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In-Depth Review
Deltek Vision® CRM
Deltek, Inc.
13880 Dulles Corner Lane
Herndon, VA 20171
Telephone: 703-734-8606
Email:
contactus@deltek.com
Web:
http://www.deltek.com/
We are a leading provider of enterprise applications software and related
services designed specifically for project-focused organizations.
Project-focused organizations generate revenue from defined, discrete,
customer-specific engagements or activities, rather than from mass-producing
or distributing products. These organizations typically require specialized
software to help them automate complex business processes around the
engagement, execution and delivery of projects. Our software enables them to
greatly enhance the visibility they have over all aspects of their
operations by providing them increased control over their critical business
processes, accurate project-specific financial information and real-time
performance measurements. With our software applications, project-focused
organizations can better measure business results, optimize performance and
streamline operations, thereby enabling them to win new business. As of May
1, 2007, we had over 12,000 customers worldwide that spanned numerous
industries and ranged in size from small organizations to large enterprises.
We serve customers primarily in the following markets: architecture and
engineering (A/E), government contracting, aerospace and defense,
information technology services, consulting, discrete project manufacturing,
grant-based not-for-profit organizations and government agencies. Since our
founding in 1983, we have established a leading position within the
applications software market designed specifically for project-focused
organizations and created strong brand recognition and market share within
our target markets. In the A/E market, as of December 2006, our products
were deployed by over 80% of the top 500 A/E firms in the United States. In
addition, as of May 2006, 67% of the top 100 federal information technology
contractors were our customers, including nine of the top ten companies. For
the year ended December 31, 2006, our total revenue increased 49% to $228.3
million, and our net income increased 75% to $15.3 million, in each case
from the prior year.
Product: Deltek Vision® CRM
Current Version:
Category: SaaS Mid Market CRM Solution
Sub-Category: Vertical Solution -
Project-focused organizations
Client Platform: Microsoft Internet Explorer
Server Platform: Microsoft Server 2003
Database Platform: Microsoft SQL Server
Deltek Vision’s customer relationship management (CRM) is designed
specifically for project-based businesses. The centralized, webbased system
makes it possible for everyone in your organization—from sales and marketing
to accounting and finance to management and administration—to work together
to meet your clients’ needs. This gives your firm a tangible, sizeable
advantage over your competition by putting your clients at the center of
your business world. And, by automating your organization, you also gain a
competitive edge, win more business and increase customer satisfaction with:
- Client and Contact Management—track key information
throughout the enterprise
- Opportunity Management—track leads and pipeline
management
- Marketing Automation—develop targeted campaigns
from one system
- Schedule and Activity Management— automatically
track and synchronize your interactions
Controlling and Coordinating all Facets of CRM
Client and Contact Management — Deltek Vision CRM
organizes all of your client information—including day-to-day
interactions—in one centralized database. This instant access to client and
contact information lets you leverage and nurture professional relationships
to win more business. Marketers,
sales personnel, project managers, executives and administrative personnel
can share all types of client information, including:
- Future and past activities that relate to clients andcontacts,
including meetings, phone calls, tasks and e-mails
- Future opportunities and past projects relating to your clients
- Relationships that your employees have with clients and contacts
- Relationships among your clients and contacts
- External files, such as contracts and correspondence, that relate to
your clients and contacts
Opportunity Management — Deltek Vision CRM opportunity
and pipeline tracking capabilities allow sales and business development
professionals to manage all aspects of the opportunity process, including:
- Lead/opportunity tracking
- Fee and backlog forecasting
- Proposal tracking
- Opportunity team management
- Scope and fee proposal development
- Opportunity-related files
Deltek’s flexible reporting capabilities include a catalog of opportunity
reports that marketers and managers can use for lead tracking and meaningful
analysis of anticipated fees, trends, success rates and more.
Marketing Automation — With Deltek Vision CRM marketing
functionality, you can create effective marketing campaigns targeted to key
prospects, clients and opportunities. From mailing campaigns to e-mail
blasts, Deltek Vision CRM provides the tools you need to tailor your message
and your mailing list, through user-defined lists and queries that can be
saved for future campaigns. Deltek’s sophisticated mail-merge functionality
allows you to create correspondence customized for each recipient. Deltek
Vision CRM also logs all activity for each campaign, providing a historical
record of all materials, emails and correspondence sent to a specific
contact.
Schedule and Activity Management — Deltek Vision CRM
offers powerful and intuitive activity management and calendaring
functionality. Professionals from across your organization can schedule
activities and view calendar events in daily, weekly and monthly formats.
Individuals can schedule
activities through Deltek’s calendar views or through Microsoft Outlook,
Lotus Notes and compatible Palm™ and Pocket PC devices. Activities can be
associated with clients, contacts, opportunities, employees, projects and
project resource plans, ensuring you capture and share any activity related
to work your firm is pursuing or managing.
For pricing details, please contact the company directly.
We have yet to review this product.
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