Deltek Vantagepoint vs. Odoo CRM

It is well suited to connecting customer relationship databases and a project lifecycle. Business development people and other personnel should be able to get good use out of it in their daily jobs and functions. It is helpful to keep a record of ongoing projects and new pursuits among the team.

Incentivized

We are not a huge company so it's great for the relatively basic requriements we have for storing customer data and logging conversations. I haven't delved too deep inot opportunity tracking but the little I looked didn't seem quite as strong as a tool like Salesforce which I used previously

Incentivized

• Time logging
• Checking remaining PTO
• Checking total hours on a project.

Incentivized

• Easy to customize with Python or code-free in Studio.
• Highly granular filtering, grouping, and sorting.
• Built in data enrichment (extra cost).

Incentivized

• Reporting is very clunky and anything but intuitive.
• Compared to Vision, Vantagepoint layouts are very cookie-cutter. The latest release allows you to create up to 5 columns, still, it is so much less customizable than Vision in look and feel.
• Customer service is poor. If you have a question or issue you can expect it to be addressed in 2-4 weeks, minimum.
• Software testing has been poor in the past. Too many bugs have made it through to release on things that should have easily been caught, such as certain workflows not working, etc.

Incentivized

• It would be great to have a custom dashboard with editable graphs and reporting
• The quotation PDF is limited in how it can be changed and I'd prefer using our own custom design rather than the odoo defaults

Incentivized

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 It still feels somewhat outdated.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.

Incentivized

The technical glitch and delay in opening and going to next lead is the major reason for not continuing with odoo. We faced few lead mismatch between source and CRM count also. The interface and features of Odoo is perfectly well and useful when it comes to process leads and do regular follow up

Incentivized

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.

Incentivized

This was a bit of a sticking point, we find the support can be lacking and generally its recommended to spurchase a support pack of hours in order to benefit from full support. We have subsequently gone on to do a lot of the implementation and training by ourselves following lots of trial and error so although things are working now, it was initialy a bumpy road implementing!

Incentivized

The one-stop-shop of CRM, accounting, reporting, and planning is the biggest appeal for Vantagepoint. When you set up your system to provide a "single source of truth" it makes use of other systems impractical and obsolete. Other systems can provide a portion (CRM, accounting, planning, etc.) of what Vantagepoint offers in a single package, but very few provide the one-stop-shop Vantagepoint provides.

Incentivized

It stacks up well with other popular CRMs in terms of basic CRM functionality. But when you get into the nitty-gritty details and reporting, it's 5 years behind popular CRMs. Engineers are building the product without any sales or marketing input; that's the only conclusion I get from using Odoo for the past 3 years.

Incentivized

• It had no ROI for us

Incentivized

• With the help of odoo we were able to organize the sales process with effective lead management
• The export and analytics options gives good understanding of process
• Pipeline options are helping to get idea of revenue projections

Incentivized