A Business Development system built to manage the client lifecycle for Professional Services Firms
INCREASE OPPORTUNITY VISIBILITY
Deltek CRM revolves around the prospect process, enabling you to track and capture relevant information.
Organize, track and pursue project-based opportunities
Deltek Customer Relationship Management (CRM) provides a user experience that is perfect for front office employees. It gives your team access to critical CRM data in a user-friendly, intuitive workspace designed for business development. Deltek CRM is industry tailored for project-based businesses and provides real-time access to the information you need so can win more business and grow faster.
Key Features
Seamless integration with Deltek Vision, Project Management Software
Client and Contact Management — Track key information throughout the firm
Opportunity Management — Track leads and manage your pipeline
Marketing Automation — Develop and track targeted campaigns from one system
Proposal Automation — Integrates with Adobe InDesign and Microsoft Word to automate proposal creation
Schedule and Activity Management — Automatically track and synchronize your interactions with clients
Optimised Workflows – Streamline processes and alert the right people at the right time.
Dynamic Dashboards -Set-up your Dashboards with the data that is important to you.
Comprehensive Reporting – Analyze data from key financial metrics to opportunity tracking.
Data into Graphs – Display information and transform your data into graphs to better understand your key business metrics.
Access on Mobile Devices – Access your Deltek CRM system on a mobile device to stay in tune with real-time information.
Key Benefits
Effectively monitor your pipeline – Keep your finger on the pulse with an interactive pipeline report to quickly identify the most promising opportunities and identify challenges for prioritizing time.
Streamline business development – Create, update and manage opportunities in an easy-to-use workspace that maximizes business development time. Activities and reminders make it easier to streamline the process.
Access real-time information anytime, anywhere – 24/7 access via mobile devices lets your staff access, share or input critical information from anywhere – increasing productivity and efficiency.
Touch base when it matters most – With simple touch points, you can track your meetings, to do items and more so you never miss another follow up and can nurture client relationships at the right time
Capabilities
IMPROVE YOUR CAPTURE SYSTEM
From lead identification to contract awards, connect multiple silos to efficiently compile information.
ENSURE OPERATIONAL EFFICIENCY
Track activities and milestones through each phase of the opportunity lifecycle.
Request a Demo to learn more about Deltek CRM
CRM, Resource Planning, Performance Management, iAccess.
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