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Deltek Vision 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'.
  • Handheld device access offers convenience and leads to more informed users for better decision making.

 Quick Link  Click here to view the Deltek Vision CRM brochure