Improving Client Relationships with Organized Data

Move through architecture and engineering sales pipelines and keep all client data and communications airtight with a comprehensive ERP program

Strengthening Client Relationships and Closing More Deals

Statera helps A&E firms stay on top of client communications, organize client data, and close more deals by streamlining the sales pipeline. With a secure and organized database of client information, you can immediately see the status of each project, and take decisive actions. With Statera, you can make sure to follow up with clients when necessary, and never let another message or email fall through the cracks. You can also take a closer look at your sales pipeline, and convert opportunities to billable projects with just one click.

Coordinating Communications

Statera gives your A&E teams an efficient, organized homebase to track client relationships and coordinate your communications. Whether you are following up on business opportunities, putting together a new project, or ensuring your projects near completion are meeting the client’s expectations, Statera makes it easy to check in, review, and follow up, fast.

• Utilize a common database to coordinate sales and marketing efforts
• Coordinate client management and make sure nothing gets lost in the shuffle
• Track client correspondence and documents for easy reference and quick retrieval

Turn Opportunities into Projects

With an organized database of communications and project documents, you can streamline your sales pipeline and build strong relationships with more new clients. See new opportunities as they enter the pipeline and nurture relationships to turn them into new projects.

• Build and manage your business opportunities to maximize your pipeline and bring in new business
• Turn Opportunities into Projects with just one click
• Carry over all related information and documents across different project types

Prepare for Success

With the right data, you can set expectations and forecasts for a project before it even starts. This helps your teams stay coordinated, and ensures that the opportunities you’re pursuing line up with your budgets and ROI. With streamlined datasets and clear visibility, you can target the right opportunities with sniper precision.

• Establish budgets, fees, forecasts, summaries and work plans for each opportunity
• Connect with ROI expectations and profitability summaries to make sure each project is a great fit
• Avoid surprises and stay on-track with each project and client

Learn More

Keep your communications organized and improve your sales pipeline with ERP software made for architecture and engineering firms