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PROFESSIONAL SERVICES AUTOMATION (PSA)
Deltek Vision CRM Review
Product Snapshot
Product Pricing
Contact vendor directly for pricing information.
Technology
Product is available as a SaaS solution.
Customer Focus
Vendor works with midsize to multi-national companies.
Select Customers
Contact vendor directly for case studies.
About Deltek Vision CRM
Deltek Vision CRM is the enterprise CRM module designed within the Deltek ERP solution Vision. The platform automates client management, is designed specifically to support professional service firms and companies, and provides users with company-wide client life cycle visibility in order to support both new client prospecting and current client relationship nurturing processes.
The software is designed to integrate with Microsoft Office, integrates with Adobe InDesign for proposal automation activities, and is equipped with government form automation functionality. Additionally, the platform makes CRM data available on mobile devices, organizes all client information into a centralized repository, and provides users with opportunity management tools.
About the Company
Deltek was founded in 1983 and is headquartered in Herndon, Virginia.
Deltek Vision CRM Key Features
- Pipeline visibility and management capabilities
- Marketing automation and campaign creation tools
- Geared for project-focused workflows and business processes
- Supports prospect or client targeted campaigns
- Other Vision modules include Performance Management, Resource Planning, Purchasing, and Document Management
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