Increase Pipeline and Improve Client Management on the Go with Deltek iAccess for Vision

Posted by Teresa Nelson on June 22, 2015


Business Development (BD) is not a desk job. BD professionals and project managers have critical opportunity data that impact resource planning, marketing allocation and much more. And, timing is everything. With stacks of business cards, scribbled notes and a head full of commentary, business developers need tools to help them capture key client and opportunity details quickly and easily so they can get back to doing what they do best – nurturing client relationships.

Deltek iAccess for Vision's Business Development workspace gives project managers, business developers and marketing professionals an intuitive and easy-to-use tool designed for mobile business development teams. BD teams can add, update and review opportunities, touch points and clients anywhere, anytime in iAccess with just an internet connection. With more timely, accurate and complete opportunity and client data, business developers can be sure to never miss a follow-up opportunity again. And, executives and project managers have a more reliable forecast and can prepare for project awards.


Win More with More Accurate Opportunities

Deltek iAccess Business Development workspace delivers the power of Vision CRM with a simpler, intuitive workspace with the information you need at your fingertips including:

  • A pipeline report right on the dashboard to keep your finger on the pulse
  • Easy-to-read opportunity details that are simple to update
  • Simple touchpoints to track client interactions and schedule follow up
  • Client details to get a high-level view of the health of a client
  • Quick and easy reporting to stay on top of client management