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.
Overview
Develop engaging proposals to win more business and manage and nurture your client relationships.
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.
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
