Deltek Vantagepoint Help

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Set Up CRM

The CRM Setup page guides you through the multiple-step process of setting up your CRM processes, data, and user access.

Videos: See related videos below

This page walks you through the four main CRM setup steps and suggests videos and other learning resources for each of the steps.

You will perform the CRM setup steps throughout Vantagepoint, not just on this page.

Step Description
Make a plan Before you do anything, gather key stakeholders to discuss your goals for using Vantagepoint CRM and how you will achieve those goals. Discuss the data that you will bring into Vantagepoint from others sources, the terminology that you will use, and the workflows that you will establish.

See the CRM Overview help topic for more information.

Set up your processes Set up the framework for your CRM system, including establishing workflows, establishing terminology, and choosing the values that are available from drop-down lists. If you plan to integrate Vantagepoint CRM with Salesforce, set up the integration process.

See the Workflow Configuration Overview help topic for more information.

Set up your hubs The "hubs" area of Vantagepoint is the place where you store key data about your projects, employees, and more. As part of setting up CRM, you enter data about the firms (vendors and clients) with which you work, your contacts, projects you are pursuing, and your marketing efforts. You will probably import this data into Vantagepoint from information sources that you already maintain.

See the Hubs help topic for more information.

Empower your users Identify the employees who will use Vantagepoint CRM and give them appropriate security access to the CRM applications. See the Security Configuration Overview for more information.

Videos

Title Description

Get Started with CRM for Administrators

Learn how to navigate through the hubs and set up labels and lists. The video also introduces the import process, which automates the data entry process.

Use Hubs for CRM

Learn about the hubs used by CRM users, and how to enter data into hubs manually, import data from outside sources, and quickly find or add a record.

Import Data for CRM

Learn how to separate CRM contacts from personal contacts, locate duplicates and remove them, and import contacts from outside sources.