Full Sail Partners Blog

Common CRM Adoption Challenges for Professional Services Firms

Posted by Ryan Felkel on Wed, Mar 04, 2020 @ 01:51 PM

Adopt CRM

For professional services firms to be successful, they need a client relationship management (CRM) system to help them focus their business development strategies to identify prospective projects and to nurture client relationships to ensure they win new projects. Furthermore, an effective CRM system requires firm employees to use the system and this is not just directed to the business development team. This requires the entire firm to be updating client records to ensure the most up-to-date information is available for business development. However, firms that have invested in a CRM system seem to have a common hurdle which is employee adoption. Here are a few things that can negatively impact user adoption at your firm.

The Lack of Defined Processes

Time and time again, firms roll out a new CRM system with the assumption that it’s just requires switching it on, and it’ll take care of itself. However, this is not the case. Firms need to first start off by identifying what goals they want to achieve so they can actually see results. Once they have their goals identified, a formal process needs to be outlined to ensure the CRM system is utilized in a way the benefits firm and aligns with current marketing and business development procedures. Here are some things to consider when defining a process:

  • What is a lead and when does a lead become an opportunity?
  • Who has the information at your firm that needs to be entered about a contact?
  • Who can update contacts and what can they update?
  • What role is responsible for cleaning up the CRM database?
  • What reports are required for different roles?

Misguided Goals

Goal setting for business development teams are far too often focused on dollar amounts and win rates. However, this thought process ignores setting goals that align with the firm’s strategy for achieving their targeted dollar amounts and win rates. For example, the sales cycle to win a project for many professional services firms can be months to years depending on the industry. Therefore, having a goal that helps the business development team keep up with touchpoints helps ensure client relationships are being properly managed. So when considering goals, it’s important to develop goals that align with your firm’s strategic client management process.

Picking the Wrong CRM Solution for Your Firm

There are several things to consider when selecting a CRM solution for your firm. Firstly, not all CRM systems are the same and have different capabilities to support different industries. For instance, having a CRM system that integrates with your firm’s accounting and project management platforms is essential for professional services firms. Especially if you want all your firm’s data in one central location and your desire is for people to utilize the CRM system. An example of this is a firm that uses Deltek Vantagepoint or Vision for their accounting and project management, the obvious CRM system selection is Deltek CRM.

Additionally, system integration is great, but having a CRM system that has a friendly user interface is important as well to increase user adoption. By selecting a system that is intuitive and well designed, implementing a CRM adoption directive will most likely succeed across your firm.

Increase CRM Adoption

Many firms struggle with getting employees to adopt a new system. However, this does not have to be the case. By setting goals and processes for different teams within your organization to encourage use, your employees will be able to see the value of the CRM system. Lastly, make sure to point out the fact that a CRM system will help your firm continue to grow and be successful in the future.   

Grow Revenue with a CRM

Topics: Technology Solutions, CRM, Professional Services

What is a CRM System and Why Your Firm Needs one?

Posted by Full Sail Partners on Wed, Dec 18, 2019 @ 12:50 PM

CRM Solutions

A CRM system, or Customer Relationship Management system, is a technology tool that allows you to track important details about your customers. Firms need to know which product or service the customer currently has and want the ability to monitor the customer’s buying journey and needs. A CRM system also helps support the firm’s overall goals and strategies within each department. Let’s take a better look at what a CRM system can do for your firm.

Create More Revenue with a CRM

Sales teams use a CRM to conduct research as well as find new leads for future opportunities. A CRM system offers an abundance of information that can increase productivity when it comes to generating new sales. The CRM system can be used to track client communications which enables sales representatives to build stronger relationships with their customers and create new streams of revenue that grow firm profits. Furthermore, a CRM system can provide interactive analytical tools that give the sales force an accurate insight into a customer’s interests and needs. Sales representatives can then have more productive conversations with their leads and continue to develop personal relationships.

Along with building stronger relationships, a CRM solution can help a firm figure out the most effective sales practices and use that information to better their sales team. Staying abreast of proven processes will keep your sales team up to date on the fastest and most effective way to move a lead to a sale. 

Work More Efficiently

Similar to sales, marketing can benefit tremendously from the use of a CRM system. First off, the relationship between the marketing team and sales team is crucial to ensure customer needs are being met. With everyone actively using a CRM system for customer information, sales and marketing results can be seen across the board. Communication between sales and marketing will improve since both teams will have access to the most relevant data.

