Revenue Grid Now Integrates Deltek and Salesforce

MOUNTAIN VIEW, CA – 2017 – Managing business development and customer relationships with marketing and CRM is great when effectively used, but getting firmwide adoption can be a challenge. That’s why Deltek has partnered with Revenue Grid (formerly Invisible.io), enabling the integration of the Deltek Vision project-based ERP solution with Microsoft Outlook and Salesforce.

Deltek Vision is a cloud-based project-based solution for professional services firms that is available for cloud or on-premises deployment. It combines project accounting, resource management, project management, time/expense management, and business development in one product.

Revenue Grid enables business development and marketing professionals to perform important and common Deltek Vision tasks directly in Microsoft Outlook – saving time and increasing user adoption of a company’s CRM system. Business development professionals use Deltek to manage their business appointments, emails, and contacts as well as manage their clients, activities, and opportunities – all from Outlook.

“Enabling personnel to manage Deltek Vision records directly in Microsoft Outlook increases user adoption. This is a simple, fast, and cost-effective way to ensure optimal operations while improving the visibility between sales, customer service, and back-office teams,” said Vlad Voskresensky, CEO of Revenue Grid. “Back-of-house, your Deltek systems will be hard at work, managing your projects and resources, scheduling work orders, consolidating your finances, and much more. Meanwhile, sales and customer service teams can monitor and provide real-time feedback through Salesforce.”

 

About Revenue Grid

Revenue Grid is an AI Guided Selling platform that nudges sales teams with step-by-step guidance toward actions that bring the best results, shows deals at risk, and prioritizes tactics with the greatest impact.

Revenue Grid is the first player in the sales tech arena to introduce the seller-centric Guided Selling concept, which focuses on showing sales teams the way to winning deals. The goal is to help sales teams have better visibility into their pipeline and deals, gain more control over the sales process, and put the teams in the best position to win.

 

Media contact:

Maria Gordienko
Head of Communications
[email protected]

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