Last year, we conducted multiple CRM workshops throughout the US. We received such great feedback that we wanted to do it again. This year we are offering a virtual experience and it will be a "bootcamp" to get your CRM into shape. This bootcamp is focused on helping your firm discover how to better utilize your Deltek Vision CRM system. If you are considering attending but aren’t sure if the bootcamp is right for you, here are some key reasons to attend.
Following the 2019 workshop series, 56.5% of attendees responded to a request for their feedback. Of those that responded, ALL felt the workshop met or exceeded their expectations. Accuracy, Responsiveness, and Schedule received the highest response rate. Each of them received an average of 6.3, which means the workshop exceeded expectations, based on the Client Feedback response rate. Attendees were asked these questions:
Here are some comments from some attendees:
"Lindsay is an excellent presenter and her ability to relate the BD/Marketing aspect to the accounting and overall business functions was invaluable." - Siobhan Turner, Marketing Director at Bentley Architects & Engineers, Inc.
"Lindsay was patient and clear in all her explanations. Very happy I took the day and attended the course. It really made me see the total potential of the software and our next steps." - Alfred Lurigados, Sr. Vice President, BCC Engineering, Inc.
"The workshop was complete with easy-to-follow slides and thorough explanations.The presentation met my objectives. I set out to get a better understanding of CRM and how it fits into the rest of Vision and this presentation did that. Lindsay is a great presenter and I felt I took some things away from the workshop that I did not previously know." - Karl Lundmark, Database Administrator at Gas Transmission Systems, Inc. (GTS)
All participants will receive a workbook used to not only implement what they learned at the bootcamp but also enhance their use of Deltek Vision CRM. This workbook includes: 1. Discussion Starters; 2. CRM Readiness Checklist; 3. Best Practices Tips; 4. Top 10 CRM Tips & Tricks; and 5. Preparing for Vantagepoint.
Be sure to visit our website to sign up for our virtual CRM bootcamp. It is definitely worth the small registration fee. Hope to “see” you there!