CRM

Deltek Maconomy CRM enables you to streamline marketing, sales, business development and customer relationship management inside professional services firms.

Streamlined marketing

Deltek Maconomy integrates campaign and activity management with e-mail marketing systems to enable your Marketing function to perform efficient and targeted marketing.

Streamlined sales

Deltek Maconomy delivers streamlined sales processes for professional services firms. The opportunity management features enable you to handle the complexity of project-focused sales, and you can create estimates and forecasts based on scopes and deliverables (phases, activities and milestones) by planning hours, procurement, subcontractors, etc. Successful opportunities can be converted to projects so that all information from the sales process can be re-used in the delivery phase.

Streamlined customer relations

Since the CRM module is part of a fully integrated business solution, account managers and other employees can access a full 360 degree overview of their customers – from opportunities to projects, contracts, Accounts Receivable as well as past and future activities. Powerful tools for segmentation, customer data analysis and customer profitability help you prioritize, develop and terminate your customer relationships.

XRM

The Maconomy CRM solution is not confined to customers and prospects. The solution supports all types of relationship management. You can use Deltek Maconomy to manage suppliers, collaboration partners, subcontractors and other external stakeholders and parties.

Deltek Maconomy Features

• Support for streamlined project-focused sales processes
• Full 360 degree overview of your customer relations
• Powerful tools for decision-making
• Campaign management and workflow for driving activities
• Document archive integrated to contact company, contact persons, activities and opportunities
• Support for follow-up on customer profitability