Building Better Proposals with Vantagepoint

Proposal development often depends on pulling together the same information from across the firm — project experience, employee qualifications, resumes, and firm background. Vantagepoint CRM can help centralize that information and turn it into reusable content for more efficient and consistent proposal generation.

Join us for a technical look at how Vantagepoint can support your proposal development process. We’ll explore how CRM data is structured, how project and employee information can be leveraged for proposal content, and the key differences in functionality between Vantagepoint Proposal and Vantagepoint Document Automation.

During this User Group, you’ll learn how to:

• Build Better Project Sheets: Understand how project data, descriptions, experience, and other CRM information can be structured for use in proposals.
• Generate Employee Resumes: Explore how employee qualifications, project experience, and other resume content can be maintained and incorporated into proposal documents.
• Manage Firm Qualifications: Organize reusable firm background, experience, and qualifications content for proposal development.
• Configure for Proposal Generation: Take a deeper look at the data, fields, templates, and configuration decisions that help connect Vantagepoint CRM to your proposal workflow.

Whether you’re a marketer, business developer, or project manager, this session will give you the tools to elevate your proposal game!