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Go In-depth with the CCG Experts – Vision CRM

WATCH ON DEMAND

Deltek Vision Client Relationship Management (CRM) is a centralized, web-based platform that allows all members of your organization to work together to meet your client needs. From business development, to marketing and finance to project management, this module connects each user with the client details your firm tracks each day. Join CCG to discuss the following tips and tricks;

  • Send automatic notifications to key players about new prospects
  • Share BD and marketing efforts in an easy to read calendar view
  • Schedule follow-up activities with staff inside and outside your organization
  • Streamline prospect to project creation
  • Report on forecasted revenue

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