CRM Consulting - Deltek Vision and Deltek Vantagepoint
Marketing Strategies
Managing Prospect Connections
Managing Prospect Connections
- Marketing Campaigns
- User Defined Hubs
- Workflows
Managing Prospect Connections
Managing Prospect Connections
Managing Prospect Connections
- Activity Managment
- Outlook Connect
- Mobile Apps
Pipeline Management
Managing Prospect Connections
Pipeline Management
- Stages of In Pursuit
- Go no Go Process
- Tracking Important Dates
Proposals
Reporting and Searches
Pipeline Management
- Boilerplates
- Roles of team
- Resumes of staff
- Project Types
- Custom Proposals
Reporting and Searches
Reporting and Searches
Reporting and Searches
- Using the Power of the Search
- Report Navigation
- Favorite and Scheduled Reports
Dashboards
Reporting and Searches
Reporting and Searches
- Meaningful Charts tailored to your firm's needs
- Information, Clarity and Transparency