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About Deltek CRM for Vantagepoint

Deltek Client Relationship Management (CRM) users have access to critical client and pursuit information from their mobile device. With the Deltek CRM for Vantagepoint mobile app, teams have instant access to pursuits, firm details, contact information and activities from anywhere, at any time. Help keep all of your team members informed and turn more pursuits into projects with access to key business development intel on the go.

Features:

• Add, update and view client and contact details
• Create and manage project pursuits (opportunities)
• Manage activities and associate them with clients, contacts and projects
• Track information unique to your business in custom fields
• One-touch tap to make a call, send an email or view an address on a map
• Maintain all CRM security access and controls through the mobile app
• Easy and secure access to the app using a 4-digit pin

To use the app:

• A Deltek Vantagepoint CRM user license is required.
• Contact your firm’s IT resource to obtain your firm-specific Deltek CRM mobile URL needed during set up. Note that this URL is different than the URL used in a browser.

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Frequently Asked Questions(FAQ)

What is Deltek CRM for Vantagepoint?

Deltek CRM for Vantagepoint is a mobile app that provides users with access to critical client and pursuit information. It allows teams to have instant access to pursuits, firm details, contact information, and activities from anywhere, at any time.

What are the features of Deltek CRM for Vantagepoint?

Deltek CRM for Vantagepoint allows users to add, update, and view client and contact details. It also enables them to create and manage project pursuits (opportunities), track activities, and associate them with clients, contacts, and projects. Users can also track custom fields specific to their business. The app provides one-touch tap functionality to make calls, send emails, and view addresses on a map. It maintains all CRM security access and controls, and offers easy and secure access using a 4-digit pin.

How do I use Deltek CRM for Vantagepoint?

To use Deltek CRM for Vantagepoint, you need a Deltek Vantagepoint CRM user license. Contact your firm's IT resource to obtain your firm-specific Deltek CRM mobile URL needed for set up. It's important to note that this URL is different from the one used in a browser.