Using Vision for Go/No Go Process

A forum for Deltek Vision CRM & Proposals.
bevarts
Posts: 13
Joined: Fri Oct 03, 2008 3:19 pm
Brief Company Description: Environmental consultants
Deltek Vision Version: 5.1
Number of Employees: 230
Company Position: Marketing
Vision Modules: CRM, Projects, Custom Proposals, SF330, Timesheet
Number of Offices: 18
Year Vision Installed: 2002
Vision User Group: Boston, MA

Using Vision for Go/No Go Process

Postby bevarts » Mon Oct 15, 2012 8:29 am

Hi - We are looking to use Vision CRM to capture our go/no go decision making process. Has anyone used the tool in this capacity? Any ideas? Thx, Beth...

User avatar
Gerald Cox
Site Admin
Posts: 549
Joined: Fri May 23, 2008 10:45 am
Company: Hurt & Proffitt, Inc.
Brief Company Description: We are primarily a Civil Engineering and Surveying firm that offers a few other supporting services. We upgraded to Vision from Advantage in 2005.
Deltek Vision Version: 5.1
Number of Employees: 70
Company Position: IT Director
Vision Modules: Accounting / Billing / Time & Expense / Payroll / CRM / Proposals / Planning
Number of Offices: 3
Year Vision Installed: 2005
Vision User Group: Richmond, VA

Re: Using Vision for Go/No Go Process

Postby Gerald Cox » Mon Oct 15, 2012 8:32 am

We've always used a spreadsheet for our own calculation. I proposed integrating this in a tab in Vision but we never moved on it. It wouldn't be too difficult via custom fields and workflows.

bevarts
Posts: 13
Joined: Fri Oct 03, 2008 3:19 pm
Brief Company Description: Environmental consultants
Deltek Vision Version: 5.1
Number of Employees: 230
Company Position: Marketing
Vision Modules: CRM, Projects, Custom Proposals, SF330, Timesheet
Number of Offices: 18
Year Vision Installed: 2002
Vision User Group: Boston, MA

Re: Using Vision for Go/No Go Process

Postby bevarts » Mon Oct 15, 2012 9:26 am

Hi Gerald, thank you. I may dabble in a new tab for this when there is time.~Beth


Return to “CRM & Proposals”

Who is online

Users browsing this forum: No registered users and 2 guests