A CRM system can also be used to track marketing campaign success. The marketing team can evaluate how effective different marketing campaigns were including the costs which can help determine the best use of marketing department funds. With this available data, the marketing team can additionally change certain parts of the campaigns and maybe personalize some better for certain customers.

Improve the Customer Experience

Making sure customers are satisfied with their experience with your firm is very important. The customer service team relies on being able to measure things such as customer retention, satisfaction, and what is and is not working. This data can be tracked using a CRM system. If a customer did not have a good experience, the cause of the problem can be determined, and customer service can figure out what needs to be done in the future to prevent that situation from happening again. This information can then be relayed back to the sales and marketing teams so they can fix the issue on their side.

Why a CRM System is Right for Your Firm!

To be successful in any business, working smarter and most efficiently is very important. A CRM system can provide your firm with the metrics and relevant data to see how well your firm is meeting customer needs. Additionally, a CRM system offers the most accurate and up to date information allowing all department teams to work together seamlessly and effectively. Are you ready to take advantage of a CRM system?

Grow Revenue with a CRM  

Topics: Client Relationships, Building Business, CRM

Ways to Track Marketing Success

Posted by Full Sail Partners on Wed, May 29, 2019 @ 01:00 PM

Digital Marketing

When you are determining what marketing techniques are going to be the best for your company, there are some important things to consider. It’s common for business owners to cast a wide net in their initial marketing plan, throwing everything they can against the wall to see what sticks. However, continuing to throw money at a marketing strategy that is not generating conversation will result in loss of revenue and time. Fortunately, there are ways that you can avoid this by tracking the success of your marketing techniques and being able to adjust the ones not yielding results.

Website Analytics

Let’s start with one of the easiest and most common methods of tracking marketing success: website analytics. Utilizing this method, you can see who is coming to your site and from what sources. This lets you know which marketing tactics are creating the most clicks and how those clicks could be converted into leads or sales. A lot of website analytic tools are easy to setup and simple to use.

Email Outreach

Email marketing is easy to track and measure. Most email marketing platforms offer a host of data that will help you gauge the efficiency of your email campaigns. Your task is to find those metrics that best suit your email marketing goals and to keep an eye on them. There are many different things that are important to look at when it comes to the success of email marketing. Deliverability, open rates, click-through rates, conversation and bounce rates. These all can give you a better idea of how your email marketing campaign is going.

Phone Tracking

Call tracking is one of the most effective ways to evaluate lead generation sources. By taking advantage of call tracking technology, you can see what marketing ventures are generating the highest number of phone calls. This gives you the opportunity to keep track of who is calling from where and gauge where your budget is best spent.

CRM Tracking

Customer Relationship Management (CRM) helps sales staff stay organized and track marketing campaign results. Using a CRM software, sales professionals create profiles for each prospect including name, company, phone number, lead source, and any other relevant information. CRM platforms not only lead the way in tracking initial marketing efforts but continue to serve in following the future of client dealings.

Save Time and Effort by Tracking Marketing Success

Tracking marketing success is quite effective when using the right techniques. You can learn what works and what doesn’t when marketing to contacts to create more business and ultimately generate more income for your firm. Using a tool like the Deltek CRM, you can easily.

Email marketing, battle for the inbox

Topics: Marketing, Technology Solutions, CRM

Benefits of Having Clean Company Data

Posted by Ryan Felkel on Wed, Sep 26, 2018 @ 03:41 PM

 

Clean Company DataYou’ve probably heard the saying, “bad data in – bad data out.” Well, bad data is outdated, incorrect, incomplete or duplicated information, and according to the Harvard Business Review, workers waste 50% of their time dealing with it. Now ask yourself, when was the last time someone at your firm took a deep dive into the data in your enterprise resource planning (ERP) system?  While the process of cleaning company data is time consuming, it is something all firms should do on regular basis. Businesses can achieve numerous benefits by fixing bad data. Here’s a look at some of the top benefits.

Improves Employee Productivity

Spending the day combing through a bunch of bad data is tedious work and a major time waster. Furthermore, the result of this extensive effort might be little to no actionable information. Also, with finding inaccurate information, employees may be led down the wrong path and not towards the goal. However, with clean company data, businesses can be sure employees are making the best use of their work hours and accomplishing goals.

Improves Marketing Efficiency

Building a pipeline of new revenue requires having accurate data about customers you want to target for your marketing efforts. Having the correct email address, mailing address and phone number is critical to ensure the highest rate of return for your marketing efforts. Regularly cleaning customer data ensures information is up-to-date and marketers can realize a higher return on investment and a larger pipeline of new opportunities.

