Deltek Vision – Customer Relationship Management for Project-Focused Business


Designed specifically for project-focused businesses, Deltek Vision Customer Relationship Management (CRM) makes it possible for everyone in your organization to work together to meet your clients’ needs. By automating client and pursuit management, you can gain a competitive edge, win more business and increase customer satisfaction. 

This demo shows how, including:
  • The core CRM solution which includes contact, opportunity and activity management
  • The integrated Connect for Microsoft Outlook (CMO)solution that enables marketing and business developers to manage clients, contacts, vendors, opportunities and activities directly in Outlook, saving time and making updates easier
  • The insight into marketing and business development efforts provided by Vision Performance Management, Deltek’s business intelligence solution
  • Vision CRM’s integration with GovWin IQ, Deltek’s public sector intelligence solution for AEC marketers and business developers
  • The integrated Vision Proposals module that automates proposal automation (including support for Adobe InDesign)
Vision CRM aligns marketing and business development with the project and financial management already in your Vision system.  See why it’s used by more Society for Marketing Professional Services members than any other CRM solution (Source: SMPS 2014 Member Technology Survey).

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