Preparing for Deltek Vantagepoint CRM and Proposals

Webinar Highlight Screenshot - Project Record

As the Deltek Vision product continues to evolve to Deltek Vantagepoint, clients are looking for answers and clarification on how the change will impact them. The foundation of this new solution is based on Vision with reimagined features and capabilities that users should be aware of before they upgrade. 

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. Below is a list of areas that will be covered: 

  • Firms/Vendors

  • Contacts/Leads

  • Mobile Apps

  • Outlook Add-in / MODI

  • GovWin IQ

  • Proposals

Make sure to check out the rest of webinars as part of our ongoing Preparing for Deltek Vantagepoint series.  


Sarah Gonnella, VP of Marketing & Sales at Full Sail Partners

Lindsay Diven, CPSM, Senior Consultant at Full Sail Partners