benefits of deltek vision for Business Development
A smarter way to win business
Without the right tools, business development teams will spend most of their time chasing information instead of new and repeat business. Deltek's client relationship management solution, Vision, helps address these challenges with a robust set of tools for tracking opportunities, next steps and managing client relationships.
Need a quick and easy way to create professional looking proposals without re-inventing the wheel every time? Deltek Vision has you covered with easy-to-use tools that keep track of information you use often and generate proposals with the push of a button. How about a place to store project descriptions, résumés and firm details? Vision provides a centralized location for all of your information, saving you critical time to develop a winning strategy.
While a polished proposal is key to winning business, creating and maintaining a great client relationship is just as important. Deltek Vision gives you a view of past projects, current opportunities, existing relationships and recent activities in a quick, easy-to-digest format. You'll even have a mobile app to access opportunities and client information — from anywhere at anytime. The more knowledge you have at your fingertips, the better prepared you'll be.
One Source of Truth
Deltek Vision serves as the single repository for your firm's marketing data, which can be used for client relationship management, contact management, opportunity management and proposal development. A single point of entry saves time, reduces frustration and increases data reliability.
- Complete CRM capabilities including contact, opportunity and activity management
- Single system to track the entire lifecycle of your clients
- Dashboards putting key information at your fingertips
- Targeted, configurable marketing/sales reports with drill down function
Win More Work
Deltek Vision helps you win more work by providing insight into past project performance for different clients and project types. It provides crucial project and marketing and business development metrics that let you measure your success and adjust the course quickly.
- Prepare accurate cost estimates
- Complete proposal automation
- Manage the next steps to win the business with activities and workflows
- Past project data for supporting cost estimates and evaluating your firm's project portfolio
Forge Better Relationships
Deltek Vision provides a framework for building a client relationship program that will increase client satisfaction, client retention and client referrals and reduce the cost of doing business. The following tools will help you manage clients for more repeat business:
- Track activity and notes for each client
- Alerts and reminders so you can nurture client relationships when it matters most
- Custom fields and tabs to track information unique to your firm
- Relationship tracking to see who has relationships with specific clients and contacts
Larson Design Group Video Case Study
The Key to Winning More
Learn how rapidly-expanding A&E firm Larson Design uses Vision to support growth and win more business.