Vantagepoint CRM for Improved Business Development Visibility

June 11, 2024
02:00pm-03:00pm EDT
SN's Skills & Performance Institute

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 Started: Register for the Skills & Performance Institute

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If no, please continue to the form below to be registered in SN’s Skills & Performance Institute (SPI).

Our Presenters
Tracey A. Gould M.S.IMC, CPSM, CRM Consultant, Vision/Vantagepoint

Tracey Gould, M.S.IMC, CPSM

Ashley Washington Headshot

Ashley Washington

Mike Williams

Mike Williams

Sean O'Connell

Sean O'Connell

SPI | Vantagepoint CRM for Improved Business Development Visibility

This course is hosted and accessed exclusively within SPI. An SN representative will be in contact to complete your setup process.

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