5 Reasons to Take Advantage of Deltek WorkBook’s CRM Capabilities

June 28, 2023
Regan Riddoch
Director of Product Marketing
Businesswoman on a laptop and pad

The beauty of a fully integrated agency management system like Deltek WorkBook is that the visibility you get from automatically sharing data from end-to-end provides real-time, actionable insights that help you make better decisions for your agency’s future. By integrating your CRM (Customer Relationship Management) activities with your project, people and financial operations, you simply increase that visibility to include valuable information before a project ever starts.

Here are five reasons you’ll want to leverage WorkBook's CRM features:

  1. Improve client and prospect satisfaction: WorkBook’s CRM module allows you to store detailed client profiles, including contact details, communication history, key stakeholders, and important notes. This ensures that your Account team has a comprehensive view of client interactions which enables better management of the relationship and could improve client satisfaction.


    Manage important details on every Opportunity including status, stage and expected net revenue.
  2. Never let an opportunity pass you by: With WorkBook's CRM module, you can track and manage Opportunities and new business leads. You can create and update Opportunities, track the progress of each one, assign tasks and activities, and set reminders for follow-ups. This helps your Account team stay organized and proactive in pursuing new business.
  3. Create a healthy pipeline: WorkBook's CRM provides a visual representation of your entire pipeline, allowing you to track the status of each Opportunity and forecast revenue. You can identify potential bottlenecks, prioritize high-value Opportunities, and allocate resources accordingly. The pipeline forecast enables better project planning and resource allocation, leading to improved performance and delivery of the creative product.

    Pipeline Forecast

    Understand if and when you need to bring in more work with visibility into your 12-month pipeline forecast.
  4. Avoid over-servicing: WorkBook's CRM module integrates with the Project Management and Resourcing module, allowing you to seamlessly generate Price Quotes/Estimates based on client requirements and historical data. You can create a more accurate estimate, track its status, and convert it into a project once approved. This streamlines the project hand-off process, ensures accurate estimation and billing, and mitigates the risk of over-servicing.
  5. Make better decisions: WorkBook's CRM functionality provides reporting and analytics capabilities that allow you to gain insights into your Opportunities and client relationships as mentioned above. You can generate Business Development team performance reports, client acquisition, revenue forecasts, and more. This helps in identifying trends, measuring key performance indicators, and making data-driven decisions to improve pipeline health and drive agency growth.

Pipeline Dashboard

Make better decisions about your new business strategy with visual dashboards.

By leveraging Deltek WorkBook's CRM capabilities, your agency can improve client relationship management, create more accurate estimates and gain valuable insights to build a healthy pipeline for business growth.


See the Deltek WorkBook CRM Module in Action

Benefits of Utilizing a CRM Module

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