iAccess for Ajera CRM

iAccess for Ajera CRM enables professional services and government contracting firms to manage effectively all of the information, activities, and resources related to pursuing opportunities. You can also use iAccess to gather and maintain a repository of information on clients, subconsultants, government agencies, contacts, and competitors.

For government contractors, iAccess is integrated with Deltek's GovWin IQ market and opportunity intelligence. And all firms can take advantage of the integration with Deltek's Kona to enhance collaboration among team members who are involved with an opportunity.

Related topics:

  • The Basics
    iAccess is designed to be simple to learn and simple to use. In a very short time, you will know your way around and be ready to use it to manage your pursuit of business opportunities.
  • Dashboard
    The Dashboard area of iAccess provides a list of the opportunities for which you are a team member, a list of your upcoming or historical touchpoints, and a Pipeline bar chart that displays estimated and weighted revenue for a set of opportunities that you select. You can break down the revenue on the chart based on any of a number of opportunity dimensions (for example, by client, by market, or by stage).
  • Opportunities
    The Opportunities area of iAccess provides quick access to key information for your opportunities.
  • Companies
    The Companies area of iAccess provides quick access to key information for clients, vendors, subconsultants, government agencies, and competitors.
  • Contacts
    The Contacts area of iAccess provides quick access to key information for your contacts at client, vendor, and subconsultant companies and at government agencies.
  • Reporting
    The Reporting area offers three list reports: Opportunities, Companies, and Contacts. You can select the columns included on the reports, and you have a number of options for selecting and filtering the records displayed. You can also save versions of these reports so you can display them again without having to reapply the searches, filters, and other options.
  • Configuration and Administration
    You perform most iAccess configuration and administration tasks in Ajera CRM, including setting up users and defining their access to iAccess workspaces and tabs,