A More Intuitive Way to Manage Business Development
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This solution integrates Deltek Vision with Microsoft Outlook. Vision Connect enables 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.
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Features and Benefits include:
- 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
- Get Connect for Microsoft Outlook deployed and rolled out quickly with the Compare and Merge Duplicates tool intended to automate and streamline the on-boarding process
Learn More!
Get the answers to Frequently Asked Questions about Vision Connect for Microsoft Outlook.