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Build Pipeline and Nurture Client Relationships

Vantagepoint CRM empowers teams to identify potential projects, pinpoint clients, nurture relationships, build pipeline and position your firm to win more projects.

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Why Vantagepoint CRM?

Interact with Your Data via Deltek Dela

Engage with your digital assistant through natural language and prompts
Leverage GenAI to access a wealth of information and intel on your project pursuits
Quickly query key proposal information like past projects and employee experience

Transform Client Information into Client Intelligence

Leverage GenAI to quickly turn client data into valuable intel
Get a quick snapshot of client history and status in an easy-to-consume format
With a single click, save hours sifting through activities, pursuits and past projects
Create an easy-to-read Client Smart Summary™ to get a pulse of any client relationship

Nurture Client Relationships

Never miss another client follow-up with alerts and notifications
Quickly capture leads and update contacts on any mobile device
Proactively manage client activity with email integration
Easily identify which clients need attention and quickly pinpoint where to invest time

Win More with Vantagepoint CRM

Manage Pursuits and Pipeline

Manage all pursuits in one place for greater visibility into the overall pipeline
Easily update current pursuits from anywhere to keep all team members informed of latest developments
Review past pursuits and client history to make better, more informed decisions
Use interactive dashboards to identify pipeline gaps and develop action plans

Position Your Firm to Win More Projects

Leverage past project and client intel to better position your firm on future work
Collaborate across your teams to keep everyone informed on pursuit progress and probability
Streamline processes to easily create proposals that meet client needs and follow company brand
Deliver competitive and reliable estimates to drive profitability

Turn Insight into Action

Accurately forecast revenue and identify resource needs for future projects
Gain complete visibility into your client relationships to see where to invest time
Use historical client, pursuit and project data to identify which clients, markets and projects are most profitable
Monitor key metrics to identify what is working and where adjustments to BD strategies are needed

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