS vs. On-Premise CRM System Part 1. Title="Share on Facebook" target=" blank". You have several choices to make when selecting a CRM system. One of the first decisions you must make is an on-premise or on-demand solution. On-premise systems are typical in the A/E/C industry. One purchases the software upfront and houses it on a local server. You own the system and are therefore responsible for customization, […]. Updates, maintenance, and cust...

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Central Information Platform

http://www.cosential.com/product-overview/central-information-platform

Sales & Marketing. Data Accuracy and Security. Accurate, transparent, intelligent. Having all of your essential data right there in one location for your entire team to access gives your company superior intelligence and ultimate efficiency. Let Cosential worry about the details, so you can think about the big picture. Mailing lists, company types, contact information, client description, account numbers, LinkedIn details. Boilerplate language, marketing collateral, technical knowledge. Keep the details ...

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Proposal Automation

http://www.cosential.com/product-overview/proposal-automation

Sales & Marketing. Data Accuracy and Security. Create complete and accurate submittals. Cosential’s Publisher 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. However you choose, Cosential adapts to your current workflow.