Deltek CRM

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

For government contractors, Deltek CRM 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 team collaboration.

In addition, you have the option to purchase and activate the Resource Planning module to add extensive planning capabilities. That module supports and enhances two key planning functions. In Resource View, it helps the resource manager understand future staffing needs, make sure that their employees are assigned to projects and fully utilized, determine if resources are scheduled correctly and workloads are balanced, and make hiring and layoff decisions. In Project View, it gives the project manager a complete view of staffing and schedules for their projects at any level of the work breakdown structure. They can also see actual job-to-date hours related to resource assignments as employees charge time to a project.

A third workspace, Configuration, houses the options and tools that your system administrator uses to set up Deltek CRM the way you want it. In that workspace, you specify your organization structure, security needs, and other basic information that Deltek CRM requires, and you use the import processes to import your employees and much of the other information that you work with in the Business Development and Resource Planning workspaces.

Related topics:

  • The Basics
    Deltek CRM 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 resources.
  • Business Development Workspace
    The Business Development workspace 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 the workspace to gather and maintain a repository of information on clients, subconsultants, government agencies, contacts, and competitors.
  • Resource Planning Workspace
    The Resource Planning workspace supports and enhances two key planning functions. In Resource View, it helps the resource manager understand future staffing needs, make sure that their employees are assigned to projects and fully utilized, determine if resources are scheduled correctly and workloads are balanced, and make hiring and layoff decisions. in Project View, it gives the project manager a complete view of staffing and schedules for their projects at any level of the work breakdown structure. They can also see actual job-to-date hours related to resource assignments as employees charge time to a project.
  • Configuration Workspace
    Use the areas in the Configuration workspace to specify your organization structure, security needs, employees, and other basic information that Deltek CRM requires.