Deltek Vantagepoint – CRM and Pipeline Management
Develop engaging proposals to win more business and manage and nurture your client relationships.
DELTEK VANTAGEPOINT
Your world revolves around clients and projects – finding prospects, pursuing and winning their business, and building lasting relationships with clients. Deltek Vantagepoint CRM helps your teams identify potential projects early, pinpoint projects worth pursuing, and better position your firm to win. With Deltek Vantagepoint, you can also proactively manage your pipeline and nurture client relationships so you can stay in touch with clients when it matters most.
KEY FEATURES
NURTURE CLIENT RELATIONSHIPS
- Easily create and update contacts on mobile devices
- Use “Hey Deltek” to quickly add new contacts, set reminders and create follow-up tasks
- Proactively manage client relationships with the interactive calendar and Outlook add-in
MANAGE PURSUITS AND PIPELINE
- Create and manage pursuits from initial conversation through negotiation, contract management, and winning the project in a single hub
- Identify and pursue the right projects to increase profitability and client satisfaction
- Know if you have enough pipeline to support your teams and meet your goals
POSITION YOUR FIRM TO WIN
- Collaborate across your cross-functional team to keep everyone informed; use team intel to win new projects
- Streamline processes to easily create proposals that meets client needs
- Deliver competitive and reliable estimates to drive profitability
TURN INSIGHT INTO ACTION
- Monitor the health of your pipeline to easily identify gaps and bright spots
- Gain complete visibility into your client relationships to see where to invest your time
- Use historical data to make more informed future decisions
OTHER MODULES
ACCOUNTING & FINANCIAL MANAGEMENT
Streamline accounting processes to manage cash flow with greater precision and better delivery.
PROJECT MANAGEMENT
Monitor the health of your projects from planning and budgeting to managing resources and reviewing results. Learn More
RESOURCE MANAGEMENT
Allocate, budget and forecast your resources in one application, from initial stages through project completion. Learn More
REPORTING & BUSINESS INTELLIGENCE
Improve decision making with role-based dashboards and rich, visual analyses. Learn More