CRM for Professional Services

Vantagepoint CRM empowers teams to identify potential projects, pinpoint clients, nurture relationships, build pipeline and position your firm to win more projects.


CRM & Pipeline Management for Professional Services

CRM Pipeline Management
Your world revolves around clients and projects—finding prospects, pursuing and winning their business and building relationships. Vantagepoint CRM and pipeline management empowers your teams to identify potential projects early, pinpoint clients worth pursuing, nurture relationships when it matters most, build a strong pipeline and better position your company to win more projects. And use Deltek Dela™, your AI-powered business companion, to enhance productivity across the project lifecycle.
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BENEFITS OF VANTAGEPOINT CRM & PIPELINE MANAGEMENT

 
Turn Client Info Into Intel

Turn Client Info Into Intel

Leverage generative AI to create Client Smart Summaries™ that help leaders stay informed about client relationships.

Manage Clients & Pipeline

Manage Clients & Pipeline

Proactively manage client relationships and pursuits to position yourself for projects and to better forecast future work.

 
Win More Work

Win More Work

Create winning pursuit strategies and proposals that differentiate your company for a specific opportunity.

Turn Insight into Action

Turn Insight into Action

Monitor your business development and marketing to measure ROI, find gaps and develop action plans to boost your backlog.

 

Features of Vantagepoint CRM & Pipeline Management

CRM & Pipeline Management

Boost Productivity with Dela™ Digital Assistant

Boost Productivity with Dela’s Digital Assistant

  • Engage with Dela through natural language and prompts
  • Leverage AI to access a wealth of information and intel on your project pursuits
  • Quickly query key proposal information like past projects and employee experience
Transform Client Info into Client Intel

Transform Client Info into Client Intel

  • Use Dela to quickly turn client data into valuable intel
  • With a single click, save hours sifting through activities, pursuits and past projects
  • Create an easy-to-read Client Smart Summary™ to get a pulse of any client relationship
Nurture Client Relationships

Nurture Client Relationships

  • Quickly capture leads and update contacts on any mobile device
  • Proactively manage client activity with email integration
  • Easily identify which clients need attention and quickly pinpoint where to invest time
Manage Pursuits and Pipeline

Manage Pursuits and Pipeline

  • Manage all pursuits in one place for greater visibility into the overall pipeline
  • Review past pursuits and client history to make better, more informed decisions
  • Use interactive dashboards to identify pipeline gaps and develop action plans
Position Your Firm to Win More Projects

Position Your Firm to Win

  • Leverage past project and client intel to better position your firm on future work
  • Streamline processes to easily create proposals that meet client needs and follow company brand
  • Deliver competitive and reliable estimates to drive profitability
Turn Insight into Action

Turn Insight into Action

  • Accurately forecast revenue and identify resource needs for future projects
  • Use historical client, pursuit and project data to identify which clients, markets and projects are most profitable
  • Monitor key metrics to identify what is working and where adjustments to BD strategies are needed

ADDITIONAL VANTAGEPOINT ERP FEATURES

READY TO LEARN MORE ABOUT VANTAGEPOINT CRM & PIPELINE MANAGEMENT?

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