New solution empowers business development professionals to manage their opportunities, appointments, emails and contacts within Microsoft Outlook and automatically update Deltek Vision to ensure one system of record for sales and marketing activities
NATIONAL HARBOR, Md.--Deltek, Inc. (Nasdaq:PROJ), the leading provider of enterprise applications software and solutions for project-focused businesses, today announced Deltek Vision Connect for Microsoft Outlook. The new solution, shown exclusively at Deltek’s Insight 2010 user conference, will integrate Deltek Vision with Microsoft Outlook, enabling business development professionals, marketing professionals, and executives to perform key Vision CRM tasks directly in Outlook. The new solution then automatically synchronizes the work done in Outlook with Deltek Vision, ensuring all sales and marketing activities are recorded in one CRM system of record.
“To win business in these dynamic times, leading professional services firms are embracing technology to streamline and improve their sales and marketing processes”
In many organizations, business development professionals use two systems to manage marketing and sales activities with prospects and customers – Microsoft Outlook and their internal customer relationship management (CRM) system. Juggling two systems can lead to data inaccuracies and inefficient work processes. With Vision Connect for Microsoft Outlook, business development professionals will be able to manage their business appointments, emails and contacts, as well as manage clients, activities and opportunities – all from Microsoft Outlook. By enabling personnel to manage the Deltek Vision records directly in Outlook, user adoption of Deltek Vision CRM can expand significantly within organizations that use both solutions.
Vision Connect for Microsoft Outlook, leveraging technology from InvisibleCRM, offers numerous innovative capabilities that will streamline important business development processes, including:
Vision Connect also offers bi-directional synchronization that ensures information between Vision and Microsoft Outlook stays consistent and up-to-date. While offline, Vision Connect users can perform all the necessary work they need to do with Vision data in Outlook, and Vision Connect for Microsoft Outlook then synchronizes this data to Deltek Vision as soon as they re-connect. These important synchronization capabilities empower professionals to do work from any place at any time – greatly increasing productivity.
“To win business in these dynamic times, leading professional services firms are embracing technology to streamline and improve their sales and marketing processes,” said Ted Kempf, Vice President of Product Marketing for Deltek Vision. “With Vision Connect for Microsoft Outlook, we are providing an innovative solution that increases the efficiency and effectiveness of business development processes and helps increase user adoption of critical CRM systems.”
Vision Connect for Microsoft Outlook is scheduled to be released in June 2010.
Deltek® (Nasdaq: PROJ) is the leading provider of enterprise applications software and solutions designed specifically for project-focused businesses. For more than two decades, our software applications have enabled organizations to automate mission-critical business processes around the engagement, execution and delivery of projects. More than 12,000 customers worldwide rely on Deltek to measure business results, optimize performance, streamline operations and win new business. Visit www.deltek.com.
InvisibleCRM is a technology provider of tools engineered to increase user adoption and ROI of enterprise applications by seamlessly integrating them into the way businesspeople work every day. These tools enable users to work with their customer and corporate information, without leaving their favorite applications – Microsoft Outlook and Windows. InvisibleCRM was named Cool Vendor by Gartner and was an “Under the Radar” winner in 2007.
|< Prev||Next >|