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VPVI-96:Get Ready for CRM in Vantagepoint

Agenda» Introducing Vantagepoint

» CRM Overview and Demo

» CRM Upgrade Considerations

» Roadmap

CONFIDENTIAL © Deltek, Inc. All Rights Reserved. 2

Introducing Vantagepoint



» A new user experience

» Taking the well-established

Vision framework to the

next level

» Increasing the breadth and

depth of the overall

solution

» Anywhere, anytime access

What is Vantagepoint?

CRM Overview


» All hubs (info centers) are in the browser

» Vision CRM, Ajera CRM, and GovWin Capture Management upgraded to CRM Plus

» DPS CRM upgraded according to current CRM module

» CRM modules consolidated

» CRM includes new Outlook app

» CRM Plus includes new Outlook app and proposals

CRM in Vantagepoint

© Deltek, Inc. All Rights Reserved.7

CRM: What’s Changed for DPS -> Vantagepoint?

© Deltek, Inc. All Rights Reserved. 8

» Hubs consolidated: Opportunities + Projects = Projects with Win/Loss

Process

» Hey Deltek!

» New proposal builder added for CRM Plus

CRM: What’s Changed for Vision, Ajera CRM or GovWin CM -> Vantagepoint?


» Hubs consolidated

» Leads + Contacts = Contacts with Qualification Process

» Clients + Vendors = Firms

» Opportunities + Projects = Projects with Win/Loss Process

» Hey Deltek!

» New proposal builder

» New calculations in marketing campaigns

» Activities made an official hub

CRM: What’s Changed for Vision, Ajera CRM & GovWin CM?


» Add time from activities in calendar

» Opportunity stage change alert retired

» GovWin IQ info tab no longer used

» Multiple dashboards

» Ajera information added to the dashboard and the tabs, Ajera Project

Totals and Budget & Revenue, are no longer available in the Project

hub when using the Ajera sync. See Portal and Ajera Help.

CRM Walk Thru



Easily add or open

records with Hey Deltek!


Interactive calendar

with drag & drop


Create time entries

from activities


• Simplified activity form

• Links & attachments

• Multiple firms


Activity grids show relevant

info without scrolling


Touchpoints

still exist!


Actual Revenue and Potential

Revenue calculations to

compare how you are tracking

toward your goal.


Leads & contacts merged

into Contacts Hub


Qualify contacts

Migration Considerations and PreparationContacts & Leads Merged into Contacts» If you repurposed leads, create a User Defined Info Center (UDIC) and move all data. Delete

all user defined fields.

» Review lead code tables to ensure duplicate

values will not be created.

» Note any lead settings or favorites that are

important to recreate, including security,

workflow, report favorites, and

saved searches.

» Converted leads will be merged into the

appropriate contacts. Otherwise, leads and

contacts will be matched using this formula:

Email or

(Preferred/First + Last Name + Firm Name) VPVI-41: Preparing for Deltek Vantagepoint CRMWednesday at 12:10


Firms include clients,

vendors, competitors,

affiliations, government

agencies, etc.


Visual firm hierarchy

Migration Considerations and PreparationClients & Vendors Merged Into Firms» Review code tables to ensure duplicate

values will not be created.

» Note any client or vendor settings or

favorites that are important to recreate,

including security, workflow, report

favorites, and saved searches.

» Clients and vendors will be merged into

the Firms hub based on whether they are

linked in Vision.

VPVI-41: Preparing for Deltek Vantagepoint CRMWednesday at 12:10


Opportunities and Projects have

been combined into the Projects

Hub with Won/Loss Process

Migration Considerations and PreparationOpportunities & Projects Merged into Projects» Review stage list to ensure stages have the correct step associated to them.

» Note any opportunity settings or favorites that are important to recreate, including security,

workflow, report favorites, and saved

searches.

» Linked opportunities will be merged into

the associated projects. Otherwise, new

project records will be created for unlinked

opportunities.

» Assign numbers to opportunities if you care

about the project numbers. Use the project

key format and make sure they are unique

numbers.


Reporting has

been simplified


Multiple dashboards


View upcoming milestones

for your active pursuits


Interactive activity

dashpart

Proposals


Create sleek, impressive

proposals to position your firm for

the win

» Visual proposal builder

» Drag & drop

» Insert graphics and pictures

» Merge from hubs

» Templates

» Export to PDF

Proposals

33

VPVI-16: Create Winning Proposals with VantagepointWednesday at 2:10


Create boilerplates and master

elements for reuse in proposals

Select pictures from file

attachments, links or local files

Easily create resumes, project

sheets and firm overviews

Mobile CRM



New mobile CRM features:

• Pictures

• Lead qualification

• Vendors and vendor

contacts

• More streamlined contact

and firm creation

≠


» New app

» Touch Server installed by admin

» Admin creates mobile-specific URL

» Supported devices

» iPhones and iPads on latest version

» Android devices on 7+

Mobile CRM App

Outlook Integration



Have confidence that

information is current with a

live connection to Deltek

Add activities from emails.

Business logic is automatically honored:

• Workflow

• Required & hidden fields

• All fields available

Outlook Contextual Pane

Outlook Contextual PaneAdd contacts and projects from Outlook

Search Vantagepoint from within Outlook


Search for contacts, firms, and

projects from within Outlook

» Outlook 2013 on Windows

» Outlook 2016 on Windows or Mac

» Exchange 2016 CU 5 or higher

» Outlook Web Access (OWA)

» Office 365

» Outlook Web Client

Supported Environments

Now What?


Visit the Vantagepoint Readiness Portal» Key resources to prepare for

upgrade.

» Checklists

» Frequently Asked Question

» Focused explanation of key

reimagine areas

» Product demos to help users

prepare

CONFIDENTIAL © Deltek, Inc. All Rights Reserved.

What Should You Be Doing Now?

Upgrade to Vision 7.6.

Deploy and implement iAccess. Get your people accustom to the interface.

Visit the Vantagepoint readiness portal.

Ask questions - [email protected].


mailto:[email protected]

What Should You Be Doing Now?

Watch Deltek communications for more information, check out the blog -

https://www.deltek.com/en/learn/blogs/deltek-vantagepoint

Start planning your upgrade

On-premise customers: Consider test environment

Cloud customers: Request a preview environment


https://www.deltek.com/en/learn/blogs/deltek-vantagepoint

Usability Lab @ Insight» Visit the Kiosk in the Xpo hall

between Customer Showcase and

Customer Care

» Sign up in the Xpo Hall for 1:1

usability testing sessions with a UX

Designer

» Take a self-directed usability test at

the kiosk


Attend These Sessions to See More Vantagepoint


VPVI-02: Get Ready for Vantagepoint: Vision

to Vantagepoint

VPVI-12: To Vantagepoint 3.0 and Beyond!

VPVI-03: Get Ready for Vantagepoint: DPS to

Vantagepoint

VPVI-14: Introduction to Vantagepoint

Dashboards: Getting Started

VPVI-04: Get Ready for Vantagepoint

Accounting

VPVI-20: How to Apply Design Thinking to

Your Vantagepoint Configuration

VPVI-05: Get Ready for the Convergence of

Opportunities and Projects in Vantagepoint

VPVI-16: Create Winning Proposals with

Vantagepoint

VPVI-07: This is Vantagepoint VPVI-41: Preparing for Deltek Vantagepoint

CRM

VPVI-08: Welcome to the Projects Hub in

Vantagepoint

AJ-20: Improve Your ROI with CRM: Tips &

Tricks from the Field

Questions?


[email protected]

mailto:[email protected]

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