Deltek Vision CRM & Connect for Microsoft Outlook Overview Demonstration
Register for a demonstration to see how Deltek Vision CRM and Connect for Microsoft Outlook create the most powerful solution available for AE marketers. Deltek Vision CRM automates the entire lead-to-project execution process by encompassing all of the tools you need to win new business and strengthen existing relationships. It helps you:
- Generate repeat business with a complete and accurate view of each client
- Win more of the right kind of work with favorable bottom-line results
- Quickly create service estimates based on sound analysis of costs and margin
- Automate the entire proposal process and improve business development:n
Vision Connect for Microsoft Outlook fits perfectly with Deltek Vision CRM by integrating with Microsoft Outlook and enabling business development and marketing professionals to perform important and common Vision tasks directly in Microsoft Outlook – saving time and increasing user adoption of your Vision CRM system. Vision Connect for Microsoft Outlook helps you:
- Manage Deltek Clients, Contacts, Vendors, Opportunities and Activities directly in Outlook, saving time and making updates easier
- Manage appointments and tasks related to Deltek Vision records and link them to other Deltek records directly in Outlook, making it easy to maintain a history of activities with clients
- Manage emails and link them to Deltek records directly in Outlook, making it easy to maintain a history of communications with clients
- Utilize bi-directional, incremental synchronization to ensure information in Deltek Vision stays up-to-date, which allows you to perform work even when disconnected
- Organize all your data in one unified workspace inside of Microsoft Outlook – it's easy-to-use and there's no longer a need to juggle multiple programs
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