Improves Decision-Making

Effective decision-making is critical to the success of a firm and requires having accurate data. Business intelligence (BI) is a hot topic in all industries right now. For your firm to be able to jump on the BI bandwagon, the data you are using to make decisions must be accurate. Having clean data can support better analytics and improve your firm’s decision-making process.

Prevents Fraud and Billing Mistakes

Having clean company data can also reduce fraud and billing mistakes. In many cases, vendors may send multiple invoices for the same service to encourage firms to pay them faster and more often. They are not trying to be malicious. Accurately tracking invoices to see which ones have been paid will reduce double paying vendors.

Get Your Firm’s Data Clean

The task of going through your firm’s data can be daunting, but the benefits of clean company data are worth it. To begin the cleaning process, you’ll want to define goals and assign ownership to the different steps required to obtain your goals. You can also automate several of these steps using the different software solutions, or you can seek help from a trusted outside company that is familiar with the ERP system your firm uses.

Blackbox Connector for Informer 5 and Deltek Vision 

Topics: Client Relationships, CRM, ERP

Do More with Deltek Vision Workflows

Posted by Ryan Felkel on Wed, Jul 18, 2018 @ 11:35 AM

Deltek Vision WorkflowsMany Deltek Vision users are unaware of the vast capabilities of workflows. From managing repetitive tasks to ensuring information is updated, workflows are extremely versatile and easy to setup. Let’s take a look at some Vision CRM workflows.

Workflow Examples for Deltek Vision CRM Users

Contacts - Track companies where your contacts have previously worked and automatically update a user defined grid when the Client field is changed on the contact record allowing information to stay up-to-date.

Marketing Campaigns – Automatically add predefined activities for Marketing Campaign follow-ups to ensure follow-through on your marketing efforts.

Opportunities – Make sure the business development team is following up on opportunities by creating Actions and Alerts that are prompted when an Opportunity is opened, a stage is changed and when the Opportunity is closed.

Warning Notifications - Give a gentle reminder to fill in a field value using a workflow to display a warning message. When a user changes the value of one field, a workflow can trigger a warning to indicate another field requires more information only when a specific value is chosen.

Error Notification - Use a workflow to display an error message instead of making all fields required. When a user changes the value of one field, a workflow can trigger an error message requiring an update to another field before being able to save when a specific value is chosen.

Contact Record Verification - Provide employees further insight on the validity of contact information by creating a workflow using custom fields. Employees simply check a checkbox, and through a workflow, the modified user and the date the checkbox was checked can populate reducing the number of fields the end user has to fill in.

Let Deltek Vision Workflows Work for You

These are just a few examples of things you can do with CRM workflows in Deltek Vision. Setting these workflows up is actually easier than you think and will save you and your firm lots of time. Checkout “Navigating Workflows: Standard and Advanced” and “Oh the Places You Can Go with Workflows, Alerts, and Stored Procedures” to learn more about workflows!

Deltek Vision Workflows  

Topics: Technology Solutions, CRM, Deltek Vision

Getting to Know Marketing Campaigns in Deltek Vision

Posted by Ryan Felkel on Wed, Jun 13, 2018 @ 03:37 PM

Digital MarketingIf you’re a marketing professional that uses Deltek Vision, you should definitely be taking advantage of the marketing campaigns Info Center available in Vision. First and foremost, any marketing effort from email blasts to clients to attending a conference can and should be tracked in a marketing campaign. Also, marketing campaigns in Vision provide visibility into the success of your marketing efforts and people within your firm can see prospects that were targeted for a specific campaign. Here are some ways you can use marketing campaigns to improve your firm’s marketing efforts.

Targeted Marketing Campaigns

Let’s say you have a segment of an industry you want to market your services to - how does Deltek Vision and the marketing campaigns help you? Using Vision’s advanced search functionality, you can drill down in your CRM system to identify prospects you want to reach with your campaign. Even more, you can associate them to a marketing campaign in Vision to allow you to track these prospects and easily create lists.

Want to create an email blast to send to your identified prospects to promote your services? If you use marketing campaigns in Vision and a third-party email marketing platform like Constant Contact or MailChimp, there’s an integration to make this happen. You create the email in the automated marketing platform you use and then quickly associate the targets in your Vision marketing campaign to the email you created. The need to export and import contacts is eliminated.

