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Deltek Vision review (CRM focused)
November 28, 2017

Deltek Vision review (CRM focused)

Matt Nixon | TrustRadius Reviewer
Score 7 out of 10
Vetted Review
Verified User

Overall Satisfaction with Deltek Vision

Used by Government Services division for CRM pipeline tracking and reporting. Gives management tool for sales/marketing and visibility to all levels of management.
  • Integrates with platforms such as Deltek GovWin IQ.
  • Modular, configurable dashboard views.
  • Proposal and opportunity stage tracking.
  • Intuitiveness of interface.
  • Could add more integrations e.g. DiscoverOrg, Business Intelligence and Marketing Automation tools.
  • Mobile capabilities.
  • Mot in a position to determine this.
Easier to set up and configure than SAP or Salesforce but less comprehensive from sales/marketing perspective. More capable in some ways than HubSpot, less in others (sales/marketing campaigns, etc.).
Good for org's that need straightforward, flexible CRM that integrates with Deltek's other products/platforms. Not good if you want marketing automation, mobile capabilities, or other features.

Deltek Vision Feature Ratings

Not Rated
Accounts payable
Not Rated
Accounts receivable
Not Rated
Global Financial Support
Not Rated
Primary and Secondary Ledgers
Not Rated
Journals and Reconciliations
Not Rated
Configurable Accounting
Not Rated
Standardized Processes
Not Rated
Not Rated
Billing Management
Not Rated
Cash and Asset Management
Not Rated
Travel & Expense Management
Not Rated
Budgetary Control & Encumbrance Accounting
Not Rated
Period Close
Not Rated
Not Rated
Inventory tracking
Not Rated
Automatic reordering
Not Rated
Location management
Not Rated
7.0
Pricing
7
Order entry
Not Rated
Credit card processing
Not Rated
Cost of goods sold
7
Order Orchestration
Not Rated
7.0
Pay calculation
7
Benefit plan administration
Not Rated
Direct deposit files
Not Rated
6.7
Dashboards
7
Standard reports
7
Custom reports
6
6.0
API for custom integration
6
Plug-ins
6
6.5
Role-based user permissions
7
Single sign-on capability
6
Not Rated
Award Lifecycle Management
Not Rated
Not Rated
Budgeting and Forecasting
Not Rated
Project Costing
Not Rated
Cost Capture
Not Rated
Capital Project Management
Not Rated
Customer Contract Compliance
Not Rated
Project Revenue Recognition
Not Rated
Not Rated
Project Planning and Scheduling
Not Rated
Task Insight for Project Managers
Not Rated
Project Mobile Functionality
Not Rated
Definable Resource Pools
Not Rated
Not Rated
Bids Analyzed and Compared
Not Rated
Contract Authoring
Not Rated
Contract Repository
Not Rated
Requisitions-to-Purchase Orders Integrated
Not Rated
Supplier Management
Not Rated
Not Rated
Risk Repository
Not Rated
Control Management
Not Rated
Control Efficiency Assessments
Not Rated
Issue Detection
Not Rated
Remediation and Certification
Not Rated
Not Rated
Transportation Planning and Optimization
Not Rated
Transportation Execution Management
Not Rated
Trade and Customs Management
Not Rated
Fulfillment Management
Not Rated
Warehouse Workforce Management
Not Rated
Not Rated
Production Process Design
Not Rated
Production Management
Not Rated
Configuration Management
Not Rated
Work Execution
Not Rated
Manufacturing Costs
Not Rated
Not Rated
Forecasting
Not Rated
Inventory Planning
Not Rated
Performance Monitoring
Not Rated
Not Rated
Proposal Management
Not Rated
Product Master Data Management
Not Rated