Vantagepoint CRM for Improved Business Development Visibility
The SN Deltek Vantagepoint/Vision Virtual User Group Meeting is a monthly virtual event where we discuss the new capabilities, features, and enhancements to the Deltek Vantagepoint / Deltek Vision Solutions.
Vantagepoint CRM for Improved Business Development Visibility
Elevate your business development efforts with Deltek Vantagepoint’s latest client relationship management (CRM) features. Join SN’s Deltek experts as they provide an in-depth look at Vantagepoint’s AI-powered Project Smart Summaries and Firm Smart Summaries tools; as well as a review of how users can maximize Vantagepoint Connect for Outlook/Gmail to turn more pursuits into projects.
Plus, we’ll share exclusive plugins created to track key data for optimized business development. These include tools for tracking multi-year contracts, opportunity change history, and contact relationship change history.
Equip yourself with the knowledge to fully leverage your Vantagepoint CRM and drive business development to new heights!
Get Learning: Access SPI in 2 Easy Steps:
Step 1: Sign In
Username: Your company email address.
Temporary Password*: Learn123
*Upon your first login, you’ll be prompted to change your password for security purposes.
Step 2: Explore
Once logged in, explore a wide range of on-demand webinars and training courses tailored to enhance your skills and knowledge.
Need Help? If you’re having trouble logging in or need assistance, please contact us at [email protected].
