May 19, 2021

Modernized Design Meets Productivity with our Newest Navigation

As a Business Developer, Seller-Doer, or Marketer in the AEC industry, your CRM is at the center of where projects are pursued and won, with research from Software Advice showing that over 70% of business professionals agree, there’s no doubt a CRM improves access to customer dataWith your firm’s institutional knowledge and best practices, specific project records and opportunities constantly growing, Cosential is an integral part of your day-to-day. So, when it comes to your experience as a user, it should be easy. You’re building relationships, responding to RFPs, and nurturing pursuits for the next big projects that are, sometimes, years in the making. We believe your platform should work with you in a meaningful way and remove guesswork. 

An intuitive platform meets you in the moments you need it most and flows at the pace your business needs for successWe’re invested in building a rich experience for you, as our customer, and ensuring adoption of Cosential is easy with a streamlined approach across Cosential for Mobile, Outlook, and now our Web application.   

“I love the new navigation in Cosential’s web app because I’m constantly viewing opportunities and our pipeline, and now I can dive directly into Leads and Opportunities in a single click and even collapse the side panel all together. This quickly gets me to where I need to be and gives me so much more real estate, making it easier to view my data across the page and find key information without needing to scroll.” 

– Misty Thurman, FSMPS, CPSM, CF APMP Business Development Director at BKL, Inc. 

A modernized navigation to enhance productivity in Cosential for Web is making its debut for you to have a simplified view, enjoy new search capabilities, and more at your fingertips. 

When setting out on our re-imagined interfacewe started with one singular factor driving us forward: our customers. For the stretches when you’re not on-the-go, and dedicating time at your desk to grow or update key Contacts, jump into specific records while the pursuit is top of mind, or access reports to understand the big picture, your CRM should enable you to dig into your business and never stall your firm’s momentum. 

Cosential’s new navigation accomplishes that by bringing to the surface the core elements of what business developers, seller-doers, and marketers are executing on most often, making it easier to find what they’re looking for and complete daily tasks. “We’re focused on solving our customers specific challenges with a solution that’s tailormade for their needs. My goal is to ensure when customers come to our productthey feel like we understand them while they’re using it and know that we’ve thought about even the little details of their daily habits,” shares Julia Seltzer, Senior UX Designer at Cosential.   

 

Now in Cosential for Web, all customers benefit from:  

 

 

Streamlined left hand navigation highlighting key aspects of your day-to-day in Cosential 

  • Access key modules in a single click without navigating away from your home screen.  
  • Enjoy cleaner organization with supplemental modules still at your fingertips. 
  • Easily clear visual space with a new collapsible sidebar and simply hover over icons to reveal familiar module names.  

Enhancements to Quick Search, making your data more accessible 

  • Narrow in on your results with over 5 different filters, such as Projects, Opportunities, and more.  
  • Pick up where you left off, with easy drop-down views of your most recently viewed records.  

New capabilities to jumpstart your day and make it easy to get work done 

  • Quickly create Call Logs, Contacts, Leads, and more in a single click.  
  • Know the details at a glance, with Personnel Records and Preferences nested for viewing with your profile photo. 
  • Dig into the details with advanced searches with finite lists or record searches. 

 It just keeps getting better with Cosential. “We know a great user experience with a key product can help transform our clients business and introducing our new navigation is the continued proof of a powerful combination: our dedication to building a product that meets the unique needs of AEC, and the partnership with our customers that continues to fuel our innovative approach,” shares Lisa Pitts, Product Manager at Cosential 

We understand that user adoption is paramount to any platform’s success, making our new Navigation a major value to the way that users work inside of Cosential, as well as the first step in a completely revived experience coming to Cosential for Web.  

Interested in learning more about how our new look and key enhancements could bring to ease of use across AEC firms like yours? Book a demo.