Professional services firms will greatly benefit from Deltek Vision, which is a cloud-based program or can be an on-premise deployment if desired. The CRM provides users a combination solution for resource management, project accounting, project management, time/expense management and business development. It’s an all-in-one solution that makes running a service firm a lot easier. The software offers tablet-friendly mobile apps for Android, iOS and Window devices.
Entire Project Life Cycle In One CRM View
Deltek Vision allows users to win more business, deliver projects on time and improve on the organization’s overall performance is it meets the needs of businesses. With this software, you’ll experience higher win rates, improved employee efficiency, streamlined project management and more.
Win More Business
With this software, your firm will be able to manage complete project lifecycles with full visibility into every aspect of the business. With an in-depth view, you’ll be able to make better decisions to increase your profits. With Delteck Vision, your company will be able to streamline operations, improve performance and more with its various tools and features.
Financial and project accounting lets you track profitability in real time and identify problems as they come up. Finance tools like accounts payable and receivable, overhead allocation, revenue recognition and more all help with financial awareness and reporting. And Deltek Vision provides the tools you need to make sure the right people are working on the right projects at the right time.
Interactive Business Intelligence
With Deltek Vision Performance Management, you can turn critical business data into knowledge. By moving beyond financial reporting your company will have a more comprehensive view of operational and strategic indicators. The program allows you to identify and analyze business trends in various markets, geographies and more to determine risks and opportunities. The drag-and-drop design tool lets you customize each of the dashboard to suit your needs.
Reports can be tailored to suit each user’s needs or they can use one of the 200 standard, out-of-the-box project reports included in the software. Plus, its flexible reporting framework makes it easy to preview, configure, create and share reports for all users on the team.