Furthermore, in the Vision marketing campaign, you can see your email stats such as clicks, bounces and unsubscribes. All of this data allows you to evaluate the success of your effort. If it sounds too good to be true, learn more here.

Industry Conferences

At industry conferences, you’re likely to attend educational seminars and social events in the expo hall. You’ll have many opportunities to network with existing clients and prospects, as well as find new leads. So, what do you do with all those notes and new business cards? If you created a marketing campaign prior to the conference, you can simply add these people with notes to the marketing campaign in your spare time at the conference.

Additionally, if you attend the same conferences every year, marketing campaigns can track who was there in prior years. The campaign notes also show which people are consistently spoken to at each event. This allows you to preplan who you want to target and what you want to talk to them about next time.

Wait, there’s more! If you are an event sponsor, you may also be able to get a list of who is registered for the conference. These people can be added to the marketing campaign prior to the event which makes adding notes on the targets easier since they are already associated to the campaign you created. You can also choose your targets knowing with near certainty that they are attending the conference.  

Event Hosting

Does your firm host webinars or client events? If the answer is yes, you probably target a specific segment of your clients and prospects to market your events. Like the targeted campaigns mentioned above, you can quickly segment your contacts to identify who you want to invite to your event. When using a marketing campaign in Deltek Vision to assist you, you can easily add these contacts to your campaign and track who attended. This information will help your firm evaluate the success of the events you do.

More Benefits to Using Deltek Vision Marketing Campaigns

By using Deltek Vision marketing campaigns, you’ve seen that you can easily track touchpoints with leads, prospects and clients to gain visibility into the entire lifecycle of developing business. Furthermore, you can learn what works and what doesn’t work when marketing to contacts to create more business. However, once you create a marketing campaign, you can also create a project in Vision for that marketing campaign. You can bill your time and expenses associated with it to better improve your ability to track the ROI of your marketing efforts. So, what are you waiting for? Start using marketing campaigns in Vision today to show the success of your marketing efforts.

New Call-to-action 

Topics: Marketing, CRM, Deltek Vision

New Year’s Resolutions for Business Development and Marketing Professionals

Posted by Lindsay Diven on Wed, Dec 13, 2017 @ 09:00 AM

New Year's Resolutions After the ball drops every New Year’s Eve, the song “Auld Lang Syne” triggers everyone to begin a personal reflection of the past. Similarly, at the end of a year and on a professional level, business development and marketing professionals should look back at the previous year and evaluate the results of their efforts. How they use this information will help them strategize for the following year and improve upon performance. Here are some New Year’s resolutions that business development and marketing professionals should make to get the most out of next year.

New Year’s Resolutions for Business Development 

Improving client relationships is essential to generating more sales and revenue. Here are five ways to help nurture better client relationships.   

  1. Streamline your client engagement/touchpoint activities. Distill your activities to the essentials to shorten sales cycles while providing high-value interactions with clients and prospects.
  2. Get to know your clients better. Ask the right questions and actively listen to the client’s answers.
  3. Coordinate and collaborate with the marketing team on a regular basis.
  4. Embrace new technology. Communicate with prospects and clients and record information gained. Share this information with internal teams.
  5. Stop checking in. Instead, use your database to connect with prospects using meaningful conversations or useful content. 

New Year’s Resolutions for Marketers 

While marketing requires evaluating the performance of efforts throughout the year, using this data to become more effective for the next year is a difficult task. Here are five ways marketers can increase the impact of marketing plans for the new year. 

  1. Examine last year’s marketing campaigns and see which ones met your goals. Determine how you will use this information for next year’s planning.
  2. Take a hard look at your process for collecting and maintaining your information/data. Make it a goal to get all your data centralized into one place.
  3. Coordinate and collaborate with the business development/sales teams on a regular basis.
  4. Create high-quality, value-based content that your clients and prospects need.
  5. Understand the client experience journey from prospect to project delivery. How can you, as a marketer, improve your client experience to differentiate your firm? 

Increase Business and Revenue in 2018! 

With the New Year comes the potential to increase sales goals and revenue. This is the best time to make changes and adjustments to business development and marketing strategies. Follow these New Year’s resolutions to be more productive in your marketing and business development efforts for 2018.    

