New York City, New York – OpenAsset and Unanet, two leading AEC software providers, are pleased to announce advancements to the integration between their platforms, enabling users to centralize their marketing assets, create more proposals, and win more business. This exciting development marks a significant step forward in providing a frictionless user experience to our joint customers.
“We’re so excited to improve our joint customers’ workflows through this upgraded image upload experience. It is a testament to how both companies collaborate on customer feedback and reinforces the joint commitment to providing innovative solutions. We are proud to see the continued evolution of the partnership with Unanet.”-Jason Janicki, OpenAsset CEO
The initial integration between Unanet CRM and OpenAsset leveraged Unanet CRM by Cosential’s role as an AEC firm’s single source of truth for project and employee data. Through this integration, OpenAsset seamlessly syncs project and employee data from Unanet CRM to help AEC firms ensure data consistency across teams and keep their business development efforts on track and on brand. This integration has now been enhanced to leverage OpenAsset’s digital asset management platform as a source of images used in documents created in Unanet CRM.
“This development represents a significant advancement for our mutual clientele utilizing both OpenAsset and Unanet CRM. It enables them to effortlessly generate documents across our integrated platforms for a seamless and streamlined user experience. We are enthusiastic about optimizing our customers’ workflows and further strengthening this partnership.”-Akshay Mahajan, Unanet EVP of AEC
Key benefits of the OpenAsset/Unanet CRM integration include:
Enhanced Image Integration:
Effortlessly incorporate images from OpenAsset into Unanet CRM, ensuring seamless integration and access to visual assets within your project sheets and employee resumes.
Customizable Image Selection:
Tailor the image selection to align with specific projects or personnel, optimizing the representation of your workforce.
Firms can now push images from OpenAsset into Unanet CRM as well as sync project and employee data from Unanet CRM into OpenAsset to auto-populate fields and keywords.
Frictionless User Experience:
Choose and send the most relevant images from OpenAsset to Unanet CRM, maintaining a clean and organized system.
Users can focus on their core tasks with confidence, knowing that the integrated solution handles data & image synchronization seamlessly.
The enhanced integration between OpenAsset and Unanet CRM is available now, and both companies are excited to roll this out to their user base. Existing customers can access the integration by reaching out to their OpenAsset Customer Success Manager.
Current OpenAsset customers already connected to Unanet CRM can check out this installation help article to enable the integration today.
And if you’re new to OpenAsset, or haven’t explored this integration as part of your OpenAsset instance can get started, here.
OpenAsset’s Digital Asset Management platform enables architecture, engineering, and construction (AEC) firms to create high-quality proposals faster. By centralizing all digital files in an easily searchable database, OpenAsset’s intuitive software and unrivaled customer experience help AEC teams streamline project workflows, enhance proposal quality, and win more business. OpenAsset has offices in London and New York. For more information, visit www.openasset.com.
Unanet is a leading provider of project-based ERP and CRM solutions purpose-built for government contractors, architecture, engineering, construction, and professional services. More than 3,700 project-driven organizations depend on Unanet to turn their information into actionable insights, drive better decision-making, and accelerate business growth. All backed by a people-centered team invested in the success of your projects, people, and financials. For more information, visit www.unanet.com.
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