Say Goodbye to Manual Hassles

Deltek Vantagepoint CRM for Growing Firms

From Start to Finish

A Comprehensive View of the Client Lifecycle

Manage negotiations, project wins, and everything in between—Deltek Vantagepoint CRM manages it all from a single, powerful hub, helping you nurture client relationships and pinpoint projects worth pursuing.

Insightful Client Overviews

Instant Summaries for Every Client

Imagine having a personal assistant who keeps you updated on every client’s story- that’s Smart Summaries for you. It gives you a helicopter view of your clients’ activities and needs, so you’re always a step ahead.

Just Say the Word

Command Your CRM with Your Voice

“Hey Deltek, remind me to follow up with John.” And just like that, your to-do is done. Welcome to your voice-activated CRM sidekick that makes everything a little bit easier.

Your Email, Enhanced

Outlook Integration That Works for You

Access client and project details without ever leaving your inbox, keeping your workflow uninterrupted and ensuring you maintain strong client relationships.

Customer Relationship Management Just Got Easier

Introducing Gen AI

Ever wish you could just snap a picture and have all that client contact info saved? With Gen-AI in Deltek Vantagepoint CRM, you can do just that plus so much more.

Customized for Your Firm

Specialized Modules for Every Need

Deltek Vantagepoint CRM brings together a suite of modules, each designed to elevate a specific area of your firm’s operations, from improving client engagement to ensuring you have complete visibility into your pipeline.

MODULE 1

Accounting and Financial Management

This module simplifies and enhances how your firm handles accounting and cash flow management. Deltek Vantagepoint CRM streamlines financial processes for more accurate tracking and forecasting, ensuring optimal financial operations and delivery.

MODULE 2

Resource Management

Focus on efficiently managing your firm’s human and material resources within a single platform. This module allows for precise resource allocation, budgeting, and forecasting from project inception through completion, maximizing resource utilization.

MODULE 3

Project Management

This module offers comprehensive tools to oversee the entire lifecycle of a project. Deltek Vantagepoint helps you track and manage project health through detailed planning, budgeting, resource allocation, and performance reviews to ensure project success and profitability.

MODULE 4

Reporting and Business Intelligence

Enhance strategic decision-making with advanced reporting capabilities. Deltek Vantagepoint CRM utilizes role-specific dashboards and visual analytics to derive actionable insights, enabling informed decisions that drive business performance and competitive advantage.

Your Questions Answered

Frequently Asked Questions

Will Deltek Vantagepoint CRM really save me time?

Absolutely. By automating and integrating your CRM processes, Deltek Vantagepoint CRM transforms hours of manual work into minutes of productivity. This advanced automation allows you to focus more on nurturing client relationships, monitoring your pipeline, and securing more business, ensuring your firm can grow and maintain a strong pipeline efficiently.

Can Vantagepoint CRM handle complex project lifecycles?

Yes, Deltek Vantagepoint CRM is meticulously crafted to manage and connect all phases of the project lifecycle seamlessly. From initial project pursuit details to project completion, this CRM system provides complete visibility into each stage, facilitating a smoother transition and more effective project management. It empowers project managers to monitor projects closely, make informed decisions, and generate impressive proposals that win clients.

How does "Hey Deltek" work?

“Hey Deltek” is your voice-activated assistant within Deltek Vantagepoint CRM, designed to streamline your workflow. Simply use voice commands to add contacts, set follow-up tasks, and manage your calendar and potential projects. This feature makes it effortless to maintain and nurture client relationships by ensuring you never miss a beat in your client engagement practices.

Can small firms use Vantagepoint CRM too?

Yes, absolutely! Deltek Vantagepoint CRM is scalable and flexible, designed to support firms of all sizes unlike other CRM systems. Whether you’re a small business looking to grow or a large firm managing extensive projects and clients, Vantagepoint CRM can adapt to your specific business development needs and resource management strategies. Join the thousands of other businesses that have found success with Vantagepoint.

Can I customize what I see in Vantagepoint CRM?

Definitely. Deltek Vantagepoint CRM offers extensive customization options to tailor its modules, dashboards, and reports to your specific needs. Customize summaries, data views, and more to align with your company’s workflow, allowing you to access and analyze project data, client needs, and marketing campaigns effectively. This customization enhances your ability to make informed decisions quickly and accurately, catering specifically to your firm’s operational and strategic requirements for your project pursuit.

Need a CRM Upgrade?

Connect with BCS Prosoft to Transform Your Firm

Say goodbye to the old way of managing customer relationships. Welcome to a streamlined, efficient CRM tailored for your firm's growth with Deltek Vantagepoint CRM.