Powering Project Success with Deltek Vantagepoint: Mastering Vantagepoint Connect Add-In for Outlook CRM Success
Join us on Wednesday, March 12 at 1pm ET for an exclusive mini-demo led by Senior CRM Consultant, Stephany Socha, as she dives into how Deltek Vantagepoint Outlook Connect enhances CRM adoption and streamlines your workflow—all within Outlook.
With Vantagepoint Outlook Connect, your team can seamlessly manage business development activities and client relationships by leveraging the power of two-way synchronization between Outlook and Vantagepoint. In this session, you’ll discover how to:
- Gain instant visibility of firms, projects, and recent activities—right in your Outlook inbox.
- Easily create and manage contacts within Outlook, ensuring data accuracy and eliminating duplicate entry.
- Log activities and set reminders effortlessly, even outside of Vantagepoint.
- Synchronize your calendar between Outlook and Vantagepoint to stay on top of meetings and deadlines.
- Streamline meeting coordination with the scheduling assistant, making it easy to send your availability and book appointments.
- Understand the differences between Vantagepoint Connect for Outlook – Classic vs. New Outlook.
Whether you're looking to simplify scheduling, track key business development efforts, or improve collaboration across your firm, this demo will showcase how Vantagepoint + Outlook is revolutionizing CRM for professional services firms.
Reserve your spot now and join us live to see Vantagepoint Outlook Connect in action! This is your chance to get real-time insights and have all your questions answered by our expert CRM consultants. Don’t miss this opportunity to learn how to streamline your workflows and maximize your CRM investment—live and interactive!
Register Today Using the Form Below!
**Outlook Connect available in Vantagepoint 6.0
