This solution integrates Deltek Vision CRM 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 CRM system.
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
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