Get More From Your CRM · » All hubs (info centers) are in the browser » Vision CRM, Ajera CRM,...
Transcript of Get More From Your CRM · » All hubs (info centers) are in the browser » Vision CRM, Ajera CRM,...
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VPVI-96:Get Ready for CRM in Vantagepoint
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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?
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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
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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
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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.
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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
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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
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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
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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
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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
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Select pictures from file
attachments, links or local files
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Easily create resumes, project
sheets and firm overviews
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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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≠
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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
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Outlook Integration
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Have confidence that
information is current with a
live connection to Deltek
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Add activities from emails.
Business logic is automatically honored:
• Workflow
• Required & hidden fields
• All fields available
Outlook Contextual Pane
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Outlook Contextual PaneAdd contacts and projects from Outlook
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Search Vantagepoint from within Outlook
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Search for contacts, firms, and
projects from within Outlook
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» 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
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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 - [email protected].
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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
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Questions?
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