CRM Lite for Deltek


" 1

Contacts don't only have to be for existing Clients & Projects. Store Lead data in a separate tab in the Contacts Hub

" 2

Add new fields to help assess Lead value
and track progress with relationship development

" 3

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.
" 4

Add a new tab in the Project Hub for Business Development analytics

" 5

Develop categories and criteria for supporting pursuit decisions

" 6

Set a minimum score level for pursuit

Improve win rates & profitability by documenting the go/no go decision for Opportunities
" 7

Add a new tab in the Firms Hub for client ranking

" 8

Improve account management & profitability with a formal evaluation of Client value & recognizing the firms most responsible for your success

The AMR Lite Toolkit

Open SQL Database
Master File Generator
Screen Design Tool
SQL Scripting
Automation Tools

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