Powering Project Success with Deltek Vantagepoint 

Using Contact Segmentation to Power Better Campaigns

At some point, every team tries to pull a “simple” contact list…and realizes it’s not so simple.

When information is incomplete, inconsistent, or hard to search, teams don’t rely on it. They default to spreadsheets, memory, or one-off lists — and the CRM becomes more of a storage system than a strategic tool.
In this Deltek Vantagepoint Mini Demo, Wesley Witsken, CRM Consultant at Full Sail Partners, will show how firms can turn their contact data into something usable, searchable, and actionable.

From structuring contact records to building targeted lists and campaign audiences, this session will walk through practical ways to make your CRM work better for your marketing and business development teams.
Wesley will walk through processes and tools such as:

• How the Contacts Hub helps you filter and find the right contacts faster

• Which fields (like market, role, and location) make segmentation more effective

• What it looks like to build a targeted campaign audience directly inside Vantagepoint

• Ways Screen Designer supports cleaner data entry and better long-term data quality

• How to connect your contact lists to your email marketing platform

Whether your firm is already using Vantagepoint or exploring how to get more value from your CRM, this mini demo will show how better data leads to better outreach — and more confident marketing and BD efforts.

Mini-Demo:
📅 Wednesday, April 15
⏰ 1:00 PM ET
🎤 Featuring Wesley Witsken, CRM Consultant

Register now to save your seat — and start getting more out of the contact data you already have.