Deltek Costpoint® CRM
Features and Benefits

  • Managing marketing campaigns and tracking effectiveness can be a daunting task. Organizations need a system that integrates all lines of communication to prospects, and ties opportunities and sales back to the campaign. Deltek Costpoint CRM enables you to do all of this by automating campaigns with dynamic management tools – capture, qualify and manage leads, and then retain that information when leads are converted into opportunities.

  • Deltek Costpoint CRM improves your business development efforts by ensuring your business development, capture and proposal teams have the information and tools they need to capture the win. During a long business development cycle, critical information can easily be lost or not properly distributed. With Costpoint CRM you can share that information with cross-functional teams – across all processes.

  • Building strong, lasting relationships with customers means knowing their needs and communicating with them in a positive, proactive way. Deltek Costpoint CRM gives you the ability to design effective communication and activity plans with customers, organize and optimize account and contact intelligence gained, and improve internal collaboration around your accounts. The result is a well-informed sales teams with well-serviced customers – the foundation of a strong customer relationship.

  • Coordinating customer-related activities is crucial to building and maintaining strong customer relationships. Deltek Costpoint CRM's Activity Management enables your business development, capture and proposal teams to stay organized and strengthen the relationship between you and your customers.

  • It is easy to waste B&P money when deciding whether or not to bid on a project or program. With Deltek Costpoint CRM, you can start evaluating your position and ability to win at different stages – and stop wasting bid and proposal dollars. Get new tools you need to ensure you are making the best bid decisions. Costpoint CRM enables you to put a consistent process in place – evaluate pre-defined criteria at each stage of the process, easily communicate critical information and escalate to another decision-making body when required.

  • Whether it's a quick turn-around proposal for a task order or a month long process, Deltek Costpoint CRM helps you put together winning proposals – on time, every time. Business development built the relationship, now it's time to win the contract.

  • Reduce your risks and cost, and improve communication and visibility with Deltek Costpoint CRM Contract Data Management. All the terms and conditions of the contract are at your fingertips – contract values, modification values, standard clauses, special provisions and contract types. No more manually searching and reporting across business programs and business units. With Costpoint CRM you can store, manage and search all procurement documents throughout the project lifecycle – and easily communicate critical information.

  • Deltek Costpoint CRM provides flexible reporting tools that communicate results with interactive reports for analyzing pipeline, win rates, revenue forecasting and other business metrics – without ever leaving your Costpoint CRM desktop.