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.

In five different sessions, this live demonstration will show how Vision CRM uniquely meets the needs of professional services firms, including:

  • The core CRM solution which includes contact, opportunity and activity management
  • The integrated Vision Proposals module which automates proposal creation (including support for Adobe InDesign)
  • Vision CRM’s integration with GovWin IQ, Deltek’s public sector intelligence solution for AEC firms
  • The ability to identify trends and patterns using Vision Performance Management
  • The time saving Connect for Microsoft Outlook application that links Vision with Microsoft Outlook
  • Future releases of Deltek Vision CRM
  • Bring your questions for our experts

Select from any of the five live sessions – each taking place at 2:00 p.m. EST.

Your personal information, including your email address, will be held in the strictest of confidence and will never be shared with anyone as stipulated in our Privacy Statement.