CRM Lite for Deltek
Features
Contacts don't only have to be for existing Clients & Projects. Store Lead data in a separate tab in the Contacts Hub
Add new fields to help assess Lead value
and track progress with relationship development
Use Opportunity data fields to create a
pipeline of possible new work
Look beyond the projects currently underway, become better financial and resource planners, and start building a future business pipeline.
Add a new tab in the Project Hub for Business Development analytics
Develop categories and criteria for supporting pursuit decisions
Set a minimum score level for pursuit
Improve win rates & profitability by documenting the go/no go decision for Opportunities
Add a new tab in the Firms Hub for client ranking
Improve account management & profitability with a formal evaluation of Client value & recognizing the firms most responsible for your success
