Deltek Vantagepoint Showcase Demo for CRM

Thinking about adding CRM to business practices or wondering if your current one is actually helping your firm grow?

Check out this Vantagepoint Showcase Demo where Bryce Crosby and Amanda Roussel explore CRM benefits for project-based firms and demonstrate how Deltek Vantagepoint CRM provides those from start to finish.

This session is designed for firms evaluating CRM solutions and for Vantagepoint users who want a better understanding of what a modern, connected CRM should do. We’ll start with the fundamentals including how firms should think about managing contacts, relationships, and opportunities and then show how those concepts come to life inside Vantagepoint.

You’ll see best practices such as:

• Organizing contacts and relationships to create meaningful, shared visibility
• Tracking opportunities from early lead to win/loss with clarity and consistency
• Using dashboards and reporting to understand pipeline health and marketing impact
• Eliminating data silos by connecting CRM, projects, and financials in one system

You’ll also get a look at how CRM data continues to add value after a project is won by supporting referenceable projects, future pursuits, and long-term client relationships.

Whether you’re exploring CRM options for the first time or evaluating how Vantagepoint fits into your firm’s business practices, this session will give you a practical, real-world look at how CRM can work smarter for your business.

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