Deltek Vantagepoint Help

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Customer Relationship Management

Customer Relationship Management (CRM) refers to the set of tools and techniques that you use to manage and monitor the various interactions that occur between your enterprise and your existing and potential customers.

Successfully managing these interactions is crucial to maintaining a loyal base of existing clients and winning new business.

The Vantagepoint CRM and CRM Plus modules are project-based solutions that provide you with a set of tools, applications, and reports to help you manage all aspects of your client relationships. Vantagepoint lets you gather information about your clients and then use this information to streamline procedures, activities, and client interactions. Because all of your CRM information is stored in Vantagepoint hubs, crucial data about your clients and contacts is accessible to all departments in your enterprise. This means that all personnel who interact with your clients, from marketing and sales to project managers and billing staff, are working with the same information, which promotes consistency in all of your client relations.

The data-gathering capabilities and information-processing tools provided with Vantagepoint help you manage marketing campaigns, track leads, pursue new projects, manage your business pipeline, maintain client and contact information, and track client-related activities (phone calls, meetings, and so on).