About Vantagepoint CRM Integration
Not available in ajeraCore or ajeraCore + add-ons
Vantagepoint CRM, formally known as Ajera CRM, provides a seamless flow of information giving you complete visibility throughout the life of your project. This was first available in Deltek for Professional Services (1.0) and is now available in Vantagepoint. Vantagepoint offers the same CRM functionality as Ajera CRM and Deltek for Professional Services (DPS) with key differences.
| Note: |
Ajera CRM refers to CRM version 7.x. CRM/CRM Plus refers to Deltek for Professional Services 1.x or Vantagepoint 2.x. Behavior specific to Vantagepoint is described as Vantagepoint CRM/Vantagepoint CRM Plus |
New features and notable changes with Vantagepoint CRM:
- Clients are now known as Firms.Employees, Project, Client and Contact information are now available in the web interface exclusively.
- Ajera project information for Budget & Revenue and Ajera Totals are now available in My Stuff > Dashboards, in Ajera CRM dashparts and in the Project Base.
- With the convergence of Projects and Opportunities, you can now sync pursuit projects to Ajera from CRM when you are ready to start tracking time for the pursuit effort. Make sure you Ajera template has a marketing phase assigned.
- You can create projects in CRM from Ajera using the Create in CRM option on the project in the Project Command Center.
What does the Ajera CRM/CRM Plus integration do?
Ajera and Ajera CRM provide a seamless flow of information, giving you complete visibility throughout the life of your projects. The integration helps your firm:
- Sync Ajera CRM/CRM Plus contact, client, and project information with Ajera
The integration syncs Ajera CRM/CRM Plus contact, client, and project information with Ajera, eliminating the need to enter data twice and reducing data entry errors and keeps it updated. Clients and contacts are also synced from Ajera to CRM. - Sync Ajera project and employee information to Ajera CRM/CRM Plus
Project information is sent back to CRM when the project is created in CRM. Employees are also sent from Ajera to CRM.
The Projects tab on the Employees hub will be updated during the sync with projects that an employee has entered time.
In addition, CRM Plus sends over Budget, Revenue, and Ajera project totals to CRM which is available in dashparts in Vantagepoint and available as tabs in the Project hub in Ajera CRM and DPS.
- Sync Business Development information from Vantagepoint CRM Plus to Ajera
Business development information such as Pursuit Probability, Stage Step, and Won/Loss Date are synced from Vantagepoint to the % Chance of Winning and Final Disposition fields in Ajera.
- Create projects in CRM from Ajera
You can start a project in Ajera and select to create that project in CRM through the sync process. This allows you to create a Vantagepoint CRM project from Ajera for those projects that do not start as an opportunity.
- Sync Ajera Consultant Vendors with Ajera CRM/CRM Plus
Consultant vendors are set up as Vendor type Firms in CRM Plus. This requires that Vendors and Clients in Ajera be two separate Firms in CRM Plus. Consultant vendor invoices distributed to projects is synced to CRM Plus on the Team Tab of the Firms grid in the Project Hub and to the Associations Tab in the Firm Hub.
Find out more about Ajera CRM.
Find out more about Vantagepoint CRM
Relationship between Ajera and Ajera CRM/CRM Plus information
The integration syncs Ajera CRM/CRM Plus contact, client, and project information with Ajera project information. In order to sync information correctly, the process creates a relationship between (or maps) corresponding information in both applications. If the item already exists, a duplicate item is not created. The map will create a relationship between the existing Ajera item and the Ajera CRM information. During the sync, records that exist on the mapping table but no longer exist in CRM will be removed from the mapping table.
The integration will also keep information for clients and contacts up to date as changes are made in Ajera CRM/CRM Plus or Ajera. Changes are automatically updated in Ajera in the next sync. Project information is synced from Ajera to CRM for the life of the project. Employee information is synced from Ajera to Ajera CRM/CRM Plus.
Vendor information is synced from Ajera to CRM Plus. If a Vendor type Firm already exists in CRM, a duplicate Firm is not created. Instead, the map will create a relationship between the existing Ajera vendor and CRM Firm. This requires that Vendors and Clients in Ajera be two separate Firms in CRM Plus.
Consultant vendor invoices distributed to projects are sent back to CRM Plus to the Team Tab, Firms grid in the Project Hub, aAnd to the Associates tab in the Firm Hub.