Streamline Proposals with Deltek Vision

Topics: Building Business, Marketing, CRM

A Walkthrough of the Stages of the Client Engagement Lifecycle

Posted by Ryan Felkel on Thu, Jul 06, 2017 @ 11:00 AM

Client Engagement LifecycleHere you are, sitting at your computer, reviewing a list of leads and opportunities stored within your client relationship management (CRM) system. As you scroll through the list, you might begin to wonder how these became leads and opportunities. This is an important thing to know. When thinking about the client engagement lifecycle, it’s easiest to mentally picture a series of funnels. New prospects fall into the funnel and trickle down into opportunities.

Here’s a look at how this happens:

Attract

The client engagement lifecycle begins when you bring in new prospects. You can think of this as the top of the funnel. During this stage, it’s important to identify your target markets and personas such as project managers, accountants, and executives that will be interested in your services and/or products. Content can then be created that resonates with these key people to attract them into the funnel.

The content can be varied. It could range from written blogs to videos, webinars and podcasts. Just make sure the content is relevant to your target markets and personas and helps them solve common obstacles within their industry.

Nurture

Now that the funnel is open, it’s important to maintain prospect interest so they stay in the funnel. Knowing what content has sparked and sustained this interest is important so you can produce new content to continue to drive awareness. Additionally, the original content that brought them into the funnel should leave them with unanswered questions.

During this stage, familiarity with the content which first attracted the prospects will help you determine questions they might now have. Your new content should be more specific to answer these questions with fact-based information that also communicates your expertise. Email campaigns provide a great avenue to share this fresh content.

Convert

Awesome, your funnel still has prospects. Now it’s time to get them to make a conscious decision to move further. This is not to say they were not interested in your products or services before, but rather the content that you have been sharing has made them recognize you are a trusted authority and a subject matter expert.

This stage is when specific conversations need to begin, and you should convert these prospects into advocates. As a result, these advocates can arrange for meetings with other decision-makers. You can then start to create clients from prospects. 

Grow

Congratulations, you now have new clients in your funnel. This is the stage where you will foster the ability to provide additional products and services to your clients.

The tricky thing here is creating content that will be important to your clients in the future. For some businesses, this is a few months down the road, and for others, a year or more. A great tool to use is a monthly or quarterly newsletter for sharing your newly created content to create new opportunities.

Sustaining the Client Engagement Lifecycle

Remember that the client engagement lifecycle is a never-ending loop. The funnel should never close, but rather redirect to other products and services you can provide. If your clients are happy with your products and services, they are more likely to make future purchases.

Email marketing, battle for the inbox

Topics: Building Business, Marketing, CRM

Why C-Level Financial Types Are More Interested in CRM than Ever

Posted by Michael Kessler, PMP on Wed, May 03, 2017 @ 11:00 AM

CRM for Financial LeadersThere has been an uptick in interest recently from C-Level financial leaders to become more involved with the CRM functions within Vision. You may ask yourself why this new trend is occurring since the CRM module of Vision is for marketing and business development functions. The reason must surely be based on an informational need so that actionable decisions can be made.

CRM Information for Financial Leaders 

CRM databases are full of information to help the marketing and business development team drive new business. So, what information can provide financial leaders the insight they need to make better decisions?  

  1. The Life Cycle of Projects – More often than not, a project is born during the opportunity stage. More specifically, the opportunity can trigger a promotional project and/or a resource plan. As a result, there are financial considerations that must be taken into account: 
  • The numbering of both the promo project and the plan
  • Determining when the pursuit trigger will need to include resources in the staffing heat map
  • Figuring out the rate tables and a multiplier that are going to be used in the plan 
  1. Pipeline and Backlog – A conversation that often occurs between a CFO and director of business development is about the movement of future revenue from the pipeline to soft backlog to hard backlog. This can result in some level of double counting and is especially prevalent in task ordering agreements or infinite deliver/infinite quantity (IDIQ’s). C-Level financial people need to be involved in the definition stage of how future revenue is separated and quantified.
  2. Cost of Winning and Losing Work – Opportunities afford us the ability to track hit rates. These are metrics showing win/loss ratios and can be filtered by unique attributes that are meaningful to your organization. One suggested attribute to track separately is sole source versus competitive wins. From this metric, financial managers can begin to quantify and measure the effort that goes into these wins and losses. However, this requires creating a promo project once the decision is made to bid on an opportunity.
  3. Utilization – Having the fluidity to evaluate time spent on a proposal is a value add. Moreover, C-Level financial types are also aware of utilization. By moving time from a promo project to a regular type project, the time moves from non-productive to productive. When we use Vision functionality to isolate proposal time on utilization reports, it provides insight into why employees are not being productive. 

