Deltek Vision

Deltek Vision is a leading project-based solution for professional services firms to manage their clients, projects and finances. More than 4,000 customers around the globe use Vision to win more business, manage more profitable projects and have greater insight into their financial health. This blog provides key product updates, tips and tricks and insight from Deltek’s product experts so you can Do More with Vision. We’ll also cover common challenges for professional services firms and how Deltek can help. Come join the conversation.

14 Results for Category Vision CRM
Vision 7.5 Header

Vision 7.5: Are You Nurturing Your Client Relationships?

Understand the health of your client relationships with the new client employee assignment and activity status report in Vision 7.5.

Read More
Vision 7.5 Header

Join Deltek at SMPS Build Business in LA!

Deltek is coming to SMPS Build Business in Los Angeles! Join us for a CRM user group or learn how CRM can help you win more. Read on to get details and to register.

Read More

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

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 gives project managers, business developers and marketing professionals an intuitive and easy-to-use tool designed for mobile business development teams. With more timely, accurate and complete opportunity and client data, business developers can be sure to never miss a follow-up opportunity again.

Read More
Project Team

To go or not to go...that is the question: Secrets of Successful Business Development

The hardest things for a business development professional to do is to walk away from an opportunity. But, what if I had a way to to score the opportunity and it could help me decide if this is worth the effort or if I should walk away?

Read More

Stop Wasting Your Marketing Efforts: Secrets of Successful Business Development

Most of us have heard the phrase attributed to John Wanamaker, considered the father of both the modern department store and modern advertising, that goes: “I know that half of my advertising dollars are wasted … I just don’t know which half.” The same can be said for our marketing efforts and resources. So, how can you determine your biggest bang for your buck? Read on to learn more.

Read More

Don't Try to Be All Things to All People: Secrets of Successful Business Development

If you focus on everything, you focus on nothing. In our surveys like Clarity, we find over and over again, that those firms that know where their best and most profitable work comes from and focus on it become leaders in those project disciplines, win more work and command higher rates because of their expertise. Check out this post to learn more about the first of seven secrets of successful business development.

Read More

7 Tips to get the Most from Deltek Insight

Attending a large conference like Deltek Insight can be a little overwhelming, especially for a first-timer. But, it doesn’t have to be. With a little planning, this year can be your best Insight yet. For several years, I have attended Deltek Insight as a customer and am often asked what I recommend to first-time attendees or Insight veterans. Here are my top 7 tips to walk away from Insight with valuable knowledge that can directly impact your business.

Read More

Do More, Manage More and Track More with Vision 7.3

The next robust versions of Deltek Vision, Vision Navigator and Touch Time & Expense are now available for all customers with great new features and enhancements that continue to improve your experience.

Read More

Have you heard about a cool tool – Adobe InDesign Integration?

Did you know Vision can integrate directly with Adobe InDesign to produce high quality proposals and qualifications submittals without having to go through Microsoft Word first?  Since the release of Vision 7.1, Vision users have been able to create their own InDesign Resumes or Project Profiles using information directly from Vision.

Read More