Vendor:
Founded:
Headquarters:
Deltek
1983
Herndon, VA
Customers:
Deployment Model:
Free Trial:
30,000+
Cloud
No
Vantagepoint At A Glance
Product Overview
Deltek Vantagepoint is a cloud-based software that helps architecture, engineering and consulting companies stay on top of their projects. Users can manage all of their projects in one place and get actionable insights on each project. Deltek Vantagepoint’s modules include project management, financial management, CRM, resource management and business intelligence. This review focuses on the CRM module.
Deltek Vantagepoint CRM lets users identify and bid on new projects, manage their pipelines and cultivate client relationships. It’s accessible on any device, and it integrates with other solutions, like Microsoft Outlook, Salesforce, and QuickBooks.
Features
Here are a few key features of Deltek Vantagepoint CRM:
Contact management – The contact database stores all information and interaction history on a prospect or client. Users can create and update contacts from any device, and because the CRM module integrates with Outlook, contact information can also be automatically added. There’s a personal assistant feature called “Hey Deltek” that accepts voice or text commands, such as adding contacts, setting reminders and noting new follow-up tasks.
Pipeline management – Users can track their entire pipeline in a single place, and built-in reminders can alert them to follow up on particular tasks. They can also create proposals by adding in text, images or line breaks, and they can see the availability of key project members and historical budget data before sending proposals.
Reporting -The reporting and analytical tools include templates and role-based dashboards to help users spot trends and monitor their pipeline’s health. They can access key metrics on one screen, customize reports and then schedule them.
Target Market
Deltek Vantagepoint is specifically intended for architecture, engineering and consulting firms. We’ve listed some of its clients below.
- Apex Engineers Inc.
- Bruner/Cott Architects
- Caunton Engineering
- Engineering Environmental Answers
- Fox Engineering
- The M Group
- Mott MacDonald
- Providence Engineering Consultants
- SWCA Environmental Consultants
- Walker Consultants
Implementation/Integration
The vendor offers various implementation packages to its clients. First, there’s the Deltek Quick Launch plan that’s geared toward small- and medium-sized businesses that want to go live quickly. It has five steps: Initiate & Plan, Design, Build & Test, Prepare, and Go Live & Close.
The Quick Launch plan includes several benefits, such as experienced consultants that can configure the product to meet the organization’s needs, inclusion of preconfigured reports and templates, and access to video tutorials and other self-paced learning for end users via the Deltek Learning Zone.
Second, there’s the Deltek Power Launch plan that includes predesigned and preconfigured implementation methodology for specific market segments or products.
Finally, in addition to these two plans, Deltek offers tailored implementation plans that align with a client’s unique needs.
Customer Service & Support
Deltek has three tiers of customer support, which are:
Standard Care – The Standard Care tier includes access to the online help portal, support during normal business hours, unlimited support cases for the first 120 days and then 15 cases annually, online and email response within 24 hours, four authorized support contacts and new product releases/enhancements.
Premium Care – The Premium Care tier includes all of the features of the Standard Care, plus phone support, support available during extended business hours, mission-critical support available 24 hours on weekdays, unlimited support cases and six authorized support contacts. Its response time varies depending on the severity of the issue: two hours for Severity 1 cases, four hours for Severity 2 cases, eight hours for Severity 3 cases and 24 hours for Severity 4 cases.
Select Care – The Select Care tier includes all of the features of the Premium Care tier, plus a dedicated customer support manager, mission-critical support available 24/7, 15 authorized support contacts, access to customer advisory councils and semi-annual product roadmaps, and free admission to the Deltek user conference. Its response time varies depending on the severity of the issue: one hour for Severity 1 cases, three hours for Severity 2 cases, six hours for Severity 3 cases and 12 hours for Severity 4 cases.
Pricing
Deltek doesn’t publicly display its pricing information, so please contact the vendor directly for a quote.
Shortcomings
Some users have mentioned that it can take some time to get familiar with Deltek Vantagepoint’s robust features and that the interface can look dated.
Screenshots
About
Established in 1983, Deltek has a long history of providing HR, financial, marketing, project management and other solutions for professional services and project-based businesses. It aims to help its clients focus less on administrative tasks and more on their businesses. Specifically, it helps clients identify new sales and business opportunities, manage their talent, comply with government regulations and measure their finances.
Deltek has more than 30,000 clients and millions of users in over 80 countries. It has 23 offices in North America, Europe, Asia and Australia.
The vendor holds an annual conference where customers and partners can network, learn about the vendor’s products and discuss industry best practices. In addition, Deltek surveys key leaders in the government contracting market on their operational, financial and management issues.
