Deltek Vision's custom proposal module and government forms modules shaves hours off of proposal preparation. Because Deltek Vision is the "source of truth" for our employee history and project history we are able to easily and quickly pull information from Vision onto proposal templates in minutes. Pulling information from a centralized repository gives our users confidence in the data, employee updates/feedback are made one time (in Vision) rather than every time a new proposal document is put in front of the employee, and gives our marketing professionals the extra time needed to craft the proposal to meet the RFP and client requested information. We use Deltek Vision to support our Strategic Plan goal for company growing and win more work!
We have the CRM and Proposal modules only so we have had to develop system integration with our non-Deltek financial management system. Deltek Vision helps us market smarter - giving all our staff the information they need to sell our professional services. Have we worked for a specific client before? Yes, on what jobs? Who were the team members on that job? Are there additional team members who have a relationship with the client? What opportunities have we proposed on for this client? Did we win or lose the proposal submission? What is the stored activities for clients, contacts or opportunities? Project histories (from a marketing perspective, not project resource management) and managing our employee data -- who is licensed where, degrees, years of experience, what jobs did an employee work on, how many hours charged, what was their role ... the types of information we need to know to market our company smarter and ultimately WIN MORE WORK!