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
N
Right sized design for your business
N
Easy to use deployment to the BD team and throughout the organization
N
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

The AMR Lite Toolkit

Open SQL Database
Master File Generator
Screen Design Tool
SQL Scripting
Automation Tools

GET in touch

Let us help you find the right solution for your business

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