Customer Relationship Management

Customer Relationship Management (CRM) Solutions

For any professional services firm, driving your business forward begins and ends with customer relationship management. In today's fast-paced business environment where competition is fierce, you need to move quickly to identify the best clients that fit your business and put together winning proposals that typically involve complex projects. To do this you need to find ways to streamline marketing, sales, business development, and customer relations.

Based on decades of experience working with professional services firms, Deltek's customer relationship management solutions help you get the right clients on board and improve profitability on each client. Gain full visibility into prospect communications, automate lead-generation campaigns, help prioritize client acquisition activities, improve accuracy of estimates, and automate proposal creation.

Deltek's customer relationship management solutions help professional services firms cost-effectively win more business by:

Streamlining Sales and Marketing:

  • Consistently execute business development across the firm
  • Automate marketing campaigns and opportunity tracking
  • Target marketing to the best fit prospects

Enhancing Customer Relations:

  • Gain a 360 degree view of all customer interaction for better decision making
  • Analyze customer data and profitability to prioritize relationships and projects
  • Ensure timely communication and follow-up with prompts and alerts

Facilitating Services Estimates and Proposal Creation:

  • Easily calculate project costs to reflect target revenue and margins
  • Automatically generate customized proposals
  • Ensure proposals include the most recent and relevant information