CRM

Deltek Vision Client Relationship Management (CRM) automates the entire lead-to-execution project life cycle by encompassing all of the tools you need to win new business and strengthen existing relationships. Automate client and contact management, opportunity tracking, marketing campaign management, business development and activity management. Integrate with Microsoft Outlook and Lotus Notes® to facilitate more collaboration throughout the organization. With a single central source of information accessible to everyone in your firm, you are empowering your team to fully leverage their collective knowledge.

• Consistent execution of business development and client relationship management activities across the organization; more satisfied clients; more repeat business.
• Outlook integration means more consistent execution of business development and client relationship management activities across the organization.
• Single database eliminates redundant data entry and maintenance; increases data accuracy-’one version of the truth’.
• Hand held device access offers convenience and leads to more informed users for better decision making.

• What our Customers are Saying about us:

  "Our controller had just walked out, it was first day on the job and I had a million fires to put out. Kathy followed up with me 3 times before we were able to solve the problem - but it was because of me that we were able to work on our issues the first two times she called. I was impressed with her followup. She was professional and pleasant and once I was able to work with her, she resolved all of my original issues and answered a few new questions for me. I was very pleased with her."
  Barbara Poland - Ear, Nose & Throat Associates
  July 1, 2011

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