Deltek Vantagepoint vs. SalesOutlook CRM

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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We were using [SalesOutlook CRM] for a seamless experience when it comes to managing clients and their databases in a uniform way. I personally think this tool is a bit hard to learn & is most recommended to someone with prior experience with using Microsoft products.

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• Consolidation of CRM
• Project data
• Project financials

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• It makes it easy to transfer information
• It is easy to view in conjunction with Outlook
• Keeps people accountable for details in the file

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• Customer Service
• Fraudulent Charges
• Listening to their clients

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• Does not sync all contact info
• Does not sync all SFDC info regarding account

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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 It still feels somewhat outdated.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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The tool lives up to its expectation and completely ticks all the required boxes. Starting from its intuitive features to the post-sales support everything is on point and this makes the end-user experience more hassle free.

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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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Easy to implement and utilize. Provides the ultimate in efficiency in my workload

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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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I have never used a similar product to this. So far my experience with this product is pretty good. I would recommend it to colleagues and other businesses

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

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• Saves time.
• Lets us focus on more important task.
• Helps in managing client communication more effectively.

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Independently Invited by TrustRadius

A de minimis incentive was given to thank the reviewer for their time. The incentive was not used to bias or drive a particular response, nor was the incentive contingent on a positive endorsement. More Info