Deltek Vision Client Relationship Management
Deltek Vision Customer Relationship Management
Deltek Vision Client Relationship Management (CRM) is designed specifically for project-focused businesses. The centralized, web-based system makes it possible for everyone in your organization—from sales and marketing to accounting and finance to management and administration—to work together to meet your clients’ needs. This gives your firm a tangible, sizeable advantage over your competition by putting your clients at the center of your business world. By automating your organization, you also gain a competitive edge, win more business and increase customer satisfaction.
Deltek Vision Client Relationship Management Modules Tab
Deltek 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.
Key Functionality:
- 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'
- Handheld device access offers convenience and leads to more informed users for better decision making
For more information, please download the Customer Relationship Management PDF
