Powering Project Success with Deltek Vantagepoint 

Take Control of Your Activities and Pipeline  

 

In the fast-moving world of business development, things fall off the radar. Follow-ups get missed, opportunities stall, and accountability across the team is hard to maintain — especially when activity tracking lives in disconnected systems or relies on memory.

Join Stephany Socha, Senior Consultant, on Wednesday, July 15 at 1pm EST for a 15-minute mini-demo showing how Deltek Vantagepoint helps your BD and marketing team stay organized, accountable, and focused on the right opportunities.

This is a high-level overview — designed to show you what's possible and help you develop the right processes for your team and firm, not a total demonstration on all things CRM.

 

In this quick walk-through, Stephany will cover how to:

  • Track and log activities tied to contacts, firms, and opportunities
  • Use pipeline views to see where opportunities stand at every stage
  • Create activities from Outlook or the mobile app for on-the-go updates
  • Build dashboard views that surface pursuit counts, stages, and last activity data
  • Set up automated activity creation when opportunities advance to key stages

This mini-demo is designed for marketing coordinators, business developers, and anyone involved in pursuing new work. Whether you’re managing a handful of pursuits or a full BD pipeline, you’ll walk away with practical steps to improve follow-through and keep opportunities moving forward.

 

 

 

 

Make sure to check out all the mini-demos in the Powering Project Success with Deltek Vantagepoint series.