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Deltek CRM for Vantagepoint

Name: Deltek CRM for Vantagepoint
Availability: InStock
Rating: 4.24 (1 reviews)

Instantly access pursuits, client details, and activity logs on the go. Designed for AEC and professional services leaders who need critical business intel at their fingertips to turn more pursuits into projects.

Key Figures

Downloads

User Rating

4.2/5

Total Ratings

Publisher

Deltek, Inc.

Empower Your Business Development

Turn more pursuits into projects with real-time access to critical client intelligence and firm data, specifically designed for the professional services road warrior.

Convert Pursuits Faster

Track project opportunities and lead status in real-time to stay ahead of the competition and win high-value contracts.

Instant Field Intelligence

Access complete firm histories and contact details with one-touch calling and integrated mapping to streamline your client visits.

The following screenshots and description are sourced directly from the app's official store listing and are the property of the app developer.

App Store

Screenshots

Deltek CRM for Vantagepoint - Deltek CRM for Vantagepoint app interface displaying a list of professional activities and client meetings — Deltek CRM for Vantagepoint app interface displaying a list of professional activities and client meetings

Deltek CRM for Vantagepoint - Mobile screen showing a searchable contact list in the Deltek CRM for Vantagepoint app — Mobile screen showing a searchable contact list in the Deltek CRM for Vantagepoint app

Deltek CRM for Vantagepoint - Smartphone screen showing the contact details page within the Deltek CRM for Vantagepoint mobile application — Smartphone screen showing the contact details page within the Deltek CRM for Vantagepoint mobile application

Deltek CRM for Vantagepoint - Mobile app interface of Deltek CRM for Vantagepoint showing details for a project pursuit including project manager, fee, and probability. — Mobile app interface of Deltek CRM for Vantagepoint showing details for a project pursuit including project manager, fee, and probability.

Deltek CRM for Vantagepoint - Mobile app screen for adding and editing client information in Deltek CRM for Vantagepoint — Mobile app screen for adding and editing client information in Deltek CRM for Vantagepoint

Description

Deltek Client Relationship Management (CRM) users have access to critical client and pursuit information from their mobile device. With the Deltek CRM for Vantagepoint mobile app, teams have instant access to pursuits, firm details, contact information and activities from anywhere, at any time. Help keep all of your team members informed and turn more pursuits into projects with access to key business development intel on the go. Features: • Add, update and view client and contact details • Create and manage project pursuits (opportunities) • Manage activities and associate them with clients, contacts and projects • Track information unique to your business in custom fields • One-touch tap to make a call, send an email or view an address on a map • Maintain all CRM security access and controls through the mobile app • Easy and secure access to the app using a 4-digit pin To use the app: • A Deltek Vantagepoint CRM user license is required. • Contact your firm’s IT resource to obtain your firm-specific Deltek CRM mobile URL needed during set up. Note that this URL is different than the URL used in a browser.