Resources for Sales & Marketing Magician


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Automating CRM Success with Deltek Vantagepoint Workflows Unlock the potential of Deltek Vantagepoint for CRM success! Join our webinar with Lindsay Diven, Marketing Manager, as she guides you through the transformative power of automated workflows. View Details
Charting a Course for Impactful AEC Marketing Meetings Are you striving to make your firm's marketing and business development (BD) meetings more productive and impactful? View Details
Powering Project Success with Deltek Vantagepoint – Introducing the Revenue Forecasting Tool Discover Deltek Vantagepoint's revolutionary Revenue Forecasting Tool with live demos by Principal Consultant Rana Blair View Details
Powering Project Success with Deltek Vantagepoint – Mobile Time and Expense Discover the future of professional services mobility in an exclusive demo led by consultant Amanda McClain, showcasing how Deltek Vantagepoint's mobile features enhance project financial performance. View Details
What’s New in Deltek Vantagepoint 6.5 Almost every role at project-based firms will benefit from the new features in Deltek Vantagepoint 6.5. View Details
Powering Project Success with Deltek Vantagepoint – Unlocking Deltek Vantagepoint Dashboards: Tips & Tricks for Maximum Impact! Maximize Deltek Vantagepoint dashboards with insider tips in a mini-demo for enhanced project visibility, streamlined financial insights, and data-driven decisions! View Details
Powering Project Success with Deltek Vantagepoint – Marketing & Sales Oversight in Deltek Vantagepoint Dashboards Learn how these dashboards can optimize your sales and marketing strategies and drive revenue growth. View Details
What's New in Vantagepoint 6.0 Almost every role at project-based firms will benefit from the new features in Deltek Vantagepoint 6.0. View Details
Best Practices to Roll Out Your CRM System Learn to plan and execute a seamless roll-out, drive adoption, and overcome common challenges for success! View Details
Filter Your Data with Ease: The Benefits of Informer's Global Dashboard Filtering Feature See how many benefits Informer's global dashboard filtering feature provides. View Details
Powering Project Success with Deltek Vantagepoint – Mobile CRM Watch this mini demonstration to see how simple the Deltek Vantagepoint Mobile CRM feature makes accessing and updating records from anywhere! View Details
A Modern Approach to Managing Holiday Contact Lists See how by using Vantagepoint Marketing Campaigns you’ll take the stress out of holiday list development – for you and your colleagues. View Details
Powering Project Success with Deltek Vantagepoint – A Small, but Mighty Enhancement with Saved Views See how this seemingly minor change, saved views, is making big waves with Deltek Vantagepoint users. View Details
Utilizing the Search Functionality Learn how the search function in Deltek Vantagepoint can help you find the information you need when you need it! View Details
Using Informer Templates to Easily Create Firm Documents See how connecting Deltek Vantagepoint with Informer can help eliminate SSRS custom reports and quickly generate firm documents and proposals. View Details