Deltek Vantagepoint CRM and Pipeline Management

Develop engaging proposals to win more business and manage and nurture your client relationships.


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Your world revolves around clients and projects - finding prospects, pursuing and winning their business, and building lasting relationships with clients. Deltek Vantagepoint CRM helps your teams identify potential projects early, pinpoint projects worth pursuing, and better position your firm to win. With Deltek Vantagepoint, you can also proactively manage your pipeline and nurture client relationships so you can stay in touch with clients when it matters most. Leverage Gen-AI and natural language to simplify client management and boost win rates.

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Key Features

Transform Client Info into Client Intelligence

Transform Client Info into Client Intel

  • Leverage Generative AI to quickly turn client data into valuable intel
  • Get a quick snapshot of client history and status in an easy-to-consume format
  • With a single click, save hours sifting through activities, pursuits and past projects
Hey Deltek

Nurture Client Relationships

  • Easily create and update contacts on mobile devices
  • Use “Hey Deltek” to quickly add new contacts, set reminders and create follow-up tasks
  • Proactively manage client relationships with the interactive calendar and Outlook add-in
Manage Pursuits

Manage Pursuits and Pipeline

  • Create and manage pursuits from initial conversation through negotiation, contract management, and winning the project in a single hub
  • Identify and pursue the right projects to increase profitability and client satisfaction
  • Know if you have enough pipeline to support your teams and meet your goals
Position Your Firm to Win

Position Your Firm to Win

  • Collaborate across your cross-functional team to keep everyone informed; use team intel to win new projects
  • Streamline processes to easily create proposals that meets client needs
  • Deliver competitive and reliable estimates to drive profitability
Turn Insight to Action

Turn Insight into Action

  • Monitor the health of your pipeline to easily identify gaps and bright spots
  • Gain complete visibility into your client relationships to see where to invest your time
  • Use historical data to make more informed future decisions

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Explore how Deltek Vantagepoint can work for your business.

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