Sharing Information Firm Wide

It’s always best practice to share important firm data with key individuals from all teams, but those people should also be able to find the information on their own. Like this new trend for financial leaders to learn more about using the CRM module in Vision, marketing and business development people also need to know how to access information from the financial side of Vision. Most importantly, everyone should be involved in the implementation of all Vision modules to ensure the initial setup, data structure and reports are valuable to the firm.

Deltek Vision CRM Top 10 Features

Topics: CRM, Deltek Vision, Professional Services

Bid / No Bid – When to Decide During the Proposal Process

Posted by Full Sail Partners on Wed, Feb 15, 2017 @ 03:33 PM

Deltek Kona, Deltek Vision, Win ProjectsIn today’s day and age of fast changing technology, firms must stay abreast of all available solutions to better compete with competition, and win work. Since the ‘great recession’ of 2009, competition on winning work has increased exponentially. Successful firms have combated this increased competition by staying current with technology, and using well thought out techniques to win projects. Included below are five tips that will help your firm better impress clients, and ultimately win more work.

  1. Collaboratively share information with your project team. When responding to a client request / RFP, sharing data can become a cumbersome task in itself when working with remote teaming partners or staff. Often, the ability to seamlessly coordinate tasks/assignments, or share large files amongst your team can be the difference in winning or losing the work. To avoid these types of hiccups, leverage collaborative sharing tools such as Deltek Kona to keep your project team on the same page. Deltek Kona allows users to share files, and schedule important dates, seamlessly as though the users were all working in the same centralized office. You will be amazed at how Kona will empower your project team!
     
  2. Hasten your proposals process through the use of templates. Unfortunately, many times firms will find out a about a project that they are a perfect fit for days before the due date. These time restrictions can ensnare the proposal process and make it difficult to respond sufficiently. Empower your marketing/business development department by creating templates that will allow you to export your information from Deltek Vision CRM to Microsoft Word or InDesign. This will allow you to streamline the proposal process, and concentrate on the areas of the proposal that require custom attention.
     
  3. Avoid boring old PowerPoint presentation. Many firms make it to the short-list process only to utterly disappoint the client through the use of a boring, stale PowerPoint presentation. If you are unable to separate yourself from your competition, you are not doing your best to win projects. PowerPoint has been around since the late 1990’s, and sadly a large majority of presentations look like they came out of that same era. By using presentation software such as Prezi or PreZentit, your firm can immediately stand apart from your competition. With that said, don’t forget the importance of impressing the client by being personable and demonstrating your understanding the project. Overly relying on the use of presentation software is one of the quickest ways to lose a client’s attention.
     
  4. Use a CRM solution to track relationships. We have all heard the saying, “It’s not what you know, but who you know!” This begs the question; does your firm know who it knows? If you are not tracking your relationships through CRM software such as Deltek Vision, then you are simply throwing darts at a board, blindfolded. A CRM solution will allow you to track who you know, recent conversations, and other important relationship data such as birthdays or anniversaries. This type of knowledge insight is important for creating meaningful relationships between your company, and your clients.
     
  5. Optimize information for smart devices. If you own a smart device, and you have not optimized your marketing contact the device, you are not working smart! You never know when, or where, you might bump in to a perspective client. If you are unable to demonstrate your firms expertise at the drop of a hat, expect to lose out on a lot of potential work. Your firms website should be optimized for smart devices (iPhones, Androids, Tablets, Everything!) allowing you to be ready to show off how great your firm is, at a moment’s notice! In addition to optimizing your website for these smart devices, take the initiative to pre-load content on to your smart phone, in case you are unable to get internet service! By doing this, you will not only impress the client with all of your great works, but you will also demonstrate your ability to think ahead and be ready for the unexpected.

    If your firm is utilizing Deltek Vision CRM, make sure to check out Vision Unleashed. Vision Unleashed will allow you to access your full Vision system on teh go, from a mobile device. It also allows MAC users to access Vision without the need for running parallels or bootcamp. This allows MAC users to utilize their workstation to it maximum potential without dedicating resources to addition process just to access Vision!

I hope you learned something from this blog. Some of these technologies or techniques might seem obvious, but unfortunately many times it’s the obvious omissions that cause us to lose out on winning new work. If you use any of the concepts highlighted in this blog, make sure to comment below and let us know. We love to hear success stories!

Once you win your next project, make sure to review these project management concepts.

Topics: Collaboration Software Tool, Tips, Technology Solutions, CRM, Kona, Deltek Vision, Mobile, Professional Services