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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
CONFIDENTIAL © Deltek, Inc. All Rights Reserved. 3
Introducing Vantagepoint
CONFIDENTIAL © Deltek, Inc. All Rights Reserved. 4
CONFIDENTIAL © Deltek, Inc. All Rights Reserved. 5
» 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
CONFIDENTIAL © Deltek, Inc. All Rights Reserved. 6
» 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?
© Deltek, Inc. All Rights Reserved. 9
» 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?
© Deltek, Inc. All Rights Reserved. 10
» 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
CONFIDENTIAL © Deltek, Inc. All Rights Reserved. 11
© Deltek, Inc. All Rights Reserved. 12
Easily add or open
records with Hey Deltek!
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Interactive calendar
with drag & drop
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Create time entries
from activities
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• Simplified activity form
• Links & attachments
• Multiple firms
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Activity grids show relevant
info without scrolling
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Touchpoints
still exist!
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Actual Revenue and Potential
Revenue calculations to
compare how you are tracking
toward your goal.
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Leads & contacts merged
into Contacts Hub
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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
CONFIDENTIAL © Deltek, Inc. All Rights Reserved. 22
Firms include clients,
vendors, competitors,
affiliations, government
agencies, etc.
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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
CONFIDENTIAL © Deltek, Inc. All Rights Reserved. 25
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.
CONFIDENTIAL © Deltek, Inc. All Rights Reserved. 27
Reporting has
been simplified
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Multiple dashboards
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Multiple dashboards
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View upcoming milestones
for your active pursuits
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Interactive activity
dashpart
Proposals
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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
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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
CONFIDENTIAL © Deltek, Inc. All Rights Reserved. 37
CONFIDENTIAL © Deltek, Inc. All Rights Reserved. 38
New mobile CRM features:
• Pictures
• Lead qualification
• Vendors and vendor
contacts
• More streamlined contact
and firm creation
≠
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» 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
CONFIDENTIAL © Deltek, Inc. All Rights Reserved. 40
CONFIDENTIAL © Deltek, Inc. All Rights Reserved. 41
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
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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?
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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
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].
CONFIDENTIAL © Deltek, Inc. All Rights Reserved.
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
CONFIDENTIAL © Deltek, Inc. All Rights Reserved.
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
CONFIDENTIAL © Deltek, Inc. All Rights Reserved. 50
Attend These Sessions to See More Vantagepoint
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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?
CONFIDENTIAL © Deltek, Inc. All Rights Reserved. 52