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.
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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.
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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.
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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.
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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.
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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.
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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.
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What’s New in Deltek Vantagepoint 2025.3
See how Deltek Vantagepoint 2025.3 makes contract management, billing, and reporting easier than ever.
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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.
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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.
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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.
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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.
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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.
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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.
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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!
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Mastering Vantagepoint Connect Add-In for Outlook CRM Success
Learn how to streamline your CRM workflow with Deltek Vantagepoint Outlook Connect in this mini-demo. Discover how to manage contacts, sync calendars, log activities, and simplify scheduling—all within Outlook.
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Preparing for a Successful Move from Vision to Vantagepoint: 2025 Update
Learn how to successfully upgrade from Deltek Vision to Vantagepoint in this free live webinar. Full Sail Partners’ experts will walk you through a proven 3-step process, share real-world upgrade strategies, and provide key insights on Deltek Vision Sustaining Support.
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Scaling Up: Why this Small Business Migrated from Sage to Deltek Vantagepoint
Outdated systems holding your small A/E firm back? GOTECH faced the same struggle—and made a bold move to Deltek Vantagepoint.
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Deltek Vision to Vantagepoint Upgrade Resources
Watch this mini demo to discover essential resources for upgrading from Deltek Vision to Vantagepoint. Learn about Full Sail Partners’ Readiness Report, the 3-step upgrade process, and Deltek’s Readiness Portal.
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Bulk Up Your Efficiency: Mastering Deltek Vantagepoint’s Bulk Update Feature
Explore Deltek Vantagepoint’s new Bulk Update feature available in 7.0. Save time and streamline data management with tools to update multiple records at once. Perfect for Deltek users looking to boost efficiency!
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Powering Project Success with Deltek Vantagepoint – Timesheet Assist
Discover how Deltek Vantagepoint 7.0’s Timesheet Assist simplifies time entry with smart reminders, quick entry options, and customizable settings. Ensure accurate timekeeping and improve project management in just a few steps.
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Fun with Dashboards in Deltek Vantagepoint
Join our 15-minute mini-demo on September 18 at 1pm ET to learn how to unlock the full potential of Deltek Vantagepoint dashboards. Discover memo dashboards, enhance data visualization, and more!
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Hear from Your Peers: Embracing Change for Success
Join us and discover how DKS, a 150+ person firm, tackled the massive upgrade from Vision to Vantagepoint while juggling nine different systems.
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Enhancing Efficiency: How WK Dickson’s Marketing Team Reclaimed 25% of Their Time
Learn how WK Dickson's marketing team reclaimed 25% of their time by integrating OpenAsset and Deltek Vantagepoint to streamline their workflows.
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What's New in Deltek Vantagepoint 7.0
Almost every role at project-based firms will benefit from the new features in Deltek Vantagepoint 7.0.
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Powering Project Succes with Deltek Vantagepoint – Exploring KPI Dashparts
Elevate your dashboarding with Deltek Vantagepoint's KPI Dashparts! Learn from expert Terri Agnew how to seamlessly integrate and customize key metrics for informed decision-making.
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Impactful Conference Strategies with Kristy Koger LaRose
Explore effective strategies to maximize ROI from conferences through strategic planning and overcoming biases. Learn from an expert how to transform conference experiences and enhance your strategy.
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Inside the Upgrade: Deltek Vision to Vantagepoint with a Former Client
Hear from a former client who upgraded his firm to Vantagepoint and is now working at Full Sail Partners!
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Ready-to-Use Informer Dashboards for Employee Self-Service and Effective Team Management
Empower your team with ready-to-use Informer dashboards for effective employee self-service and team management. Drive success with data-driven decisions. Sign up for this demo today!
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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.
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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?
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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
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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.
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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.
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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!
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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.
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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!
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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.
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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!
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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.
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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.
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Utilizing the Search Functionality
Learn how the search function in Deltek Vantagepoint can help you find the information you need when you need it!
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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.
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What’s New in Deltek Vantagepoint 5.0
Almost every role at project-based firms will benefit from the new features in Deltek Vantagepoint 5.0.
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Manage Images, Showcase Projects and Win More Business with an Integrated TechStack
See how to connect Deltek Vantagepoint with OpenAsset to help manage digital assets and win new business.
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The Differences Between Deltek Vision and Vantagepoint CRM
Learn about the CRM-focused differences between Deltek Vision and Vantagepoint from one of our CRM consultants, Amanda Roussel.
