Contactually CRM (discontinued) vs. Deltek Vantagepoint

Contactually is a very powerful CRM, even though it is extremely simple to use. It is very intuitive and fun to use! Their templates for nurturing and follow-up are phenomenal, so if you have a sales cycle, this is the tool for you. I even use it to keep track of family and acquaintances' interactions, as Contactually can alert me when it's been 30 days since the last time I talked to person A. The only reason I don't give it a 10 is because price has been going up in recent years.

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I have used Vision/Vantagepoint with 5 different companies. Where the business model is project-based it works very well. This is the rule for most AEC companies. My current organization does not really have a project-based business model as they have many, many small "projects" that never get entered into Vantagepoint as it would be time prohibitive to do so. This makes the use of the system very limited for all employees outside of accounting and unreliable for reporting pipeline and historical revenue data. This is not the fault of Deltek, however, just an observation of how it is used with my current company.

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• Syncing to email
• Design and interface
• Support team

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• Consolidation of CRM
• Project data
• Project financials

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• Social tracking is really only through Twitter so though you can add LinkedIn, G+, and even AngelList social profiles, you don't get users' social posts from those
• The feature that highlights opportunities to stay connected with "important" contacts COULD be incredible but it only reports to you when those users have birthdays or they tweet @ you. Rather worthless in that regard. Would be nice if Important contacts showed every time those people posted something on social media.
• Becomes laborious when you have thousands of contacts and need to organize them and indicate their level of importance.
• Time since last contacted only tracks email. You can't manually indicate that you've contacted them, it doesn't track your calendar to know if you had a meeting

• Customer Service
• Fraudulent Charges
• Listening to their clients

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Just doesn't provide the sophistication that I seek. It's a simple solution with some innovation automation relatively speaking, but ideal for individuals and small businesses with basic CRM needs.

It is ok to use; it is not the easiest to use in terms of usability and user-friendliness but it is not the worst. It still feels somewhat outdated. Many cloud options are cleaner or look more modern. But it is good enough and you should be able to get the hang of it.

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I would rate Deltek VantagePoint highly in terms of the overall support. You can receive support any time you need it and there is a representative from Deltek assigned to your account so that you can always get the help when you need it. Sometimes, they want to go more in-depth than I would like, however.

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It seemed to have everything that I wanted and wasn't too expensive.

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BQE Core. I think that BQE Core is definitely harder to use, and has a lot of features atleast from the users perspective that dont seem entirely neccesary. Deltek is very straight forward and easy to use.

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• It's had a very positive impact in building and maintaining my relationships. The ROI has been positive as an affordable and user-friendly CRM.

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• Provides a customizable option for many current and to-be-determined use cases.

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