Leveraging Workflows to Optimize Deltek CRM

The SN Deltek Vantagepoint/Vision Virtual User Group Meeting is a monthly virtual event where we will discuss the new capabilities, features, and new enhancements to the Deltek Vantagepoint / Deltek Vision Solutions.

Agenda

Leveraging Workflows to Optimize Deltek CRM

Deltek CRM has long been a trusted solution for firms to streamline their client management processes, manage client relationships, and drive growth. However, there is a powerful yet often underutilized feature that can take your CRM system to the next level – Workflows.

Join us for this informative Virtual User Group, where SN’s Deltek experts will focus on leveraging existing data to enhance visibility in Hub (Info Center) records, enabling you to make more informed decisions and improve client/contact management. They’ll demonstrate the capabilities of Deltek CRM workflows to pull data from related tables, empowering you to maintain fields in Firms, Contacts, and Projects effortlessly. By automating these processes, you can ensure that critical data your team relies on is consistently up-to-date and readily available, eliminating the need for manual data entry and reducing the risk of errors.