Deltek Vantagepoint CRM Series: CRM Overview - Learning Video
Overview
Course Details
This video will give you an overview of the Customer Relationship Management feature of Deltek Vantagepoint. Get to know the benefits of using CRM and the Hubs Menu of CRM.
Duration: 9 minutes
Course Objectives
- Explain features included in CRM
- Understand the benefits of the CRM application
- List the Deltek Vantagepoint Hubs that are related to CRM
Instructor
Marlaina Mandeville
Glossary
| Activity | Meetings, tasks, phone calls, email messages, touchpoints, and other business functions. |
| Boilerplates | Blocks of text that can be used repeatedly in proposals and other documents. |
| CRM | Customer Relationship Management |
| Firms | Clients, vendors, prospects, competitors, government agencies, professional affiliations, and any other type of external business or entity that you would like to track. |
| Firm Hierarchy | Parent and subsidiary relationships between multiple firms/clients. |
| Hubs | Information centers that provide you with a set of tools, applications, and reports to help you manage all aspects of your client relationships. |
| In Pursuit Project | Projects that have not been awarded yet. |
| Lead | A prospect contact or unqualified contact that you plan to cultivate to help your firm find new projects. |
| Marketing Campaign | An event or activity designed to reach new and existing clients to generate business and improve future marketing success. |
| Promotional Project | A type of overhead project which is used to collect and track project related costs during your attempt to win the contract. |
| Screen Designer | A tool used by Administrators to customize hubs and the chart of accounts, including user-defined tabs, fields, and grids, setting field security and adding new hubs. |