Get More From Your CRM€¦ · VPVI-20: How to Apply Design Thinking to Your Vantagepoint...

VPVI-16:Create Winning Proposals with Vantagepoint

Agenda» Introducing Vantagepoint

» CRM Overview and Demo

» CRM Upgrade Considerations

» Roadmap

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Introducing Vantagepoint

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» 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?

Proposals Overview

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Know exactly what you are creating

with the visual proposal builder.

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Create boilerplates for reuse in

proposals

Create beautiful resumes

and project sheets

RGB, CMYK, Hex, and

Pantone colors

Select and format text for multiple

records at the same time

Select pictures from file

attachments, links, or local files

Create templates

from proposals

Create master elements: Groups of

elements that can be reused over

and over in proposals

Click on whitespace to define:

• Sections

• Pages

• Document Properties

• Page Properties

Sections & Pages:

• Sections are bookmarks to jump to a

specific place in the proposal

• Manage and jump to pages

Document properties define defaults:

• Page Size and Orientation

• Margins

• Headers and Footers

Page properties override document properties for one page

Headers and footers have 3 columns, each can have a

field (e.g., page number), text, or an image.

Turn off headers and footers on a particular page in page

properties.

Demo

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Now What?

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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

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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 - vantagepoint@deltek.com.

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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

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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

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Attend These Sessions to See More Vantagepoint

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VPVI-02: Get Ready for Vantagepoint: Vision

to Vantagepoint

VPVI-08: Welcome to the Projects Hub in

Vantagepoint

VPVI-03: Get Ready for Vantagepoint: DPS to

Vantagepoint

VPVI-12: To Vantagepoint 3.0 and Beyond!

VPVI-04: Get Ready for Vantagepoint

Accounting

VPVI-14: Introduction to Vantagepoint

Dashboards: Getting Started

VPVI-05: Get Ready for the Convergence of

Opportunities and Projects in Vantagepoint

VPVI-20: How to Apply Design Thinking to

Your Vantagepoint Configuration

VPVI-06: Get Ready for CRM in Vantagepoint VPVI-41: Preparing for Deltek Vantagepoint

CRM

VPVI-07: This is Vantagepoint AJ-20: Improve Your ROI with CRM: Tips &

Tricks from the Field

Questions?

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vantagepoint@deltek.com