Customer Relationship Management

Project-Focused Business Rely on Vision CRM

For any professional services firm, driving your business forward begins and ends with customer relationship management. In today's fast-paced business environment where competition is fierce, you need to move quickly to identify the best clients that fit your business and put together winning proposals that typically involve complex projects. To do this you need to find ways to streamline marketing, sales, business development, and customer relations.

Business Development

Most technology solutions for business development are designed for organizations selling products – not services, that are delivered and managed on a project basis. Deltek Vision CRM is designed specifically for the unique needs of professional services firms. Gain full visibility into prospect communications, automate lead-generation campaigns, help prioritize client acquisition activities, improve accuracy of estimates, and automate proposal creation. Deltek's customer relationship management solutions help professional services firms cost-effectively win more business.

Streamlining Sales and Marketing

  • Consistently execute business development across the firm.
  • Automate marketing campaigns and opportunity tracking.
  • Target marketing to the best fit prospects.

Enhancing Customer Relations

  • Gain a 360 degree view of all customer interaction for better decision making.
  • Analyze customer data and profitability to prioritize relationships and projects.
  • Ensure timely communication and follow-up with prompts and alerts.

Services Estimates and Proposal Creation

  • Easily calculate project costs to reflect target revenue and margins.
  • Automatically generate customized proposals.
  • Ensure proposals include the most recent and relevant information.

Deltek Touch CRM for Vision

  • Gain Anywhere, Anytime Access.
  • Always have information at your fingertips.
  • View, add and edit Contacts and Opportunities.
  • Easily install and deploy on iOS, Android and Windows mobile devices.
  • Immediately connect. make a call, or send an email.
  • Leverage the power of CRM with the touch of a finger.

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Customer Relationship Management
Put Your Clients at the Center of Your Business!
Get the New Touch CRM for Vision
Download the Deltek Vision Mobile App.
Available on the Google Play or Apple App Store.