Deltek CRM for PS
By Deltek
Deltek Client Relationship Management (CRM) prospects have entry to the consumer and alternative information they need from their mobile system. With the Deltek for Professional Services ninety nine cellular app, your groups will have instant entry to opportunities, agency details, contact data and actions from anyplace at any time. Help keep all of your group members informed and flip more opportunities into wins with entry to key business growth intel on the go.
Features:
Add, replace and view shopper and contact details
Create and manage opportunities
• Manage actions and associate them with shoppers, contacts and actions
Track data distinctive to your enterprise in custom fields
One-contact faucet to make a call, send an email or view an handle on a map
• Maintain all CRM security access and controls via the cell app
Easy and safe access to the app utilizing a 4-digit pin
To use the app:
• A Deltek CRM consumer license is required.
• Contact your firm’s IT resource to obtain the agency-specific Deltek CRM cellular URL needed throughout set up
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