Deltek CRM and Proposals
Deltek CRM and Proposals is a client relationship management solution addressing the unique requirements of professional services firms. No matter how you refer to your offerings - project, contract or services - they all encompass people and delivering services of some type to your clients. Deltek CRM and Proposals, designed specifically for professional services firms, is the one client relationship management solution that empowers your firm to acquire new business, optimize interactions with contacts, and manage client relationships
English
Supported Technologies
Windows 95/98/ME,
Windows XP/2000/NT
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Pricing
Users (# of seats)
info@deltek.com
703-734-8606
Additional Product Information
Deltek CRM and Deltek Proposals is a client relationship management solution addressing the unique requirements of professional services firms. No matter how you refer to your offerings - project, contract or services - they all encompass people and delivering services of some type to your clients. Deltek CRM and Proposals, designed specifically for professional services firms, is the one client relationship management solution that empowers your firm to acquire new business, optimize interactions with contacts, and manage client relationships.
Professional services firms are unique in the way they sell and what they sell; knowledge, services and experience. All the information surrounding the client is important in acquiring new opportunities and projects. This includes successful client interactions, tracking contact information, tracking employees' skills and project experience, and responding to proposals. Deltek CRM and Deltek Proposals client relationship management solution helps you enhance current client relationships and build new ones. It empowers you to market to clients, track activities relating to clients, opportunities and projects, manage your calendar, track client and project leads, produce proposals, and analyze business trends as well as your firm's success in managing clients and winning new opportunities.
Deltek CRM and Deltek Proposals is based on RFP GenTrak 2000, which is used by over 800 clients in the professional services industry. It provides the tools that sales, marketing and business development need to produce award-winning proposals, close more business and increase client satisfaction.
Product Highlights:
The centralized database of client, contact, opportunity, employee, project and proposal information provides you the information to operate at a strategic level with contacts and clients.
Flexible system that is easily customized to match your business requirements.
Employee skills, expertise and project experience for past and future projects are instantly available for proposal development. Easily build employee resumes based on skills and past experience, or project profiles based on the requirements of the current client you are targeting.
Extensive reporting capabilities with over 80 online reports and integration with Crystal Reports.
Client, contact, consultant information and activities provide you the important information such as who knows who and what services have been pursued with a client.
Deltek Proposals was designed specifically for professional services firms.
Manage your schedule and tasks by tracking all activities surrounding clients, contacts and opportunities.
Bi-directional integration with Microsoft Outlook means you can always be up to date on clients, contacts, calendar events and tasks surrounding important clients or opportunities. You can even synchronize the information to your palm pilot or Windows CE/Pocket PC device.
One integrated system for tracking projects and clients through the entire lead and delivery lifecycle.