A More Intuitive Way to Manage Business Development
This solution integrates Deltek Vision with Microsoft Outlook. Vision Connect enables business development and marketing professionals to perform important and common Vision tasks directly in Microsoft Outlook – saving time and increasing user adoption of your Vision CRM system.
Enables entry, maintenance and review of key Vision CRM records in Outlook
Supports full Outlook drag-anddrop, grouping and search capabilities
Maintains all Deltek Vision security controls
Works in both online and offline modes
Managing your business development and customer relationships with marketing and CRM is great when effectively used, but getting firm-wide adoption can be a challenge. That’s why Deltek has created Vision Connect for Microsoft Outlook, a solution that integrates Deltek Vision with Microsoft Outlook. Vision Connect for Outlook enables business development and marketing professionals to perform important and common Vision tasks directly in Microsoft Outlook – saving time and
increasing user adoption of your CRM system. Business Development professionals use Vision Connect for Outlook to manage their business appointments, emails and contacts, as well as manage their clients, activities and opportunities – all from Outlook. By enabling personnel to manage Deltek Vision records directly in Microsoft Outlook, you’ll increase user adoption. Just as easily as people send emails with the click of a mouse, activities are tracked so information can be shared – expanding the value of your Knowledge Repository.
Features and Benefits include:
- Manage Deltek Clients, Contacts, Vendors, Opportunities and Activities directly in Outlook, saving time and making updates easier
- Manage appointments and tasks related to Deltek Vision records and link them to other Deltek records directly in Outlook, making it easy to maintain a history of activities with Clients
- Manage emails and link them to Deltek records directly in Outlook, making it easy to maintain a history of communications with Clients
- Utilize bi-directional, incremental synchronization to ensure information in Deltek Vision stays up-to-date, which allows you to perform work even when disconnected
- Organize all your data in one unified workspace inside of Microsoft Outlook — it's easy-to-use and there's no longer a need to juggle multiple programs
- Get Connect for Microsoft Outlook deployed and rolled out quickly with the Compare and Merge Duplicates tool intended to automate and streamline the on-boarding process
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