Resources for Sales & Marketing Magician


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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. 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 Discover how to plan and execute a seamless roll-out, engage your team, and drive adoption to achieve your desired outcomes. Learn how to overcome common challenges and pitfalls, and discover best practices for training, user adoption, and data quality. 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
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. View Details
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. View Details
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. View Details
Powering Project Success with Deltek Vantagepoint -Synchronizing Your Business Outlook Calendar See how the Vantagepoint Connect for Outlook makes scheduling meetings easy and how to sync calendar information from Vantagepoint to Outlook. View Details
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. View Details
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! View Details