Get More From Your CRM · 2019-11-01 · VPVI-03: Get Ready for Vantagepoint: DPS to Vantagepoint...

VPVI-06:Get Ready for CRM in 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?

CRM Overview

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» 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

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

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» 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?

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» 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?

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» 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

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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

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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

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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.

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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

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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

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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

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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-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?

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vantagepoint@deltek.com