Resources for Sales & Marketing Magician


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What’s New in Deltek Vantagepoint, April 2026 In this webinar, Terri Agnew, Principal Consultant, will share an overview of standout features from the 2025.4, 2026.1, and 2026.2 releases and highlight what they could mean for your firm’s day-to-day work. View Details
The Future of Business Intelligence: Transforming Static Reports into Dynamic, Visual Insight  In this webinar, three Full Sail Partners BI specialists take a step back to look at what business intelligence really means today—and how firms are using tools like Informer and Power BI to move from static reports to dynamic, decision-ready insight. View Details
Using Contact Segmentation to Power Better Campaigns 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. View Details
Inside Shred.ai: A Demo on Finding Better Answers and Building Faster Proposals A demo and live Q&A to see how Shred.ai by OpenAsset helps AEC marketers find better RFP answers, improve accuracy, and build proposals faster. View Details
Deltek Vantagepoint Showcase Demo for CRM Explore how a modern CRM supports project-based firms. Learn CRM best practices and see how Deltek Vantagepoint helps manage contacts, opportunities, reporting, and firm-wide collaboration. View Details
Unlock Hidden Value in Deltek Vantagepoint Discover how a Navigational Analysis can help your firm optimize Deltek Vantagepoint. Join Terri Agnew and Lisa Ahearn to learn how to uncover inefficiencies, boost adoption, and turn insights into actionable improvements. View Details
Smarter Project Docs in Minutes with Vantagepoint’s New Document Automation See how Deltek Vantagepoint’s new Document Automation allow you to create polished case studies for proposals and interview slides in minutes. View Details
What’s New in Deltek Vantagepoint 2025.3 See how Deltek Vantagepoint 2025.3 makes contract management, billing, and reporting easier than ever. View Details
How Bergmeyer Navigated Change by Investing in Tech, Training, and Trust Discover how Bergmeyer successfully implemented new systems by prioritizing staff education, champion engagement, and continuous improvement—featuring insights from their Director of Education and Full Sail Partners. View Details
How Deltek Dela Is Revolutionizing the Entire Project Lifecycle See how Deltek Dela™ transforms the project lifecycle with AI-powered insights, smart summaries, and automation—helping project-based firms work smarter at every stage. Watch the free mini-demo. View Details
From Pursuit to Project: A Custom Vantagepoint Solution for Master Agreements Discover how a custom-built hub in Deltek Vantagepoint can streamline tracking for Master Service Agreements, IDIQs, and Task Orders. Learn how to link pursuits, track contract metrics, and avoid double-counting in this quick, solution-focused demo. View Details
How HR Green Unified Marketing with HubSpot + Deltek Vantagepoint Learn how the new Blackbox Connector for HubSpot and Deltek Vantagepoint streamlines marketing workflows, syncs campaign data, and gives your team full visibility—without the manual work. View Details
AI Solutions for Vantagepoint Enabling Next-Level Productivity Learn how project-based firms use AI solutions with Deltek Vantagepoint to gain fast, accurate insights, boost productivity, and avoid common AI pitfalls. Discover practical strategies for integrating AI with your workflows in this expert-led session. View Details
Upgrades, Imports & Mergers—Oh My! Navigating Data Migrations with Confidence Discover best practices for data migrations, upgrades, imports, and merges in this expert-led webinar with Jennifer Stevland. Learn how to avoid common pitfalls and ensure a smooth transition for your ERP and CRM systems. View Details
15 Must-Know Features to Supercharge Your Deltek Vantagepoint Efficiency Discover 15 must-know features to supercharge your Deltek Vantagepoint efficiency in this free webinar. Learn time-saving tips, accounting hacks, and automation tools to help you work smarter, not harder. Register now! View Details