Deltek Vision CRM is a Client Relationship Management (CRM) solution for professional services firms that need to organize, track, and pursue project-based opportunities as well as align Business Development with Project and Financial Management.
Your world revolves around opportunities – finding them, managing them and winning them. What if there was a way to better manage your opportunities so you could win more projects and accelerate productivity? Could your firm win more and grow faster? Deltek Vision CRM tracks marketing and business development activities based on projects, not transactions.
You relationship with your clients is essential to your success. Deltek Vision CRM is an award-winning Client Relationship Management (CRM) soluton designed specifically for professional services firms and project-based businesses. Deltek CRM delivers a complete view of your client interactions across your marketing, business development and sales teams, so they can collaborate effectively and respond promptly and knowledgeably to opportunities and client inquiries—both in the office and in the field.
Deltek Vision CRM revolves around your opportunities. Opportunity details, timelines and followup activities are all at your fingertips – so you can manage your opportunity process efficiently and win more business. With Deltek CRM you can efficiently and effectively manage opportunities by reducing duplicate effort, eliminating conflicting team commitments and streamlining team coordination. With Vision CRM everyone – internally and externally – can share tasks, events and notes with team members right from within your opportunity.
Seamless integration with Deltek Vision and GovWin IQ
Client and Contact Management — track key information throughout the firm
Opportunity Management — track leads and manage your pipeline
Marketing Automation — develop and track targeted campaigns from one system
Proposal Automation — integrates with Adobe InDesign and Microsoft Word to automate proposal creation
Schedule and Activity Management — automatically track and synchronize your interactions with clients
Recent results from a Society for Marketing Professional Services (SMPS) technology survey found that 45% of all firms with more than 50 full-time employees used Deltek Vision CRM.
Deltek Vision CRM Makes Managing Clients and Opportunities Easy
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