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Introducing a New Contact and Email Management Tool for Deltek Vantagepoint
See how this free tool from Blackbox Connector can help maintain contact and email information quickly in Deltek Vantagepoint.
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Introducing New Features in Deltek Vantagepoint 4.5
With Deltek Vantagepoint 4.5, enhancements have been made to help streamline processes for every role at your firm. Find out more in this webinar!
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Hey Deltek! Can you…
Hey Deltek! is a personal assistant for Vantagepoint users that allows users to use natural language to find or create and update records.
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Email Marketing Trends for Professional Services Firms
Email marketing is flourishing in most industries, however professional services haven't yet embraced it. Change that now at your firm with these tips.
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How Was the Deltek Vision to Vantagepoint Upgrade Process for Your Peers?
Don't take our word for it! Hear what your peers have to say about the Deltek Vision to Vantagepoint upgrade process.
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The Project Lifecycle of Deltek Vantagepoint
Learn why Deltek Vantagepoint is the essential tool for professional services firms to successfully deliver profitable projects.
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Track & Monitor Marketing Efforts using Marketing Campaigns
See how Deltek Vantagepoint's Marketing Campaigns allows professional services firms to track returns on their marketing investment.
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Introducing New Features in Deltek Vantagepoint 3.5 – Part 2
In part 2 of our series introducing Deltek Vantagepoint 3.5, the webinar is going to cover the enhancements to the finance and mobile features.
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Introducing New Features in Deltek Vantagepoint 3.5 – Part 1
In part 1 of our series introducing Vantagepoint 3.5, the webinar will cover the enhancements to the resource planning & project management features.
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Faster Than a Speeding Invoice, Able to Collect with a Single Click!
See how Deltek Vantagepoint can help your teams actively monitor the financial success of your engagements with instantly available information.
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Intuitive Reporting to Ensure a Profitable Firm via Profitable Projects
See how Deltek Vantagepoint can help your firm keep a better pulse on the heartbeat of your projects to ensure you're maximizing your profits.
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Critical BD Activity & Pipeline Management
See how Deltek Vantagepoint can help your firm automate your firm's back reconciliation process using the import feature.
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Tale of Two Firms: Tackling Business Intelligence
Learn how your firm can transform Deltek Vision data into mouthwatering visuals and improve reporting process across the entire company.
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Powering Project Success with Deltek Vantagepoint - Capture Project Information for Proposals
Watch this 7 minute mini demonstration to see how to capture and store your project information from the moment you hear about a potential new project through project completion.
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Powering Project Success with Deltek Vantagepoint – Project Templates and Plan Settings
Planning a new project has never been easier with the project and plan templates feature in Deltek Vantagepoint.
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Reporting & Business Intelligence Solution for All Deltek Users
During this presentation, we will discuss the benefits of connecting Informer to your Deltek data and do a live presentation of the product.
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Deltek Vantagepoint - The Best All In One Package
This session is perfect for those that are just starting to look at Vantagepoint or to send to others at the firm to educate them about their upcoming upgrade to Vantagepoint.
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Preparing for Deltek Vantagepoint: Project and Opportunity Convergence
During this session, we will explore the changes related to the convergence of Opportunities and Projects and discuss what firms should do to prepare for the change.
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Preparing for Deltek Vantagepoint Visuals
During this session, we will explore the changes related to Visuals and discuss what firms should do to prepare for the change.
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Preparing for Deltek Vantagepoint CRM and Proposals
During this session, we will explore the changes within the CRM and Proposals areas and discuss what firms should do to prepare for the change.
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Get the Facts on Preparing for Deltek Vantagepoint
During this session, we will explore the current platform and address the many questions that clients are asking.
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Have Your Cake and Eat It Too with the Blackbox Connector for Informer
You won’t want to miss this presentation to learn how the Blackbox Connector for Informer is changing the way professional services firms are using their data.
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Things We Love About Deltek Vantagepoint So Far
In this session, learn what sets Deltek Vantagepoint apart from Vision and why you should be excited.
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How BG Buildingworks Utilized the Deltek Vision Connector for Constant Contact to Sync their Data & Excel Past Industry Benchmarks
Find out how a firm used the Blackbox Connector for Constant Contact to cleanup client data.
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Fitzpatrick Engineering Group: Building a Successful Future
Learn about a firm that took their Deltek ERP system to the Cloud to support a rapidly growing workforce.
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Battle for the Inbox: Power of Email Marketing for Professional Services Firms
You are missing out on the opportunity to leverage email marketing to establish your brand and create an open dialogue.
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