CRM Lite for Deltek
CRM-Focused User-Defined Components
Extend Deltek Vantagepoint’s core functionality using advanced technical design, build & automation toolkit.
Enhance your business using a relationship management solution tailored to your organization’s scale
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Right sized design for your business
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Easy to use deployment to the BD team and throughout the organization
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Includes Lead development, Go/No-Go analysis, and client evaluation
Features
Look beyond the projects currently underway, become better financial and resource planners, and start building a future business pipeline.
- Contacts can serve a broader purpose beyond existing Clients and Projects. Store Lead Data in a dedicated tab within the Contacts Hub.
- Add new fields to help assess Lead value and track progress with relationship development
- Use Opportunity data fields to create a
pipeline of possible new work
Improve win rates & profitability by documenting the go/no go decision for Opportunities
- Add a new tab in the Project Hub for Business Development analytics
- Develop categories and criteria for supporting pursuit decisions
- Set a minimum score level for pursuit
Create clarity of market segmentation by identifying key client elements
- Add a new tab in the Firms Hub for client ranking
- Improve account management & profitability with a formal evaluation of Client value & recognizing the firms most responsible for your success
