Touch CRM for Deltek Vision
Detailed App Info:
Application Description
Touch CRM for Deltek Vision
Deltek, Inc.
To increase productivity and profitability, knowledge needs to be in the hands of those who need it most – when they need it most. Deltek Vision Customer Relationship Management (CRM) customers now have access on the fly, 24/7 with Touch CRM for Deltek Vision. With Touch CRM, calling, emailing or getting directions to a client’s office is as easy as a tap of a finger, allowing business developers to better compete, win and retain clients. Touch CRM is ideal for the Vision CRM user who travels or is frequently away from the office.
Features:
•Lookup, view, edit and add Companies, Contacts and Opportunities
•Display a list of associations for Companies, Contacts and Opportunities
•Expose user defined fields within Companies, Contacts and Opportunities
•One-touch tap to make a call, send an email or view an address on a map
•Find duplicates when adding new Companies and Contacts
•All GovWin CM security settings, roles and access controls are maintained
•Easy and secure access to the app using a 4-digit pin
Touch CRM for Deltek Vision is free and is supported on iOS 5 or iOS 6. Your organization’s instance of Vision must be updated to at least 7.0 SP1 and needs to be accessible via the internet. For more information and details on system requirements and known issues, please visit Deltek’s customer care web site, https://deltek.custhelp.com.
To use Touch CRM, a user license is required. For more information please visit us at www.deltek.com.
Deltek, Inc.
To increase productivity and profitability, knowledge needs to be in the hands of those who need it most – when they need it most. Deltek Vision Customer Relationship Management (CRM) customers now have access on the fly, 24/7 with Touch CRM for Deltek Vision. With Touch CRM, calling, emailing or getting directions to a client’s office is as easy as a tap of a finger, allowing business developers to better compete, win and retain clients. Touch CRM is ideal for the Vision CRM user who travels or is frequently away from the office.
Features:
•Lookup, view, edit and add Companies, Contacts and Opportunities
•Display a list of associations for Companies, Contacts and Opportunities
•Expose user defined fields within Companies, Contacts and Opportunities
•One-touch tap to make a call, send an email or view an address on a map
•Find duplicates when adding new Companies and Contacts
•All GovWin CM security settings, roles and access controls are maintained
•Easy and secure access to the app using a 4-digit pin
Touch CRM for Deltek Vision is free and is supported on iOS 5 or iOS 6. Your organization’s instance of Vision must be updated to at least 7.0 SP1 and needs to be accessible via the internet. For more information and details on system requirements and known issues, please visit Deltek’s customer care web site, https://deltek.custhelp.com.
To use Touch CRM, a user license is required. For more information please visit us at www.deltek.com.
Requirements
Your mobile device must have at least 5.67 MB of space to download and install Touch CRM for Deltek Vision app. Touch CRM for Deltek Vision was updated to a new version. Purchase this version for $0.00
If you have any problems with installation or in-app purchase, found bugs, questions, comments about this application, you can visit the official website of Deltek, Inc. at http://www.deltek.com.
Copyright © 2013 Deltek Inc.
