Resources for Sales & Marketing Magician


View our industry insights and research below.

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. View Details
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. View Details
Scaling Up: Why this Small Business Migrated from Sage to Deltek Vantagepoint Outdated systems holding your small A/E firm back?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. View Details
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. View Details
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! View Details
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. View Details
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! View Details
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. View Details
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. View Details
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. View Details
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. View Details
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. View Details
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! View Details
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! View Details
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