What do you like best?
In the ten + years I’ve used Cosential, I’ve been a reference often and I always remind clients and potential clients that Cosential isn't perfect, they have their flaws, they are human and can drop the ball but overall I have found them to be the BEST option for a marketing database for AEC firms.
I used Cosential for the first five years of my career as a marketing coordinator at a construction firm, then I transitioned into a CRM Manager role. This company used CMiC for accounting and I was involved with the FDC which connected data from accounting to Cosential.
I left and did CRM for a national engineering firm with 16 offices that used BST for their accounting system and was responsible for their FDC. After two years, I went back to construction and was the CRM Manager and implemented the FDC for them and they were on ViewPoint.
I started my own consulting business in May and use Cosential for my business development / marketing needs as well as workload management.
The best thing about Cosential, in my opinion, is it's diversity. I like that some use it extensively for the CRM component, others for the proposal automation and some for the opportunity/profit projection. To those clients that is what Cosential does well which to me says they do it all well.
What do you dislike?
Cosential is self explanatory and is an 'out-of-the-box' solution. However, if all modules are left turned on I do think it can be overwhelming. It has so many options and modules but you can narrow users focus to just what the user needs which makes it easier to navigate.
Implementing a new CRM is not easy. Cosential has tweaked the implementation process, and streamlined things well so the process and steps to follow are clear. However, know that your implementation specialist is busy, so as a client you need to own your part to drive things forward. It’s like working with a trainer - you have to do your part, the trainer can only instruct. Once you get going you’ll see results but you have to stay focused; if you fall behind or get off task it’s understandable, but know that you have to hold yourself accountable to get back on schedule.
Finally, in year's past I use to say that Customer Service was an issue but in the last year things have really turned around with the hiring of new staff. This has resulted in quicker ticket resolution and increased communication.
Recommendations to others considering the product
Know what you want out of Cosential so you can successfully setup your account. Stay on track with the outlined implementation process and ask questions often if you don't understand - as with anything don't assume.
What business problems are you solving with the product? What benefits have you realized?
I use Cosential for business development efforts, opportunity tracking, hit rate and win rate calculations, project data and reporting.