Deltek Touch CRM vs Jostle

To increase productivity and profitability, knowledge needs to be in the hands of those who need it when they need it most. Deltek Customer Relationship Management (CRM) customers now have access to the information they need from their mobile device, 24/7 with Deltek’s mobile solution. With Touch CRM, calling, emailing or getting directions to a contact’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 CRM user who travels or is frequently away from the office. Features: - Look up, view, edit and add customers, contacts and opportunities - Manage your activities and activities associated with customers, contacts and opportunities - Track information unique to your business in custom fields - One-touch tap to make a call, send an email or view an address on a map - Find duplicates when adding new customers and contacts - All CRM security settings, roles and access controls are maintained - Easy and secure access to the app using a 4-digit pin To use the app: - A Deltek CRM user license is required. - Some features will be unavailable if you are not on the most recent version of your Deltek CRM product (Vision, GovWin Capture Management or Ajera CRM customers only). - A server-side component must be installed by your administrator and your administrator must provide you with your organization’s unique Touch URL. Contact your IT department to ensure this component is in place and up-to-date prior to using this mobile app. - For more details on system requirements and known issues, please see KB article #71390 on Deltek’s customer care web site.

Connect, communicate, and celebrate with your colleagues from wherever you are. The Jostle mobile app makes it easy to stay in the loop with your organization and access important information, all while on the go. Jostle is replacing intranets, which have always dispersed information and reinforced organizational silos. We take a more human approach—one that truly sets up each person in your organization for success. Learn how at https://jostle.me/solutions/employee-success/. With our mobile app, everyone can connect cross locations and departments. Even on the go, employees have the clarity and recognition people need to succeed. Learn how and see a quick video tour at https://jostle.me/product/. The Jostle mobile app includes these powerful features: Activity – Stay in the loop with updates on project wins, office happenings, and everything in between News – Craft articles, spark conversations, and keep everyone informed with the updates that matter most Discussions – The hub for quick communication where everyone can connect, share ideas and stay aligned Library – Keep all your organization’s files and links in one centralized hub that’s always within reach Search – Easily find content across your platform including people, teams, files, attachments, and much more Tasks – Build personal to-do lists or team up with collaborators to get things done together Events – Stay in the loop for important events—RSVP with ease and seamlessly add them to your calendar People – Learn more about your colleagues' backgrounds, skills, and expertise Dark Mode – Work in comfort day or night with a sleek alternate appearance Your organization must have a Jostle account to use this app. About Jostle Jostle’s employee success platform is where everyone connects, communicates, and celebrates at work. It’s the heartbeat of our own company and has helped employees in over 1,000 organizations easily belong and contribute, anywhere, anytime. With industry-leading participation rates, we’re putting the joy into work and the life into organizations.